Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant loan errors as reportable prohibited transactions

   By BeckyMiller, May 24, 2017   

   • 408
   • loans
   • (and 1 more)

     Tagged with:

     • 408
     • loans
     • schedule g
   • 2 replies
   • 1.5k views
   • 
   • Peter Gulia
   • May 25, 2017

2. IRA Depositories

   By Guest FLUMMOXED, February 2, 2005
   • 2 replies
   • 1k views
   • 
   • mbozek
   • February 3, 2005

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

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

4. Spousal Consent for Loans

   By Lynn Campbell, October 6, 1999
   • 2 replies
   • 1.4k views
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   • MWeddell
   • October 11, 1999

5. Failure to Make 945 Deposits

   By Guest KFLETT, February 12, 2003
   • 2 replies
   • 982 views
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   • Guest
   • February 15, 2003

6. Spousal consent - incompetent spouse

   By Guest ladler, March 11, 2004
   • 2 replies
   • 1.9k views
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   • Guest
   • March 11, 2004

7. Actuarial Adjustments

   By mming, August 18, 2006
   • 2 replies
   • 1.6k views
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   • mming
   • November 1, 2006

8. Hardship withdrawal approval

   By pixmax, June 18, 2013
   • 2 replies
   • 1.3k views
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   • BG5150
   • June 19, 2013

9. Secure Act Death Benefit

   By Lou S., January 10, 2020
   • 2 replies
   • 991 views
   • 
   • Degrand
   • January 10, 2020

10. Participant Loans

    By k man, August 30, 2002
    • 2 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • August 31, 2002

11. In Service Withdrawal as Rollover

    By Randy Watson, April 6, 2005
    • 2 replies
    • 1.4k views
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    • Alf
    • April 7, 2005

12. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2005

13. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • ERISAnut
    • May 15, 2006

14. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • November 8, 2006

15. Hardship for purchase of principal residence

    By K2retire, June 18, 2013
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • June 20, 2013

16. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 17, 2011

17. Protected Benefit?

    By MarZDoates, January 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 8, 2013

18. Hardship Distribution of Roth Deferrals

    By MarZDoates, May 28, 2014
    • 2 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 28, 2014

19. Duty to Investigate Rollover Payee?

    By Guest FREE401k, September 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 19, 2001

20. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2019

21. Installments payments via in-service for an active participant?

    By FundeK, November 9, 2004
    • 2 replies
    • 1k views
    • 
    • Harwood
    • November 10, 2004

22. hardship and the DIY guy

    By AlbanyConsultant, April 27, 2021
    • 2 replies
    • 519 views
    • 
    • JOH
    • April 28, 2021

23. 401k Hardship

    By DP, June 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Harwood
    • June 24, 2003

24. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2008

25. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • May 27, 2010

26. RMD for an as-needed employee

    By Tom, October 25, 2023
    • 2 replies
    • 947 views
    • 
    • Paul I
    • October 30, 2023

27. In-Service Distribution Restrictions

    By Guest MrsJones, November 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 23, 2011

28. Merged MP - still uses MP inservice wdl rules?

    By AlbanyConsultant, August 4, 2015
    • 2 replies
    • 729 views
    • 
    • AlbanyConsultant
    • August 6, 2015

29. Plan Terminated - outstanding QDRO

    By kmciver, July 18, 2018
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • July 18, 2018

30. When is retirement for 401(a)(9) purposes - last day worked or next da

    By Wessex, December 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 9, 2002

31. Rollover of after-tax dollars

    By Guest bmurphy, June 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 29, 2004

32. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 939 views
    • 
    • Kevin C
    • February 13, 2009

33. Distribution Form Requirements

    By MoJo, September 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 7, 2012

34. Loans beyond normal retirement age

    By blue, September 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • September 21, 2005

35. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • June 5, 2003

36. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dazednconfused
    • November 11, 2010

37. DB plan RMD - paid out more that the required amount

    By Jakyasar, July 27, 2020
    • 2 replies
    • 870 views
    • 
    • Jakyasar
    • July 27, 2020

38. Can a plan's maximum loan limit be less than 50% of the vested account

    By Guest Suanne, May 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

39. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • JBones
    • December 14, 2010

40. Deemed Distribution of Loan - Taxation Question

    By BTH, September 27, 2000
    • 2 replies
    • 1.8k views
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    • k man
    • October 2, 2000

41. 1099R issue re: insurance premiums in Defined Benefit Plan

    By Guest ANNEBV, January 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 26, 2001

42. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 15, 2003

43. Loan Rollover

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

44. Qualified Plan Loan Offset Amounts (QPLO)

    By joel, October 25, 2021
    • 2 replies
    • 628 views
    • 
    • joel
    • November 8, 2021

45. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 22, 2009

46. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

47. Approval of Participant Loans in 401k

    By CLE401kGuy, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • October 27, 2011

48. Loan defaulted & he wants to start repaying again...

    By doombuggy, April 3, 2013   

    • loan default
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • April 3, 2013

49. Plan subject to J&S did not sign forms with J&S options, what is fix?

    By Cobras59, December 27, 2021
    • 2 replies
    • 535 views
    • 
    • Cobras59
    • December 31, 2021

50. MRDs as an annuity

    By dmb, August 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • August 7, 2001