Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 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

2. Minimum Age for inservice distributions

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

3. Mandatory withholding spouse beneficiary

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

4. Waiver of QJSA - Remaining Options

   By Guest Statler, December 19, 2014   

   • QJSA
   • Lump Sum
   • (and 1 more)

     Tagged with:

     • QJSA
     • Lump Sum
     • In-Service
   • 1 reply
   • 1.4k views
   • 
   • My 2 cents
   • December 22, 2014

5. RMD for participant who died in 2017

   By AlbanyConsultant, May 28, 2025
   • 5 replies
   • 1.4k views
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   • Bruce1
   • June 12, 2025

6. Subtantially equal periodic payments - payments in first year

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

7. 70 1/2 Required Minimum Distribution

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

8. Federal tax withholding/945 reporting

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

9. New RMD rules

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

10. Hardship Distribution - Primary Residence

    By FishOn, February 7, 2024
    • 3 replies
    • 1.4k views
    • 
    • justanotheradmin
    • February 7, 2024

11. Consequences of a Failure to Defer Benefits

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

12. TPA distribution Fee

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

13. Replacement loans-how many times

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

14. Minimum Distributions

    By Guest RBlaine, August 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2001

15. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10, 2020
    • 5 replies
    • 1.4k views
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    • Luke Bailey
    • June 12, 2020

16. Roll to Roth 2008-30

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

17. Loans to sole participants

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

18. 1099 for "make up" MRD

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

19. loans from multiple plans.

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

20. RMD in year of death

    By SMB, October 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 7, 2010

21. Former spouse distribution rights

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

22. Involuntary cashouts

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

23. Over Loan Limit

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

24. Defaulted Loan

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

25. Maximum loan amount on multiple loans

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

26. Automatic Cashout - Multiple Beneficiaries

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

27. What date is used for start of maximum 5-year repayment period for a p

    By John A, April 25, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2001

28. In Service Distributions and Loans

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

29. Rollover from 401(k) plan to thrift plan.

    By R. Butler, June 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • June 18, 2001

30. What does Reg. §401(a)-11 really mean?

    By Guest pension222, May 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

31. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2010

32. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • FundeK
    • November 14, 2003

33. Money Purchase $$ to Defined Benefit Plan?

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

34. 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

35. Applying Loan Repayments to Sources

    By Guest Ken_Systems, August 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 17, 1999

36. Distribution of Undivided Interests in Real Estate

    By chris, March 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2008

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

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

38. Death Distribution to non-spouse beneficiary

    By Guest curmudgeon, December 3, 2004
    • 4 replies
    • 1.4k views
    • 
    • rlb64
    • December 13, 2004

39. 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

40. on series of substantially equal payments now, wants to change- conseq

    By maverick, February 12, 2002
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • February 12, 2002

41. Check fee for distributions

    By R. Butler, October 3, 2000
    • 0 replies
    • 1.4k views
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    • R. Butler
    • October 3, 2000

42. Discouraging Loans

    By KoolLady4, November 2, 2004
    • 7 replies
    • 1.4k views
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    • WDIK
    • November 2, 2004

43. Can Beneficiary roll to IRA ever?

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

44. Loans and death

    By Guest jetfaninmn, November 16, 2006
    • 3 replies
    • 1.4k views
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    • JanetM
    • November 30, 2006

45. 10 Averaging with RMD requirements

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

46. Form 1099-R for 2009 distribution

    By tymesup, July 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • tymesup
    • July 6, 2009

47. Plan Loan - distribution following leave

    By Guest DTromb, January 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 30, 2007

48. Payout of Terminated and now Deceased Participant

    By Basically, August 29, 2023
    • 8 replies
    • 1.4k views
    • 
    • CuseFan
    • August 30, 2023

49. Retroactive QDRO of Rollover IRA

    By Guest MonicaM, June 2, 2011
    • 4 replies
    • 1.4k views
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    • mbozek
    • June 4, 2011

50. How do you determine stock attribution held by a limited partnership?

    By Guest HelpMeHelpYou, July 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 11, 2005