Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Delinquent loan reporting for active participant

   By pbarrett, February 26, 2003
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • March 3, 2003

2. Loans beyond normal retirement age

   By blue, September 15, 2005
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • September 21, 2005

3. Asset reversion DC Plan

   By Guest pensionadmin, December 12, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 12, 2001

4. Hardship for Tuition.

   By FundeK, January 5, 2004
   • 1 reply
   • 1.6k views
   • 
   • chris
   • January 5, 2004

5. Direct Rollover to qualified Plan

   By BTH, April 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • April 13, 2000

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

   By Guest ATTY, May 2, 2000
   • 1 reply
   • 1.6k views
   • 
   • bzorc
   • May 3, 2000

7. Loan Interest Rate

   By oldman63, April 26, 2018
   • 8 replies
   • 1.6k views
   • 
   • Larry Starr
   • April 30, 2018

8. Interest to terminated participant

   By Guest AEA, April 11, 2000
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • May 29, 2000

9. Hardship after Loan

   By kocak, October 25, 2001
   • 3 replies
   • 1.6k views
   • 
   • bzorc
   • October 26, 2001

10. Reporting a Bonus (partly deferred) Given to Retiree

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.6k views
    • 
    • J Simmons
    • July 27, 2009

11. Is this RMD still required?

    By Santo Gold, November 22, 2021
    • 12 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 27, 2021

12. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2009

13. 70 1/2 owner (RMD)

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

14. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

15. 1099-R and a 60-day return of the funds

    By Blinky the 3-eyed Fish, January 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2010

16. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • October 4, 2006

17. Reporting Defaulted Loan on a 1099R

    By Guest KSS, January 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2000

18. Real Estate Distribution

    By Guest ERISA?, October 27, 2008
    • 8 replies
    • 1.5k views
    • 
    • J Simmons
    • October 28, 2008

19. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 1.5k views
    • 
    • 401_noob
    • July 6, 2017

20. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 5, 2002

21. Loans after Default

    By Stash026, May 30, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 17, 2019

22. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 2001

23. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2002

24. Second Distribution After Rehire

    By Dennis Povloski, October 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • doombuggy
    • November 21, 2011

25. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2007

26. age 70 1/2 distribution & furlough status

    By alexa, February 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 2, 2002

27. 1099-R questions... (unfortunately not filed)

    By Basically, March 20, 2025
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • March 20, 2025

28. Former Key Definition

    By Guest DeePA, May 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • g8r
    • May 13, 2003

29. Documenting Hardship for Next 12 Months of Education Expenses

    By namealreadyinuse, June 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Nate X
    • June 14, 2006

30. RMD - Required or not?

    By emmetttrudy, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • May 3, 2010

31. QJSA Disclosures for DC Plans

    By Guest MichaelO, June 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 21, 2004

32. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 24, 2002

33. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • January 15, 2010

34. Distribution Issues---Illiquid Assets

    By Randy Watson, April 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 2, 2009

35. Loan correction under EPCRS

    By cdavis25, October 4, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • October 25, 2010

36. Pay back defaulted loan before new one?

    By BG5150, September 25, 2023
    • 3 replies
    • 1.5k views
    • 
    • David Schultz
    • September 27, 2023

37. Loan deemed, participant still employed

    By BG5150, January 7, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2010

38. Hardship Distributions - Distributable Amount

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • September 7, 2000

39. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • September 29, 2006

40. In Service Non-hardship Withdrawals

    By Guest Richard7123, September 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 11, 2003

41. Revoking installment election allowed?

    By Guest DeePA, June 24, 2004
    • 5 replies
    • 1.5k views
    • 
    • RTK
    • June 24, 2004

42. Spousal Consent for Participant Loan

    By Guest Jane Freeman, May 5, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 5, 2004

43. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • April 15, 2002

44. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 2003

45. IRS letter forwarding program

    By Bird, December 20, 2011
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • August 31, 2012

46. Can employer loan money to participant to pay off plan loan?

    By John A, March 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • March 9, 2001

47. RMD - father of owner

    By doombuggy, October 27, 2014   

    • attribution rules
    • RMD
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 27, 2014

48. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 22, 2001

49. Loan Rollover

    By Guest shm3803, August 30, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2012

50. Rolling money into foreign plan

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