Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Pension Distribution Withholding - State Level

   By pmacduff, December 4, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • December 4, 2002

2. Rollovers of 'mandatory distributions'

   By Tom Poje, December 17, 2004
   • 4 replies
   • 1.2k views
   • 
   • Belgarath
   • December 17, 2004

3. Eligible for Loan?

   By BTH, January 4, 2013
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • January 7, 2013

4. Defaulted loan for the owner - PT?

   By AlbanyConsultant, March 27, 2017
   • 4 replies
   • 584 views
   • 
   • Belgarath
   • March 28, 2017

5. Loan Refinancing

   By R. Butler, June 6, 2002
   • 4 replies
   • 1.6k views
   • 
   • R. Butler
   • June 6, 2002

6. RMD for year of death

   By CassandraS, November 28, 2012
   • 4 replies
   • 1.4k views
   • 
   • CassandraS
   • November 28, 2012

7. Military Distribution Protected Benefits?

   By DTH, April 21, 2016
   • 4 replies
   • 2.7k views
   • 
   • RatherBeGolfing
   • September 19, 2016

8. Do recordkeepers recoup ACH payments made after payee’s death?

   By Peter Gulia, December 14, 2023
   • 4 replies
   • 681 views
   • 
   • Luke Bailey
   • December 28, 2023

9. RMD should have occured in the past...

   By doombuggy, April 28, 2005
   • 4 replies
   • 1.4k views
   • 
   • doombuggy
   • July 8, 2005

10. Participant Loan/Prohibited Transaction

    By Guest ActuaryWannabe, May 24, 2005
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • May 25, 2005

11. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • November 1, 2005

12. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 2.4k views
    • 
    • BTH
    • August 16, 2011

13. Participant with loan wants to drain their account

    By Lori H, December 15, 2016
    • 4 replies
    • 765 views
    • 
    • John Feldt ERPA CPC QPA
    • December 16, 2016

14. Hardship Withdrawal from Match Source Only

    By kevind2010, November 29, 2012
    • 4 replies
    • 3.3k views
    • 
    • Bird
    • November 29, 2012

15. Opinions Please RE COVID loan

    By bzorc, September 16, 2020
    • 4 replies
    • 601 views
    • 
    • bzorc
    • September 18, 2020

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

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

17. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • January 2, 2002

18. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 5, 2002

19. Too Much Taken From Account

    By thepensionmaven, April 2, 2019
    • 4 replies
    • 565 views
    • 
    • chc93
    • April 4, 2019

20. Accepting loan payoff for a loan that should have been offset.

    By FundeK, October 13, 2004
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • October 13, 2004

21. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • February 12, 2013

22. IRA rollover to 401(k)

    By R. Butler, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • February 8, 2017

23. RMD Withholding

    By 401_noob, December 14, 2018   

    • rmd
    • tax withholding
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • December 20, 2018

24. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2010

25. insurance distribution

    By R. Butler, April 25, 2016
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • April 26, 2016

26. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • September 23, 2019

27. Default Loans

    By Guest Jim Jesikiewicz, October 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • October 8, 2001

28. Defaulted loan, deemed distribution, then rehire

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

29. Maximum Distribution Time Frame?

    By Guest FalynnDFW, January 12, 2005
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 12, 2005

30. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 11, 2011

31. RMD for lost participant

    By cdavis25, December 23, 2013
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • December 24, 2013

32. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 991 views
    • 
    • Santo Gold
    • February 24, 2021

33. Why can't my client get his money right away from his former employer's defined benefit plan?

    By Guest pah, July 16, 2003
    • 4 replies
    • 6k views
    • 
    • david rigby
    • September 26, 2003

34. $1500 distribution made to Active Participant w/out trustee authorization

    By Lori H, January 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Lori H
    • February 1, 2007

35. Hardship, distributed too much

    By Dan, May 14, 2007
    • 4 replies
    • 1.7k views
    • 
    • wsp
    • May 14, 2007

36. Minor child as beneficiary

    By Guest MEWilson, May 5, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2004

37. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • December 23, 2002

38. Incorrect Loan Made

    By Archimage, June 25, 2004
    • 4 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

39. What is the difference between an installment payment and a periodic payment?

    By FundeK, December 1, 2004
    • 4 replies
    • 9.9k views
    • 
    • Appleby
    • December 29, 2004

40. Restrictions on Loans

    By Stash026, December 15, 2014
    • 4 replies
    • 871 views
    • 
    • BG5150
    • December 16, 2014

41. Deposit of IRS withholding

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

42. NY State Mandatory Withholding?

    By Penman2006, May 19, 2009
    • 4 replies
    • 1.5k views
    • 
    • Penman2006
    • May 20, 2009

43. Loan initiated at incorrect rate

    By Guest Holly Foster, December 20, 2008
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • February 5, 2009

44. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.2k views
    • 
    • ombskid
    • December 13, 2010

45. Need a loan provision to offer CARES loans?

    By BG5150, October 20, 2021
    • 4 replies
    • 589 views
    • 
    • Bird
    • October 21, 2021

46. Loan repayments and change of status

    By 30Rock, September 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • September 5, 2014

47. Need to pay tax on a defaulted 401k distribution twice?

    By sdgates, July 16, 2018
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • July 16, 2018

48. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 4, 2008

49. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2k views
    • 
    • MWeddell
    • August 17, 2009

50. Rollover into plan includes employer stock

    By Bird, August 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • August 25, 2010