Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan #2: took too much

   By doombuggy, October 19, 2010
   • 2 replies
   • 1k views
   • 
   • QDROphile
   • October 19, 2010

2. Distribution of Pre-1987 After-Tax Contribution

   By GMK, June 22, 2009
   • 2 replies
   • 5.5k views
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   • GMK
   • June 22, 2009

3. Defaulted Loan is a General Plan Asset

   By Guest P Arpey, August 18, 2009
   • 2 replies
   • 1.5k views
   • 
   • rcline46
   • August 19, 2009

4. Hardship for Acquiring Primary Residence

   By J Simmons, December 7, 2009
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • December 8, 2009

5. ISW delayed, now maybe the EE will terminate?

   By AlbanyConsultant, September 27, 2019
   • 2 replies
   • 653 views
   • 
   • Peter Gulia
   • September 27, 2019

6. VCP Application re Participant Loans

   By Guest TaxedToDeath, March 26, 2012
   • 2 replies
   • 992 views
   • 
   • Guest
   • March 28, 2012

7. J&S Outside U.S.

   By Nate X, August 30, 2016   

   • J&S
   • spousal consent
   • 2 replies
   • 912 views
   • 
   • Nate X
   • August 31, 2016

8. Participant Loan - Military Leave of Absence

   By ErisaGooroo, May 24, 2018
   • 2 replies
   • 1k views
   • 
   • Luke Bailey
   • May 25, 2018

9. If a participant in a 401(k) plan terminates at age 60 with an account

   By Guest TWR, November 15, 1999
   • 2 replies
   • 1.5k views
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   • Guest
   • November 16, 1999

10. hardship after max loan

    By Guest Ed Walker, June 26, 2003
    • 2 replies
    • 1.2k views
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    • bzorc
    • June 26, 2003

11. Hardship Gray Area

    By Guest Dohertmk, February 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • February 16, 2009

12. Post-Secondary Education

    By Guest slt, November 1, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 16, 1999

13. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • November 6, 2008

14. Hardships

    By Nassau, November 30, 2011
    • 2 replies
    • 903 views
    • 
    • masteff
    • November 30, 2011

15. Safe Harbor suspension period

    By FundeK, September 27, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 28, 2004

16. Participant Loans and Involuntary Cash Out

    By Randy Watson, October 18, 2004
    • 2 replies
    • 1.4k views
    • 
    • FundeK
    • October 19, 2004

17. Hardship Withdrawal-reinstatement of deferral 6 mths later

    By Guest Julie Woulfe, February 4, 2005
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 5, 2005

18. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • September 20, 2006

19. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller, August 12, 2019
    • 2 replies
    • 707 views
    • 
    • C. B. Zeller
    • August 13, 2019

20. Can a money purchase plan offer loansor hardship withdrawals?

    By mal, February 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • mal
    • February 4, 2005

21. Hardship - RV as Primary Residence

    By Guest Serena, July 23, 2010
    • 2 replies
    • 4.3k views
    • 
    • K2retire
    • July 25, 2010

22. Form 945: Do you complete Paid Preparer section?

    By pensionreview, December 24, 2018
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • December 26, 2018

23. Delinquent Loan Payments Due to Employer Error

    By Guest pjrieck, March 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 21, 2003

24. Recommended Software for 1099s, Form 945?

    By Guest jmarini, January 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2004

25. Solo Plan, Taking Distributions But Keeping Plan

    By Basically, June 24, 2024
    • 2 replies
    • 543 views
    • 
    • Basically
    • June 24, 2024

26. Voluntary After Tax Contribution... Distribution

    By Basically, October 29
    • 2 replies
    • 243 views
    • 
    • Basically
    • October 30

27. Separate Accounts for Beneficiaries

    By Felicia, January 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • January 16, 2003

28. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 10, 2006

29. State Withholding Form

    By emmetttrudy, October 22, 2012
    • 2 replies
    • 992 views
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    • mbozek
    • October 23, 2012

30. Increased RMD age not adopted by DB plan

    By WCC, February 29, 2024
    • 2 replies
    • 619 views
    • 
    • CuseFan
    • March 4, 2024

31. Hardship for prepayment of funeral expenses

    By jkharvey, January 12, 2010
    • 2 replies
    • 2.5k views
    • 
    • J Simmons
    • January 12, 2010

32. Distribution paid from wrong plan

    By Guest bmurphy, March 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 9, 2002

33. Hardship Withdraw from Profit Sharing Plan

    By abanky, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • abanky
    • May 2, 2002

34. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

35. One Hardship, Two Reasons

    By Fielding Mellish, February 25, 2019
    • 2 replies
    • 488 views
    • 
    • RAH401(k)
    • February 26, 2019

36. Profit Sharing Plans - Forfeiture of Small Balances

    By Guest Peter Riggins, January 9, 2001
    • 2 replies
    • 2k views
    • 
    • RCK
    • January 10, 2001

37. Hardship for Medical Expense Paid

    By Dazednconfused, April 8, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 4, 2011

38. 945 information

    By pmacduff, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • January 11, 2013

39. Inservice withdrawal limit?

    By jane123, March 21, 2003
    • 2 replies
    • 1.7k views
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    • jaemmons
    • March 21, 2003

40. Modifications to Substantially Equal Periodic Payments

    By Felicia, February 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • February 6, 2005

41. Accelerated Payments

    By Dennis Povloski, April 25, 2008
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 25, 2008

42. 242(b) election

    By thepensionmaven, February 21, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • February 22, 2013

43. allocating lost earnings on distribution overpayment

    By M Norton, June 14, 2019
    • 2 replies
    • 693 views
    • 
    • M Norton
    • June 18, 2019

44. Hardship Distributions - Distributable Amount

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • September 7, 2000

45. RMD to multiple beneficiaries

    By Guest terric, November 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 2005

46. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea, January 22, 2016
    • 2 replies
    • 2.8k views
    • 
    • bvhea
    • January 22, 2016

47. Distribution Code Chart

    By Guest Netminder, March 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2005

48. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2005

49. Force payouts above $1000

    By TPAnnie, December 29, 2005
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • January 5, 2006

50. Partial RMD

    By Guest Twinky, February 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007