Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Missing Participant Due Over $5,000

   By mming, May 15, 2020
   • 13 replies
   • 2.2k views
   • 
   • Bill Presson
   • May 17, 2020

2. Prepayment not allowed on loans?

   By Belgarath, January 4, 2021
   • 13 replies
   • 5.2k views
   • 
   • amethbrilliant
   • July 29, 2022

3. How do you apply the 10% early distribution penalty to distribution of Employer stock?

   By k man, June 21, 2005
   • 13 replies
   • 2.5k views
   • 
   • Kirk Maldonado
   • June 23, 2005

4. Trustee is refusing to sign

   By Dazednconfused, February 8, 2011
   • 13 replies
   • 2k views
   • 
   • BG5150
   • February 15, 2011

5. Loan to acquire principal residence, deal falls through

   By Belgarath, August 31, 2018
   • 13 replies
   • 2.7k views
   • 
   • ricopenthouse
   • July 9, 2022

6. Mandatory Distributions under $5000

   By Ananda, October 14, 2021
   • 13 replies
   • 2k views
   • 
   • ESOP Guy
   • October 20, 2021

7. Direct Rollover Gone Stale: Taxable Distribution?

   By Guest 1950, May 8, 2001
   • 13 replies
   • 3.1k views
   • 
   • Guest
   • May 9, 2001

8. QJSA Rules

   By ERISAAPPLE, December 11, 2017   

   • annuity
   • qjsa
   • (and 2 more)

     Tagged with:

     • annuity
     • qjsa
     • commercial
     • insurance
   • 13 replies
   • 2.6k views
   • 
   • Luke Bailey
   • December 14, 2017

9. let a distribution check stale date on purpose?

   By WCC, September 5, 2018
   • 13 replies
   • 2.3k views
   • 
   • Appleby
   • September 11, 2018

10. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey, December 6, 2022
    • 13 replies
    • 1.6k views
    • 
    • Luke Bailey
    • December 9, 2022

11. 401K Overpayment Notice

    By cdogstu99, September 28, 2020
    • 13 replies
    • 4.8k views
    • 
    • cdogstu99
    • October 26, 2020

12. Loan Refinancing

    By MoShawn, May 22, 2008
    • 13 replies
    • 2.2k views
    • 
    • QDROphile
    • May 28, 2008

13. Distributions from Terminated Small DB Plan

    By Guest pension222, November 2, 2001
    • 13 replies
    • 4.5k views
    • 
    • david rigby
    • February 22, 2003

14. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 1.8k views
    • 
    • chc93
    • April 25, 2019

15. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP, July 28, 2009
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • August 4, 2009

16. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 2.8k views
    • 
    • Larry Starr
    • April 16, 2018

17. Difference between "lump sum" and "single sum"?

    By BG5150, December 12, 2012
    • 13 replies
    • 9.2k views
    • 
    • MoJo
    • December 17, 2012

18. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 8.1k views
    • 
    • Bird
    • February 9, 2005

19. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG, January 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 25, 2005

20. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 25, 2009

21. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin, October 16, 2019
    • 13 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 24, 2019

22. Hardship Dist... taxes

    By Basically, February 3
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 10

23. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.4k views
    • 
    • msmith
    • May 8, 2020

24. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bird
    • December 30, 2020

25. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf, February 26, 2001
    • 13 replies
    • 2.6k views
    • 
    • JohnCheek
    • March 8, 2001

26. Decline to be Beneficiary?

    By PMC, March 8, 2006
    • 13 replies
    • 5.2k views
    • 
    • QDROphile
    • September 2, 2017

27. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB, August 21, 2012
    • 13 replies
    • 5.8k views
    • 
    • QDROphile
    • September 11, 2012

28. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.7k views
    • 
    • Peter Gulia
    • May 27, 2009

29. Is it possible to transfer between employer's 2 plans

    By pam@bbm, October 29, 2015
    • 13 replies
    • 2.3k views
    • 
    • QDROphile
    • November 9, 2015

30. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

    • rmd
    • 13 replies
    • 2k views
    • 
    • Peter Gulia
    • January 13, 2023

31. Failure to withhold taxes

    By cpc0506, May 11, 2017   

    • taxes
    • 13 replies
    • 4.2k views
    • 
    • Bird
    • May 12, 2017

32. RMD for Spouse Sole Beneficiary

    By GMK, January 30, 2015
    • 13 replies
    • 2.7k views
    • 
    • TPApril
    • May 26, 2021

33. vesting and death benefit

    By pmacduff, December 2, 2014
    • 12 replies
    • 6.1k views
    • 
    • jpod
    • December 4, 2014

34. Divorce Distribution - Timing and QDRO

    By Basically, November 14, 2022
    • 12 replies
    • 1.8k views
    • 
    • Basically
    • November 18, 2022

35. Incarcerated Beneficiaries

    By JustMe, July 13, 2020
    • 12 replies
    • 9.5k views
    • 
    • AKconsult
    • July 16, 2020

36. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 4.5k views
    • 
    • mbozek
    • July 19, 2005

37. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.2k views
    • 
    • Bird
    • July 20, 2020

38. Can loans be stopped while there exists a loan?

    By TPApril, December 15, 2021
    • 12 replies
    • 1.6k views
    • 
    • Bird
    • December 17, 2021

39. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.7k views
    • 
    • JanetM
    • December 19, 2008

40. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues, June 6, 2012
    • 12 replies
    • 3.6k views
    • 
    • BG5150
    • June 8, 2012

41. Hardship Distribution - Time limit for eligible expense?

    By Gilmore, April 20, 2021
    • 12 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 14, 2021

42. Participant without SSN

    By Gilmore, July 13, 2018
    • 12 replies
    • 1.5k views
    • 
    • Gilmore
    • July 19, 2018

43. Motorhome principal residence

    By R. Butler, September 19, 2022
    • 12 replies
    • 3k views
    • 
    • Peter Gulia
    • July 31, 2024

44. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable?

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.1k views
    • 
    • ESOP Guy
    • December 15, 2011

45. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons, March 24, 2007
    • 12 replies
    • 4k views
    • 
    • J Simmons
    • March 28, 2007

46. apply distribution fees to very low balance twice ?

    By TPApril, May 17
    • 12 replies
    • 1.7k views
    • 
    • TPApril
    • May 20

47. DB J&S payment after divorce and death of retiree

    By Guest clux, June 25, 2010
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • July 1, 2010

48. Notary Required for Spouse Signature when taking a distribution?

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 26.9k views
    • 
    • Guest
    • December 13, 2001

49. participant terminates employment - plan has a life insurance policy

    By thepensionmaven, October 28, 2021
    • 12 replies
    • 1.1k views
    • 
    • Belgarath
    • November 29, 2021

50. Profit Sharing Plan distribution when participant has a life insurance

    By maverick, January 22, 2002
    • 12 replies
    • 3.6k views
    • 
    • Belgarath
    • February 4, 2002