Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Spousal beneficiary

   By Craig Schiller, March 27, 2013   

   • RBD for spouse
   • 2 replies
   • 1.2k views
   • 
   • Craig Schiller
   • March 29, 2013

2. TEFRA Notices

   By Guest Bizitchie, June 14, 2006
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • July 11, 2006

3. Rollover to Same Plan

   By Randy Watson, October 7, 2008
   • 2 replies
   • 1k views
   • 
   • Guest
   • October 7, 2008

4. Uncashed Distribution Checks

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

5. 70-1/2 MRD & Withholding Taxes.

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

6. RMD in first year of DB plan

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

7. defaulted loan upon death

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

8. Participant Overpaid

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

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

   By ERISA1, June 21, 2016   

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

10. Distribution Option Requirements

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

11. California Tax Form

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

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

    By Guest Tara Curran, July 12, 2000
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • July 13, 2000

13. 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

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

    By BTH, December 17, 2021
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • December 20, 2021

15. credit report and 401k loan

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

16. Sole Prop. Loans

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

17. Rehired participant wants distribution

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

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

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

19. Deemed distribution

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

20. Loan for just one quater-is this OK

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

21. 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

22. Roth 401(k0 distribution - tax?

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

23. 945 forms

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

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

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

25. 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

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

    By Guest Suanne, December 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 29, 2003

27. Distribution to illegal alien

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

28. 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

29. Repayments beyond 5 years

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

30. Distributions of $200 or less

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

31. Spousal waiver of death benefit

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

32. 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

33. Roth Hardship Withdrawals

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

34. 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

35. 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

36. RMD 401k deposited after year end

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

37. Interest rate used for COVID reamortization of loan

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

38. Hardship - Medical Bill in Collections

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

39. RBD for 70 1/2 Distribution

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

40. 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

41. Annuity form of benefit

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

42. RMD Distribution

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

43. Union to Salaried Employee-Distributable Event?

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

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

    By John A, September 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 1, 1999

45. Distributions prior to timing defined in aa

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

46. 1099-R/#945 reporting question

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

47. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 24, 2002

48. Hardships - Refinancing a Primary Residence

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

49. 60 rollover into same plan

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

50. 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