Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan Refi for principal residence

   By HarleyBabe, March 19, 2012
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • March 19, 2012

2. Are New Distribution Forms Required For A Supplemental Distribution?

   By Guest Powers, June 22, 2001
   • 3 replies
   • 1.7k views
   • 
   • Appleby
   • June 22, 2001

3. Is a 401(k) the Same "Kind" of Plan as an ESOP?

   By GMK, February 21, 2008
   • 3 replies
   • 2.1k views
   • 
   • GMK
   • February 26, 2008

4. Loan limits - 50% of account balance as of what date

   By Trekker, March 20, 2008
   • 3 replies
   • 1.4k views
   • 
   • Trekker
   • March 25, 2008

5. RMD rollout of plan prior to termination and RBD

   By Tom, November 8, 2019   

   • rmd
   • 3 replies
   • 718 views
   • 
   • Mr Bagwell
   • December 10, 2019

6. RMD for Deceased Owner/Spouse

   By DP, March 18, 2003
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • March 19, 2003

7. Death Precedes RMD, payee = estate or beneficiary?

   By Guest johnpetrancosta, March 14, 2005
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 17, 2005

8. Missing Participant in Active Plan (DB or DC)

   By JButtrick, October 15, 2014   

   • Missing participant
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • October 15, 2014

9. Reamortize or Refinance

   By FundeK, March 10, 2004
   • 3 replies
   • 2.8k views
   • 
   • FundeK
   • March 10, 2004

10. Participant Loan Pre Payment

    By Guest LKeener, August 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 13, 2008

11. Mandatory Cashouts

    By Guest JM123, December 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 10, 2010

12. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 3.5k views
    • 
    • Kevin C
    • February 9, 2012

13. Distribution method protected benefit?

    By BG5150, February 6, 2015
    • 3 replies
    • 2.3k views
    • 
    • Kevin C
    • November 17, 2015

14. Back up documentation for Hardship Distribution

    By Guest Jnnnwmn, November 14, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • November 15, 2002

15. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

16. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton, November 22, 2022
    • 3 replies
    • 778 views
    • 
    • Appleby
    • November 27, 2022

17. Cash out for terminated employee

    By Egold, February 16, 2024
    • 3 replies
    • 845 views
    • 
    • david rigby
    • February 16, 2024

18. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 3.8k views
    • 
    • wmyer
    • March 22, 2002

19. State withholding on minimum distributions

    By Guest terric, November 30, 2004
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 30, 2004

20. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

21. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 17, 2009

22. State withholding

    By IsntThisFun, December 23, 2025
    • 3 replies
    • 526 views
    • 
    • Peter Gulia
    • December 23, 2025

23. 1099-R Excess contribution for Roth

    By Guest JOR, January 21, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 21, 2008

24. 1099-R forms for 2013

    By pmacduff, December 20, 2013
    • 3 replies
    • 3.9k views
    • 
    • K2retire
    • December 31, 2013

25. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • December 27, 2013

26. A Dumb Question

    By bzorc, January 19, 2023
    • 3 replies
    • 654 views
    • 
    • bzorc
    • January 19, 2023

27. Segregation of account to Beneficiaries upon death timing

    By BG5150, June 8, 2023
    • 3 replies
    • 890 views
    • 
    • bito'money
    • June 12, 2023

28. Is IRC 414(k) still in effect?

    By Guest Carol the Writer, November 30, 2004
    • 3 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 17, 2004

29. RMD Account Balance

    By Guest nlmc18, November 18, 2003
    • 3 replies
    • 2.9k views
    • 
    • Harwood
    • November 21, 2003

30. terminated participant, loan repayment and distribution

    By Draper55, May 23, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2014

31. Distribution Fees

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

32. Participant Loan in default

    By Brenda Wren, March 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2009

33. Limit term of loan

    By ombskid, June 14, 2013
    • 3 replies
    • 862 views
    • 
    • ombskid
    • June 14, 2013

34. Rollover amount in Loan calculation

    By Guest isg2013, August 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 1, 2013

35. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 12, 2014

36. Should employer revalue?

    By John A, September 21, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 22, 1999

37. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • June 30, 2010

38. Max loan from two plans, now plans are merging!

    By AlbanyConsultant, September 11, 2017
    • 3 replies
    • 669 views
    • 
    • formeractuary
    • September 19, 2017

39. Rolling money into foreign plan

    By dmb, March 6, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 6, 2001

40. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 20, 2010

41. RMD-former 5% owner

    By BTH, October 17, 2014
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • October 24, 2014

42. May someone take RMD before age 70 1/2?

    By Richard Anderson, July 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • July 19, 2002

43. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

44. Distributions and Loans

    By Lori H, August 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • August 11, 2004

45. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 21, 2009

46. Post-Secondary Education

    By Guest Donell, March 21, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 21, 2012

47. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 10.5k views
    • 
    • Kevin C
    • May 26, 2011

48. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik, November 15, 2020   

    • cares act tax
    • roth
    • (and 1 more)

      Tagged with:

      • cares act tax
      • roth
      • distubution
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 18, 2020

49. Failure to withhold

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

50. Primary Residence Loan & Extra Payments

    By 415 Limit, May 8, 2013
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013