Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Participant loan offset not allowed because the balance is over $5,000

   By Guest mo again, July 20, 2000
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • April 2, 2001

2. Abatement?

   By FundeK, January 20, 2005
   • 4 replies
   • 2.1k views
   • 
   • mbozek
   • April 20, 2005

3. Regulation Z and Plan loans

   By R. Butler, October 17, 2001
   • 2 replies
   • 2.1k views
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   • pmacduff
   • October 17, 2001

4. Conversion to LLC

   By Guest kjungkin, December 1, 1998
   • 2 replies
   • 2.1k views
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   • Alan Simpson
   • December 1, 1998

5. Distribution of NYCER PENSION benefits upon death

   By Edie, February 4, 2023
   • 2 replies
   • 2.1k views
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   • fmsinc
   • February 7, 2023

6. Late RMD

   By Coleboy1, January 3, 2024
   • 4 replies
   • 2.1k views
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   • Lou S.
   • January 5, 2024

7. If a named 401k beneficiary rejects the distribution on the death of t

   By Guest David O'Loughlin, November 9, 2000
   • 4 replies
   • 2.1k views
   • 
   • david rigby
   • November 10, 2000

8. Correction for 70-1/2 Rollover to IRA

   By Guest Judy S, July 5, 2007
   • 3 replies
   • 2.1k views
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   • Guest
   • July 5, 2007

9. are hardship distributions protected under 411(d)(6)?

   By KJohnson, February 28, 2000
   • 1 reply
   • 2.1k views
   • 
   • Scuba 401
   • February 28, 2000

10. Death benefit - subject to anti-cutback rules?

    By Guest Sieve, July 8, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 8, 2008

11. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 28, 2010

12. Failure to Withhold

    By jmrsai, March 20, 2009
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • March 20, 2009

13. available hardship amount

    By K2retire, May 18, 2009
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • May 19, 2009

14. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k, December 13, 2017
    • 5 replies
    • 2.1k views
    • 
    • Eve Sav
    • December 14, 2017

15. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner, September 29, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • September 29, 2008

16. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998

17. Deceased Participant with no identifiable beneficiaries / estate

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

18. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 2005

19. 402(f) Tax Notice Including Roth 401(k) Discussion?

    By namealreadyinuse, June 15, 2007
    • 5 replies
    • 2.1k views
    • 
    • blue
    • June 18, 2007

20. My Boss Screwed Up, Now I'm Screwed (and so is my employer I assume)

    By smg, September 4, 2018
    • 31 replies
    • 2.1k views
    • 
    • Belgarath
    • September 11, 2018

21. Employee paychecks no longer cover loan payments; what happens on defa

    By Guest, October 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • October 24, 2000

22. RMD for deceased participant, can check be made payable to estate?

    By BG5150, December 14, 2021
    • 8 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 22, 2021

23. In-service Distribution In General

    By Basically, July 17, 2023
    • 4 replies
    • 2.1k views
    • 
    • Paul I
    • July 18, 2023

24. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • December 7, 1998

25. Notice 99-5

    By Guest greymann, January 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 26, 1999

26. Non-taxable loan

    By mctoe, July 4, 2018
    • 20 replies
    • 2.1k views
    • 
    • mctoe
    • July 9, 2018

27. Death Benefit to Non-Spouse Beneficiary

    By §#$%!, January 11, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 14, 2006

28. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • February 5, 2006

29. TEFRA 242 Elections/RMD's

    By Guest bubs, March 21, 2002
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • March 21, 2002

30. Federal and State Income Tax Withholding

    By Guest Cliff Langwith, August 1, 2002
    • 4 replies
    • 2.1k views
    • 
    • 2muchstress
    • August 2, 2002

31. Limitations on In-service withdrawals

    By Mel_1999, June 4, 2018
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 6, 2018

32. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates, July 28, 2015
    • 6 replies
    • 2.1k views
    • 
    • mphs77
    • July 28, 2015

33. Rollover Eligible for Hardship Withdrawal?

    By Guest ELS, June 1, 2001
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • June 5, 2001

34. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2.1k views
    • 
    • Larry Starr
    • May 1, 2020

35. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • June 11, 2020

36. Hardship distribution for a beneficiary

    By Guest Statler, December 4, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • December 5, 2008

37. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

38. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.1k views
    • 
    • JKW
    • January 7, 2015

39. HELP--The Retroactive Payment Rule

    By Guest Adam Stone, March 15, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • March 27, 1999

40. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan.

    By FundeK, January 13, 2004
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • April 30, 2004

41. DC plan deceased participant with no beneficiary

    By doombuggy, December 7, 2015
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 28, 2016

42. RMD

    By Guest jama, December 16, 2009
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2009

43. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

44. Does anyone have a sample distribution letter

    By Guest jrf1, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • September 23, 2002

45. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.1k views
    • 
    • QDROphile
    • July 7, 2001

46. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 2.1k views
    • 
    • 401_noob
    • May 1, 2017

47. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.1k views
    • 
    • BeanCounterBlues
    • May 9, 2010

48. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • June 5, 2003

49. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2001

50. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 5, 2005