Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Employer pays distributions

   By imchipbrown, March 19, 2018
   • 9 replies
   • 998 views
   • 
   • imchipbrown
   • March 20, 2018

2. Employer Pays Distributions, Plan Reimburses Employer

   By mming, January 11, 2012
   • 4 replies
   • 1k views
   • 
   • masteff
   • January 12, 2012

3. Employer Securities as part of in-plan Roth Rollovers

   By TD, July 20, 2023
   • 4 replies
   • 1.3k views
   • 
   • Paul I
   • July 24, 2023

4. Employer wants to "clean up" 350 defaulted participant loans

   By Guest CJK, February 21, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 21, 2001

5. Employment Status & Hardship

   By Below Ground, October 13, 2009
   • 7 replies
   • 1.4k views
   • 
   • Below Ground
   • October 14, 2009

6. encouraging terminated participants to take distribution

   By Nancy D, December 10, 2014
   • 3 replies
   • 1.7k views
   • 
   • Nancy D
   • December 19, 2014

7. Endorsement Language

   By Guest yukon, February 3, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 5, 2004

8. EPCRS Death RMD & Proposed Regs

   By DTH, December 18, 2011
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • December 19, 2011

9. EPCRS Procedures - Is this eligible for SCP?

   By emmetttrudy, January 15, 2013
   • 2 replies
   • 926 views
   • 
   • Kevin C
   • January 16, 2013

10. Equal periodic Payments - payments - monthly or annually

    By Guest jgarner, October 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 21, 2005

11. ER Late Participant Loan

    By Guest LKeener, July 28, 2008
    • 1 reply
    • 986 views
    • 
    • K2retire
    • July 29, 2008

12. ERISA, STATUTE OF LIMITATIONS

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

13. Erroneous rollover

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

14. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • December 21, 2004

15. 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

16. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • December 7, 2002

17. estate as beneficiary

    By Scuba 401, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 30, 2011

18. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1k views
    • 
    • GMK
    • December 4, 2014

19. Estate required for trailing distribution?

    By benefitz, February 21, 2017
    • 10 replies
    • 1.9k views
    • 
    • K2retire
    • February 23, 2017

20. Estate Tax

    By dmb, July 9, 2001
    • 5 replies
    • 1.6k views
    • 
    • Fred Payne
    • July 18, 2001

21. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • February 25, 2009

22. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • July 6, 2001

23. eviction prevention hardship

    By 401_noob, July 12, 2018
    • 1 reply
    • 757 views
    • 
    • Larry Starr
    • July 12, 2018

24. ex-spouse holding up plan term - ideas?

    By AlbanyConsultant, July 17, 2020
    • 8 replies
    • 1.5k views
    • 
    • Larry Starr
    • July 23, 2020

25. Exactly WHY is this transaction wrong?

    By AlbanyConsultant, December 10, 2008
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

26. Exception to 10 percent penalty tax

    By joel, October 16, 2013
    • 4 replies
    • 1.5k views
    • 
    • joel
    • October 17, 2013

27. Exception to 60 day rule for rollovers

    By katieinny, April 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 29, 2003

28. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 7.4k views
    • 
    • Ellie Lowder
    • July 18, 2020

29. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 980 views
    • 
    • K2retire
    • August 27, 2009

30. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
    • 0 replies
    • 1.5k views
    • 
    • Lou S.
    • April 23, 2009

31. Excess contribution to IRA due to testing failure

    By Bird, October 26, 2015
    • 0 replies
    • 717 views
    • 
    • Bird
    • October 26, 2015

32. Excess Deferral (402(g) Limit) Distribution Deadline

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.2k views
    • 
    • Gruegen
    • April 16, 2020

33. Excess Deferral Processed After 4/15

    By DTH, October 18, 2005
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • October 18, 2005

34. Excess Deferral Tax Treatment

    By Vlad401k, December 6, 2017
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 13, 2017

35. Excess Deferrals - 402(g) Exceeded

    By Vlad401k, September 22, 2015
    • 0 replies
    • 945 views
    • 
    • Vlad401k
    • September 22, 2015

36. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 8.5k views
    • 
    • Bird
    • February 9, 2005

37. Excess Loan Amounts

    By cathyw, May 24, 2018
    • 6 replies
    • 905 views
    • 
    • K2retire
    • May 30, 2018

38. Excess Loan Payments

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

39. Excess Roth Deferral with Losses

    By Vlad401k, February 23, 2016
    • 5 replies
    • 2.4k views
    • 
    • Lou S.
    • February 23, 2016

40. Excess Safe Hrabor Match

    By doombuggy, June 8, 2007
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 8, 2007

41. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru, March 25, 2025
    • 2 replies
    • 1.5k views
    • 
    • EPCRSGuru
    • March 26, 2025

42. Excess/Defaulted Loan

    By mming, March 4, 2022
    • 5 replies
    • 1.4k views
    • 
    • mming
    • May 19, 2022

43. Excise Tax Penalty End Run?

    By Fred Payne, July 18, 2001
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • July 19, 2001

44. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • August 5, 2011

45. Expanded Availability For Inservice Distributions?

    By mming, September 2, 2021
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • September 7, 2021

46. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons, March 24, 2007
    • 12 replies
    • 4.1k views
    • 
    • J Simmons
    • March 28, 2007

47. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 25, 2003

48. Extension on 1099-R?

    By AlbanyConsultant, February 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • February 4, 2009

49. Extra Payments on Plan Loans

    By ERISA13, April 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 11, 2011

50. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.1k views
    • 
    • TPAnnie
    • April 28, 2011