Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Max loan ammount..

   By cjldad, November 7, 2017
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • November 12, 2017

2. Max Loan Calculated and then the Market Drops

   By CO Bank, June 11, 2013
   • 2 replies
   • 929 views
   • 
   • CO Bank
   • June 12, 2013

3. Max loan from two plans, now plans are merging!

   By AlbanyConsultant, September 11, 2017
   • 3 replies
   • 674 views
   • 
   • formeractuary
   • September 19, 2017

4. Max Loan Limit

   By Guest Celtics, August 15, 2013
   • 6 replies
   • 1.2k views
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   • Guest
   • August 15, 2013

5. max plan loan reduction

   By jane murray, November 21, 2017
   • 19 replies
   • 1.5k views
   • 
   • Tom Poje
   • November 24, 2017

6. Maximium Loan after prohibited transaction

   By Guest SuzieQNEC, February 27, 2009
   • 1 reply
   • 924 views
   • 
   • Jim Chad
   • February 27, 2009

7. Maximum amount available for loan--what is a related plan

   By jkharvey, November 14, 2014
   • 2 replies
   • 828 views
   • 
   • jkharvey
   • November 14, 2014

8. Maximum Distribution Time Frame?

   By Guest FalynnDFW, January 12, 2005
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • January 12, 2005

9. Maximum loan after loan default

   By bcmom, April 26, 2017   

   • plan loan default
   • 401(k)
   • 8 replies
   • 2.1k views
   • 
   • 401_noob
   • May 1, 2017

10. Maximum Loan Amount

    By jane123, January 13, 2005
    • 3 replies
    • 1.3k views
    • 
    • jane123
    • January 13, 2005

11. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 11.3k views
    • 
    • Clinton
    • July 14, 2019

12. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 885 views
    • 
    • Mike Preston
    • August 25, 2010

13. Maximum loan amount on multiple loans

    By Guest PensionAdministrator, May 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 15, 2003

14. Maximum loan availability

    By Guest susa, March 4, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 5, 2003

15. Maximum Loan Availability

    By Guest mmaggs, January 18, 2013
    • 1 reply
    • 948 views
    • 
    • ETA Consulting LLC
    • January 18, 2013

16. Maximum Loan Calculation

    By Guest KMP, December 22, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

17. Maximum Loan Limit - defies logic

    By Brenda Wren, October 10, 2023
    • 9 replies
    • 2.5k views
    • 
    • Peter Gulia
    • October 11, 2023

18. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • November 25, 2003

19. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 23, 2003

20. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2011

21. May a foreign national and designated beneficary without a USA social

    By Guest Cliff Langwith, December 27, 2000
    • 10 replies
    • 8.7k views
    • 
    • Appleby
    • April 9, 2004

22. May someone take RMD before age 70 1/2?

    By Richard Anderson, July 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • July 19, 2002

23. Meaning of "Retired" for 401(a)(9) purposes

    By smm, May 5, 2004
    • 7 replies
    • 1.7k views
    • 
    • MGB
    • May 18, 2004

24. Medical bills for Mother--hardship cause?

    By BG5150, January 23, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2013

25. Medical Hardship

    By 401_noob, January 4, 2018   

    • hardship
    • 401k
    • 1 reply
    • 1.1k views
    • 
    • card
    • January 4, 2018

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

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

27. merger of money purchase plan into 401(k) - can in-service distributio

    By EGB, December 20, 2001
    • 2 replies
    • 2k views
    • 
    • wmyer
    • December 21, 2001

28. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 1k views
    • 
    • Gilmore
    • April 29, 2020

29. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 3, 2012

30. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia, January 31, 2025
    • 4 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 7, 2025

31. Military Distribution Protected Benefits?

    By DTH, April 21, 2016
    • 4 replies
    • 2.8k views
    • 
    • RatherBeGolfing
    • September 19, 2016

32. Military Leave

    By Guest PJW, March 31, 2003
    • 1 reply
    • 948 views
    • 
    • MGB
    • March 31, 2003

33. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.6k views
    • 
    • GMK
    • April 7, 2008

34. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 872 views
    • 
    • Guest
    • October 16, 2008

35. Millennium Trust now Inspira Issues

    By ERISATaxExpert, September 27, 2024
    • 1 reply
    • 716 views
    • 
    • Belgarath
    • September 27, 2024

36. Min Dist and Multiple Beneficiaries

    By Guest jmurph, September 13, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 13, 1999

37. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 5, 2005

38. MINDI to Surviving Spouse

    By Guest SCUDDESLER, March 18, 2003
    • 7 replies
    • 1.7k views
    • 
    • mbozek
    • April 5, 2003

39. Mindi Transfer From Db To Ira

    By Guest SCUDDESLER, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 1, 2003

40. Minimimum Distribution Requirements - IRA and 403b

    By richard, July 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • July 23, 1999

41. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

42. Minimum Dist question

    By Earl, February 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • February 4, 2004

43. Minimum Distribution - Revocable Trust named as Designated Beneficiary

    By Guest SHP, August 29, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 31, 2000

44. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2002

45. Minimum Distribution Adjustment

    By Dougsbpc, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

46. Minimum distribution IRA vs Profit Sharing Plan

    By ombskid, April 30, 2007
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • May 1, 2007

47. minimum distribution needed?

    By Santo Gold, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 17, 2007

48. Minimum distribution requirement for initial Plan Year

    By Guest haydenks, April 7, 1999
    • 5 replies
    • 2k views
    • 
    • david shipp
    • April 15, 1999

49. Minimum distribution timing for surviving spouse

    By pensiongeek, November 7, 2019
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • November 13, 2019

50. Minimum Distribution to Parent of Owner

    By eclark, August 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2006