Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD in years following death of participant

   By thepensionmaven, May 3, 2006
   • 4 replies
   • 2k views
   • 
   • ERISAnut
   • May 9, 2006

2. ESOP distributions - not enough cash to withhold 20% and required state withholding

   By Guest fore01k, February 17, 2005
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 17, 2005

3. Late RMD

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

4. Plan distribution - Overpayment

   By Lori Friedman, February 11, 2005
   • 5 replies
   • 2k views
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   • Kirk Maldonado
   • February 12, 2005

5. Amending a 1009R?

   By Guest merlin, June 16, 2004
   • 4 replies
   • 2k views
   • 
   • Guest
   • June 17, 2004

6. Proposed Regulations Issued: Multiple Loans to a Plan Participant

   By Dave Baker, August 1, 2000
   • 6 replies
   • 2k views
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   • k man
   • October 2, 2002

7. merger of money purchase plan into 401(k) - can in-service distributio

   By EGB, December 20, 2001
   • 2 replies
   • 2k views
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   • wmyer
   • December 21, 2001

8. Overpayment of distribution to participant

   By Guest tajcc, August 20, 2008
   • 6 replies
   • 2k views
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   • Kimberly S
   • August 26, 2008

9. Deported illegal aliens

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

10. QDRO Distributions/401(a)(9)

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • August 27, 1999

11. Outstanding Pension Checks

    By jaxon1225, November 6, 2013
    • 3 replies
    • 2k views
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    • jaxon1225
    • November 6, 2013

12. Beneficiary Rollovers

    By Felicia, July 27, 2007
    • 11 replies
    • 2k views
    • 
    • WDIK
    • August 10, 2007

13. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150, May 19, 2017
    • 6 replies
    • 2k views
    • 
    • RatherBeGolfing
    • May 19, 2017

14. Corbel's GUST DC Proto, Basic Plan #01

    By J Simmons, January 28, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • February 11, 2009

15. Minimum distribution requirement for initial Plan Year

    By Guest haydenks, April 7, 1999
    • 5 replies
    • 2k views
    • 
    • david shipp
    • April 15, 1999

16. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons, August 11, 2016
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • August 15, 2016

17. Defer first loan repayment

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

18. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit, July 18, 2018
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • July 20, 2018

19. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker, August 1, 2000
    • 0 replies
    • 2k views
    • 
    • Dave Baker
    • August 1, 2000

20. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
    • 
    • BG5150
    • February 15, 2011

21. Dist Amount Not Requireing Tax Withholding

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

22. Joint & Survivor Annuity-Terminated Plan

    By BTH, November 27, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • December 3, 2002

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

    By BG5150, March 26
    • 6 replies
    • 1.9k views
    • 
    • fmsinc
    • March 27

24. Repayment of loans in default

    By Felicia, May 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • May 9, 2001

25. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 2002

26. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, March 29, 1999
    • 0 replies
    • 1.9k views
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    • jlf
    • March 29, 1999

27. 401k Hardship Distribution

    By Guest run_n_fool, September 11, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • September 11, 2007

28. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • November 8, 2007

29. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 1.9k views
    • 
    • britoski
    • May 15, 2009

30. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea, May 7, 2021
    • 4 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 11, 2021

31. In-service Distribution In General

    By Basically, July 17, 2023
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • July 18, 2023

32. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • June 27, 2003

33. Spouse in jail will not waive his right as beneficiary

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 1.9k views
    • 
    • Alonzo
    • May 22, 2001

34. How is life expectancy determined for purposes of calculating maximum

    By Michael Devault, January 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • January 31, 2000

35. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 1.9k views
    • 
    • maverick
    • November 25, 2003

36. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 25, 2009

37. Loan for Bankrupt Participant

    By Guest psgross, August 14, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2006

38. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 1.9k views
    • 
    • FundeK
    • January 26, 2005

39. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25, 2018
    • 12 replies
    • 1.9k views
    • 
    • Doc Ument
    • April 26, 2018

40. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 1.9k views
    • 
    • R. Butler
    • September 22, 2008

41. Required signatures on retirement forms

    By Guest meggie, June 7, 2004
    • 1 reply
    • 1.9k views
    • 
    • FundeK
    • June 8, 2004

42. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • September 24, 2010

43. Hardship Withdrawal Request ROTH

    By Pammie57, January 23, 2019
    • 6 replies
    • 1.9k views
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    • Luke Bailey
    • January 25, 2019

44. Can anyone provide me with a working web site link to information on m

    By wmyer, November 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • John A
    • March 28, 2001

45. Accelerated Loan Payment

    By Guest BarryK, April 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2004

46. 401(k) loan

    By Bruce1, February 10
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 10

47. 30% withholding

    By Guest 401kproman, November 14, 2002
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

48. What rights do defined contribution participants in pay status have to

    By John A, April 20, 2000
    • 5 replies
    • 1.9k views
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    • M R Bernardin
    • April 27, 2000

49. Spousal consent, cash-out limit, DC plan sources

    By John A, October 8, 1999
    • 7 replies
    • 1.9k views
    • 
    • Dave Baker
    • October 13, 1999

50. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 1999