Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. State withholding

   By SMB, May 17, 2006
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • June 7, 2006

2. 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

3. Plan Administer's Duty to Verify Marital Status

   By Guest wwest, January 24, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 24, 2000

4. 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

5. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

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

6. 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

7. Hardship and Loan distribution

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

8. No Withholding on Distribution in Stock and Cash

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

9. 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

10. Determining Cost Basis of Employer Stock

    By Guest Renea, May 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 16, 2000

11. Educational Hardship for Student Loan

    By bdeancpa, September 12, 2013   

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

12. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
    • 0 replies
    • 1.6k views
    • 
    • Medusa
    • April 7, 2008

13. Interest rate charged on loans

    By Guest Sara H, November 24, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • November 26, 1999

14. Extra Payments on Plan Loans

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

15. Loan Payments past NRA

    By Guest PaulaRafferty, August 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2004

16. RMD in termination setting

    By billfgrady, February 19, 2004
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • February 19, 2004

17. Hardship and Deferrals

    By Guest Serena, August 12, 2010
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • August 12, 2010

18. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

19. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich, September 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 23, 1999

20. Interpleader and Withholding

    By Guest HCD, April 25, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2001

21. RMDs for Non-Owners (In-Service Not Allowed)

    By Vlad401k, June 14, 2018
    • 8 replies
    • 1.5k views
    • 
    • Mr Bagwell
    • June 15, 2018

22. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dazednconfused
    • November 11, 2010

23. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne, August 28, 2003
    • 6 replies
    • 1.5k views
    • 
    • KJohnson
    • May 12, 2004

24. Participant with Loan on Leave of absence

    By Guest beccafaith, April 19, 2006
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • April 20, 2006

25. Does the account balance to use to determine the required minimum dist

    By John A, November 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • November 9, 2000

26. Consent to Loan

    By Randy Watson, April 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Randy Watson
    • April 13, 2007

27. Taxable Interest Income on Loan Offset

    By legort69, November 6, 2015
    • 5 replies
    • 1.5k views
    • 
    • smermal
    • January 26, 2016

28. Partial Distribution

    By PFranckowiak, December 18, 2017
    • 7 replies
    • 1.5k views
    • 
    • PFranckowiak
    • December 20, 2017

29. RMDs and Rollover to IRA

    By Archimage, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Earl
    • February 8, 2002

30. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 3 replies
    • 1.5k views
    • 
    • MoJo
    • July 5, 2001

31. TEFRA 242(b)(2)

    By Guest Francine, March 30, 2005
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 30, 2005

32. Inability to Make Top Heavy Minimum

    By Guest SCUDDESLER, July 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 1, 2001

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

    By Guest snorthup, August 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 18, 2000

34. RMD Withholding

    By 401_noob, December 14, 2018   

    • rmd
    • tax withholding
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • December 20, 2018

35. pension protection against debts

    By Guest jesseg46, September 16, 2002
    • 6 replies
    • 1.5k views
    • 
    • kocak
    • September 17, 2002

36. SEPP Rate Flexibility

    By jane123, May 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 12, 2003

37. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.5k views
    • 
    • J2D2
    • September 19, 2006

38. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.5k views
    • 
    • Randy Watson
    • February 10, 2006

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

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • March 13, 2020

40. Participant goes back to work; can min req distribs be stopped?

    By sf2699, February 5, 2015   

    • 409A
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • February 6, 2015

41. Loan from Seg. Acct.?

    By David, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 17, 2001

42. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • January 20, 2014

43. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN

    By Guest ATTY, May 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • May 3, 2000

44. Notification onus

    By Guest STLGiant, January 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 23, 2002

45. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2010

46. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2011

47. Death Benefit Payment

    By Jilliandiz, April 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • April 7, 2004

48. Delinquent loan reporting for active participant

    By pbarrett, February 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 3, 2003

49. Involuntary cash-outs at latest commencement date?

    By Guest cac1134, May 8, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2007

50. Loans beyond normal retirement age

    By blue, September 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • September 21, 2005