Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

   By Guest cstrong, August 23, 2004
   • 3 replies
   • 2k views
   • 
   • pmacduff
   • May 16, 2005

2. Death Benefit to Non-Spouse Beneficiary

   By §#$%!, January 11, 2006
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • January 14, 2006

3. loan default

   By thepensionmaven, March 11, 2013   

   • loan default
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • March 11, 2013

4. withholding disaster

   By K2retire, January 23, 2014
   • 3 replies
   • 1.2k views
   • 
   • K2retire
   • February 12, 2014

5. In-Service Distribution Amendment

   By Vlad401k, July 1, 2015
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • July 1, 2015

6. Participant loan refinancing during cure period

   By Belgarath, September 29, 2016
   • 3 replies
   • 737 views
   • 
   • Bird
   • September 30, 2016

7. Should the plan’s administrator reverse the loan default?

   By Peter Gulia, March 19, 2024
   • 3 replies
   • 1.4k views
   • 
   • Paul I
   • March 20, 2024

8. Owner defaulted on loan

   By BG5150, July 2, 2012
   • 3 replies
   • 1.6k views
   • 
   • SheilaD
   • September 13, 2012

9. Quick clarification on RMD after death of participant

   By jkharvey, January 29, 2013
   • 3 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • January 29, 2013

10. Loan or prohibited transaction

    By Lori H, August 8, 2006
    • 3 replies
    • 1.5k views
    • 
    • four01kman
    • August 8, 2006

11. Loan correction under EPCRS

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

12. Withholding on Distributions under $200

    By RCK, March 11, 2003
    • 3 replies
    • 2k views
    • 
    • maverick
    • March 12, 2003

13. rmd: payment of expenses

    By Guest amy darnell, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • June 15, 2000

14. How do PS-58 costs affect a distribution?

    By John A, September 15, 2000
    • 3 replies
    • 2.7k views
    • 
    • John A
    • September 18, 2000

15. Loan Fee

    By Guest tlc@cra, October 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2004

16. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 31, 2001

17. Security For Plan Loan

    By chris, March 31, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 31, 2003

18. Rollovers by non-spouse beneficiaries

    By Guest PGH.ERISA, February 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2008

19. RMD to Charity

    By PFranckowiak, August 15, 2018
    • 3 replies
    • 563 views
    • 
    • CuseFan
    • August 15, 2018

20. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.5k views
    • 
    • david rigby
    • June 5, 2009

21. Loan Spousal Consent-Meaning of accrued benefit

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

22. too many loans taken - correction method?

    By jmartin, September 4, 2019
    • 3 replies
    • 861 views
    • 
    • CJ Allen
    • September 9, 2019

23. Is there any way to force a distribution for over $5000 account

    By Guest mpark, August 24, 2004
    • 3 replies
    • 1.4k views
    • 
    • Harwood
    • August 24, 2004

24. early withdrawl penalty

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

25. Spouse MIA can she name a different beneficiary?

    By Guest EricWings, March 12, 2008
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 13, 2008

26. Participant Loan to Purchase Residence

    By mjf06241972, March 17, 2019
    • 3 replies
    • 823 views
    • 
    • david rigby
    • March 18, 2019

27. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold, September 26
    • 3 replies
    • 576 views
    • 
    • ratherbereading
    • September 27

28. Nonspouse Beneficiary Drirect Rollover

    By DTH, May 2, 2007
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • May 3, 2007

29. Tax Withholding on Minimum Distributions

    By Guest David Danziger, November 18, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 3, 1998

30. State Withholding

    By dmwe, November 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 15, 2005

31. Home Repair

    By Guest Donell, May 22, 2012
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • May 22, 2012

32. 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

33. Pay back defaulted loan before new one?

    By BG5150, September 25, 2023
    • 3 replies
    • 1.3k views
    • 
    • David Schultz
    • September 27, 2023

34. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 30, 2003

35. Hardships from Prevailing Wage Plan

    By JKW, December 1, 2016
    • 3 replies
    • 2.8k views
    • 
    • JKW
    • December 2, 2016

36. TEFRA 242(b) issue

    By bzorc, December 22, 2006
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • December 26, 2006

37. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 1.9k views
    • 
    • britoski
    • May 15, 2009

38. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 10, 2006

39. Correction for 70-1/2 Rollover to IRA

    By Guest Judy S, July 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2007

40. EIN for retirement trust/Federal Withholding

    By Guest Becky Ray, June 21, 2000
    • 3 replies
    • 2.2k views
    • 
    • bzorc
    • June 28, 2000

41. Is there a requirement to pay earnings on a participant's account bala

    By AmyR, October 20, 2000
    • 3 replies
    • 1.8k views
    • 
    • BeckyMiller
    • May 29, 2002

42. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty, April 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • April 11, 2012

43. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 23, 2015

44. Nonspouse Beneficiary Direct Rollover

    By DTH, May 3, 2007
    • 3 replies
    • 1.7k views
    • 
    • gc@chimentowebb.com
    • November 2, 2007

45. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • June 7, 2008

46. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 3, 2010

47. Reportable Distribution error...

    By Guest Carl C, January 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • jane123
    • January 27, 2003

48. Pensioner is not cashing payments to avoid IRS

    By Guest Ben S, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 3, 2005

49. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • September 3, 2009

50. distribution to rehired employee

    By Belgarath, March 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 23, 2010