Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution from a Defined Benefit Plan with insurance

   By Guest fresno, May 18, 2006
   • 12 replies
   • 3.1k views
   • 
   • Belgarath
   • May 22, 2006

2. Automatic rollovers--consequences of lowering the cash-out limit to $1,000

   By Everett Moreland, February 7, 2005
   • 12 replies
   • 4.8k views
   • 
   • Jim Chad
   • February 28, 2005

3. 402(f) Notice for distributions under $200...Required???

   By Guest wolfman, August 15, 2000
   • 12 replies
   • 5.2k views
   • 
   • BG5150
   • May 18, 2017

4. RMD in new plan

   By pgold, December 11, 2012
   • 12 replies
   • 1.4k views
   • 
   • pmacduff
   • December 11, 2012

5. Terminate today, get my money, and hire me back tomorrow……

   By Guest Guest99, August 14, 2002
   • 12 replies
   • 4.1k views
   • 
   • david rigby
   • November 12, 2004

6. Death and Outstanding Loans

   By Felicia, May 1, 2003
   • 12 replies
   • 3.9k views
   • 
   • mbozek
   • August 21, 2003

7. Loan treatment in Chapter 7 Bankruptcy

   By jaemmons, September 6, 2002
   • 12 replies
   • 2.9k views
   • 
   • mbozek
   • September 13, 2002

8. RMD and TPA Fees

   By commishvp, February 28, 2013
   • 12 replies
   • 3.8k views
   • 
   • dkamikawa
   • April 30, 2015

9. W-4R necessary?

   By AnnCK, December 14, 2022
   • 12 replies
   • 4k views
   • 
   • Peter Gulia
   • December 16, 2022

10. Loans to Actively Employed Participants Only

    By smm, April 22, 2004
    • 12 replies
    • 5.3k views
    • 
    • bzorc
    • April 26, 2004

11. Old Beneficiary Designation Effective?

    By kazoni, December 8, 2020   

    • beneficiary
    • distribution
    • (and 1 more)

      Tagged with:

      • beneficiary
      • distribution
      • estate
    • 12 replies
    • 1.9k views
    • 
    • Bill Presson
    • December 9, 2020

12. 401k RMD after IRA rollover

    By legort69, January 9, 2018   

    • 401k rmd rollover
    • 12 replies
    • 3.6k views
    • 
    • TPApril
    • August 28, 2018

13. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.4k views
    • 
    • card
    • January 19, 2001

14. What is the earliest a qualified plan can allow in-service withdrawals

    By John A, November 21, 2002
    • 12 replies
    • 5.4k views
    • 
    • Tom Poje
    • January 24, 2003

15. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

16. RMD Needed?

    By Basically, June 2, 2022
    • 12 replies
    • 910 views
    • 
    • Basically
    • June 8, 2022

17. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25, 2018
    • 12 replies
    • 1.9k views
    • 
    • Doc Ument
    • April 26, 2018

18. Taxation of After-tax and pre-tax assets in qualified plan

    By jane123, September 27, 2003
    • 12 replies
    • 2.6k views
    • 
    • GBurns
    • September 29, 2003

19. WRERA - Participant Wants to take RMD

    By Guest ResearchGirl, February 2, 2009
    • 12 replies
    • 2.2k views
    • 
    • jlea
    • February 9, 2009

20. 401K Loan Default

    By bpowell, October 2, 2017
    • 12 replies
    • 5.3k views
    • 
    • TPAJake
    • October 18, 2017

21. Florida Documentary Stamp Tax

    By Guest Yatahay, April 19, 2005
    • 12 replies
    • 5.7k views
    • 
    • justanotheradmin
    • January 26, 2018

22. Loan Default, 1099-R & Age 59 1/2

    By TPApril, January 19, 2018
    • 12 replies
    • 4.4k views
    • 
    • Martine Benne
    • February 23, 2019

23. Is this RMD still required?

    By Santo Gold, November 22, 2021
    • 12 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • December 27, 2021

24. Business continues but in a new form

    By Oh so SIMPLE, June 14, 2010
    • 12 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2010

25. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.8k views
    • 
    • mbozek
    • July 14, 2015

26. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 2.4k views
    • 
    • Übernerd
    • April 16, 2008

27. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 9, 2009

28. Loan Repayment After Deemed Distribution

    By mming, September 10, 2015
    • 12 replies
    • 5k views
    • 
    • Tom Poje
    • September 15, 2015

29. RMD due or not

    By cpc0506, May 9, 2017
    • 12 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 24, 2018

30. Notice 2020-23: all loan repayments on hold?

    By AlbanyConsultant, May 13, 2020
    • 12 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 14, 2020

31. in-service distribution

    By thepensionmaven, January 29, 2018   

    • in-service distribution
    • 12 replies
    • 2.4k views
    • 
    • david rigby
    • January 30, 2018

32. Beneficiary... can someone waive their right?

    By K-t-F, April 13, 2022
    • 11 replies
    • 2.5k views
    • 
    • Nate S
    • May 1, 2022

33. What is the "date of the loan" for starting the 5 year repay

    By Guest Bob Lees, January 29, 2003
    • 11 replies
    • 3.3k views
    • 
    • Trekker
    • March 20, 2008

34. Distribution paid too early to a terminated participant

    By AlbanyConsultant, May 24, 2019
    • 11 replies
    • 2.3k views
    • 
    • Kevin C
    • May 30, 2019

35. Required Tax Payment Schedule?

    By K-t-F, May 14, 2018
    • 11 replies
    • 1.1k views
    • 
    • K-t-F
    • May 24, 2018

36. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 5.4k views
    • 
    • XTitan
    • March 26, 2018

37. One contingent bene deceased, is other now 100%?

    By BG5150, January 3, 2020
    • 11 replies
    • 2.6k views
    • 
    • Larry Starr
    • January 7, 2020

38. Plan as Creditor

    By Guest Sieve, February 10, 2009
    • 11 replies
    • 1.6k views
    • 
    • J Simmons
    • March 20, 2009

39. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 12, 2017

40. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • April 11, 2006

41. Self Cert Hardship

    By Lou81, December 13, 2024
    • 11 replies
    • 2.1k views
    • 
    • Belgarath
    • December 18, 2024

42. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions, April 26, 2022
    • 11 replies
    • 1.5k views
    • 
    • Appleby
    • April 29, 2022

43. Minimum Lump Sums under PPA

    By Guest Grumpy456, January 23, 2008
    • 11 replies
    • 3.3k views
    • 
    • Guest
    • January 25, 2008

44. Can a loan be sold from 401(k) account to Profit Sharing Account?

    By Guest Dave Danziger, April 30, 2002
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • May 2, 2002

45. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5, December 28, 2013
    • 11 replies
    • 4.5k views
    • 
    • Yesrod5
    • December 30, 2013

46. Prenup

    By Monica Barnard, January 19, 2016
    • 11 replies
    • 1.4k views
    • 
    • My 2 cents
    • January 21, 2016

47. Rollover of Loans

    By Guest Suanne, June 29, 2004
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • July 13, 2004

48. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 4.2k views
    • 
    • ESOP Guy
    • July 24, 2017

49. Is there a limit on the number of loans which a participant can have?

    By R. Butler, January 8, 2001
    • 11 replies
    • 2.4k views
    • 
    • R. Butler
    • April 2, 2001

50. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 2.9k views
    • 
    • Appleby
    • September 21, 2007