Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Outstanding policy loan taxable at surrender

   By Guest cjorgenson, December 15, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 15, 2000

2. Over 70 and a half, still working, wants a full dis'tn from account

   By Guest Iwonder, March 2, 2007
   • 5 replies
   • 1.7k views
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   • Belgarath
   • March 6, 2007

3. Over Loan Limit

   By emmetttrudy, December 14, 2011
   • 1 reply
   • 1.4k views
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   • ETA Consulting LLC
   • December 14, 2011

4. Over the 402g limit

   By CJS07, October 1, 2008
   • 1 reply
   • 1.4k views
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   • Guest
   • October 1, 2008

5. Overestimate of taxes in hardship

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

6. Overpaid distribution

   By ombskid, February 8, 2019
   • 8 replies
   • 3.1k views
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   • QDROphile
   • February 14, 2019

7. overpayment

   By Felicia, February 9, 2012
   • 5 replies
   • 2.3k views
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   • mbozek
   • February 13, 2012

8. Overpayment

   By 52626, August 14, 2014
   • 2 replies
   • 1.2k views
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   • 52626
   • August 14, 2014

9. Overpayment of Benefits & 1099-R Question

   By 415 Limit, March 7, 2012
   • 2 replies
   • 1.8k views
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   • 415 Limit
   • March 7, 2012

10. Overpayment of distribution to participant

    By Guest tajcc, August 20, 2008
    • 6 replies
    • 2k views
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    • Kimberly S
    • August 26, 2008

11. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.5k views
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    • Kevin C
    • December 21, 2011

12. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.5k views
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    • stephen
    • November 28, 2001

13. Overpayment of lump sum payment from DB plan

    By katieinny, September 8, 2006
    • 2 replies
    • 1.7k views
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    • david rigby
    • September 10, 2006

14. Overpayment of vested benefit to terminated participant

    By Guest Lil Anderson, September 20, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 16, 2007

15. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2k views
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    • K2retire
    • August 31, 2011

16. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 8, 2007

17. Owner defaulted on loan

    By BG5150, July 2, 2012
    • 3 replies
    • 1.7k views
    • 
    • SheilaD
    • September 13, 2012

18. Owner Defaulted on Loan, PT?

    By erinak03, November 5, 2015
    • 5 replies
    • 1.5k views
    • 
    • erinak03
    • November 6, 2015

19. Owner Loan

    By Guest EricWings, May 20, 2008
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 21, 2008

20. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified, October 5, 2017
    • 20 replies
    • 2.9k views
    • 
    • Mike Preston
    • July 25, 2018

21. Owner wants to terminate employment to get plan assets

    By katieinny, August 1, 2018   

    • need help to dissuade him.
    • 9 replies
    • 1.4k views
    • 
    • BG5150
    • August 3, 2018

22. Paid before distribution determination date - correction options?

    By AlbanyConsultant, August 4, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • August 6, 2014

23. Paid too much to a participant plus didn't withhold for taxes - what t

    By Guest MEGary, January 26, 2001
    • 1 reply
    • 1.4k views
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    • RCK
    • January 26, 2001

24. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2001

25. paperless loans

    By k man, September 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • k man
    • September 4, 2001

26. Paperless Loans and Check21 (Imaging)

    By Guest halka, May 3, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 3, 2005

27. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998

28. part. wants to default on loan

    By Lori H, August 4, 2008
    • 25 replies
    • 6.3k views
    • 
    • Guest
    • August 7, 2008

29. Partial Distribution

    By PFranckowiak, December 18, 2017
    • 7 replies
    • 1.6k views
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    • PFranckowiak
    • December 20, 2017

30. Partial distribution and the Doc says lump sum

    By Jim Chad, January 31, 2009
    • 1 reply
    • 966 views
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    • K2retire
    • January 31, 2009

31. Partial distribution before QDRO

    By Monica Barnard, July 26, 2014
    • 5 replies
    • 1.3k views
    • 
    • My 2 cents
    • July 28, 2014

32. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2009

33. Partial lump sum distributions

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2010

34. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured, March 20, 2019
    • 3 replies
    • 876 views
    • 
    • justanotheradmin
    • March 27, 2019

35. Partial Plan Termination

    By khn, September 25, 2019
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • September 25, 2019

36. Partial RMD

    By Guest Twinky, February 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007

37. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2007

38. Partial withdrawals in excess of RMD

    By Susan S., June 15, 2021
    • 4 replies
    • 1k views
    • 
    • Susan S.
    • June 17, 2021

39. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150, May 1, 2019
    • 11 replies
    • 1.9k views
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    • Appleby
    • May 6, 2019

40. Partic dies in year of first RMD

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

41. Partic never cashed check is now missing--what to do?

    By BG5150, May 3, 2021
    • 7 replies
    • 1.5k views
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    • BG5150
    • May 6, 2021

42. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit

    By TPAVP, May 27, 2004
    • 8 replies
    • 2.3k views
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    • mbozek
    • May 27, 2004

43. Participant awarded non-spousal pension by lying about being married; he's now dead and wife wants her spousal benefits

    By MEP, May 24, 2023   

    • fraud
    • 7 replies
    • 1.7k views
    • 
    • MEP
    • May 25, 2023

44. Participant Bankruptcy

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

45. Participant can calculate Required Minimum Distribution under new rule

    By John A, March 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 13, 2001

46. Participant changed his mind about rollover

    By Vlad401k, November 30, 2017
    • 14 replies
    • 4.4k views
    • 
    • RatherBeGolfing
    • December 4, 2017

47. Participant COVID Distribution for Bills

    By Basically, December 20, 2021
    • 3 replies
    • 586 views
    • 
    • Basically
    • December 23, 2021

48. Participant Deceased, No Beneficiary or Estate - now what?

    By John A, December 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 20, 2002

49. 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

50. Participant died before rollover made

    By jane123, October 16, 2008
    • 9 replies
    • 4.3k views
    • 
    • GBurns
    • October 17, 2008