Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Fix missed loan payments when no paycheck

   By M Norton, January 12, 2022   

   • missed loan payments
   • 17 replies
   • 1.9k views
   • 
   • FrankGlemstone
   • January 28, 2022

2. Flexibility w/early in-service Roth w/drawals

   By TPApril, July 23, 2025
   • 4 replies
   • 4.1k views
   • 
   • FPGuy
   • July 24, 2025

3. Float earned on disbursement accounts

   By Guest ircreader, July 31, 2003
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • July 31, 2003

4. Flood relief legislation?

   By Guest bmurphy61, November 9, 2006
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • November 9, 2006

5. Florida "stamp tax" for loans(?)

   By BG5150, July 19, 2017
   • 22 replies
   • 7.5k views
   • 
   • K2retire
   • May 17, 2018

6. Florida Documentary Stamp Tax

   By Guest Yatahay, April 19, 2005
   • 12 replies
   • 5.7k views
   • 
   • justanotheradmin
   • January 26, 2018

7. Florida Documentary Stamp Tax and Loans from ERISA Plans

   By Guest scr, June 23, 1999
   • 8 replies
   • 5.5k views
   • 
   • Scuba 401
   • January 30, 2003

8. For a US tax return or tax payment due today, one may take an extra day, to January 10.

   By Peter Gulia, January 9, 2025
   • 0 replies
   • 922 views
   • 
   • Peter Gulia
   • January 9, 2025

9. For hardship withdrawal funeral expense purposes, who is a family memb

   By John A, October 23, 2000
   • 0 replies
   • 2.5k views
   • 
   • John A
   • October 23, 2000

10. For minimum distribution, what date’s ownership counts to determine a 5%-owner?

    By Peter Gulia, August 15, 2025
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 16, 2025

11. For minimum distribution, when is an employee retired?

    By Peter Gulia, February 22, 2019   

    • minimum distribution; severance from employment
    • 3 replies
    • 512 views
    • 
    • QDROphile
    • February 23, 2019

12. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia, January 3, 2023
    • 7 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 4, 2023

13. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia, July 19, 2024
    • 9 replies
    • 1.8k views
    • 
    • Belgarath
    • October 31, 2024

14. Force out a participant who has a loan balance?

    By doombuggy, September 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 1, 2004

15. force out at NRA

    By K2retire, December 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 20, 2012

16. force out distribution immediately upon separation of service

    By Santo Gold, July 8, 2019
    • 4 replies
    • 815 views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2019

17. Force out distribution timing

    By Kimberly S, March 28, 2007
    • 3 replies
    • 3k views
    • 
    • J Simmons
    • March 29, 2007

18. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
    • 
    • mbozek
    • April 16, 2015

19. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 1.5k views
    • 
    • 401_noob
    • July 6, 2017

20. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller, August 12, 2019
    • 2 replies
    • 765 views
    • 
    • C. B. Zeller
    • August 13, 2019

21. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

22. Force Out Rollovers

    By AF2019, February 28, 2019
    • 2 replies
    • 970 views
    • 
    • Kevin C
    • March 1, 2019

23. Force out small balances

    By pmacduff, June 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • June 29, 2007

24. Force Out Upon Plan Termination?

    By Alonzo, March 22, 2000
    • 3 replies
    • 3.8k views
    • 
    • Alan Simpson
    • March 23, 2000

25. Force payout when balance over $5,000

    By Guest bmurphy, March 23, 2004
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2004

26. Force payouts above $1000

    By TPAnnie, December 29, 2005
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • January 5, 2006

27. Force-out from ESOP

    By Guest PAL100759, July 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • July 8, 2005

28. Force-out of "lost partiicpants" in ongoing plan

    By BG5150, August 16, 2021
    • 3 replies
    • 869 views
    • 
    • JOH
    • August 17, 2021

29. Forced cash outs...

    By Guest RONNIE WASEL, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

30. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent

    By Guest MSP, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • ERISAatty
    • February 4, 2004

31. Forced distributions for those that do not respond

    By Guest EPS2, February 22, 2008
    • 7 replies
    • 3.6k views
    • 
    • JanetM
    • March 4, 2008

32. Forced payouts under $ 1,000.

    By Guest jetfaninmn, June 24, 2005
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 24, 2005

33. Foreclosure on mother's mortgage

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

34. Forfeiture Buy Back

    By AJ North, March 23, 2015
    • 0 replies
    • 903 views
    • 
    • AJ North
    • March 23, 2015

35. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 2.8k views
    • 
    • KJohnson
    • April 18, 2003

36. forfeitures allocated to terminated participants

    By Guest billy bong, March 11, 1999
    • 2 replies
    • 2.5k views
    • 
    • PLAN MAN
    • March 16, 1999

37. Forfeitures to reduce employer non-elective contribution

    By MarZDoates, September 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 27, 2004

38. forged spousal consent

    By Guest dbvail, December 18, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • December 22, 2008

39. Forgotten 1099

    By Guest Twinky, July 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2006

40. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.5k views
    • 
    • Peter Gulia
    • January 26, 2018

41. Form 1099-R

    By retbenser, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • August 22, 2012

42. Form 1099-R for 2009 distribution

    By tymesup, July 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • tymesup
    • July 6, 2009

43. Form 1099-R for In Plan Roth Transfer

    By TPA Bob, March 31, 2014   

    • 1099-R In Plan Roth Transfer
    • 2 replies
    • 2.6k views
    • 
    • TPA Bob
    • March 31, 2014

44. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

45. Form 1099-R Reporting

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 2.2k views
    • 
    • Harwood
    • January 14, 2004

46. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

47. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • April 15, 2002

48. Form 945

    By Bird, February 1, 2010
    • 0 replies
    • 996 views
    • 
    • Bird
    • February 1, 2010

49. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • June 13, 2011

50. Form 945 Plan Termination

    By KoolLady4, May 24, 2018
    • 1 reply
    • 582 views
    • 
    • Larry Starr
    • May 24, 2018