Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan headache

   By Eve Sav, June 9, 2017   

   • loans
   • 6 replies
   • 1.1k views
   • 
   • Bird
   • June 13, 2017

2. Loan Interest Rate - can it be too high?

   By Guest ebailey, April 30, 2009
   • 6 replies
   • 2.2k views
   • 
   • BG5150
   • May 5, 2009

3. Loan to Fund Retirement Plan

   By Jennifer D., November 9, 2017
   • 6 replies
   • 1.1k views
   • 
   • ESOP Guy
   • November 13, 2017

4. 1099-R - report when check issued or check received?

   By Guest Champ's Mom, February 19, 2009
   • 6 replies
   • 4.6k views
   • 
   • Guest
   • February 23, 2009

5. RMD?

   By jpod, August 6, 2018
   • 6 replies
   • 936 views
   • 
   • jpod
   • August 7, 2018

6. Related vs. Unrelated Rollover

   By Towanda, June 23, 2015   

   • related rollover
   • unrelated rollover
   • 6 replies
   • 13.8k views
   • 
   • card
   • March 24, 2018

7. Self-certification of H'ships--issues if done wrong?

   By BG5150, March 26, 2025
   • 6 replies
   • 2k views
   • 
   • fmsinc
   • March 27, 2025

8. RMD Calculations Pooled Accounts

   By ERISAAPPLE, April 19, 2018
   • 6 replies
   • 2.2k views
   • 
   • ERISAAPPLE
   • April 20, 2018

9. Abuse of Hardship provision???

   By Lori H, August 23, 2013
   • 6 replies
   • 1.7k views
   • 
   • ESOP Guy
   • February 6, 2015

10. Funds received fter death of both participant and beneficiary

    By R. Butler, January 13, 2017
    • 6 replies
    • 790 views
    • 
    • jpod
    • January 13, 2017

11. Irs Issues Final Rmd Regulations

    By Appleby, April 16, 2002
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 16, 2002

12. Principal Residence Loan #2

    By Guest notapensiongeek, July 31, 2007
    • 6 replies
    • 3.7k views
    • 
    • QDROphile
    • August 1, 2007

13. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • April 1, 2002

14. Participant Loan after Rehire

    By Susan S., November 16, 2023
    • 6 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 18, 2023

15. Pre-Tax Loan Repayments?

    By TBob, September 23, 2005
    • 6 replies
    • 4k views
    • 
    • Guest
    • November 17, 2005

16. Hardship Distributions: reasonable evidence

    By Laura Harrington, June 2, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • June 2, 2009

17. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew, November 6, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • December 9, 2002

18. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • October 16, 2020

19. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.2k views
    • 
    • ESOP Guy
    • June 16, 2017

20. Account balance less than check processing plan expense

    By Guest JVH, March 18, 2004
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • March 19, 2004

21. Principal residence loan

    By Doghouse, August 25, 2011
    • 6 replies
    • 3.7k views
    • 
    • Doghouse
    • August 26, 2011

22. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

23. How Do These Guys Do It?

    By mming, February 7, 2006
    • 6 replies
    • 2k views
    • 
    • jevd
    • February 9, 2006

24. Continuing RMDs after participant death?

    By RayRay, March 18, 2024
    • 6 replies
    • 1.3k views
    • 
    • Appleby
    • March 24, 2024

25. Notice Requirements - QJSA Value or Table?

    By Erik Read, December 19, 2001
    • 6 replies
    • 1.9k views
    • 
    • Erik Read
    • December 19, 2001

26. Withholding of monthly payments from defined contribution plan.

    By ljr, February 18, 2004
    • 6 replies
    • 1.4k views
    • 
    • ljr
    • February 19, 2004

27. what year to report dist on 1099?

    By Guest greggi39, January 13, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2004

28. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia, February 22, 2023
    • 6 replies
    • 1k views
    • 
    • david rigby
    • February 24, 2023

29. RMD Final and Proposed Regs

    By Paul I, July 18, 2024
    • 6 replies
    • 736 views
    • 
    • Paul I
    • July 19, 2024

30. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • December 29, 2010

31. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.1k views
    • 
    • JKW
    • April 27, 2018

32. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2k views
    • 
    • Appleby
    • February 12, 2020

33. Loan of plan assets

    By ombskid, August 25, 2020
    • 6 replies
    • 794 views
    • 
    • BG5150
    • August 27, 2020

34. interim valuation used to measure distribution amount

    By mariemonroe, March 26, 2020
    • 6 replies
    • 943 views
    • 
    • Luke Bailey
    • April 16, 2020

35. Bankruptcy judge orders participant to stop loan payments?

    By Kathy, October 2, 2002
    • 6 replies
    • 2.7k views
    • 
    • RCK
    • October 3, 2002

36. What to do for distributions that do not require spousal consent.

    By jkharvey, June 16, 2000
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 20, 2000

37. SECURE 2.0 overpayments

    By WCC, July 25, 2023
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • July 27, 2023

38. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 1.9k views
    • 
    • AMDG
    • August 3, 2016

39. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

40. Hardship Withdrawal Request ROTH

    By Pammie57, January 23, 2019
    • 6 replies
    • 2k views
    • 
    • Luke Bailey
    • January 25, 2019

41. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 6 replies
    • 1.4k views
    • 
    • Nassau
    • March 12, 2013

42. Direct rollover by non-spouse benficiary

    By SMB, February 3, 2009
    • 6 replies
    • 1.3k views
    • 
    • SMB
    • February 6, 2009

43. Loan repayment from personal account

    By ombskid, December 1, 2016
    • 6 replies
    • 925 views
    • 
    • hr for me
    • December 2, 2016

44. Final 401(a)(9) Regs and Cont. Receivable

    By Guest pension222, March 4, 2004
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • March 5, 2004

45. profit sharing death benefits

    By Tom Poje, October 30, 2007
    • 6 replies
    • 2.5k views
    • 
    • masteff
    • November 1, 2007

46. Deceased Participant with no identifiable beneficiaries / estate

    By JButtrick, May 13, 2015
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • May 15, 2015

47. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 3k views
    • 
    • My 2 cents
    • November 3, 2015

48. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • February 18, 2002

49. loan never repaid

    By Santo Gold, September 28, 2012
    • 6 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2012

50. When is the first RMD due & what is the benefit to use

    By Jakyasar, June 30, 2020
    • 6 replies
    • 871 views
    • 
    • Jakyasar
    • July 1, 2020