Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 8955-SSA Filings - records of filings?

   By RestAssured, February 28, 2022
   • 7 replies
   • 2.1k views
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   • david rigby
   • February 28, 2022

2. 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

3. HELP--The Retroactive Payment Rule

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

4. 10 Year Averaging to an active participant?

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

5. MRD and life insurance policies

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

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

   By FundeK, January 13, 2004
   • 10 replies
   • 2k views
   • 
   • Belgarath
   • April 30, 2004

7. Withholding on Distributions under $200

   By RCK, March 11, 2003
   • 3 replies
   • 2k views
   • 
   • maverick
   • March 12, 2003

8. Age 70 1/2 Distribution

   By DP, May 5, 2011
   • 9 replies
   • 2k views
   • 
   • masteff
   • May 6, 2011

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

   By chris, April 9, 2001
   • 8 replies
   • 2k views
   • 
   • Bill Berke
   • April 10, 2001

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

    By smg, September 4, 2018
    • 31 replies
    • 2k views
    • 
    • Belgarath
    • September 11, 2018

11. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 5, 2003

12. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2k views
    • 
    • Just Me
    • April 13, 2005

13. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris, August 27, 2014
    • 18 replies
    • 2k views
    • 
    • GBurns
    • September 24, 2015

14. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 4, 2007

15. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 24, 2003

16. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 30, 2016

17. Interest on Retro Payments

    By Guest lvegas, April 19, 2004
    • 1 reply
    • 2k views
    • 
    • MGB
    • April 21, 2004

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

    By Dave Baker, July 20, 2000
    • 0 replies
    • 2k views
    • 
    • Dave Baker
    • July 20, 2000

19. Distribution year for first RMD

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

20. When Does 5-year term begin?

    By Guest rocnrols2, April 10, 2003
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • April 15, 2003

21. Non-taxable loan

    By mctoe, July 4, 2018
    • 20 replies
    • 2k views
    • 
    • mctoe
    • July 9, 2018

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

    By GMK, February 21, 2008
    • 3 replies
    • 2k views
    • 
    • GMK
    • February 26, 2008

23. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2k views
    • 
    • JanetM
    • November 17, 2006

24. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2k views
    • 
    • MWeddell
    • August 17, 2009

25. Inservice dist

    By K-t-F, February 23, 2006
    • 4 replies
    • 2k views
    • 
    • namealreadyinuse
    • March 15, 2006

26. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2k views
    • 
    • wsp
    • March 22, 2007

27. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2k views
    • 
    • Larry Starr
    • May 1, 2020

28. hardship distribution

    By Guest mjn, September 5, 2003
    • 2 replies
    • 2k views
    • 
    • Archimage
    • September 5, 2003

29. Cannot locate missing participant in DC Plan - bad SS #

    By Guest bmurphy, June 20, 2002
    • 7 replies
    • 2k views
    • 
    • david rigby
    • March 26, 2003

30. Convert from PC to LLC

    By eilano, November 17, 1999
    • 1 reply
    • 2k views
    • 
    • davef
    • November 19, 1999

31. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • June 11, 2020

32. How Do These Guys Do It?

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

33. When does a Beneficiary need take their money from a 401(k) after thei

    By Guest TWR, April 26, 1999
    • 2 replies
    • 2k views
    • 
    • Dave Baker
    • May 6, 1999

34. Incorrect Withholding

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

35. Money Purchase Plan Terminating.. Can they force out participant balan

    By Guest TrustMe401k, December 14, 1999
    • 1 reply
    • 2k views
    • 
    • Wessex
    • December 15, 1999

36. S Corp to C Corp?

    By Guest Bill, December 3, 1998
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • December 8, 1998

37. 401(k) death benefit

    By pmacduff, September 19, 2013
    • 7 replies
    • 2k views
    • 
    • pmacduff
    • September 20, 2013

38. Repayment of overpayment of distribution

    By Guest ypartridge, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Dan
    • April 24, 1999

39. Historical Applicable Federal Rates

    By Guest TheBadger, December 5, 2004
    • 2 replies
    • 2k views
    • 
    • GBurns
    • December 5, 2004

40. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2k views
    • 
    • Michael Devault
    • February 1, 2001

41. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2k views
    • 
    • Bird
    • January 19, 2009

42. Profit Sharing Plans - Forfeiture of Small Balances

    By Guest Peter Riggins, January 9, 2001
    • 2 replies
    • 2k views
    • 
    • RCK
    • January 10, 2001

43. Hardship standards in an AccuDraft doc

    By doombuggy, May 8, 2008
    • 5 replies
    • 2k views
    • 
    • masteff
    • May 9, 2008

44. SSA Notice- Benefit Due

    By 52626, September 3, 2020
    • 23 replies
    • 2k views
    • 
    • acm_acm
    • September 11, 2020

45. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

46. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 21, 2006

47. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 9, 2006

48. Spousal Consent exceptions?

    By Guest agordon, October 19, 2004
    • 4 replies
    • 2k views
    • 
    • david rigby
    • October 19, 2004

49. Loan Rollover

    By Guest Beachgirl, July 26, 2006
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • July 26, 2006

50. In-Service Dist.... penalty free?

    By K-t-F, April 7, 2008
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • April 8, 2008