Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Mandatory Distributions under $5000

   By Ananda, October 14, 2021
   • 13 replies
   • 2.1k views
   • 
   • ESOP Guy
   • October 20, 2021

2. 415 suspense accounts and terminated participants

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

3. Participant Loan or Prohibited Transaction?

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

4. Timing of reporting deemed distribution for USERRA employee.

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

5. 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

6. 401(k) loan

   By Bruce1, February 10, 2025
   • 3 replies
   • 2.1k views
   • 
   • Peter Gulia
   • February 10, 2025

7. participant distribution fees

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

8. Hardship - Documentation

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

9. Deferral on Severance Pay

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

10. Distributions of Death Benefit

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

11. 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

12. Cobra Payments - safe harbor hardship reason?

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

13. Rollover nightmare

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

14. 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

15. 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

16. 457k withdrawal

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

17. 10 Year Averaging to an active participant?

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

18. 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

19. 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

20. Distribution year for first RMD

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

21. SSA Notice- Benefit Due

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

22. Automatic Rollovers and After-Tax Contributions

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

23. Age 70 1/2 Distribution

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

24. Withholding on Distributions under $200

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

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

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

26. 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

27. Involuntary Distributions & age 62/NRA

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

28. Interest on Retro Payments

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

29. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

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

30. RMD from 403(b)

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

31. When Does 5-year term begin?

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

32. 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

33. RMD/Rollover Situation

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

34. Corporation or Trust as Beneficiary?

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

35. In-service Distribution In General

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

36. Incorrect Withholding

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

37. undetermined amount needed for hardship

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

38. Convert from PC to LLC

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

39. in-service non hardship distributions

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

40. Late RMD

    By Coleboy1, January 3, 2024
    • 4 replies
    • 2k views
    • 
    • Lou S.
    • January 5, 2024

41. Inservice dist

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

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

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

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

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

44. S Corp to C Corp?

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

45. Dist Amount Not Requireing Tax Withholding

    By Basically, January 27, 2025
    • 7 replies
    • 2k views
    • 
    • Basically
    • February 3, 2025

46. hardship distribution

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

47. Repayment of overpayment of distribution

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

48. 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

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

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

50. How Do These Guys Do It?

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