Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Anticutback issue - change of timing of distribution

   By Guest Star Seeker, January 23, 2002
   • 0 replies
   • 1.7k views
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   • Guest
   • January 23, 2002

2. Uncashed check, death of participant

   By R. Butler, August 1, 2014
   • 1 reply
   • 1.7k views
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   • QDROphile
   • August 4, 2014

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

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

4. Rollovers by non-spouse beneficiaries

   By Guest PGH.ERISA, February 11, 2008
   • 3 replies
   • 1.7k views
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   • Guest
   • March 25, 2008

5. Hardship w/d

   By Guest colebe, June 21, 2001
   • 2 replies
   • 1.7k views
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   • Appleby
   • June 22, 2001

6. Over 70 and a half, still working, wants a full dis'tn from account

   By Guest Iwonder, March 2, 2007
   • 5 replies
   • 1.7k views
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   • Belgarath
   • March 6, 2007

7. Safe Harbor Hardship Provision

   By Guest wolfman, July 6, 2001
   • 0 replies
   • 1.7k views
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   • Guest
   • July 6, 2001

8. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

   By Vlad401k, October 7, 2021
   • 3 replies
   • 1.7k views
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   • Luke Bailey
   • October 8, 2021

9. DB RMD

   By mming, January 3, 2007
   • 5 replies
   • 1.7k views
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   • Belgarath
   • January 4, 2007

10. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.7k views
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    • mbozek
    • July 30, 2003

11. 401k plan distribution: would the 10% penalty apply to a distribution

    By Guest joeydell, December 26, 2001
    • 3 replies
    • 1.7k views
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    • QDROphile
    • December 27, 2001

12. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.7k views
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    • RTK
    • July 15, 2003

13. Distribution of NYCER PENSION benefits upon death

    By Edie, February 4, 2023
    • 2 replies
    • 1.7k views
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    • fmsinc
    • February 7, 2023

14. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.7k views
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    • 2muchstress
    • August 2, 2002

15. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.7k views
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    • 00hskrgrl
    • May 31, 2012

16. Excess Deferral Tax Treatment

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

17. QDRO: Distributions before QDRO determination

    By Guest RWC, September 5, 2001
    • 2 replies
    • 1.7k views
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    • Kirk Maldonado
    • September 5, 2001

18. non spouse beneficiary rollover

    By k man, August 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

19. Revolving Line of Loan Cure Periods

    By Guest lwallace, September 11, 2009
    • 3 replies
    • 1.7k views
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    • Guest
    • September 14, 2009

20. Dsitribution to Non-Spouse Benef under "new" 401(a)(9) rules

    By Guest blkdoro, March 31, 2004
    • 5 replies
    • 1.7k views
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    • Appleby
    • April 6, 2004

21. Home Repair

    By Guest Donell, May 22, 2012
    • 3 replies
    • 1.7k views
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    • QDROphile
    • May 22, 2012

22. Distribution Fees

    By Guest Bill Schulze, June 9, 1999
    • 2 replies
    • 1.7k views
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    • Kirk Maldonado
    • June 11, 1999

23. RMD for spouse of deceased participant

    By rfahey, December 23, 2002
    • 3 replies
    • 1.7k views
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    • mbozek
    • December 26, 2002

24. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.7k views
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    • Theresa Lynn
    • September 24, 2001

25. Is the notice to remove J&S language a separate notice or can be

    By Guest Paul Jalazo, February 13, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • March 9, 2001

26. encouraging terminated participants to take distribution

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

27. Failure to withhold

    By Bird, September 12, 2008
    • 3 replies
    • 1.7k views
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    • ERISAnut
    • September 12, 2008

28. 20% withholding

    By Santo Gold, January 23, 2013
    • 9 replies
    • 1.7k views
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    • masteff
    • January 28, 2013

29. Distribution on Plan Termination including after-tax contributions

    By Guest Mike A, August 3, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • August 12, 1999

30. Plan sponsor wants to pay a participant's loan

    By ldr, April 5, 2019   

    • contributions
    • loans
    • 20 replies
    • 1.7k views
    • 
    • jpod
    • April 12, 2019

31. Maximum Loan Calculation

    By Guest KMP, December 22, 2003
    • 2 replies
    • 1.7k views
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    • Guest
    • December 22, 2003

32. Plan Loan -- Change from monthly payments to bi-weekly payments

    By Guest boecar, February 9, 2007
    • 3 replies
    • 1.7k views
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    • JanetM
    • February 9, 2007

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

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

34. MRD Withholding Rules

    By Guest lforesz, December 20, 2001
    • 1 reply
    • 1.7k views
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    • Mary Kay Foss
    • December 20, 2001

35. Hardship Withdrawal-reinstatement of deferral 6 mths later

    By Guest Julie Woulfe, February 4, 2005
    • 2 replies
    • 1.7k views
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    • Bird
    • February 5, 2005

36. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
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    • BTH
    • January 20, 2011

37. Mandatory rollovers under 2550.404a-2

    By Belgarath, December 7, 2004
    • 5 replies
    • 1.7k views
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    • mbozek
    • December 8, 2004

38. Assuming a plan allows loans to be repaid over 5 years, what is the re

    By Guest SAG, July 28, 1999
    • 8 replies
    • 1.7k views
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    • MWeddell
    • August 13, 1999

39. Trust as beneificiary and tax withholding

    By Earl, March 9, 2004
    • 7 replies
    • 1.7k views
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    • Earl
    • March 10, 2004

40. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1, 2019
    • 10 replies
    • 1.7k views
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    • G8Rs
    • April 9, 2019

41. Hardship distribution for 2nd residence

    By Guest SAG, October 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 1999

42. Roth hardship

    By cdavis25, January 8, 2014
    • 2 replies
    • 1.7k views
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    • cdavis25
    • January 8, 2014

43. Rolling over monies from multiple employer 401(k) Plan in stock deal t

    By Guest smithee, February 22, 2001
    • 2 replies
    • 1.7k views
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    • M R Bernardin
    • February 23, 2001

44. 2009 MRD suspension

    By Guest Sieve, April 14, 2009
    • 7 replies
    • 1.7k views
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    • jevd
    • April 15, 2009

45. Taxation of Disability Benefits

    By Guest EagleEyes, May 12, 2005
    • 2 replies
    • 1.7k views
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    • Everett Moreland
    • May 13, 2005

46. Length of loan > NRD

    By Guest KarenLS, December 9, 1999
    • 1 reply
    • 1.7k views
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    • Kirk Maldonado
    • December 9, 1999

47. Can voluntary after-tax money be used for 401(k) loan?

    By Guest Heather, April 30, 1999
    • 2 replies
    • 1.7k views
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    • QDROphile
    • May 6, 1999

48. Participant Loan/Prohibited Transaction

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

49. Distribution Fees

    By Guest gpg, September 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 1999

50. Plan Loan Default During USERRA Service

    By Guest Grumpy456, May 13, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2008