Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Repayment of loan after termination of employee to avoid deemed distriution

   By rblum50, September 13, 2023
   • 5 replies
   • 1.7k views
   • 
   • Peter Gulia
   • September 15, 2023

2. Referral to ERISA counsel - was this correct?

   By Leopurrd, September 22, 2005
   • 5 replies
   • 1.5k views
   • 
   • WDIK
   • September 22, 2005

3. Foreclosure on mother's mortgage

   By Guest MBERISA, August 30, 2010
   • 5 replies
   • 1.3k views
   • 
   • BG5150
   • August 31, 2010

4. Distribution of Rollover Contributions

   By Basically, January 19, 2024
   • 5 replies
   • 1k views
   • 
   • Basically
   • January 24, 2024

5. Beneficiary Rollover within 401(k)

   By CAR, January 21, 2003
   • 5 replies
   • 1.4k views
   • 
   • mbozek
   • January 22, 2003

6. Small Distribution Withholding Taxes

   By Below Ground, January 5, 2009
   • 5 replies
   • 1.2k views
   • 
   • Below Ground
   • January 6, 2009

7. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

   By rocknrolls2, March 16, 2021
   • 5 replies
   • 698 views
   • 
   • Lou S.
   • March 18, 2021

8. Both Spouse and Spouse have died before RBD

   By yttap, November 8, 2024
   • 5 replies
   • 871 views
   • 
   • yttap
   • November 11, 2024

9. Can amount of a specific installment distribution be changed at for a

   By Guest michaelv, April 3, 2001
   • 5 replies
   • 1.7k views
   • 
   • RCK
   • April 3, 2001

10. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • November 24, 2010

11. Hardship for family member to prevent foreclosure

    By pam@bbm, February 3, 2016
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • February 4, 2016

12. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc, October 15, 2015   

    • QDRO
    • WA Divorce 1991
    • (and 1 more)

      Tagged with:

      • QDRO
      • WA Divorce 1991
      • Prudential Merged Retirement
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • October 19, 2015

13. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

    • RMDs
    • 5 replies
    • 997 views
    • 
    • My 2 cents
    • October 16, 2015

14. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE, January 3, 2008
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • January 4, 2008

15. RMD Rolled Over

    By Lou S., December 20, 2022
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • December 26, 2022

16. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 973 views
    • 
    • Peter Gulia
    • June 22, 2020

17. participant paid out twice

    By Santo Gold, May 31, 2022
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • June 1, 2022

18. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • K2retire
    • May 5, 2015

19. RMDs by Jan. 1 not April?

    By Griswold, May 1, 2023
    • 5 replies
    • 813 views
    • 
    • Paul I
    • May 3, 2023

20. 1099 When Plan Pays Participant Tax Levy?

    By Guest Scott McHenry, January 22, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 23, 2003

21. Should the different ways for a participant to get money be on the same claim form?

    By Peter Gulia, September 19, 2023
    • 5 replies
    • 711 views
    • 
    • EBP
    • September 20, 2023

22. Payroll withholding continued after loan was paid off

    By Trekker, July 29, 2008
    • 5 replies
    • 1.3k views
    • 
    • Trekker
    • July 29, 2008

23. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • August 27, 2008

24. Can participant loans be forgiven?

    By pbarrett, June 5, 2000
    • 5 replies
    • 1.8k views
    • 
    • pjkoehler
    • June 7, 2000

25. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • August 28, 2009

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

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

27. Funds accumulated for at least two years: meaning?

    By BG5150, June 13, 2025
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2025

28. Lost Participant found many years after required minimum distributions should have started

    By gle318612, July 19, 2011
    • 5 replies
    • 3.9k views
    • 
    • Kevin C
    • July 21, 2011

29. What should happen with loans when participant comes out of bankruptcy

    By John A, April 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • k man
    • May 2, 2000

30. RMDs for Multiple Employer Plans

    By pensiongeek, July 16, 2024
    • 5 replies
    • 923 views
    • 
    • Peter Gulia
    • July 18, 2024

31. rmd for deceased participant

    By Lori H, April 25, 2006
    • 5 replies
    • 2.5k views
    • 
    • Lori H
    • April 26, 2006

32. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.3k views
    • 
    • david rigby
    • April 26, 2005

33. 401(k) loan: participant defaults

    By k man, October 5, 2004
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • October 5, 2004

34. Does a 'Designated Beneficiary' have to be designated in the plan?

    By TPApril, July 18, 2025
    • 5 replies
    • 885 views
    • 
    • G8Rs
    • July 19, 2025

35. Open IRA in name of Decedent...

    By chris, March 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • jaemmons
    • March 11, 2003

36. Is there such a thing as a "loan rollover"?

    By FundeK, March 3, 2004
    • 5 replies
    • 3.2k views
    • 
    • E as in ERISA
    • March 5, 2004

37. Hardship Distribution before In-Service

    By Vlad401k, March 25, 2020
    • 5 replies
    • 1.3k views
    • 
    • TPABob
    • March 27, 2020

38. Plan distribution - Overpayment

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

39. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.3k views
    • 
    • J Simmons
    • December 11, 2008

40. Erroneous rollover

    By Belgarath, December 18, 2009
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • August 4, 2010

41. Participant in a coma

    By dmb, October 18, 2001
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 18, 2007

42. IRA Automatic Rollover

    By Gruegen, July 30, 2004
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • July 30, 2004

43. Unrequested distribution made - who is responsible?

    By Guest crs, August 7, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 2006

44. Roll to Roth 2008-30

    By JanetM, June 4, 2008
    • 5 replies
    • 1.4k views
    • 
    • masteff
    • June 5, 2008

45. First RMD was 2020, when is 2021 due?

    By BG5150, March 23, 2021
    • 5 replies
    • 1k views
    • 
    • BG5150
    • March 23, 2021

46. Life insurance distribution and rollover

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

47. How many 1099-Rs for death benefit? Cash value portion is rolled over.

    By Flyboyjohn, May 8, 2015
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • May 9, 2015

48. Participant Loan or Prohibited Transaction?

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

49. Late Distributions from MPPP

    By chris, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • chris
    • November 3, 2007

50. changing timing of force-outs

    By AlbanyConsultant, September 2, 2019
    • 5 replies
    • 808 views
    • 
    • AKowalski
    • September 3, 2019