Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Leave of Absence Missed Payments Before LOA Cure Period

   By Snapper, September 9, 2017
   • 0 replies
   • 947 views
   • 
   • Snapper
   • September 9, 2017

2. Leaves of Absence and Truth in Lending

   By Christine Roberts, April 13, 2000
   • 2 replies
   • 1.6k views
   • 
   • M R Bernardin
   • April 13, 2000

3. Legal Address for 30% withholding

   By rcline46, September 10, 2004
   • 2 replies
   • 1.2k views
   • 
   • rcline46
   • September 10, 2004

4. Legally separated spouse's consent??

   By chris, September 20, 2002
   • 10 replies
   • 4.1k views
   • 
   • chris
   • September 22, 2002

5. Length of loan > NRD

   By Guest KarenLS, December 9, 1999
   • 1 reply
   • 1.7k views
   • 
   • Kirk Maldonado
   • December 9, 1999

6. let a distribution check stale date on purpose?

   By WCC, September 5, 2018
   • 13 replies
   • 2.5k views
   • 
   • Appleby
   • September 11, 2018

7. Life and Death Planning for Retirement Benefits, by Choate

   By Guest skrasney, December 17, 1998
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • December 18, 1998

8. life expectancy option irrevocable or changeable

   By jane123, September 1, 2004
   • 8 replies
   • 1.6k views
   • 
   • Appleby
   • November 16, 2004

9. life insurance

   By R. Butler, June 12, 2017
   • 10 replies
   • 1.8k views
   • 
   • My 2 cents
   • June 29, 2017

10. Life Insurance and RMD

    By KateSmithPA, September 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • March 14, 2017

11. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates, October 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 21, 2016

12. Life Insurance death 1099R reporting

    By Rai401k, January 5, 2017
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • January 5, 2017

13. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

    By Guest Ed Walker, June 5, 2002
    • 7 replies
    • 3k views
    • 
    • mbozek
    • June 11, 2002

14. Life insurance distribution and rollover

    By R. Butler, August 30, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 3, 2013

15. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • June 19, 2002

16. life insurance options for a terminating plan

    By Guest lindamichals, March 19, 2003
    • 0 replies
    • 989 views
    • 
    • Guest
    • March 19, 2003

17. Life insurance policy distribution

    By Santo Gold, August 12, 2023
    • 10 replies
    • 1.3k views
    • 
    • Roycal
    • August 15, 2023

18. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2007

19. Life Insurance Proceeds and 1099R

    By Guest Richard Scheer, November 1, 2010
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • November 3, 2010

20. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris, August 27, 2014
    • 18 replies
    • 2.2k views
    • 
    • GBurns
    • September 24, 2015

21. Life of the Participant

    By Guest Twinky, January 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 12, 2007

22. Limit Number of Hardships Permissible?

    By Fielding Mellish, July 18, 2016
    • 2 replies
    • 1k views
    • 
    • dashab
    • July 21, 2016

23. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2005

24. Limit term of loan

    By ombskid, June 14, 2013
    • 3 replies
    • 866 views
    • 
    • ombskid
    • June 14, 2013

25. Limitations on In-service withdrawals

    By Mel_1999, June 4, 2018
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 6, 2018

26. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 3k views
    • 
    • Larry Starr
    • January 17, 2020

27. Limits on 401k loans?

    By Guest peeage, February 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2001

28. Living Trust as Beneficiary

    By Monica Barnard, October 11, 2017
    • 5 replies
    • 1k views
    • 
    • XTitan
    • October 11, 2017

29. Living Trust as Beneficiary

    By Below Ground, November 28, 2017   

    • death benefits
    • living trust
    • (and 1 more)

      Tagged with:

      • death benefits
      • living trust
      • beneficiary designation
    • 7 replies
    • 1.3k views
    • 
    • Below Ground
    • December 7, 2017

30. loan

    By Guest greggi39, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 20, 2002

31. Loan

    By joel, September 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • September 18, 2006

32. Loan

    By cdavis25, April 20, 2018
    • 1 reply
    • 655 views
    • 
    • C. B. Zeller
    • April 23, 2018

33. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

34. Loan (property puchase)

    By Guest cascigm, April 20, 1999
    • 1 reply
    • 1.9k views
    • 
    • david shipp
    • April 20, 1999

35. Loan #2: took too much

    By doombuggy, October 19, 2010
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • October 19, 2010

36. loan admin fees

    By Beemer, October 27, 2016
    • 9 replies
    • 1.1k views
    • 
    • Beemer
    • October 28, 2016

37. loan admin fees

    By Santo Gold, October 8, 2004
    • 2 replies
    • 1k views
    • 
    • E as in ERISA
    • October 8, 2004

38. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • July 13, 2009

39. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period?

    By R. Butler, September 8, 2004
    • 20 replies
    • 3.2k views
    • 
    • E as in ERISA
    • September 13, 2004

40. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2001

41. Loan amortized incorrectly

    By JKW, February 3, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 4, 2014

42. Loan Amount

    By WDIK, June 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • June 7, 2003

43. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 17, 2008

44. loan and hardship at same time

    By Guest mam, October 21, 1999
    • 6 replies
    • 2k views
    • 
    • MWeddell
    • October 25, 1999

45. Loan and Hardship distribution

    By Richard Anderson, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 30, 2000

46. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • March 2, 2005

47. Loan Availability

    By Guest Phil L, August 28, 1998
    • 1 reply
    • 2.8k views
    • 
    • LCARUSI
    • September 4, 1998

48. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 965 views
    • 
    • Kevin C
    • February 13, 2009

49. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

50. Loan calculator

    By SMB, September 20, 2004
    • 1 reply
    • 1.6k views
    • 
    • Lori Friedman
    • September 20, 2004