Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Defaulted loan Still on the Books

   By thepensionmaven, February 27, 2020
   • 1 reply
   • 428 views
   • 
   • JackS
   • February 27, 2020

2. defaulted loan upon death

   By Guest lap716, September 10, 2009
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • September 11, 2009

3. Defaulted loan, deemed distribution, then rehire

   By Spencer, September 9, 2011
   • 4 replies
   • 3.2k views
   • 
   • QDROphile
   • September 9, 2011

4. Defaulted Loan:

   By Guest Pennysaver, September 15, 2011
   • 1 reply
   • 960 views
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   • Guest
   • September 16, 2011

5. Defaulted loans

   By Guest Dumb Maxie, November 20, 2002
   • 1 reply
   • 1.9k views
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   • lkpittman
   • November 21, 2002

6. Defaulted loans

   By FAPInJax, June 3, 2002
   • 0 replies
   • 1.3k views
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   • FAPInJax
   • June 3, 2002

7. Defaulted Participant Loan

   By Guest cease, July 17, 2003
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • July 17, 2003

8. Defaulted Prior Year Loans

   By Guest lrusso, August 14, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • August 14, 2003

9. Defer first loan repayment

   By Guest mmullen, March 14, 2006
   • 5 replies
   • 2k views
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   • Belgarath
   • March 15, 2006

10. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • February 13, 2015

11. Deferral on Severance Pay

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

12. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k, June 17, 2021
    • 8 replies
    • 1k views
    • 
    • Luke Bailey
    • June 22, 2021

13. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

14. Defined Benefit Plan - Distribution Rules

    By Guest slt, December 20, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • December 21, 1999

15. Defined Benefit Plan Death Benefits

    By Guest SCUDDESLER, October 1, 2002
    • 3 replies
    • 1.7k views
    • 
    • MGB
    • October 2, 2002

16. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
    • 0 replies
    • 1.5k views
    • 
    • Dougsbpc
    • July 21, 2009

17. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 25, 2015

18. Definition of "retired" for age 70 1/2 requirements

    By AndyT, April 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 17, 2001

19. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 8, 2009

20. Definition of Primary Residence for hardshp casualty loss--

    By jkharvey, March 6, 2015
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 7, 2015

21. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 2001

22. Delay in Depositing Distribution Check

    By Flight33, July 19, 2011
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 24, 2014

23. Delay in distribution of my retirement plan. What to do?

    By Guest mmcarp, June 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • June 11, 1999

24. Delayed distribution due to Custodian - Who is liable?

    By Guest chris4013, February 12, 2004
    • 1 reply
    • 965 views
    • 
    • mbozek
    • February 14, 2004

25. Delegating Loan Administration -- Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • September 24, 2004

26. delinquent loan

    By Tom, May 15, 2018
    • 2 replies
    • 786 views
    • 
    • Mike Preston
    • May 18, 2018

27. Delinquent Loan not defaulted

    By Tom, July 28, 2023
    • 1 reply
    • 481 views
    • 
    • Lou S.
    • July 28, 2023

28. Delinquent Loan Payments Due to Employer Error

    By Guest pjrieck, March 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 21, 2003

29. Delinquent loan reporting for active participant

    By pbarrett, February 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 3, 2003

30. Denying a plan loan

    By Santo Gold, December 6, 2019
    • 34 replies
    • 2.4k views
    • 
    • Larry Starr
    • December 12, 2019

31. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • March 31, 2008

32. Deported illegal aliens

    By Guest lindamichals, May 11, 2005
    • 1 reply
    • 2k views
    • 
    • mbozek
    • May 13, 2005

33. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.2k views
    • 
    • Bird
    • February 1, 2011

34. Deposit of IRS withholding

    By Guest dlm, September 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • March 8, 2001

35. Designated Beneficiary

    By Randy Watson, May 12, 2006
    • 3 replies
    • 1.3k views
    • 
    • RTK
    • May 12, 2006

36. Designated Roth accounts

    By Felicia, February 3, 2012
    • 0 replies
    • 885 views
    • 
    • Felicia
    • February 3, 2012

37. Designated Vs. Default Beneficiary

    By flosfur, September 4, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • September 4, 2008

38. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 889 views
    • 
    • jsample
    • March 13, 2020

39. Determination of Vest % for 401(m) excess match contribution

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 965 views
    • 
    • Guest
    • January 6, 2012

40. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2003

41. Determining Cost Basis of Employer Stock

    By Guest Renea, May 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 16, 2000

42. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 11, 2011

43. Difference between "lump sum" and "single sum"?

    By BG5150, December 12, 2012
    • 13 replies
    • 9.2k views
    • 
    • MoJo
    • December 17, 2012

44. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 2.8k views
    • 
    • masteff
    • May 8, 2009

45. Direct distribution changed to rollover

    By jpdrews, September 26, 2016
    • 19 replies
    • 1.8k views
    • 
    • jpdrews
    • September 28, 2016

46. Direct rollover by non-spouse benficiary

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

47. Direct rollover even without distribution event?

    By ERISA guy, March 3, 2023
    • 5 replies
    • 1.4k views
    • 
    • joel
    • March 7, 2023

48. Direct rollover for non-active participant?

    By david rigby, April 26, 2016
    • 1 reply
    • 702 views
    • 
    • QDROphile
    • April 26, 2016

49. Direct Rollover Gone Stale: Taxable Distribution?

    By Guest 1950, May 8, 2001
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • May 9, 2001

50. Direct rollover of loan note

    By Belgarath, August 22, 2019
    • 3 replies
    • 768 views
    • 
    • Belgarath
    • August 23, 2019