Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. A participant with a loan balance wants an inservice dist.

   By Lori H, July 14, 2014
   • 7 replies
   • 1.3k views
   • 
   • nicole_m
   • July 30, 2015

2. Defaulted loans

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

3. CARES ACT Loans Delay of Payments

   By sdix401k, March 31, 2020
   • 2 replies
   • 1.3k views
   • 
   • Larry Starr
   • March 31, 2020

4. 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

5. Determine value in land at time of death?

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

6. 1099-R question

   By Scuba 401, February 18, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • February 19, 2003

7. $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

8. Hardship Request building a house

   By 52626, February 19, 2015
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • February 19, 2015

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

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

10. Decrease in distribution amounts

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

11. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.3k views
    • 
    • jpod
    • June 20, 2017

12. In-Service Distribution Amendment

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

13. 402(f) Notice needed for RMD?

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

14. Death Benefit

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

15. defaulted loan upon death

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

16. Consequences of Rollover to Roth IRA?

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

17. Distributions "in kind" of nonmarket assets

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

18. RMD empl status is "layed off"

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

19. new rules for 2004?

    By Guest lindamichals, December 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 15, 2003

20. Loans/ UCC

    By Felicia, April 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • April 14, 2000

21. Failure to Process Withholding Tax

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

22. Disability benefits in a cash balance plan

    By Jakyasar, February 11, 2022
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 16, 2022

23. Qualified Preretirement Survivor: 2nd Spouse

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

24. RMD Rules

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

25. Quick RMD question

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

26. Roth 401(k) cash distribution

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

27. Plan loan request - participant lay off

    By pmacduff, December 20, 2024
    • 7 replies
    • 1.3k views
    • 
    • QDROphile
    • December 26, 2024

28. Nonspouse Beneficiary

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

29. Participant-Paid Distribution Fee

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

30. In-Service Distributions

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

31. Loans allowed only for hardship

    By Belgarath, June 2, 2023
    • 4 replies
    • 1.3k views
    • 
    • Paul I
    • June 2, 2023

32. Defaulted Participant Loan

    By Guest cease, July 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • July 17, 2003

33. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia, September 28, 2022   

    • 401(a)(31); involuntary distribution; cash-out
    • 10 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 5, 2022

34. New Loan for Former Participant?

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

35. Form of Loan Repayment

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

36. Loan to a non participant

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

37. Eligible for Loan?

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

38. loan over 5 year term for principal residence

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

39. Failure to issue 1099s

    By Randy Watson, January 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 16, 2007

40. Dated Hardship Expense

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

41. Can a Participant who has previously defaulted on a participant loan be denied a new loan?

    By Guest Jerry, October 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • October 15, 2003

42. Life insurance policy distribution

    By Santo Gold, August 12, 2023
    • 10 replies
    • 1.3k views
    • 
    • Roycal
    • August 15, 2023

43. Hardship withdrawal

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

44. Hardship Documentation

    By JKW, June 14, 2016
    • 2 replies
    • 1.3k views
    • 
    • JKW
    • August 4, 2016

45. NUA and Lump Sum distributions

    By Guest Stenli, December 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 5, 2002

46. In-service withdrawal of employer contributions on account of hardship

    By SMB, November 11, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 11, 2004

47. Distributions - paid out incorrectly...who makes plan whole?

    By Guest Stacey Potts, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • April 22, 2011

48. Successor Beneficiary of an Inherited IRA

    By 52626, July 1, 2024
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • July 7, 2024

49. Partic dies in year of first RMD

    By BG5150, December 6, 2018
    • 10 replies
    • 1.3k views
    • 
    • jsample
    • December 11, 2018

50. Changing Distribution Options

    By Guest bmurphy, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002