Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loan Repayments

   By Guest lhinson, January 15, 2003
   • 2 replies
   • 1.3k views
   • 
   • E as in ERISA
   • January 15, 2003

2. Loan Repayments

   By Guest SBlack, November 30, 2000
   • 3 replies
   • 1.5k views
   • 
   • R. Butler
   • December 1, 2000

3. Loan Repayments - Sponsor changing payroll frequency

   By WesleyT, June 23, 2009
   • 8 replies
   • 3.3k views
   • 
   • masteff
   • June 24, 2009

4. Loan Repayments Admist COVID-19

   By JOH, March 23, 2020
   • 3 replies
   • 601 views
   • 
   • Larry Starr
   • March 23, 2020

5. Loan Repayments after Pay Changes

   By erinak03, March 8, 2016
   • 8 replies
   • 1.1k views
   • 
   • erinak03
   • March 9, 2016

6. Loan repayments and change of status

   By 30Rock, September 4, 2014
   • 4 replies
   • 1.2k views
   • 
   • Lou S.
   • September 5, 2014

7. loan repayments different from sources taken from

   By DMcGovern, April 11, 2023
   • 10 replies
   • 1.5k views
   • 
   • Bird
   • April 17, 2023

8. Loan Repayments for Spin-off Plan

   By RayRay, October 14, 2019   

   • loan
   • spinoff
   • (and 1 more)

     Tagged with:

     • loan
     • spinoff
     • spin-off
   • 10 replies
   • 2k views
   • 
   • Luke Bailey
   • October 17, 2019

9. Loan repayments in 2021 (not related to CARES Act)

   By TPApril, February 26, 2021
   • 2 replies
   • 410 views
   • 
   • C. B. Zeller
   • February 26, 2021

10. loan repayments must be quarterly

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

11. loan repayments set up as deferrals

    By AlbanyConsultant, January 7, 2025
    • 3 replies
    • 1.5k views
    • 
    • AlbanyConsultant
    • January 8, 2025

12. loan repayments--amount financed

    By Felicia, January 11, 2001
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 11, 2001

13. Loan Rollover

    By Guest shm3803, August 30, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2012

14. Loan Rollover

    By Guest Beachgirl, July 26, 2006
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • July 26, 2006

15. loan rollover

    By pmacduff, August 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • pmacduff
    • September 5, 2006

16. Loan Rollover and New Loan

    By Guest SCUDDESLER, September 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2003

17. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11, September 27, 2016   

    • loan
    • rollover
    • (and 3 more)

      Tagged with:

      • loan
      • rollover
      • loan rollover
      • promissory note
      • rollover of promissory note
    • 4 replies
    • 1.2k views
    • 
    • ERISA11
    • September 28, 2016

18. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007

19. Loan Rollover?

    By Guest J Samuelson, August 25, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dowist
    • August 25, 1999

20. Loan Software

    By Guest JBarn1, November 11, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 23, 2002

21. Loan software question!

    By Guest JimP, September 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • September 8, 2008

22. Loan Spousal Consent-Meaning of accrued benefit

    By Guest KurtF, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2011

23. Loan Suspension - Was Qualified now maybe not?

    By Gilmore, May 5, 2020
    • 2 replies
    • 600 views
    • 
    • Gilmore
    • May 5, 2020

24. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA, October 3, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • October 4, 2007

25. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 14, 2001

26. Loan terms and documentation

    By ClintonF, June 2, 2023
    • 5 replies
    • 791 views
    • 
    • Paul I
    • June 5, 2023

27. Loan Terms Originally for Primary Purchase But Deal Fell Through

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.3k views
    • 
    • Kevin C
    • March 5, 2015

28. Loan to 10% Partner Still a PT?

    By Christine Roberts, January 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • Christine Roberts
    • January 20, 2004

29. Loan to 5% Owner in S-Corp.

    By Guest, December 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 10, 1999

30. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 15, 2014

31. Loan to acquire principal residence, deal falls through

    By Belgarath, August 31, 2018
    • 13 replies
    • 2.9k views
    • 
    • ricopenthouse
    • July 9, 2022

32. Loan to former participant who is now Union Employee

    By 52626, October 5, 2023
    • 2 replies
    • 845 views
    • 
    • BG5150
    • October 6, 2023

33. Loan to Fund Retirement Plan

    By Jennifer D., November 9, 2017
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • November 13, 2017

34. Loan to HCE

    By SMB, November 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • SMB
    • November 6, 1999

35. Loan to inactive participant

    By 7806akp, September 29, 2014
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 29, 2014

36. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2003

37. Loan to Participant with Zero Balance

    By John Feldt ERPA CPC QPA, July 14, 2016   

    • no balance
    • excess loan
    • (and 1 more)

      Tagged with:

      • no balance
      • excess loan
      • rollover
    • 3 replies
    • 807 views
    • 
    • hr for me
    • July 14, 2016

38. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1k views
    • 
    • Ron Snyder
    • December 17, 2010

39. Loan to Sub-S owner: Prohibited transaction or disqualification?

    By Guest LMalone, May 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • May 25, 2001

40. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2003

41. Loan treatment in Chapter 7 Bankruptcy

    By jaemmons, September 6, 2002
    • 12 replies
    • 3k views
    • 
    • mbozek
    • September 13, 2002

42. Loan was deemed twice

    By 401kLife, February 28, 2019
    • 3 replies
    • 427 views
    • 
    • chc93
    • March 7, 2019

43. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

44. Loan/Spousal Consent

    By Gilmore, February 24, 2003
    • 16 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

45. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.4k views
    • 
    • ERISAnut
    • May 15, 2006

46. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.7k views
    • 
    • K2retire
    • October 21, 2008

47. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • July 30, 2003

48. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 9, 2003

49. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

50. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2007