Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 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

2. Rollover of Employer Securities

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

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

   By Santo Gold, April 30, 2007
   • 2 replies
   • 1.4k views
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   • Santo Gold
   • April 30, 2007

4. 401(k) Loan Rollover from one plan to next

   By Guest Tdavid, August 25, 2011
   • 2 replies
   • 2.8k views
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   • mbozek
   • August 26, 2011

5. Definition of Primary Residence for hardshp casualty loss--

   By jkharvey, March 6, 2015
   • 2 replies
   • 1.4k views
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   • Peter Gulia
   • March 7, 2015

6. Are MRD elections still necessary

   By Guest crosseyedtester, December 9, 2004
   • 2 replies
   • 1.1k views
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   • Belgarath
   • December 16, 2004

7. Roth IRA conversion from pre-tax and Roth 401(k)

   By Guest Quacka, February 27, 2011
   • 2 replies
   • 1k views
   • 
   • Guest
   • March 4, 2011

8. CAREST Act - RMD suspension

   By Jakyasar, March 24, 2020
   • 2 replies
   • 815 views
   • 
   • Jakyasar
   • March 24, 2020

9. Does default 10% withholding apply to RMD?

   By BG5150, May 18, 2021
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • May 18, 2021

10. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24, 2017
    • 2 replies
    • 1.5k views
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    • Bird
    • April 24, 2017

11. hardship withdrawal - withholding

    By Santo Gold, July 27, 2021
    • 2 replies
    • 934 views
    • 
    • Santo Gold
    • July 27, 2021

12. Interest owed on late DB lump sum payment?

    By Guest Steve C., March 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • March 15, 2001

13. Participant Loan Interest Rates - Does this satisfy "commercially reasonable rate" requirement?

    By Guest ActuaryWannabe, August 3, 2005
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • August 4, 2005

14. Proper Tax Code to use for Loan Offset due to Disability

    By Bruddah Kimo, June 28, 2007
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2007

15. ROTH distributions out of the country

    By TPAMan, October 20, 2015
    • 2 replies
    • 808 views
    • 
    • ESOP Guy
    • October 20, 2015

16. Does the account balance to use to determine the required minimum dist

    By John A, November 8, 2000
    • 2 replies
    • 1.6k views
    • 
    • John A
    • November 9, 2000

17. minimum distributions

    By Guest Peter Langdon, December 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

18. 10% early withdrawal penalty

    By Guest nipa, March 9, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 8, 2007

19. Minimum distribution IRA vs Profit Sharing Plan

    By ombskid, April 30, 2007
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • May 1, 2007

20. Roth 401(k) rollover to Roth IRA

    By cdavis25, January 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 20, 2010

21. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 2, 2010

22. Loan Policy requiring loans to be paid back in less than 5 Years?

    By Guest nancy814, May 13, 2010
    • 2 replies
    • 954 views
    • 
    • Guest
    • May 14, 2010

23. Interest on RMD made in error

    By Guest tbeatty, January 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 25, 2013

24. Maximum amount available for loan--what is a related plan

    By jkharvey, November 14, 2014
    • 2 replies
    • 818 views
    • 
    • jkharvey
    • November 14, 2014

25. 411(d)(6) Protected Benefits

    By Guest Effie Clark, May 3, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2000

26. Inherited IRA for Spousal Beneficiary

    By Vlad401k, January 29, 2025
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 4, 2025

27. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 9.7k views
    • 
    • Guest
    • November 11, 2010

28. hardship distribution

    By Guest mjn, September 5, 2003
    • 2 replies
    • 2k views
    • 
    • Archimage
    • September 5, 2003

29. Can I get around an RMD this way?

    By BG5150, December 11, 2019
    • 2 replies
    • 643 views
    • 
    • BG5150
    • December 11, 2019

30. hardship distribution and primary residence

    By eilano, February 7, 2006
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 8, 2006

31. force out at NRA

    By K2retire, December 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 20, 2012

32. Cost basis of mutual funds

    By Guest Renea, May 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • May 16, 2000

33. Loan refinance on 10 year home loan

    By Belgarath, May 16, 2024
    • 2 replies
    • 506 views
    • 
    • Belgarath
    • May 17, 2024

34. Correcting Late Payment of a Loan (with a twist)

    By ERISA-Bubs, November 21, 2023
    • 2 replies
    • 669 views
    • 
    • Luke Bailey
    • November 23, 2023

35. What distribution options do children (under 18) have after participan

    By Guest John Sample, December 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2000

36. RMD & Charitable Rollovers

    By DP, October 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • DP
    • October 29, 2007

37. Rollover into a trust?

    By Lori H, August 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • August 12, 2014

38. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

    By whitboston, May 6, 2019
    • 2 replies
    • 886 views
    • 
    • Earl
    • May 7, 2019

39. Withdrawal of Pre-1987 "After Tax" Employee Contributions

    By Guest EMC, May 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2000

40. Deemed loan in MP, does it affect PS loan maximum?

    By Guest EBC, April 5, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2001

41. RMD when participant in PS plan and has IRA also

    By Guest cascigm, September 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

42. If an individual has 3 IRA,s and the MRD from each one is $5,000, can

    By David, November 9, 2000
    • 2 replies
    • 1.7k views
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    • David
    • November 10, 2000

43. age 70-1/2 election form

    By JessFSA, July 3, 2007
    • 2 replies
    • 1.8k views
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    • JessFSA
    • July 4, 2007

44. loan payments after hardship withdrawal

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

45. Overestimate of taxes in hardship

    By BG5150, June 4, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • June 4, 2009

46. What limits is your plan placing on loans to participants?

    By Guest Steelers, September 9, 1998
    • 2 replies
    • 2.7k views
    • 
    • Alan Simpson
    • September 22, 1998

47. Distribution of stock

    By Belgarath, August 23, 2004
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • August 24, 2004

48. Corrected 1099-R for Prior Tax Year?

    By Übernerd, January 11, 2006
    • 2 replies
    • 2.4k views
    • 
    • Übernerd
    • January 11, 2006

49. RMD empl status is "layed off"

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

50. Balance Forward Safe Harbor 401(k) Distribution

    By Guest mcw, February 19, 2010
    • 2 replies
    • 1.9k views
    • 
    • D Lewis
    • February 19, 2010