Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. loss on balance prior to final distribution

   By Guest GS1100, September 14, 2002
   • 9 replies
   • 1.3k views
   • 
   • Guest
   • September 17, 2002

2. What are the options for a non-spouse beneficiary when a plan terminat

   By Guest Jimmy B, May 16, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 16, 2001

3. RMD for 75 year old owner with new ps plan

   By UtahCPA-APA, February 2, 2016   

   • RMD
   • profit sharing
   • (and 1 more)

     Tagged with:

     • RMD
     • profit sharing
     • Required beginning date
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • February 3, 2016

4. Hardship Distribution before In-Service

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

5. Excess Safe Hrabor Match

   By doombuggy, June 8, 2007
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • June 8, 2007

6. Hardships - Refinancing a Primary Residence

   By PJ2009, March 5, 2009
   • 2 replies
   • 1.3k views
   • 
   • PJ2009
   • March 5, 2009

7. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents

   By jaemmons, March 21, 2005
   • 0 replies
   • 1.3k views
   • 
   • jaemmons
   • March 21, 2005

8. Determine value in land at time of death?

   By Guest tightlie2, August 28, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 28, 2003

9. Plan trumps IRS?

   By Guest mikeak, November 4, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • November 4, 2003

10. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • April 21, 2004

11. loan payments after hardship withdrawal

    By Guest Sara H, October 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

12. In-Service Distribution Amendment

    By Vlad401k, July 1, 2015
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • July 1, 2015

13. Defaulted loans

    By FAPInJax, June 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • FAPInJax
    • June 3, 2002

14. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2001

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

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

16. Participant-Paid Distribution Fee

    By Doghouse, May 21, 2012
    • 2 replies
    • 1.3k views
    • 
    • Doghouse
    • May 22, 2012

17. Consequences of Rollover to Roth IRA?

    By Guest boberlander, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2000

18. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2003

19. 401(k) loans to employees of non-US sub

    By Guest Chris O'Daniel, September 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 1999

20. Failure to Process Withholding Tax

    By Below Ground, May 15, 2012
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • May 16, 2012

21. Impact of Loans at Retirement

    By joel, December 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • joel
    • December 26, 2001

22. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

23. In-Service distribution: what forms to file, etc.

    By tertue, May 6, 2013   

    • in-service distribution
    • forms
    • (and 2 more)

      Tagged with:

      • in-service distribution
      • forms
      • filing
      • options
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • May 6, 2013

24. Odd IRS call regarding Form 945

    By Santo Gold, December 23, 2024
    • 4 replies
    • 1.3k views
    • 
    • Dare Johnson
    • December 30, 2024

25. Distributions "in kind" of nonmarket assets

    By jkharvey, October 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • jkharvey
    • October 20, 2004

26. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

27. Participant Bankruptcy

    By k man, March 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2000

28. Continuing RMDs after participant death?

    By RayRay, March 18, 2024
    • 6 replies
    • 1.3k views
    • 
    • Appleby
    • March 24, 2024

29. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 7, 2007

30. New Loan for Former Participant?

    By Scott, February 11, 2000
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 16, 2000

31. Trust Beneficiary of QP with Spouse as Sole Trust Bene

    By jevd, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • January 22, 2003

32. loan over 5 year term for principal residence

    By JKW, May 22, 2014
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • May 24, 2014

33. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 1999

34. Decrease in distribution amounts

    By eilano, December 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • December 19, 2001

35. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 2, 2009

36. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 15, 2014

37. defaulted loan upon death

    By Guest lap716, September 10, 2009
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • September 11, 2009

38. Notary requirement for spousal consent on distribution form

    By NQS, June 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 23, 2010

39. RMD Rules

    By Guest lvegas, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 7, 2007

40. 401(k) loan: participant defaults

    By k man, October 5, 2004
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • October 5, 2004

41. RMD empl status is "layed off"

    By pmacduff, December 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • pmacduff
    • December 14, 2011

42. Form of Loan Repayment

    By pompton, May 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

43. Eligible for Loan?

    By BTH, January 4, 2013
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 7, 2013

44. Need help on Q on revocability and liability of election by beneficiar

    By Guest Matthew Smith, July 26, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2000

45. $1500 distribution made to Active Participant w/out trustee authorization

    By Lori H, January 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Lori H
    • February 1, 2007

46. Quick RMD question

    By Lori H, August 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 19, 2013

47. Dated Hardship Expense

    By 30Rock, July 28, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 29, 2010

48. Hardship withdrawal

    By Guest Amy Marie, September 29, 2011
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 29, 2011

49. Refinanced Loans

    By sam2012, February 13, 2016   

    • Loans
    • Refinancings
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • February 15, 2016

50. In-Service Distributions

    By Guest kowen, September 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2003