Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Loan in excess of 50% of account balance

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

2. Revised 1099-R?

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

3. Beneficiary Reformation?

   By jy12443, January 5, 2018
   • 2 replies
   • 1.5k views
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   • Albert F
   • January 8, 2018

4. Loan Spousal Consent-Meaning of accrued benefit

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

5. harship withdrawal

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

6. Withholding taken but...

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

7. Loan Rollover?

   By Guest J Samuelson, August 25, 1999
   • 1 reply
   • 1.5k views
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   • Dowist
   • August 25, 1999

8. 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

9. Anyone drafting privacy policies for plans providing loans?

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

10. "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

11. Overpayment of Employer Match

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

12. Excess Contribution - Loss on Roth refund

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

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

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

14. Transfer from eligible employee class to ineligibl

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

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

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

16. 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

17. 1099-R code for Loan

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

18. INSERVICE w/Drawal-Protected benefit?

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

19. Distributions to Annuitant after death

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

20. terminated participant, loan repayment and distribution

    By Draper55, May 23, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2014

21. 70 1/2 distributions

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

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

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

23. RMD/RBD

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

24. Conditions on a lump sum distribution

    By Guest Grumpy456, February 2, 2007
    • 3 replies
    • 1.5k views
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    • Bird
    • February 8, 2007

25. Accelerated Payments

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

26. 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

27. 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

28. Mandatory Cashouts

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

29. Spousal Consent

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

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

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

31. RMD from Roth 401(k) Plans

    By MarZDoates, April 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • May 8, 2015

32. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.5k views
    • 
    • mgcpension
    • October 23, 2014

33. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • November 25, 2003

34. Loan not paid from payroll

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

35. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • May 20, 2009

36. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • August 1, 2000

37. Taxation of U.S. pension benefits paid to Canadian spouse upon death o

    By Guest ElizabethH, June 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2000

38. Can a Plan Have These Types of Loans?

    By mming, March 9, 2012
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • March 12, 2012

39. refunds paid by participant - IRS 1099R

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

40. Plan Loan Minimum vs. Market Fluctuation

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

41. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 21, 2005

42. Alien Beneficiary

    By Below Ground, June 11, 2008
    • 5 replies
    • 1.5k views
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    • Below Ground
    • June 12, 2008

43. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.5k views
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    • wsp
    • June 22, 2007

44. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.5k views
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    • GMK
    • July 27, 2011

45. Prohibited Distribution of Deferrals

    By Below Ground, April 20, 2009
    • 10 replies
    • 1.5k views
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    • Below Ground
    • April 22, 2009

46. 402(f) Notice and EGGTRA

    By Guest Astro, December 26, 2001
    • 1 reply
    • 1.5k views
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    • Appleby
    • December 31, 2001

47. In service withdrawal for 72 year old?

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

48. Loan from defunct P.C.

    By Lori H, April 6, 2006
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 17, 2006

49. Hardship distribution

    By R. Butler, August 25, 2010
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • August 26, 2010

50. Re-employment after distribution

    By Guest Robert Lees, January 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • February 1, 2000