Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Incorrect Corrective Distribution Amount

   By Vlad401k, April 5, 2022
   • 1 reply
   • 515 views
   • 
   • CuseFan
   • April 5, 2022

2. Incorrect Loan Made

   By Archimage, June 25, 2004
   • 4 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2004

3. Incorrect Loan Payments

   By bevfair, November 29, 2018
   • 4 replies
   • 1.2k views
   • 
   • Mike Preston
   • November 29, 2018

4. incorrect payouts and plan is terminated

   By Guest dubya, December 11, 2001
   • 3 replies
   • 1.3k views
   • 
   • QDROphile
   • December 11, 2001

5. Incorrect Withholding

   By Guest djsimonetti, April 14, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 14, 1999

6. Increased RMD age not adopted by DB plan

   By WCC, February 29, 2024
   • 2 replies
   • 646 views
   • 
   • CuseFan
   • March 4, 2024

7. Independent Contractor

   By CLE401kGuy, April 24, 2012
   • 3 replies
   • 1.2k views
   • 
   • CLE401kGuy
   • April 24, 2012

8. Ineligible Deferrals

   By Leopurrd, April 26, 2006
   • 3 replies
   • 2.2k views
   • 
   • Leopurrd
   • April 27, 2006

9. Ineligible distribution

   By Guest SPOT, October 10, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • October 22, 2002

10. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA, June 11, 2007
    • 9 replies
    • 3.5k views
    • 
    • Gadgetfreak
    • June 12, 2012

11. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dazednconfused
    • December 9, 2010

12. Ineligible Participant Profit Sharing Distribution

    By J Maes, April 26, 2024
    • 2 replies
    • 809 views
    • 
    • CuseFan
    • April 26, 2024

13. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 2.9k views
    • 
    • Appleby
    • September 21, 2007

14. information on handling of loans

    By Guest EBC, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

15. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Norman
    • August 28, 2006

16. Inherited IRA

    By Guest greybeard, January 10, 2007
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • January 17, 2007

17. Inherited IRA

    By NJ Mike, October 21, 2019
    • 3 replies
    • 821 views
    • 
    • NJ Mike
    • October 23, 2019

18. Inherited IRA for Spousal Beneficiary

    By Vlad401k, January 29, 2025
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 4, 2025

19. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • PFranckowiak
    • September 5, 2008

20. Inservice dist

    By K-t-F, February 23, 2006
    • 4 replies
    • 2.1k views
    • 
    • namealreadyinuse
    • March 15, 2006

21. Inservice Distribution

    By Pammie57, August 10, 2016
    • 2 replies
    • 927 views
    • 
    • Lou S.
    • August 10, 2016

22. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton, March 13, 2023   

    • inservice distribution
    • distribution procedure
    • 5 replies
    • 708 views
    • 
    • Paul I
    • March 17, 2023

23. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 864 views
    • 
    • Lucky32
    • January 13, 2021

24. INSERVICE w/Drawal-Protected benefit?

    By Guest DeePA, August 1, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 1, 2003

25. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing, February 27, 2019
    • 7 replies
    • 1.6k views
    • 
    • card
    • March 7, 2019

26. Inservice Withdrawal After A Period Certain

    By Lucky32, May 13, 2022
    • 7 replies
    • 945 views
    • 
    • chc93
    • May 20, 2022

27. Inservice withdrawal limit?

    By jane123, March 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • jaemmons
    • March 21, 2003

28. Inservice withdrawals 2 year/ 5 year aged money rule

    By ccassetty, November 30, 2005
    • 16 replies
    • 8.7k views
    • 
    • ccassetty
    • December 6, 2005

29. Installment Change

    By DTH, March 9, 2007
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • March 9, 2007

30. Installment payments at Termination

    By Nassau, May 1, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 1, 2012

31. installment payments from pooled DC Plan - beneficiary

    By pmacduff, September 15, 2023
    • 0 replies
    • 518 views
    • 
    • pmacduff
    • September 15, 2023

32. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

33. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 2k views
    • 
    • FundeK
    • January 26, 2005

34. Installments paid over life expectancy

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

35. Installments payments via in-service for an active participant?

    By FundeK, November 9, 2004
    • 2 replies
    • 1k views
    • 
    • Harwood
    • November 10, 2004

36. Insurance Agent-bad info?

    By Guest LVanSteeter, January 9, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

37. insurance distribution

    By R. Butler, April 25, 2016
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • April 26, 2016

38. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 969 views
    • 
    • R. Butler
    • October 28, 2010

39. Insurance Transfer

    By ASFESQ, July 7, 2021
    • 20 replies
    • 1.9k views
    • 
    • Bird
    • July 20, 2021

40. Interesr

    By moho, March 26, 2024
    • 3 replies
    • 753 views
    • 
    • Belgarath
    • March 26, 2024

41. Interest on Distributions

    By Guest Star Seeker, October 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • October 11, 2002

42. Interest on late loan payments

    By richard, January 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • richard
    • January 13, 2000

43. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

44. Interest on Retro Payments

    By Guest lvegas, April 19, 2004
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • April 21, 2004

45. Interest on RMD made in error

    By Guest tbeatty, January 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 25, 2013

46. Interest owed on late DB lump sum payment?

    By Guest Steve C., March 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • March 15, 2001

47. Interest rate charged on loans

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

48. Interest rate not exceeding 120% of federal mid-term rate is deemed re

    By Dave Baker, July 20, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dave Baker
    • July 20, 2000

49. Interest rate used for COVID reamortization of loan

    By thepensionmaven, January 11, 2021
    • 2 replies
    • 710 views
    • 
    • C. B. Zeller
    • January 11, 2021

50. Interest Repayments

    By Guest Jhagan, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002