Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. State withholding on minimum distributions

   By Guest terric, November 30, 2004
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • November 30, 2004

2. Rollover of employee contributions?

   By Guest mikeak, May 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • mbozek
   • May 14, 2004

3. Designated Beneficiary

   By Randy Watson, May 12, 2006
   • 3 replies
   • 1.3k views
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   • RTK
   • May 12, 2006

4. Modifications to Substantially Equal Periodic Payments

   By Felicia, February 4, 2005
   • 2 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • February 6, 2005

5. Auto Rollover available?

   By Sully, November 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • justanotheradmin
   • November 8, 2013

6. 3 outstanding loans and policy permits a max. of 2

   By Guest Iwonder, December 4, 2008
   • 6 replies
   • 1.3k views
   • 
   • BG5150
   • December 4, 2008

7. Payroll withholding continued after loan was paid off

   By Trekker, July 29, 2008
   • 5 replies
   • 1.3k views
   • 
   • Trekker
   • July 29, 2008

8. Do you recommend allowing participants to pay-off defaulted loans usin

   By Guest Frank Jackson, June 8, 2000
   • 1 reply
   • 1.3k views
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   • pjkoehler
   • June 8, 2000

9. Nonspouse Beneficiary Drirect Rollover

   By DTH, May 2, 2007
   • 3 replies
   • 1.3k views
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   • masteff
   • May 3, 2007

10. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 6, 2003

11. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • January 7, 2005

12. Loan repayment with ACH

    By ejohnke, February 9, 2024
    • 4 replies
    • 1.3k views
    • 
    • Bantais
    • July 31, 2025

13. Loan Repayment Frequency

    By Stash026, September 17, 2018
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • September 19, 2018

14. Hardship Distribution before In-Service

    By Vlad401k, March 25, 2020
    • 5 replies
    • 1.3k views
    • 
    • TPABob
    • March 27, 2020

15. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

16. Loan reamortize new provider

    By R. Butler, March 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 15, 2013

17. Distribution Buy Back or Restoration

    By Mr Bagwell, December 6, 2017   

    • distribution buy back
    • restoration
    • (and 1 more)

      Tagged with:

      • distribution buy back
      • restoration
      • taxes
    • 8 replies
    • 1.3k views
    • 
    • JamesK
    • December 11, 2017

18. Converting loan under old rules to loan under current rules?

    By John A, October 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • October 11, 1999

19. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2005

20. Death Benefits and Outstanding Loans

    By jaxon1225, June 6, 2006
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • June 7, 2006

21. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

22. New edition of book for participants from International Foundation of

    By Dave Baker, July 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Dave Baker
    • July 19, 2000

23. Death of Participant - No benficiary form

    By Vlad401k, May 6, 2015
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • May 6, 2015

24. Loan to 10% Partner Still a PT?

    By Christine Roberts, January 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • Christine Roberts
    • January 20, 2004

25. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mary Kay Foss
    • September 5, 2002

26. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

27. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

28. Rollover Distribution to an IRA

    By betheeg, September 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • September 14, 2006

29. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.3k views
    • 
    • KateSmithPA
    • January 8, 2010

30. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2007

31. Loan Repayment Delay

    By thepensionmaven, May 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 20, 2020

32. Death after failure to take RMD

    By PMC, July 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 25, 2006

33. MRD & Form of Benefit

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

34. Lump Sum payment - 100% witholding

    By Guest RJM, April 1, 2004
    • 3 replies
    • 1.3k views
    • 
    • Harwood
    • April 1, 2004

35. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2005

36. Loan from basically a dormant plan

    By R. Butler, July 3, 2014
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • July 7, 2014

37. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002

38. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

39. RMD in first year of DB plan

    By SoCalActuary, June 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • June 23, 2005

40. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 23, 2014

41. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

42. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • August 11, 1999

43. Distribution Forms

    By Guest NPS Darren, May 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 13, 2011

44. Beneficiary Designations

    By Guest kbs, September 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 25, 2005

45. to RMD or to not RMD?

    By Lori H, October 22, 2013
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 23, 2013

46. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • November 2, 2010

47. Missing Participants

    By J2D2, November 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • November 6, 2002

48. Distribution Notice and Option Forms

    By Guest cjk, May 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2002

49. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • March 2, 2005

50. terminating a plan's loan policy

    By Guest Pat Metallic, November 29, 2001
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • November 29, 2001