Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Plan participant dies - has no designated beneficiary and no will

   By Tom, March 24, 2025
   • 11 replies
   • 2.1k views
   • 
   • ESOP Guy
   • March 26, 2025

2. How do you determine if a new loan is considered a “replacement loan”?

   By MarZDoates, February 9, 2006
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • February 22, 2006

3. RMD - Cash Balance Plan

   By Lou S., November 10, 2010
   • 0 replies
   • 2.1k views
   • 
   • Lou S.
   • November 10, 2010

4. Participant Loan or Prohibited Transaction?

   By John A, June 13, 2001
   • 5 replies
   • 2.1k views
   • 
   • Bob R
   • June 19, 2001

5. Loan distribution from Money Purchase source of money

   By Guest EPS2, August 22, 2008
   • 4 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 22, 2008

6. involuntary distributions

   By Guest ElKH, July 11, 2003
   • 4 replies
   • 2.1k views
   • 
   • mbozek
   • July 16, 2003

7. Late Loan Default

   By Guest KMP, June 12, 2009
   • 2 replies
   • 2.1k views
   • 
   • Tom Poje
   • January 28, 2010

8. Is this a Qualified Plan Loan Offset (QPLO)?

   By bvhea, May 7, 2021
   • 4 replies
   • 2.1k views
   • 
   • Luke Bailey
   • May 11, 2021

9. SSA Notice- Benefit Due

   By 52626, September 3, 2020
   • 23 replies
   • 2.1k views
   • 
   • acm_acm
   • September 11, 2020

10. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 15, 2008

11. CARES Act and Loan Offset

    By DJL, September 21, 2020   

    • cares act
    • crd
    • (and 1 more)

      Tagged with:

      • cares act
      • crd
      • loan offset
    • 15 replies
    • 2.1k views
    • 
    • DJL
    • September 30, 2020

12. participant distribution fees

    By Guest Mike Kimball, April 2, 1999
    • 1 reply
    • 2.1k views
    • 
    • Wessex
    • April 2, 1999

13. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

    • rmd
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 13, 2023

14. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

15. Rollover of loan offset amount within 60 days

    By Guest LMalone, March 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 22, 2001

16. Deferral on Severance Pay

    By Guest grazetti, October 27, 2005
    • 2 replies
    • 2.1k views
    • 
    • Leopurrd
    • November 1, 2005

17. Distributions of Death Benefit

    By flosfur, July 16, 2008
    • 5 replies
    • 2.1k views
    • 
    • flosfur
    • September 3, 2008

18. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 21, 2005

19. Can this participant borrow $50,000 by taking 2 loans 1 day apart inst

    By Guest GregSelf, December 16, 1999
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 1999

20. Withholding by state (1) after moving to state (2) - 10 year rule?

    By JDuns, May 31, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 2, 2006

21. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 8, 2002

22. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault, November 10, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000

23. Old Beneficiary Designation Effective?

    By kazoni, December 8, 2020   

    • beneficiary
    • distribution
    • (and 1 more)

      Tagged with:

      • beneficiary
      • distribution
      • estate
    • 12 replies
    • 2.1k views
    • 
    • Bill Presson
    • December 9, 2020

24. Can loans be taken from rollover accounts prior to employee becoming a

    By John A, May 18, 2000
    • 9 replies
    • 2.1k views
    • 
    • pjkoehler
    • May 26, 2000

25. Cobra Payments - safe harbor hardship reason?

    By FundeK, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 20, 2004

26. Hardship - Documentation

    By Guest EricWings, June 12, 2008
    • 2 replies
    • 2.1k views
    • 
    • masteff
    • June 13, 2008

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

    By BG5150, March 26, 2025
    • 6 replies
    • 2.1k views
    • 
    • fmsinc
    • March 27, 2025

28. Dist Amount Not Requireing Tax Withholding

    By Basically, January 27, 2025
    • 7 replies
    • 2.1k views
    • 
    • Basically
    • February 3, 2025

29. Is a 401(k) the Same "Kind" of Plan as an ESOP?

    By GMK, February 21, 2008
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • February 26, 2008

30. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 16, 2001

31. rehire of terminated employee w/ distribution and loan

    By AKconsult, July 31, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2008

32. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • November 2, 2010

33. 10 Year Averaging to an active participant?

    By Guest Bob Lees, January 3, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 20, 2001

34. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2.1k views
    • 
    • Appleby
    • February 12, 2020

35. Age 70 1/2 Distribution

    By DP, May 5, 2011
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • May 6, 2011

36. Disadvantages to rolling over a pre-retirement distribution?

    By chris, April 9, 2001
    • 8 replies
    • 2.1k views
    • 
    • Bill Berke
    • April 10, 2001

37. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2.1k views
    • 
    • Just Me
    • April 13, 2005

38. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 17, 2009

39. Interest on Retro Payments

    By Guest lvegas, April 19, 2004
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • April 21, 2004

40. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2.1k views
    • 
    • Luke Bailey
    • July 24, 2018

41. Withholding on Distributions under $200

    By RCK, March 11, 2003
    • 3 replies
    • 2.1k views
    • 
    • maverick
    • March 12, 2003

42. When Does 5-year term begin?

    By Guest rocnrols2, April 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 15, 2003

43. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2.1k views
    • 
    • wsp
    • March 22, 2007

44. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 5, 2003

45. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2003

46. Interest rate not exceeding 120% of federal mid-term rate is deemed re

    By Dave Baker, July 20, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dave Baker
    • July 20, 2000

47. Incorrect Withholding

    By Guest djsimonetti, April 14, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 1999

48. Convert from PC to LLC

    By eilano, November 17, 1999
    • 1 reply
    • 2.1k views
    • 
    • davef
    • November 19, 1999

49. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • October 4, 2007

50. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2.1k views
    • 
    • JanetM
    • November 17, 2006