Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan Spousal Consent-Meaning of accrued benefit

   By Guest KurtF, July 25, 2011
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • July 25, 2011

2. Exception to 10 percent penalty tax

   By joel, October 16, 2013
   • 4 replies
   • 1.5k views
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   • joel
   • October 17, 2013

3. Distribution -- Installment Payments

   By Archimage, November 29, 2004
   • 5 replies
   • 1.5k views
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   • FundeK
   • December 1, 2004

4. Can a plan's maximum loan limit be less than 50% of the vested account

   By Guest Suanne, May 11, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • May 11, 2001

5. Distribution of life insurance policy

   By Guest sammy, November 5, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 5, 2001

6. Social Security and Medicare Tax/Lump Sum Distrib.

   By Guest Amanda Davis, September 2, 2003
   • 2 replies
   • 1.5k views
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   • Guest
   • September 2, 2003

7. Accepting loan payoff for a loan that should have been offset.

   By FundeK, October 13, 2004
   • 4 replies
   • 1.5k views
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   • QDROphile
   • October 13, 2004

8. Involuntary cash-out in profit sharing plan offering annuities

   By Guest nlmc18, March 19, 2005
   • 1 reply
   • 1.5k views
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   • Guest
   • March 21, 2005

9. Can a 401(k) plan accept a rollover from a SEP?

   By Guest DIGMYDOG, April 12, 2005
   • 2 replies
   • 1.5k views
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   • wmyer
   • April 13, 2005

10. In-service withdrawals of profit sharing balances

    By Beltane, August 8, 2012
    • 2 replies
    • 1.5k views
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    • Bird
    • August 8, 2012

11. RMD/RBD

    By doombuggy, May 18, 2012
    • 8 replies
    • 1.5k views
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    • masteff
    • May 23, 2012

12. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.5k views
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    • RCK
    • January 2, 2002

13. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
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    • Peter Gulia
    • February 11, 2011

14. New uniform life table for 2022 RMD--where?

    By BG5150, January 10, 2022
    • 7 replies
    • 1.5k views
    • 
    • RestAssured
    • March 15, 2022

15. Anyone drafting privacy policies for plans providing loans?

    By Guest hank, April 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • April 10, 2001

16. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.5k views
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    • wmyer
    • November 9, 2001

17. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.5k views
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    • Kirk Maldonado
    • January 29, 2003

18. Terminated EE over 55

    By Guest Tracy H, June 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2001

19. partner sells ownership but still works for company, can he take distribution?

    By Guest Jennyb473, July 26, 2011
    • 7 replies
    • 1.5k views
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    • jpod
    • July 27, 2011

20. Can participant loans be treated as plan investments where interest re

    By John A, February 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • February 20, 2001

21. Loan not paid from payroll

    By doombuggy, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • November 1, 2006

22. "Accrued Interest" During "Cure Period"

    By Guest cjk, April 1, 2003
    • 1 reply
    • 1.5k views
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    • R. Butler
    • April 1, 2003

23. INSERVICE w/Drawal-Protected benefit?

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

24. Accelerated Payments

    By Dennis Povloski, April 25, 2008
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 25, 2008

25. involuntary cash outs - new rules - looking for input

    By JanetM, October 22, 2004
    • 0 replies
    • 1.5k views
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    • JanetM
    • October 22, 2004

26. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24, 2017
    • 2 replies
    • 1.5k views
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    • Bird
    • April 24, 2017

27. Do you check total of all outstanding loan balances when checking spou

    By John A, March 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • March 19, 2001

28. Withholding taken but...

    By Guest M.L. Martin, October 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • October 4, 2001

29. Revised 1099-R?

    By Guest CJErisa, March 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

30. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
    • 0 replies
    • 1.5k views
    • 
    • Lou S.
    • April 23, 2009

31. early withdrawl penalty

    By Guest skully109, March 6, 2006
    • 3 replies
    • 1.5k views
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    • david rigby
    • March 7, 2006

32. Loan in excess of 50% of account balance

    By Guest esi-jht, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2006

33. harship withdrawal

    By jkdoll2, June 10, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • June 24, 2009

34. 1099-R code for Loan

    By pmacduff, May 13, 2004
    • 1 reply
    • 1.5k views
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    • JanetM
    • May 13, 2004

35. Transfer from eligible employee class to ineligibl

    By Guest DeePA, April 11, 2003
    • 8 replies
    • 1.5k views
    • 
    • KJohnson
    • April 15, 2003

36. Substantially Equal Periodic Payments Begin/Subsequent Disability/10%

    By Guest, December 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • December 5, 2000

37. Distributions to Annuitant after death

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • June 15, 1999

38. Mandatory Cashouts

    By Guest JM123, December 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 10, 2010

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

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

40. 70 1/2 distributions

    By Guest MaryLou, October 10, 1999
    • 3 replies
    • 1.5k views
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    • Alf
    • October 14, 1999

41. Health Plan dependent student eligibility

    By Guest jmjoyce, February 14, 2002
    • 3 replies
    • 1.5k views
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    • jeanine
    • February 18, 2002

42. In service withdrawal for 72 year old?

    By Guest mpark, November 24, 2004
    • 3 replies
    • 1.5k views
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    • WDIK
    • November 24, 2004

43. Spousal Consent

    By Guest Henry P. Schneider, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • October 30, 2002

44. When must bene be paid from DC plan?

    By Jed Macy, October 3, 2013   

    • RMD
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 3, 2013

45. Payment of State Withholding Taxes

    By Fred Payne, February 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2002

46. Plan Loan Minimum vs. Market Fluctuation

    By John A, June 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • June 5, 2001

47. refunds paid by participant - IRS 1099R

    By Guest anomi, January 27, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2007

48. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.5k views
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    • ETA Consulting LLC
    • December 21, 2017

49. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.5k views
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    • Appleby
    • January 5, 2015

50. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 21, 2011