Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 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

2. Former spouse distribution rights

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

3. Form 1099-R for 2009 distribution

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

4. Owner Defaulted on Loan, PT?

   By erinak03, November 5, 2015
   • 5 replies
   • 1.4k views
   • 
   • erinak03
   • November 6, 2015

5. Plan Loan - distribution following leave

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

6. Loans from Retirement Plans and State Laws

   By Guest DennisT, October 22, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • October 25, 1999

7. 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

8. Loans and death

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

9. Can Part change election to w/draw eecwi?

   By Guest SuzieQNEC, January 27, 2009
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • January 27, 2009

10. loan repayments must be quarterly

    By Rai401k, November 27, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • November 27, 2013

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

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

12. Death Distribution to non-spouse beneficiary

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

13. Notice to Participants of Interim Valuation

    By chris, March 12, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • March 12, 2001

14. How long to unwind ineligible rollover transaction?

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

15. Over the 402g limit

    By CJS07, October 1, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 1, 2008

16. Distribution of Undivided Interests in Real Estate

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

17. Interest on late loan payments

    By richard, January 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • richard
    • January 13, 2000

18. RMD in year of death

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

19. 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

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

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

21. Active Post NRA Participant Wants Loan Balance "Distributed" as a Loan Offset

    By cheersmate, December 19, 2024   

    • loan offset
    • in-service distribution
    • (and 1 more)

      Tagged with:

      • loan offset
      • in-service distribution
      • partial withdrawal
    • 6 replies
    • 1.4k views
    • 
    • Artie M
    • January 2

22. Minimum Distributions

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

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

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

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

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

25. Outdated Distribution Forms

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

26. Applying Loan Repayments to Sources

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

27. Check fee for distributions

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

28. Discouraging Loans

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

29. who gets the death benefit?

    By Santo Gold, September 12, 2011
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • September 13, 2011

30. Retroactive QDRO of Rollover IRA

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

31. Partic never cashed check is now missing--what to do?

    By BG5150, May 3, 2021
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 6, 2021

32. Can a plan allow a participant to designate different beneficiaries fo

    By John A, May 8, 2001
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • May 8, 2001

33. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • August 27, 2008

34. Early loan payoff

    By Guest Melissa Winslow, April 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 27, 2000

35. Should the plan’s administrator reverse the loan default?

    By Peter Gulia, March 19, 2024
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • March 20, 2024

36. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • October 17, 2002

37. minimum distributions for parents of 5% owners

    By Guest landgcpas, February 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2001

38. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 20, 2005

39. RMD should have occured in the past...

    By doombuggy, April 28, 2005
    • 4 replies
    • 1.4k views
    • 
    • doombuggy
    • July 8, 2005

40. 1099-R questions... (unfortunately not filed)

    By Basically, March 20
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • March 20

41. Can participant direct that her lump sum distribution be payable to a

    By R. Butler, May 17, 2001
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 18, 2001

42. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen, March 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2000

43. Corrected 1099-R

    By Susan S., May 23, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 24, 2012

44. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2001

45. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.4k views
    • 
    • No Name
    • July 27, 2005

46. Minimum loan amount in loan policy

    By Guest Pat Metallic, December 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 20, 2001

47. RMD for deceased participant

    By Santo Gold, February 1, 2013
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 1, 2013

48. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 1, 2006

49. Distribution from US Plan to Former Participant who is now a Canadian

    By Guest ANNEBV, November 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 2002

50. Required Minimum Dist from 457 and IRA

    By Guest joebert, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 15, 2000