Distributions and Loans, Other than QDROs

4,172 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. Distributable Event Due to Ownership Change?

   By Susan S., July 3, 2013
   • 2 replies
   • 1.5k views
   • 
   • Susan S.
   • July 3, 2013

3. Can a money purchase plan offer loansor hardship withdrawals?

   By mal, February 4, 2005
   • 2 replies
   • 1.5k views
   • 
   • mal
   • February 4, 2005

4. Hardship for family member to prevent foreclosure

   By pam@bbm, February 3, 2016
   • 5 replies
   • 1.5k views
   • 
   • BG5150
   • February 4, 2016

5. max plan loan reduction

   By jane murray, November 21, 2017
   • 19 replies
   • 1.5k views
   • 
   • Tom Poje
   • November 24, 2017

6. Need clarification on RMD for deceased participant

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

7. Sporadic partial distributions to HCE

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

8. Starting and stopping RMDs

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

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. Does any one know where there is a cite for the definition of the begi

    By Guest Philly1, May 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 10, 1999

11. $10,000 loan minimum

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

12. New Loan after Defaulted Loan

    By Dougsbpc, December 2, 2015
    • 3 replies
    • 1.5k views
    • 
    • 401_noob
    • December 3, 2015

13. After tax basis preservation

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

14. Hardship distribution of rollover money.

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

15. Designated Vs. Default Beneficiary

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

16. is this one loan or two??

    By maverick, August 5, 2002
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • August 9, 2002

17. In-Service Distribution from Merged MPP

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

18. Hardship Gray Area

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

19. Participant Dies after LS Election

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

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

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

21. Changing participant elections after the annuity starting date.

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

22. Minor child as beneficiary

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

23. loan repayments set up as deferrals

    By AlbanyConsultant, January 7, 2025
    • 3 replies
    • 1.5k views
    • 
    • AlbanyConsultant
    • January 8, 2025

24. Withholding on non-5% owners

    By pbarrett, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 8, 1999

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

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

26. RMD taxability

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

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

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

28. Defaulted Loan is a General Plan Asset

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

29. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lynn Campbell
    • July 21, 2003

30. Recovery of portion of distribution?

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

31. ex-spouse holding up plan term - ideas?

    By AlbanyConsultant, July 17, 2020
    • 8 replies
    • 1.5k views
    • 
    • Larry Starr
    • July 23, 2020

32. 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

33. Referral to ERISA counsel - was this correct?

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

34. "Bridge" loans on plan termination

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

35. hardship withdrawal

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

36. Loan default amount

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

37. Final Final Regulations - Variable Annuity Contracts

    By DTH, November 17, 2005
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • November 17, 2005

38. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 12, 2014

39. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 14, 2002

40. No Estate

    By BTG, October 12, 2015
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 14, 2015

41. Hardship Help!

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

42. Amending a plan for Hardship Distributions

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

43. Locating an Article

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

44. Modifying Loan Policy

    By Randy Watson, November 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 1, 2004

45. Hardship qualification

    By Guest ewhitmore, June 27, 2007
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • June 27, 2007

46. Cost basis of mutual funds

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

47. RMD - spouse of 5% owner

    By SMB, August 3, 2011
    • 1 reply
    • 1.5k views
    • 
    • BG5150
    • August 3, 2011

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

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

49. PPA Shrinks Pension?

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

50. RMDs due 4/1/02 - "old" rules or "new" rules?

    By John A, November 8, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 11, 2001