Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution of Real Estate

   By 415 Limit, August 14, 2009
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • August 17, 2009

2. Sporadic partial distributions to HCE

   By mming, October 22, 2005
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • November 2, 2005

3. Rolling money into foreign plan

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

4. Distribution Issues---Illiquid Assets

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

5. After tax basis preservation

   By Guest Sabadee!, May 29, 2008
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • May 29, 2008

6. CV loan extenstion/reamortization

   By Bird, June 19, 2020
   • 16 replies
   • 1.5k views
   • 
   • Mike Preston
   • July 1, 2020

7. Hardship distribution of rollover money.

   By k man, October 19, 2000
   • 0 replies
   • 1.5k views
   • 
   • k man
   • October 19, 2000

8. Loan correction under EPCRS

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

9. Minimum Distribution to Parent of Owner

   By eclark, August 11, 2006
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • August 11, 2006

10. Distributions of $200 or less

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

11. Hardship Gray Area

    By Guest Dohertmk, February 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • February 16, 2009

12. In-Service Distribution from Merged MPP

    By DP, May 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 15, 2003

13. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • July 28, 2002

14. distribution fees

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

15. Hardship distribution after loan taken....?

    By chris, April 8, 2004
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • April 9, 2004

16. Need clarification on RMD for deceased participant

    By jkharvey, November 28, 2006
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • November 29, 2006

17. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 31, 2006

18. Loan not defaulted

    By Bird, November 27, 2018
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 29, 2018

19. Real Estate Distribution

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

20. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 18, 2017

21. RMD - Required or not?

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

22. Participant Dies after LS Election

    By kocak, December 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 12, 2002

23. Loan to 5% Owner in S-Corp.

    By Guest, December 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 10, 1999

24. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.5k views
    • 
    • pixmax
    • May 29, 2009

25. Designated Vs. Default Beneficiary

    By flosfur, September 4, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • September 4, 2008

26. Changing participant elections after the annuity starting date.

    By Guest Do, September 17, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 1999

27. Minor child as beneficiary

    By Guest MEWilson, May 5, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2004

28. $10,000 loan minimum

    By Guest DavidB, January 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • January 7, 2000

29. loans from DB plans

    By k man, October 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2004

30. Form 5329 questions related to missed RMD

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

31. Referral to ERISA counsel - was this correct?

    By Leopurrd, September 22, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • September 22, 2005

32. hardship withdrawal

    By pmacduff, October 8, 2012
    • 9 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 9, 2012

33. Revoking installment election allowed?

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

34. Spousal Consent for Participant Loan

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

35. Recovery of portion of distribution?

    By chris, March 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • March 30, 2001

36. "Bridge" loans on plan termination

    By JWK, June 15, 2000
    • 0 replies
    • 1.5k views
    • 
    • JWK
    • June 15, 2000

37. Loans - Does the Cure Period "Roll"?

    By Übernerd, May 31, 2012
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • June 1, 2012

38. Loan default amount

    By Bird, October 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2004

39. RMD - father of owner

    By doombuggy, October 27, 2014   

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

40. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 10, 1999

41. Amending a plan for Hardship Distributions

    By Guest cc1898, January 17, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2008

42. Defaulted Loan is a General Plan Asset

    By Guest P Arpey, August 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • August 19, 2009

43. Plan Participant claims to be a corporation and not subject to withholding

    By Guest Calimayhew, March 12, 2004
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • March 18, 2004

44. Locating an Article

    By Guest andmik, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 17, 2001

45. Non Required Minimum Distribution

    By DPSRich, May 13, 2020
    • 13 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 15, 2020

46. Participant loan defaulted, but participant never told to cure

    By Guest TaxedToDeath, August 1, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2012

47. Second Distribution After Rehire

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

48. PPA Shrinks Pension?

    By Guest WantsToLearn, March 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 30, 2007

49. Hardship Help!

    By Guest Jon Bachman, May 13, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2005

50. Cost basis of mutual funds

    By Guest Renea, May 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • May 16, 2000