Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Non-taxable loan

   By mctoe, July 4, 2018
   • 20 replies
   • 2.1k views
   • 
   • mctoe
   • July 9, 2018

2. [Resolved] RMD Calc For Lump Sum Distribution

   By JMT44, May 12, 2018
   • 20 replies
   • 4k views
   • 
   • Larry Starr
   • May 23, 2018

3. In-Service Withdrawal Following Max Loan

   By kevind2010, May 1, 2013
   • 20 replies
   • 7.1k views
   • 
   • Guest
   • September 15, 2014

4. Plan sponsor wants to pay a participant's loan

   By ldr, April 5, 2019   

   • contributions
   • loans
   • 20 replies
   • 1.8k views
   • 
   • jpod
   • April 12, 2019

5. In Service Alternative Rollover?

   By SwimmingInBowelsOfERISA, February 14, 2018   

   • rollover
   • in-service
   • 20 replies
   • 3.3k views
   • 
   • Peter Gulia
   • February 16, 2018

6. Participant w/plan loan files for bankruptcy

   By Guest Reneeg, November 1, 1999
   • 20 replies
   • 4.4k views
   • 
   • mbozek
   • March 7, 2010

7. CRD Coronavirus Related Distribution not adopted but paid a few

   By cjdwyer1, September 2, 2021   

   • crd
   • coronavirus
   • (and 1 more)

     Tagged with:

     • crd
     • coronavirus
     • related distribution
   • 20 replies
   • 1.8k views
   • 
   • Luke Bailey
   • September 16, 2021

8. Insurance Transfer

   By ASFESQ, July 7, 2021
   • 20 replies
   • 1.8k views
   • 
   • Bird
   • July 20, 2021

9. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period?

   By R. Butler, September 8, 2004
   • 20 replies
   • 3.1k views
   • 
   • E as in ERISA
   • September 13, 2004

10. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 6k views
    • 
    • msimpson
    • November 17, 2009

11. when plan loan balance is close or equals contributions on file

    By Guest beccafaith, October 18, 2005
    • 20 replies
    • 3k views
    • 
    • Guest
    • October 19, 2005

12. Hardship distribution due to divorce

    By JPIngold, July 26, 2016
    • 20 replies
    • 5.1k views
    • 
    • jpod
    • July 28, 2016

13. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified, October 5, 2017
    • 20 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 25, 2018

14. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.8k views
    • 
    • Guest
    • December 29, 2004

15. Housing Allowance & RMD

    By ErisaGooroo, November 2, 2018
    • 19 replies
    • 4.5k views
    • 
    • Kevin C
    • November 8, 2018

16. QJSA

    By Guest blabukiff, May 24, 2007
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2007

17. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 9.4k views
    • 
    • Appleby
    • October 18, 2014

18. Loan Terms Originally for Primary Purchase But Deal Fell Through

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.2k views
    • 
    • Kevin C
    • March 5, 2015

19. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant, August 11, 2017
    • 19 replies
    • 5k views
    • 
    • ricopenthouse
    • July 4, 2022

20. Direct distribution changed to rollover

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

21. Do your clients’ retirement plans allow a participant to get her benefit in periodic payments?

    By Peter Gulia, January 22, 2019
    • 19 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 25, 2019

22. max plan loan reduction

    By jane murray, November 21, 2017
    • 19 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 24, 2017

23. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 11.2k views
    • 
    • Clinton
    • July 14, 2019

24. Participant took in-service w/d before 59.5, what now?

    By BG5150, April 1, 2021
    • 19 replies
    • 3.4k views
    • 
    • ACK
    • April 13, 2021

25. RMD's

    By jkdoll2, September 14, 2010
    • 18 replies
    • 4.2k views
    • 
    • mbozek
    • September 17, 2010

26. RMDs and After-Tax contributions

    By dmwe, August 13, 2007
    • 18 replies
    • 4.2k views
    • 
    • dmwe
    • August 15, 2007

27. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris, August 27, 2014
    • 18 replies
    • 2.1k views
    • 
    • GBurns
    • September 24, 2015

28. Plan loans and payroll deductions

    By R. Butler, June 4, 2001
    • 18 replies
    • 6.7k views
    • 
    • MoJo
    • June 20, 2001

29. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • September 28, 2002

30. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.2k views
    • 
    • Anonymoose
    • December 3, 2012

31. Difficult Beneficiary Scenerio

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

32. 401K loan in default & 1099-R Received

    By Tijuana, May 1, 2018
    • 18 replies
    • 6.7k views
    • 
    • Bird
    • June 18, 2018

33. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.6k views
    • 
    • GMK
    • May 26, 2010

34. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr, September 18, 2019
    • 17 replies
    • 6.7k views
    • 
    • Luke Bailey
    • October 3, 2019

35. What to do with missing participants' money -- balances are less than

    By Guest CL, October 22, 1999
    • 17 replies
    • 3.6k views
    • 
    • Guest
    • November 28, 2000

36. Distribution returned to plan

    By Basically, October 5, 2022
    • 17 replies
    • 2.4k views
    • 
    • pmacduff
    • October 10, 2022

37. 59 1/2 - When exactly?

    By Lou S., June 30, 2023
    • 17 replies
    • 10.6k views
    • 
    • Peter Gulia
    • July 10, 2023

38. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 8.5k views
    • 
    • Guest
    • January 14, 2005

39. Rollover from QP to Roth IRA

    By pmacduff, September 22, 2009
    • 17 replies
    • 10.1k views
    • 
    • Appleby
    • February 12, 2010

40. In Service Distribution

    By Lori H, January 16, 2007
    • 17 replies
    • 2.5k views
    • 
    • Guest
    • January 18, 2007

41. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 1.9k views
    • 
    • FrankGlemstone
    • January 28, 2022

42. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • October 1, 2001

43. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 3k views
    • 
    • Just Tri
    • November 6, 2020

44. Distribution paid to plan sponsor?

    By Guest YvonneT, July 23, 2012
    • 16 replies
    • 3.5k views
    • 
    • mbozek
    • July 25, 2012

45. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 2.9k views
    • 
    • pmacduff
    • March 14, 2016

46. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 4, 2020

47. Inservice withdrawals 2 year/ 5 year aged money rule

    By ccassetty, November 30, 2005
    • 16 replies
    • 8.6k views
    • 
    • ccassetty
    • December 6, 2005

48. Hardship Withdrawal From ESOP

    By Guest kappel98, December 28, 2002
    • 16 replies
    • 10.7k views
    • 
    • ESOP Guy
    • March 23, 2017

49. Participant refuses Distribution

    By Guest KAGEM, February 9, 2002
    • 16 replies
    • 3.7k views
    • 
    • mbozek
    • February 20, 2002

50. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.8k views
    • 
    • Steelerfan
    • November 27, 2007