Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Divorce and the DB

   By Guest m.n.ouellette, April 7, 2008
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • April 8, 2008

2. loan never repaid

   By Santo Gold, September 28, 2012
   • 6 replies
   • 1.4k views
   • 
   • QDROphile
   • October 4, 2012

3. Death Certificate - Not original

   By Vlad401k, July 16, 2015
   • 5 replies
   • 1.4k views
   • 
   • jpod
   • July 17, 2015

4. Rollovers to a SIMPLE 401(k)

   By Guest ak, August 3, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • August 3, 2001

5. restriction on number of times a person can "replace" an ir

   By maverick, December 10, 2001
   • 2 replies
   • 1.4k views
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   • Appleby
   • December 10, 2001

6. Notice of right to repayment under the cash-out rule.

   By Guest Thornton, August 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 5, 2002

7. Excess/Defaulted Loan

   By mming, March 4, 2022
   • 5 replies
   • 1.4k views
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   • mming
   • May 19, 2022

8. 1 time hardship dbtns

   By Guest susa, May 1, 2003
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 2, 2003

9. Satisy judgement from Vested Profit Sharing?

   By Guest Peg H, January 28, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • January 29, 2000

10. Distribution election forms for 401(k) & 403(b) plans

    By Guest dani_o, August 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

11. Insurance Agent-bad info?

    By Guest LVanSteeter, January 9, 2006
    • 2 replies
    • 1.4k views
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    • WDIK
    • January 9, 2006

12. Penalties for Rollovers?

    By Guest KOlsen, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2000

13. RMDs and Plan's Form of Payment

    By KateSmithPA, October 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • October 27, 2006

14. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

15. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2003

16. Minimum Distributions from 403(b)

    By Guest DLearning, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 30, 2003

17. Distribution of a Deemed distribution

    By Guest chris4013, November 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • November 26, 2004

18. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • December 5, 2003

19. Church as Beneficiary

    By Guest THess, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • June 26, 2002

20. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • October 28, 2010

21. Deemed distribution

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

22. Ineligible distribution

    By Guest SPOT, October 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 22, 2002

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

    By doombuggy, April 3, 2013   

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

24. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • August 30, 2006

25. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2011

26. In-Service Distribution Restrictions

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

27. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2001

28. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE, December 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 1999

29. Minimum Required Distributions

    By Guest pjrieck, March 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 10, 2003

30. Loan and Hardship distribution

    By Richard Anderson, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 30, 2000

31. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

32. Owner wants to terminate employment to get plan assets

    By katieinny, August 1, 2018   

    • need help to dissuade him.
    • 9 replies
    • 1.4k views
    • 
    • BG5150
    • August 3, 2018

33. information on handling of loans

    By Guest EBC, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

34. Loan from Rollover source before eligible

    By Vlad401k, November 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • ForksnKnives
    • December 1, 2014

35. EDB not 73, must RMDs start?

    By ACK, May 21, 2025
    • 4 replies
    • 1.4k views
    • 
    • Bruce1
    • June 12, 2025

36. RMD Participant Authorization

    By JKW, February 27, 2017
    • 5 replies
    • 1.4k views
    • 
    • JKW
    • February 28, 2017

37. rmd for ira,roth & annuity

    By Guest mandal, May 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • May 7, 2009

38. Participant Loan in Excess of $50,000

    By Guest cease, May 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 19, 2004

39. RMD for 2009

    By pmacduff, September 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • September 1, 2009

40. Additional Earning by Trust that Terminated and made "Final"

    By Guest, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

41. Loan from salary deferral contributions only

    By Guest Factster, September 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • September 12, 2001

42. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • February 12, 2013

43. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2008

44. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • DTH
    • March 20, 2008

45. Distribution at Early Retirement Age

    By Guest jmlumpkin, April 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 25, 2002

46. Corrective distribution = revocation of 5 year annuity election?

    By Guest JPCMPLS, March 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2001

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

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

48. 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

49. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory?

    By Guest Donaldson, March 23, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2005

50. Loan Fee

    By Guest tlc@cra, October 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2004