Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Repayment of overpayment of distribution

   By Guest ypartridge, April 23, 1999
   • 1 reply
   • 2.1k views
   • 
   • Dan
   • April 24, 1999

2. Inservice dist

   By K-t-F, February 23, 2006
   • 4 replies
   • 2.1k views
   • 
   • namealreadyinuse
   • March 15, 2006

3. S Corp to C Corp?

   By Guest Bill, December 3, 1998
   • 2 replies
   • 2.1k views
   • 
   • QDROphile
   • December 8, 1998

4. hardship distribution

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

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

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

6. Who is an Owner for RBD

   By Guest BWORC, January 28, 2013
   • 9 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • January 31, 2013

7. 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

8. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

   By rocknrolls2, February 19, 2020
   • 4 replies
   • 2k views
   • 
   • Luke Bailey
   • March 11, 2020

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

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

10. How Do These Guys Do It?

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

11. PS-58's impact on rollovers

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

12. Life insurance distribution and rollover

    By R. Butler, August 30, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 3, 2013

13. Hardship standards in an AccuDraft doc

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

14. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 14, 1999

15. 401(k) death benefit

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

16. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc, March 5, 2025
    • 4 replies
    • 2k views
    • 
    • Peter Gulia
    • March 6, 2025

17. Age 55 Exception - Full Plan Termination

    By Vlad401k, April 2, 2025
    • 7 replies
    • 2k views
    • 
    • C. B. Zeller
    • April 29, 2025

18. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant, July 24, 2017
    • 4 replies
    • 2k views
    • 
    • ESOP Guy
    • July 25, 2017

19. Historical Applicable Federal Rates

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

20. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2k views
    • 
    • Luke Bailey
    • August 13, 2020

21. Subtantially equal payments impossible.

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

22. Can a plan add a mandatory cashout provision if it has not had one bef

    By Guest WMW, October 19, 2000
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • October 20, 2000

23. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

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

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

25. Profit Sharing Plans - Forfeiture of Small Balances

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

26. Confusion on 401k rollover limitations...

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

27. Loan Rollover

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

28. Term Employee going through a divorce

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

29. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • December 14, 2010

30. Spousal Consent exceptions?

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

31. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2k views
    • 
    • Lori H
    • June 10, 2013

32. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • December 21, 2004

33. Pension Payout

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

34. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2k views
    • 
    • masteff
    • October 14, 2009

35. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

    By Guest cstrong, August 23, 2004
    • 3 replies
    • 2k views
    • 
    • pmacduff
    • May 16, 2005

36. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2k views
    • 
    • Christine Roberts
    • March 6, 1999

37. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 8, 1998

38. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
    • 
    • saabraa
    • November 11, 2005

39. 1099 for return of excess deferrals

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 22, 2002

40. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

41. Missing Partcipant and RMD

    By Lou S., March 12, 2025
    • 4 replies
    • 2k views
    • 
    • Paul I
    • March 13, 2025

42. in-Service Withdrawal Employer Profit Sharing

    By Guest NeophiteTPA, July 18, 2007
    • 1 reply
    • 2k views
    • 
    • Jim Chad
    • July 18, 2007

43. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 2, 2010

44. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
    • 
    • mbozek
    • April 16, 2015

45. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

46. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2k views
    • 
    • Guest
    • June 27, 2003

47. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2k views
    • 
    • K2retire
    • November 13, 2009

48. Income Tax on Death Benefit of a Life Insurance Policy

    By jmartin, May 25, 2012
    • 3 replies
    • 2k views
    • 
    • mbozek
    • May 25, 2012

49. Hardship Distribution - Time limit for eligible expense?

    By Gilmore, April 20, 2021
    • 12 replies
    • 2k views
    • 
    • Luke Bailey
    • May 14, 2021

50. Advice on handling a distribution via Power of Attorney

    By Santo Gold, May 20, 2025
    • 5 replies
    • 2k views
    • 
    • Peter Gulia
    • May 22, 2025