Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loans - Does the Cure Period "Roll"?

   By Übernerd, May 31, 2012
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • June 1, 2012

2. Loans - Two Bona Fide Leaves of Absence

   By DTH, October 16, 2014
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • October 16, 2014

3. Loans after Default

   By Stash026, May 30, 2019
   • 7 replies
   • 1.5k views
   • 
   • Luke Bailey
   • June 17, 2019

4. Loans allowed only for hardship

   By Belgarath, June 2, 2023
   • 4 replies
   • 1.3k views
   • 
   • Paul I
   • June 2, 2023

5. Loans and Bankruptcy

   By Guest Moreno, August 23, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 23, 2001

6. Loans and death

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

7. Loans and Frozen Plans

   By Guest Moreno, September 18, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • September 18, 2001

8. Loans and Leave of Absence

   By Guest PensionPerson, July 31, 2003
   • 3 replies
   • 2.3k views
   • 
   • jaemmons
   • August 18, 2003

9. Loans and RMDs

   By CJS07, June 25, 2008
   • 1 reply
   • 1.1k views
   • 
   • jevd
   • June 25, 2008

10. Loans and seasonal workers

    By John A, August 15, 2001
    • 0 replies
    • 1.7k views
    • 
    • John A
    • August 15, 2001

11. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 4.2k views
    • 
    • card
    • May 2, 2018

12. Loans before level amortization required?

    By Guest BXO, July 7, 2006
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • July 9, 2006

13. Loans beyond normal retirement age

    By blue, September 15, 2005
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • September 21, 2005

14. Loans defaulted, but no 1099-R's issued

    By BG5150, April 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • April 12, 2013

15. Loans extended past 60 months - general loans

    By Guest Achilles, January 31, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

16. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • September 28, 2002

17. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN

    By Guest ATTY, May 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • bzorc
    • May 3, 2000

18. loans from DB plans

    By k man, October 19, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 22, 2004

19. loans from multiple plans.

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

20. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 1.9k views
    • 
    • Luke Bailey
    • December 12, 2019

21. Loans from plan sponsor being merged with new company

    By Lori H, November 24, 2015
    • 4 replies
    • 885 views
    • 
    • QDROphile
    • November 24, 2015

22. Loans from Retirement Plans and State Laws

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

23. Loans from Rollover accounts

    By imchipbrown, May 5, 1999
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • May 6, 1999

24. Loans given based on deferral money only

    By Guest John Sample, March 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 15, 2001

25. Loans in Balance Forward Plans

    By Archimage, December 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • December 11, 2003

26. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

27. Loans in Default

    By Guest Kmoha@aol.com, May 2, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

28. Loans in merged plan

    By Guest Sieve, March 22, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 22, 2010

29. Loans in public plans

    By Guest B Ireland, September 25, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 28, 1998

30. Loans made inconsistent with loan policly

    By Nancy D, October 13, 2017
    • 2 replies
    • 611 views
    • 
    • Nancy D
    • October 13, 2017

31. loans not allowed to per diem employees?

    By AlbanyConsultant, April 12, 2024
    • 6 replies
    • 1.6k views
    • 
    • EMoney
    • April 15, 2024

32. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • December 21, 2012

33. Loans Repayments and Sales Charges

    By JOH, October 16, 2020
    • 1 reply
    • 477 views
    • 
    • Bird
    • October 19, 2020

34. Loans Taken but Not Allowed in Doc

    By Dazednconfused, July 29, 2014
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • July 30, 2014

35. Loans to Actively Employed Participants Only

    By smm, April 22, 2004
    • 12 replies
    • 5.4k views
    • 
    • bzorc
    • April 26, 2004

36. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2002

37. Loans to sole participants

    By Guest Charlie, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • September 13, 2001

38. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.4k views
    • 
    • msmith
    • May 8, 2020

39. Loans when going from S Corp to C Corp

    By Guest Tamra, October 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • davef
    • October 27, 1999

40. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • RTK
    • January 27, 2003

41. Loans, Deemed Distributions and Offset

    By Gadgetfreak, August 30, 2013
    • 4 replies
    • 33.9k views
    • 
    • Bird
    • September 3, 2013

42. Loans: deemed distributions

    By doombuggy, December 18, 2012
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 18, 2012

43. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • May 2, 2006

44. Loans/ UCC

    By Felicia, April 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • April 14, 2000

45. Locating an Article

    By Guest andmik, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 17, 2001

46. Locating beneficiary of deceased participant in terminated DC Plan

    By alexa, February 7, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • April 16, 2002

47. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • February 5, 2006

48. Lookback rule (for involuntary cash-out distributions of less than $5,

    By Dave Baker, July 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • July 19, 2000

49. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 1.3k views
    • 
    • Susan S.
    • January 25, 2021

50. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault, November 10, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000