Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. participant deceased.... existing loan... no spousal consent for loan

   By K-t-F, March 24, 2005
   • 2 replies
   • 1.4k views
   • 
   • WDIK
   • March 25, 2005

2. Regulation Z and Plan loans

   By R. Butler, October 17, 2001
   • 2 replies
   • 2.1k views
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   • pmacduff
   • October 17, 2001

3. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent

   By Guest MSP, January 28, 2004
   • 2 replies
   • 1.3k views
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   • ERISAatty
   • February 4, 2004

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

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

5. RMD before 70 1/2?

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

6. Roth Loan Taxation Deemed Distribution

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

7. Small balance force-outs

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

8. Reverse a hardship

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

9. Lease to Purchase

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

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

    By John A, October 17, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • October 18, 2001

11. Missing Participants

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

12. loan default

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

13. SSA Notification - deferred benefit

    By Karen McIver, November 15, 2023
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • November 15, 2023

14. RMDs from Defined Benefit Plans

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

15. Starting and stopping RMDs

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

16. Withholding not deposited

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

17. RMD in year of death

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

18. after-tax distribution

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

19. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • August 15, 2001

20. Repaying Defaulted Loan

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

21. Fees charged for distribution processing

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

22. Loans: deemed distributions

    By doombuggy, December 18, 2012
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 18, 2012

23. Nua On Employer Stocks

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

24. Qualifying Medical Expense for hardship

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

25. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright, May 11, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 18, 2004

26. 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

27. 1099-R Question

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

28. Laid Off

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

29. Change of payment method

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

30. Non-spouse rollovers

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

31. Participant loans - no default?

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

32. Leaves of Absence and Truth in Lending

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

33. Periodic Payments

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

34. 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

35. Pre-mature 401(k) withdrawal

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

36. Impact of Chapter 13 Bankruptcy on Loan

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

37. Insurance Agent-bad info?

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

38. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • December 9, 2008

39. CARES loan repay suspension

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

40. Profit-Sharing contribution followed by withdrawal

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

41. 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

42. Participant Loan Refinance

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

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

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

44. Beneficiary Designations

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

45. In-Service Provision and Loans

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

46. Plan loan to owner

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

47. 60-day rollover waiver

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

48. Force out Payments

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

49. Control group

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

50. Is an RMD applicable?

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