Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. DC plan and QJSA & QOSA

   By Guest Benefitsrock, July 24, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 29, 2009

2. RMD

   By CJS07, November 15, 2016   

   • Must RMD be continued?
   • 8 replies
   • 1.4k views
   • 
   • CJS07
   • November 16, 2016

3. paperless loans

   By k man, September 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • k man
   • September 4, 2001

4. Hardship Withdrawal for Principal Residence

   By Nassau, September 12, 2011
   • 0 replies
   • 1.4k views
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   • Nassau
   • September 12, 2011

5. New RMD Proposed Reg Questions Related to spouse more than 10 years yo

   By John A, April 19, 2001
   • 0 replies
   • 1.4k views
   • 
   • John A
   • April 19, 2001

6. In-Service Request - Lump Sum Only Option

   By KateSmithPA, December 31, 2007
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 3, 2008

7. Okay for a plan loan to be made to a terminated HCE when plan provides

   By John A, March 13, 2001
   • 1 reply
   • 1.4k views
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   • MWeddell
   • March 14, 2001

8. Distribution of a deceased participant

   By Guest terric, December 5, 2003
   • 5 replies
   • 1.4k views
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   • FundeK
   • December 16, 2003

9. Primary Residence Loan & Extra Payments

   By 415 Limit, May 8, 2013
   • 3 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • May 9, 2013

10. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff, December 5, 2022
    • 6 replies
    • 1.4k views
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    • pmacduff
    • December 8, 2022

11. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.4k views
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    • MGB
    • July 6, 2001

12. Deemed loan in MP, does it affect PS loan maximum?

    By Guest EBC, April 5, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2001

13. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

14. Roth 401(k) Non-Qualified Rollover

    By Guest PensionPrincess, January 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 17, 2010

15. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • December 10, 2012

16. Final LOan Regs- Effective date???

    By Guest AFRICA6796, December 3, 2002
    • 4 replies
    • 1.4k views
    • 
    • E as in ERISA
    • December 4, 2002

17. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • JBones
    • December 14, 2010

18. "Odd" loan repays

    By pmacduff, April 15, 2019
    • 10 replies
    • 1.4k views
    • 
    • pmacduff
    • April 16, 2019

19. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 6, 2010

20. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • dmb
    • February 13, 2001

21. Covering a CDSC

    By Guest SPollock, September 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2000

22. Replacement loans-how many times

    By Guest mparker2028, September 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • September 6, 2005

23. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.4k views
    • 
    • masteff
    • March 21, 2013

24. RBD for 70 1/2 Distribution

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 27, 1999

25. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 28, 2006

26. 70 1/2 Required Minimum Distribution

    By Jilliandiz, July 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • Sully
    • July 13, 2006

27. Over Loan Limit

    By emmetttrudy, December 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 14, 2011

28. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 5, 2002

29. 1099 for "make up" MRD

    By KJohnson, October 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • October 15, 1999

30. RMD Procedures -- Default Distribution For.

    By rocknrolls2, January 9
    • 6 replies
    • 1.4k views
    • 
    • rocknrolls2
    • January 15

31. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2001

32. Federal tax withholding/945 reporting

    By Guest FutureOne, May 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • wsp
    • May 10, 2007

33. Maximum loan amount on multiple loans

    By Guest PensionAdministrator, May 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 15, 2003

34. loans from multiple plans.

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

35. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • October 25, 2007

36. In Service Distributions and Loans

    By Guest smac, August 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 8, 2006

37. TPA distribution Fee

    By Jim Chad, October 3, 2016
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2016

38. Defaulted Loan

    By KateSmithPA, September 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • KateSmithPA
    • September 28, 2001

39. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • September 20, 2006

40. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 1, 2005

41. Mandatory withholding spouse beneficiary

    By Guest srs, August 4, 2007
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

42. Participant terminating... RMD first?

    By Basically, October 26, 2021
    • 10 replies
    • 1.4k views
    • 
    • Lou S.
    • October 27, 2021

43. 10 Averaging with RMD requirements

    By Guest srichard, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 13, 2000

44. Money Purchase $$ to Defined Benefit Plan?

    By Christine Roberts, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

45. Roll to Roth 2008-30

    By JanetM, June 4, 2008
    • 5 replies
    • 1.4k views
    • 
    • masteff
    • June 5, 2008

46. Loans to sole participants

    By Guest Charlie, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • September 13, 2001

47. Must a distribution election form include the dollar amount of the acc

    By Guest LMalone, November 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • November 29, 2000

48. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 6 replies
    • 1.4k views
    • 
    • Nassau
    • March 12, 2013

49. Can Beneficiary roll to IRA ever?

    By Guest irenes, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • August 16, 2000

50. Former spouse distribution rights

    By Guest psgross, March 1, 2005
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2005