Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Uncashed Distribution Checks

   By Guest enelson, January 30, 2003
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 31, 2003

2. 70-1/2 MRD & Withholding Taxes.

   By flosfur, November 18, 2003
   • 2 replies
   • 2k views
   • 
   • jevd
   • November 18, 2003

3. RMD in first year of DB plan

   By SoCalActuary, June 23, 2005
   • 2 replies
   • 1.3k views
   • 
   • rcline46
   • June 23, 2005

4. defaulted loan upon death

   By Guest lap716, September 10, 2009
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • September 11, 2009

5. Participant Overpaid

   By Dougsbpc, June 7, 2012
   • 2 replies
   • 1.2k views
   • 
   • MoJo
   • June 7, 2012

6. Adding a Full Vesting Requirement to In-Service Distributions

   By ERISA1, June 21, 2016   

   • 411(d)(d)
   • 2 replies
   • 873 views
   • 
   • ESOP Guy
   • June 22, 2016

7. Distribution Option Requirements

   By Archimage, June 7, 2002
   • 2 replies
   • 1.3k views
   • 
   • Archimage
   • June 7, 2002

8. California Tax Form

   By WDIK, January 31, 2007
   • 2 replies
   • 1.7k views
   • 
   • WDIK
   • February 1, 2007

9. Can a participant who has reached retirement age take a plan loan, if

   By Guest Tara Curran, July 12, 2000
   • 2 replies
   • 1.8k views
   • 
   • pjkoehler
   • July 13, 2000

10. 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

11. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH, December 17, 2021
    • 2 replies
    • 2.4k views
    • 
    • Peter Gulia
    • December 20, 2021

12. credit report and 401k loan

    By Guest nebmedman, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2001

13. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1k views
    • 
    • jpod
    • December 5, 2002

14. Rehired participant wants distribution

    By pam@bbm, September 5, 2018
    • 2 replies
    • 580 views
    • 
    • Larry Starr
    • September 6, 2018

15. Definition of "retired" for age 70 1/2 requirements

    By AndyT, April 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 17, 2001

16. Deemed distribution

    By dmb, June 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • dmb
    • June 27, 2002

17. Loan for just one quater-is this OK

    By jane123, December 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • December 21, 2004

18. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company

    By Guest Rob Gorman, November 7, 2006
    • 2 replies
    • 1.4k views
    • 
    • Leopurrd
    • November 8, 2006

19. Roth 401(k0 distribution - tax?

    By doombuggy, March 3, 2010
    • 2 replies
    • 1k views
    • 
    • doombuggy
    • March 5, 2010

20. 945 forms

    By pmacduff, March 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • MARYMM
    • April 23, 2010

21. Hardship Dist, SSDI... Just want to verify rules

    By Basically, April 16, 2024
    • 2 replies
    • 602 views
    • 
    • Basically
    • April 18, 2024

22. Taxation on distribution including loan offset, after tax contributions, and ee deferrals

    By FundeK, October 8, 2003
    • 2 replies
    • 2k views
    • 
    • FundeK
    • October 10, 2003

23. Deemed Distribution to Participant who has filed under Chapter 13

    By Guest Suanne, December 29, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2003

24. Distribution to illegal alien

    By Guest Thomas Pritchett, March 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2004

25. Force out a participant who has a loan balance?

    By doombuggy, September 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 1, 2004

26. Repayments beyond 5 years

    By Guest Jennyb473, April 21, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • April 21, 2009

27. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2009

28. Spousal waiver of death benefit

    By Guest Ronald J. Harvey, September 12, 2011
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • September 12, 2011

29. restriction on number of times a person can "replace" an ir

    By maverick, December 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 10, 2001

30. Roth Hardship Withdrawals

    By Nassau, February 13, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • February 13, 2013

31. Two Plans - Loan Limit Question

    By L_Ann_F, May 8, 2013   

    • Loan Limits
    • Two Plans
    • (and 2 more)

      Tagged with:

      • Loan Limits
      • Two Plans
      • Money Purchase
      • 401K
    • 2 replies
    • 1.3k views
    • 
    • L_Ann_F
    • May 8, 2013

32. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan, September 19, 2013   

    • distributions
    • distributions payable
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • September 19, 2013

33. RMD 401k deposited after year end

    By Earl, March 30, 2018
    • 2 replies
    • 589 views
    • 
    • jpod
    • March 30, 2018

34. Interest rate used for COVID reamortization of loan

    By thepensionmaven, January 11, 2021
    • 2 replies
    • 659 views
    • 
    • C. B. Zeller
    • January 11, 2021

35. Hardship - Medical Bill in Collections

    By Vlad401k, April 22, 2021
    • 2 replies
    • 588 views
    • 
    • Lou S.
    • April 23, 2021

36. RBD for 70 1/2 Distribution

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

37. Can employer loan money to participant to pay off plan loan?

    By John A, March 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • March 9, 2001

38. Annuity form of benefit

    By Guest Labradane, December 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2002

39. RMD Distribution

    By mjf06241972, December 12, 2017
    • 2 replies
    • 882 views
    • 
    • Tom Poje
    • December 13, 2017

40. Union to Salaried Employee-Distributable Event?

    By Guest Thornton, May 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • May 31, 2001

41. Any problems with a take-now-or-wait provision?

    By John A, September 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • October 1, 1999

42. Distributions prior to timing defined in aa

    By Guest BAR, August 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 27, 2001

43. 1099-R/#945 reporting question

    By pmacduff, November 18, 2003
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • November 19, 2003

44. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 999 views
    • 
    • Guest
    • December 24, 2002

45. Hardships - Refinancing a Primary Residence

    By PJ2009, March 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • PJ2009
    • March 5, 2009

46. 60 rollover into same plan

    By JOH, April 22, 2021
    • 2 replies
    • 566 views
    • 
    • JOH
    • April 28, 2021

47. Participant Loans - 401(k) Plan with Roth deferrals

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.5k views
    • 
    • Bird
    • November 6, 2009

48. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • October 21, 2014

49. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Locust
    • March 17, 2006

50. RMD as Charitable Contributions

    By Lou S., October 15, 2010
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • October 18, 2010