Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

   By Guest goaliemom, December 18, 2003
   • 1 reply
   • 1.1k views
   • 
   • ccassetty
   • December 19, 2003

2. Money Purchase Plan Terminating.. Can they force out participant balan

   By Guest TrustMe401k, December 14, 1999
   • 1 reply
   • 2k views
   • 
   • Wessex
   • December 15, 1999

3. Money Purchase Plan: Termination and Distribution

   By Guest benefitstudent, May 19, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 19, 2008

4. Money Sources & Taxes - does it matter

   By TPApril, October 14, 2020
   • 4 replies
   • 564 views
   • 
   • TPApril
   • October 15, 2020

5. More RMD Issues

   By billfgrady, February 26, 2004
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • February 26, 2004

6. Mortgage company requesting plan doc

   By TPApril, October 17, 2016
   • 6 replies
   • 940 views
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   • K2retire
   • October 18, 2016

7. Mother a primary beneficiary for hardship

   By Guest Holly Foster, December 16, 2008
   • 1 reply
   • 1k views
   • 
   • K2retire
   • December 17, 2008

8. Motorhome principal residence

   By R. Butler, September 19, 2022
   • 12 replies
   • 3.5k views
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   • Peter Gulia
   • July 31, 2024

9. MPPP/PS Hardship Distribution

   By Guest EBBEETS, August 1, 2011
   • 6 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • August 2, 2011

10. MRD - 1099R for 2002 or 2003?

    By Guest RONNIE WASEL, February 28, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • February 28, 2003

11. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 29, 2001

12. MRD & Form of Benefit

    By Guest crosseyetester, January 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

13. MRD account balance

    By Guest terid, November 21, 2003
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

14. MRD and Asset sale

    By PMC, December 12, 2007
    • 0 replies
    • 864 views
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    • PMC
    • December 12, 2007

15. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • June 5, 2003

16. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 2.9k views
    • 
    • BG5150
    • November 12, 2008

17. MRD for active participant born in 1916

    By Guest crosseyetester, November 17, 2005
    • 5 replies
    • 2.2k views
    • 
    • DTH
    • November 19, 2005

18. MRD for member of a control group

    By Guest sritts, October 7, 2004
    • 2 replies
    • 989 views
    • 
    • Guest
    • October 7, 2004

19. MRD for non-5% owner

    By jaemmons, September 11, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 13, 2002

20. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 12, 2003

21. MRD notice

    By Guest Alison Putnam, October 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 1999

22. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • December 9, 2013

23. MRD Starting Date

    By bzorc, January 20, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2006

24. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 2.9k views
    • 
    • ccassetty
    • December 2, 2005

25. MRD to Spouse(benef.)

    By David, March 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • March 2, 2000

26. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • October 25, 2002

27. MRD Withholding Rules

    By Guest lforesz, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Mary Kay Foss
    • December 20, 2001

28. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 31, 2001

29. MRDs as an annuity

    By dmb, August 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • August 7, 2001

30. Multiple Beneficiaries Primary and Contingent

    By TBob, February 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • February 21, 2011

31. Multiple beneficiaries required minimum distribution

    By R. Butler, April 27, 2017
    • 1 reply
    • 605 views
    • 
    • Flyboyjohn
    • April 28, 2017

32. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • February 22, 2008

33. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • October 5, 2006

34. Multiple Hardship Distributions

    By chris, September 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • September 20, 2005

35. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson, July 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 28, 1999

36. Multiple Loans from Unrelated Employers

    By pixiebear, October 27, 2023
    • 1 reply
    • 953 views
    • 
    • CuseFan
    • October 27, 2023

37. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

38. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 4k views
    • 
    • 401 Chaos
    • February 27, 2006

39. Must a distribution election form include the dollar amount of the acc

    By Guest LMalone, November 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • November 29, 2000

40. Must a RMD be withheld at termination and rollover?

    By K-t-F, June 29, 2015
    • 9 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 29, 2015

41. Must An HCE's Distribution Be Restricted In An Underfunded Plan If All Participants Are HCEs?

    By mming, July 31, 2014
    • 4 replies
    • 1.8k views
    • 
    • FormsRstillmylife
    • August 11, 2014

42. Must distributions must be suspended because definition of RBD has cha

    By smm, March 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • March 29, 2002

43. Must participants be given choice of how Required Minimum Distribution

    By John A, September 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 1, 2000

44. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008?

    By Guest PGH.ERISA, January 9, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 7, 2008

45. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2007

46. Must we pay a required-beginning-date distribution to a 8-year-old?

    By Peter Gulia, December 18, 2012
    • 14 replies
    • 1.6k views
    • 
    • masteff
    • December 21, 2012

47. MVRA Judgment Same as Tax Levy ??

    By Guest halka, November 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • November 7, 2001

48. My Boss Screwed Up, Now I'm Screwed (and so is my employer I assume)

    By smg, September 4, 2018
    • 31 replies
    • 2.1k views
    • 
    • Belgarath
    • September 11, 2018

49. Need 1099 Help

    By Guest Boilerburm1, January 26, 2006
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • January 26, 2006

50. Need a loan provision to offer CARES loans?

    By BG5150, October 20, 2021
    • 4 replies
    • 664 views
    • 
    • Bird
    • October 21, 2021