Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. the $5,000 limit - guess we can't ignore rollovers now

   By JanetM, October 25, 2004
   • 2 replies
   • 1.2k views
   • 
   • JanetM
   • October 25, 2004

2. RMD before 70 1/2?

   By jmartin, May 24, 2013
   • 2 replies
   • 1.4k views
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   • masteff
   • May 24, 2013

3. Roth Loan Taxation Deemed Distribution

   By 52626, June 24, 2015
   • 2 replies
   • 1.4k views
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   • Lou S.
   • June 24, 2015

4. Small balance force-outs

   By Tom, May 13, 2021
   • 2 replies
   • 845 views
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   • BG5150
   • May 18, 2021

5. Reverse a hardship

   By Bird, December 16, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • December 16, 2009

6. Lease to Purchase

   By Guest Donell, February 27, 2012
   • 2 replies
   • 1.1k views
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   • QDROphile
   • February 28, 2012

7. Required minimum distribution under 2001 regulations - use preamble or

   By John A, October 17, 2001
   • 2 replies
   • 1.7k views
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   • wmyer
   • October 18, 2001

8. Missing Participants

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

9. loan default

   By Santo Gold, August 23, 2013
   • 2 replies
   • 1.2k views
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   • GMK
   • August 26, 2013

10. SSA Notification - deferred benefit

    By Karen McIver, November 15, 2023
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • November 15, 2023

11. RMDs from Defined Benefit Plans

    By Guest wolfman, December 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 19, 2001

12. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • July 28, 2002

13. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • pbarrett
    • August 14, 2003

14. RMD in year of death

    By Guest RAA, December 16, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 16, 2003

15. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 980 views
    • 
    • Santo Gold
    • November 2, 2011

16. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.7k views
    • 
    • bzorc
    • August 15, 2001

17. Repaying Defaulted Loan

    By KateSmithPA, November 22, 2002
    • 2 replies
    • 1.3k views
    • 
    • KateSmithPA
    • November 22, 2002

18. Fees charged for distribution processing

    By Guest perplexedbypensions, January 3, 2008
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 3, 2008

19. Loans: deemed distributions

    By doombuggy, December 18, 2012
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 18, 2012

20. Nua On Employer Stocks

    By Guest AFRICA6796, October 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 19, 2001

21. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.3k views
    • 
    • E as in ERISA
    • July 25, 2003

22. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright, May 11, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2004

23. Regulation for restricting distributions until termination or 59 1/2

    By Guest ckreut, May 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2005

24. 1099-R Question

    By Lucky32, January 19, 2022
    • 2 replies
    • 968 views
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    • Lucky32
    • January 19, 2022

25. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 6, 2009

26. Change of payment method

    By Guest Sabadee!, July 2, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 3, 2008

27. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • January 6, 2009

28. Participant loans - no default?

    By Tom, March 23, 2020
    • 2 replies
    • 510 views
    • 
    • JOH
    • March 23, 2020

29. Leaves of Absence and Truth in Lending

    By Christine Roberts, April 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • M R Bernardin
    • April 13, 2000

30. Periodic Payments

    By Guest ehe0219, January 23, 2013
    • 2 replies
    • 983 views
    • 
    • Guest
    • January 24, 2013

31. RMD for participant who turns becomes an HCE after age 70.5

    By Guest SVogel, August 7, 2014   

    • Required Minimum Distribution
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • August 7, 2014

32. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 2 replies
    • 840 views
    • 
    • rcline46
    • May 5, 2015

33. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys, December 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • December 12, 2002

34. Insurance Agent-bad info?

    By Guest LVanSteeter, January 9, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

35. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 9, 2008

36. CARES loan repay suspension

    By pmacduff, April 28, 2020
    • 2 replies
    • 653 views
    • 
    • Ebplans
    • April 29, 2020

37. Profit-Sharing contribution followed by withdrawal

    By imchipbrown, August 7, 2014
    • 2 replies
    • 960 views
    • 
    • imchipbrown
    • August 7, 2014

38. First MRD for a Participant who is over age 70 and

    By smm, June 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 12, 2003

39. Participant Loan Refinance

    By Dougsbpc, October 27, 2010
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • October 27, 2010

40. Coronavirus distribution affecting current vesting on termination payout?!

    By pmacduff, July 14, 2023
    • 2 replies
    • 421 views
    • 
    • pmacduff
    • July 26, 2023

41. Beneficiary Designations

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

42. In-Service Provision and Loans

    By eclark, June 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • June 28, 2007

43. Plan loan to owner

    By John Feldt ERPA CPC QPA, May 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • May 15, 2012

44. 60-day rollover waiver

    By B21, March 23, 2020
    • 2 replies
    • 430 views
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    • Peter Gulia
    • March 23, 2020

45. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

46. Control group

    By scsfam, June 22, 2020
    • 2 replies
    • 803 views
    • 
    • Larry Starr
    • June 22, 2020

47. Is an RMD applicable?

    By Connor, September 19, 2023
    • 2 replies
    • 476 views
    • 
    • Connor
    • September 19, 2023

48. Rolling over monies from multiple employer 401(k) Plan in stock deal t

    By Guest smithee, February 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • February 23, 2001

49. Rollover of Employer Securities

    By Guest Gibson, June 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2001

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

    By Santo Gold, April 30, 2007
    • 2 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 30, 2007