Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Is this legal? Plan assets to Pay IRS liability

   By Guest BravelyObey, October 25, 2005
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • October 27, 2005

2. Buyer's plan will not accept loan rollovers from seller's terminating

   By Guest LMalone, November 16, 2000
   • 2 replies
   • 1.8k views
   • 
   • QDROphile
   • November 16, 2000

3. 1099R issue re: insurance premiums in Defined Benefit Plan

   By Guest ANNEBV, January 26, 2001
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • January 26, 2001

4. Late 402(g) refund--1099-R question

   By BG5150, December 12, 2022
   • 7 replies
   • 1.8k views
   • 
   • Luke Bailey
   • December 20, 2022

5. Deemed Distribution of Loan - Taxation Question

   By BTH, September 27, 2000
   • 2 replies
   • 1.8k views
   • 
   • k man
   • October 2, 2000

6. 5% owner & MRD

   By Guest Sieve, October 15, 2008
   • 5 replies
   • 1.8k views
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   • J Simmons
   • October 15, 2008

7. Satisfying RMDs with Lump Sum

   By Randy Watson, October 18, 2010
   • 6 replies
   • 1.8k views
   • 
   • Randy Watson
   • October 19, 2010

8. Missing Participant

   By Randy Watson, March 6, 2006
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • March 7, 2006

9. Defaulted loan

   By B21, April 25, 2012
   • 5 replies
   • 1.8k views
   • 
   • ESOP Guy
   • April 26, 2012

10. If a 50 year old individual has begun taking substantially equal payme

    By Guest blaster, November 10, 2000
    • 7 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

11. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

12. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 1.8k views
    • 
    • Bird
    • December 9, 2019

13. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 20, 2012

14. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc, February 22, 2020
    • 4 replies
    • 1.8k views
    • 
    • fmsinc
    • February 24, 2020

15. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 5, 2007

16. Required Minimum Distributions - 2 questions

    By FundeK, August 5, 2004
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • August 6, 2004

17. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2007

18. Plan loan and Hardship withdrawal

    By Ananda, September 2, 2022
    • 7 replies
    • 1.8k views
    • 
    • Dariadonashkina
    • October 28, 2022

19. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
    • 
    • dmwe
    • March 8, 2006

20. Pre-mature 401(k) withdrawal

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

21. Stoppng payroll deduction loan repayment

    By Guest, October 22, 1999
    • 5 replies
    • 1.8k views
    • 
    • MoJo
    • October 26, 1999

22. SIP beneficiary question

    By Guest LuckyDuck, April 20, 2013
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 22, 2013

23. Renovation loan.... 15years?

    By K-t-F, March 31, 2005
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • March 31, 2005

24. challenge by first spouse of bigamist participant to spousal consent g

    By Guest MWK, October 6, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 7, 2000

25. W-4P or W-4R for RMDs?

    By BG5150, January 5, 2022
    • 4 replies
    • 1.8k views
    • 
    • Kim Morgan
    • March 2, 2023

26. Participant can calculate Required Minimum Distribution under new rule

    By John A, March 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 13, 2001

27. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • September 18, 2007

28. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

29. Distribution to Non-Spouse Beneficiary

    By PJ2009, March 17, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2009

30. age 70-1/2 election form

    By JessFSA, July 3, 2007
    • 2 replies
    • 1.8k views
    • 
    • JessFSA
    • July 4, 2007

31. Excess Loan Payments

    By Guest EPS2, December 19, 2007
    • 4 replies
    • 1.8k views
    • 
    • JanetM
    • January 9, 2008

32. 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

33. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • August 30, 2002

34. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin, March 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 1999

35. state of michigan pension rules

    By Guest golfergirl0428, January 26, 2007
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • January 26, 2007

36. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2002

37. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009, December 13, 2004
    • 5 replies
    • 1.8k views
    • 
    • GBurns
    • December 13, 2004

38. Failed ADP refund; taxed in what year?

    By Richard Anderson, February 6, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 10, 2009

39. What amount is eligible for rollover from in-service withdrawals that

    By John A, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

40. 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

41. Must An HCE's Distribution Be Restricted In An Underfunded Plan If All Participants Are HCEs?

    By mming, July 31, 2014
    • 4 replies
    • 1.8k views
    • 
    • FormsRstillmylife
    • August 11, 2014

42. Loan Interest Calculation

    By Guest smscottish, January 5, 2006
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • January 9, 2006

43. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 31, 2001

44. Beneficiary Unknown

    By MarZDoates, August 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • August 18, 2011

45. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 3, 2001

46. Distribution Timing

    By Guest padmin, January 23, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 23, 2004

47. Loan percentage for borrowing from a pension plan

    By Jakyasar, December 6, 2020
    • 14 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 9, 2020

48. Uncashed Distribution Checks

    By Guest enelson, January 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 31, 2003

49. Is there a way to reduce the payment amount in a series of substantial

    By maverick, April 1, 2002
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • April 16, 2002

50. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • October 22, 2010