Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Alternate payee rights already having QDRO filed in court

   By kratermagee, March 11, 2016
   • 8 replies
   • 1.4k views
   • 
   • ForksnKnives
   • April 7, 2016

2. Loan Fee

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

3. Basis

   By FAPInJax, June 6, 2002
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • June 6, 2002

4. Deceased Participant's Outstanding Loan

   By Nassau, February 9, 2011
   • 2 replies
   • 1.4k views
   • 
   • masteff
   • February 9, 2011

5. widow and mininum required distributions

   By eilano, March 15, 2006
   • 2 replies
   • 1.4k views
   • 
   • eilano
   • March 16, 2006

6. Payout prior to distribution date

   By eilano, June 22, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 22, 2001

7. timing of distribution for deceased participant

   By cpc0506, June 25, 2010
   • 6 replies
   • 1.4k views
   • 
   • mbozek
   • July 1, 2010

8. Rolling a loan into a plan that currently does not allow for loans

   By Santo Gold, April 30, 2007
   • 2 replies
   • 1.4k views
   • 
   • Santo Gold
   • April 30, 2007

9. Profit Sharing In-Service Withdrawals at Stated Age

   By Lori Foresz, December 18, 2014
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • December 23, 2014

10. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • June 13, 2011

11. loan default

    By thepensionmaven, July 29, 2015
    • 6 replies
    • 1.4k views
    • 
    • K2retire
    • July 30, 2015

12. Automatic Rollovers

    By Guest Kevin Wiggins, March 31, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 13, 2004

13. Continuing RMDs after participant death?

    By RayRay, March 18, 2024
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • March 24, 2024

14. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.4k views
    • 
    • ERISAnut
    • May 15, 2006

15. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

    By Guest slt, October 20, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 20, 1999

16. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477, October 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 26, 2011

17. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • PFranckowiak
    • September 5, 2008

18. Employee after RBD Ceases to be a 5% Owner

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 21, 2002

19. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2010

20. RMD for lost participant

    By cdavis25, December 23, 2013
    • 4 replies
    • 1.4k views
    • 
    • cdavis25
    • December 24, 2013

21. Two Plans - Loan Limit Question

    By L_Ann_F, May 8, 2013   

    • Loan Limits
    • Two Plans
    • (and 2 more)

      Tagged with:

      • Loan Limits
      • Two Plans
      • Money Purchase
      • 401K
    • 2 replies
    • 1.4k views
    • 
    • L_Ann_F
    • May 8, 2013

22. Correcting an old defaulted loan

    By John A, October 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • October 7, 1999

23. 2004 1099r change to rollover code?

    By Guest j_dean, July 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 23, 2004

24. How to report distribution

    By JanetM, February 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • February 28, 2003

25. Spousal Consent

    By dmb, May 3, 2004
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • May 3, 2004

26. Odd IRS call regarding Form 945

    By Santo Gold, December 23, 2024
    • 4 replies
    • 1.4k views
    • 
    • Dare Johnson
    • December 30, 2024

27. Should the value of individual insurance policies held by a participan

    By John A, November 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 1999

28. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • April 2, 2009

29. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • October 8, 2003

30. WRERA RMD Issues

    By Appleby, February 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2009

31. Distribution to U.S. Citizen living abroad

    By Vlad401k, November 5, 2018
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 7, 2018

32. Small Balance - Death benefit

    By Nassau, December 12, 2011
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • December 12, 2011

33. State Tax Updates

    By cmartinez, April 8, 2025
    • 1 reply
    • 1.4k views
    • 
    • blguest
    • May 4, 2025

34. Death Certificate

    By FundeK, August 27, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2004

35. Participant Loan Refinance - Stop the madness!

    By Doghouse, May 1, 2013   

    • loan refinanc residence
    • 4 replies
    • 1.4k views
    • 
    • MoShawn
    • May 1, 2013

36. RMDs

    By Felicia, February 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 11, 2005

37. Cashing loan check immediately after firing

    By rblum50, February 6, 2024
    • 9 replies
    • 1.4k views
    • 
    • Bird
    • February 8, 2024

38. Hardship for purchase of principal residence if participant isn't the one making the purchase?

    By jkharvey, March 18, 2013
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • March 19, 2013

39. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.4k views
    • 
    • katieinny
    • January 28, 2008

40. Roth RMD

    By Guest emtee, August 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2006

41. Repayment schedule

    By Scuba 401, February 10, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 10, 2000

42. Court Order to stop participant loan repayment

    By Guest nlmc18, February 26, 2004
    • 3 replies
    • 1.4k views
    • 
    • Harwood
    • February 26, 2004

43. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • November 6, 2009

44. RMDs--after tax monies

    By Felicia, December 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • Felicia
    • December 16, 2003

45. RMDs and more than 5% owners

    By Bird, August 30, 2012
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

46. Roth-K Distribution Death Benefit Question

    By Lou S., December 22, 2023
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2024

47. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish, May 30, 2017
    • 8 replies
    • 1.4k views
    • 
    • Kevin C
    • June 12, 2017

48. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 15, 2002

49. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 12, 2000

50. Changing distribution election due to check not being cashed

    By Guest bmurphy, April 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 10, 2002