Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loan from salary deferral contributions only

   By Guest Factster, September 12, 2001
   • 1 reply
   • 1.4k views
   • 
   • Medusa
   • September 12, 2001

2. Loan from Seg. Acct.?

   By David, August 16, 2001
   • 1 reply
   • 1.6k views
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   • R. Butler
   • August 17, 2001

3. Loan from Unrelated Balance

   By Basically, April 14, 2022
   • 3 replies
   • 562 views
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   • jsample
   • April 14, 2022

4. Loan headache

   By Eve Sav, June 9, 2017   

   • loans
   • 6 replies
   • 1.1k views
   • 
   • Bird
   • June 13, 2017

5. Loan in Default - 1099R question

   By Guest DazedAndConfused, June 25, 2007
   • 1 reply
   • 1.6k views
   • 
   • Jim Chad
   • June 27, 2007

6. Loan in Default - accrued earnings

   By Guest DazedAndConfused, June 25, 2007
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • June 27, 2007

7. Loan in excess of 50% of account balance

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

8. Loan in excess of dollar max permitted

   By Trekker, March 19, 2013
   • 0 replies
   • 803 views
   • 
   • Trekker
   • March 19, 2013

9. Loan initiated at incorrect rate

   By Guest Holly Foster, December 20, 2008
   • 4 replies
   • 1.4k views
   • 
   • J Simmons
   • February 5, 2009

10. loan interest

    By betheeg, March 31, 2004
    • 6 replies
    • 1.3k views
    • 
    • FundeK
    • April 1, 2004

11. Loan Interest Calculation

    By Guest smscottish, January 5, 2006
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • January 9, 2006

12. Loan interest rate

    By ombskid, April 10, 2014
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • April 10, 2014

13. Loan Interest Rate

    By oldman63, April 26, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 30, 2018

14. Loan Interest Rate - can it be too high?

    By Guest ebailey, April 30, 2009
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • May 5, 2009

15. Loan Interest Rates

    By Jilliandiz, May 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 4, 2006

16. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • May 29, 2007

17. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 2.7k views
    • 
    • GMK
    • December 24, 2009

18. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

19. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 1k views
    • 
    • Lori H
    • July 15, 2011

20. Loan Leave Suspension - One Year Cumulative?

    By Guest Mauiorbust, August 3, 2010
    • 0 replies
    • 782 views
    • 
    • Guest
    • August 3, 2010

21. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 9, 2009

22. Loan limit exceeded, what to do?

    By FundeK, April 14, 2004
    • 10 replies
    • 3.2k views
    • 
    • QDROphile
    • April 16, 2004

23. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2010

24. Loan limits - 50% of account balance as of what date

    By Trekker, March 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Trekker
    • March 25, 2008

25. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 20, 2005

26. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • November 4, 2004

27. loan never repaid

    By Santo Gold, September 28, 2012
    • 6 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2012

28. Loan not defaulted

    By Bird, November 27, 2018
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 29, 2018

29. Loan not paid from payroll

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

30. Loan note for an laid off participant

    By Santo Gold, December 22, 2010
    • 0 replies
    • 848 views
    • 
    • Santo Gold
    • December 22, 2010

31. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller, August 24, 2022
    • 4 replies
    • 841 views
    • 
    • MoJo
    • August 26, 2022

32. Loan of plan assets

    By ombskid, August 25, 2020
    • 6 replies
    • 808 views
    • 
    • BG5150
    • August 27, 2020

33. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 21, 2017

34. Loan Offset Distributions and 402(f) notice requirements- please advis

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • February 20, 2001

35. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • February 20, 2017

36. Loan offset IRA rollover

    By B21, January 7, 2019
    • 1 reply
    • 696 views
    • 
    • ETA Consulting LLC
    • January 7, 2019

37. Loan offset question

    By BG5150, March 28, 2022
    • 1 reply
    • 455 views
    • 
    • Bird
    • March 28, 2022

38. Loan Offset timing

    By mrazny, August 8, 2016
    • 0 replies
    • 781 views
    • 
    • mrazny
    • August 8, 2016

39. Loan Offset treated as RMD

    By Vlad401k, January 15, 2021
    • 1 reply
    • 613 views
    • 
    • Bri
    • January 15, 2021

40. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH, July 9, 2025
    • 1 reply
    • 674 views
    • 
    • Paul I
    • July 9, 2025

41. Loan Offsets and Cashouts

    By Guest Rosalind, May 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • July 26, 2004

42. Loan online

    By Guest OscarD, June 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2003

43. Loan or distribution?

    By Guest maddie7, July 18, 2014   

    • loan
    • distribution
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • July 21, 2014

44. Loan or prohibited transaction

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

45. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek, February 8, 2001
    • 1 reply
    • 3.6k views
    • 
    • Alan Simpson
    • February 8, 2001

46. loan over 5 year term for principal residence

    By JKW, May 22, 2014
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • May 24, 2014

47. Loan over the $50,000 Limit

    By Guest sduggan, October 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2005

48. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • September 19, 2009

49. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19, 2017
    • 5 replies
    • 2.8k views
    • 
    • Bret Lee
    • June 3, 2024

50. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 1, 2010