Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 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

2. Required Minimum Distribution

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

3. 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

4. Distributions in Error

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

5. 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

6. Terminated EEs and Self-directed Accounts

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

7. SIMPLE IRA to 401(k)

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

8. Spousal consent for default election of direct rollover

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

9. Plan Termination and Outstanding Loan

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

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

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

11. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.6k views
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    • pixmax
    • May 29, 2009

12. Mandatory cashouts - $1,000 or less

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

13. Beneficiary is a minor

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

14. Estate Tax

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

15. Rolling Over RMD's from Qualified Plans

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

16. Military leave of absense

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

17. Hardship and Loan distribution

    By Guest Jeff Hewett, July 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 1, 2002

18. Hardship amount available after loan

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

19. Rollover issue

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

20. Exactly WHY is this transaction wrong?

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

21. Participant without SSN

    By Gilmore, July 13, 2018
    • 12 replies
    • 1.6k views
    • 
    • Gilmore
    • July 19, 2018

22. Non Required Minimum Distribution

    By DPSRich, May 13, 2020
    • 13 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 15, 2020

23. Loan Fee and 50% Loan Limit

    By Gadgetfreak, July 17, 2012
    • 10 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • July 17, 2012

24. Leaves of Absence and Truth in Lending

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

25. No Withholding on Distribution in Stock and Cash

    By GMK, February 28, 2008
    • 1 reply
    • 1.6k views
    • 
    • GMK
    • March 4, 2008

26. Loan for a Principal Residence

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

27. Non-Bargaining to Barganing employment status change - what happens to

    By Guest snorthup, August 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2000

28. 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

29. 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

30. IRS has revised the 12/27/01 Special Tax Notice

    By Everett Moreland, January 17, 2002
    • 6 replies
    • 1.6k views
    • 
    • MGB
    • January 17, 2002

31. IRA Custodian Refuses to Correct

    By Guest cac1134, June 18, 2007
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • June 18, 2007

32. Safe Harbor suspension period

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

33. Extra Payments on Plan Loans

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

34. Participant loan errors as reportable prohibited transactions

    By BeckyMiller, May 24, 2017   

    • 408
    • loans
    • (and 1 more)

      Tagged with:

      • 408
      • loans
      • schedule g
    • 2 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 25, 2017

35. PERF plan in Indiana

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

36. Death Benefit Payment

    By Jilliandiz, April 6, 2004
    • 9 replies
    • 1.6k views
    • 
    • david rigby
    • April 7, 2004

37. 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

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

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

39. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich, September 20, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • September 23, 1999

40. Educational Hardship for Student Loan

    By bdeancpa, September 12, 2013   

    • Hardship
    • education
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • September 12, 2013

41. Does this loan need to be deemed, or can you still offset?

    By FundeK, July 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • July 27, 2004

42. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.6k views
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    • masteff
    • June 16, 2010

43. Installments paid over life expectancy

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

44. 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

45. 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

46. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson, February 23, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • February 23, 2000

47. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.6k views
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    • k man
    • March 16, 2007

48. Can Money Purchase Plan Be Amended to Allow Distribution in Final stages of cancer??

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.6k views
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    • Luke Bailey
    • March 13, 2020

49. Death Distribution

    By J Simmons, January 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 21, 2009

50. Must we pay a required-beginning-date distribution to a 8-year-old?

    By Peter Gulia, December 18, 2012
    • 14 replies
    • 1.6k views
    • 
    • masteff
    • December 21, 2012