Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Spousal consent for default election of direct rollover

   By Guest allisonperry, February 10, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 10, 2006

2. Minimum Required Distributions

   By Guest Carol D, May 17, 2002
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • May 22, 2002

3. Distribution at NRA

   By Guest dott, March 31, 2010
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • April 1, 2010

4. Does form 1042-s require a tax ID number in all cases?

   By jane123, March 12, 2003
   • 4 replies
   • 1.6k views
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   • jane123
   • March 21, 2003

5. Plan loans

   By jkdoll2, July 29, 2011
   • 6 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • July 29, 2011

6. RMD Question

   By Mr401k, January 29, 2014
   • 10 replies
   • 1.6k views
   • 
   • Mr401k
   • February 4, 2014

7. Can a repayment of a bank loan be classified as a residential loan in

   By John A, August 9, 2000
   • 4 replies
   • 1.6k views
   • 
   • John A
   • August 10, 2000

8. Distributions in Error

   By Guest Bizitchie, June 8, 2010
   • 8 replies
   • 1.6k views
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   • mbozek
   • June 10, 2010

9. Disclaimer of Benefits

   By Guest TroyRiley, April 1, 2005
   • 1 reply
   • 1.6k views
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   • Guest
   • May 3, 2005

10. In Service Withdrawals of Rollover contributions

    By 30Rock, April 26, 2010
    • 1 reply
    • 1.6k views
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    • J Simmons
    • April 27, 2010

11. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
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    • QDROphile
    • March 10, 2001

12. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • May 21, 2013

13. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • September 11, 2000

14. Good (and inexpensive) participant locator service.

    By KJohnson, May 3, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • May 3, 2000

15. Beneficiary is a minor

    By Guest ngresham, June 23, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 2000

16. Terminated EEs and Self-directed Accounts

    By Guest BarryK, July 22, 2004
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • July 26, 2004

17. Where a participant owns part of the primary residence the participant

    By John A, January 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • February 11, 2003

18. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

19. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • January 4, 2001

20. QJSA in Plan want to remove

    By TPA Bob, July 23, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • September 28, 2018

21. Required Minimum Distribution

    By Guest Ed Walker, January 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2002

22. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 3, 2006

23. 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

24. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK, November 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • JWK
    • November 8, 1999

25. Plan as Creditor

    By Guest Sieve, February 10, 2009
    • 11 replies
    • 1.6k views
    • 
    • J Simmons
    • March 20, 2009

26. Can loans be stopped while there exists a loan?

    By TPApril, December 15, 2021
    • 12 replies
    • 1.6k views
    • 
    • Bird
    • December 17, 2021

27. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • June 18, 2020

28. Leaves of Absence and Truth in Lending

    By Christine Roberts, April 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • M R Bernardin
    • April 13, 2000

29. Plan Termination and Outstanding Loan

    By DP, September 20, 2004
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • September 23, 2004

30. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.6k views
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    • GMK
    • April 7, 2008

31. Does a plan sponsor have a fiduciary duty to notify, and send distribu

    By Guest Gibson, September 22, 2000
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • September 28, 2000

32. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 6, 2005

33. Mandatory cashouts - $1,000 or less

    By Nassau, July 18, 2013
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • July 18, 2013

34. Safe Harbor suspension period

    By FundeK, September 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 28, 2004

35. Loan for a Principal Residence

    By Archimage, June 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • June 30, 2005

36. Can a change in loan policy or plan document loan provisions apply to

    By John A, February 28, 2000
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 29, 2000

37. Rolling Over RMD's from Qualified Plans

    By Guest Asvedlow, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John A
    • November 14, 2001

38. Estate Tax

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

39. Installments paid over life expectancy

    By BG5150, September 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 15, 2009

40. Rollover issue

    By Guest bergs, October 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • October 20, 2006

41. SIMPLE IRA to 401(k)

    By Guest Lesley Sifers, July 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • July 29, 2002

42. Beneficiary for the non-QPSA portion of a benefit in a defined contrib

    By KJohnson, May 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • May 2, 2001

43. PERF plan in Indiana

    By Guest nynaeve, April 27, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2009

44. Exactly WHY is this transaction wrong?

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

45. Returned 1099-R's

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

46. Problem getting a death certificate

    By doombuggy, August 3, 2010
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • August 3, 2010

47. Can participant retire at age 52 but wait until age 55 to take a distr

    By chris, June 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • chris
    • June 16, 2000

48. When has an owner terminated employment for purposes of being entitled

    By John A, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 25, 2000

49. How does a prohibited transaction loan get corrected if the participan

    By John A, April 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 17, 2001

50. Amendment to add loans and then amend to no longer allow it

    By pensionam, August 18, 2023
    • 9 replies
    • 1.6k views
    • 
    • Below Ground
    • August 22, 2023