Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Rollover of of amounts subsequent to turning 70 1/2

   By Guest Jae, March 14, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 16, 2000

2. Foreclosure on mother's mortgage

   By Guest MBERISA, August 30, 2010
   • 5 replies
   • 1.3k views
   • 
   • BG5150
   • August 31, 2010

3. The fun just never ends!

   By SMB, January 19, 2011
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 19, 2011

4. Do you have to provide a 402(f) notice before processing a loan offset?

   By FundeK, March 24, 2004
   • 0 replies
   • 1.2k views
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   • FundeK
   • March 24, 2004

5. Distribution reported incorrectly to client

   By doombuggy, December 26, 2003
   • 2 replies
   • 1.2k views
   • 
   • doombuggy
   • January 5, 2004

6. insurance distribution

   By R. Butler, April 25, 2016
   • 4 replies
   • 1.2k views
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   • Belgarath
   • April 26, 2016

7. RMD change to calculation method

   By Melissa2115, February 24, 2022
   • 3 replies
   • 1.2k views
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   • Jakyasar
   • February 28, 2022

8. Pre Retirement Distributions from Money Purchase Plan

   By Guest JD698, April 24, 2008
   • 0 replies
   • 1.2k views
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   • Guest
   • April 24, 2008

9. Correction of Delayed Distribution

   By Guest Bud, February 26, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • February 26, 2002

10. RMD and non-5% owner participants

    By bevfair, July 24, 2012
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • July 25, 2012

11. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • September 12, 2011

12. Invaild rollover contribution and subsequent distribution

    By buckaroo, December 16, 2014
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • December 17, 2014

13. Plan Loan Extending Beyond Plan's Maximum Term Limit

    By 401 Chaos, September 11, 2012
    • 2 replies
    • 1.2k views
    • 
    • 401 Chaos
    • September 26, 2012

14. TEFRA 242(b) election

    By FundeK, November 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • November 16, 2004

15. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • GMK
    • December 9, 2013

16. Hardship withdrawals from 401K

    By Guest Theresa Fox, November 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 6, 2002

17. Required minimum distribution/installment payments

    By pmacduff, March 8, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

18. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • February 22, 2008

19. 20% FIT Error

    By CLE401kGuy, May 16, 2013
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • May 16, 2013

20. defaulted loan

    By eilano, August 30, 2005
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • August 30, 2005

21. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 19, 2008

22. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 20, 2002

23. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 15, 2003

24. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • November 10, 2009

25. plan termination and distributions

    By eilano, June 29, 2006
    • 1 reply
    • 1.2k views
    • 
    • namealreadyinuse
    • June 29, 2006

26. interpleader

    By Guest b2kates, December 2, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2002

27. Partic dies in year of first RMD

    By BG5150, December 6, 2018
    • 10 replies
    • 1.2k views
    • 
    • jsample
    • December 11, 2018

28. How to proceed when distributions taken but not allowed

    By Guest FLALADY, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • June 14, 2006

29. Hardship for tuition

    By JPIngold, May 5, 2016
    • 4 replies
    • 1.2k views
    • 
    • JPIngold
    • May 9, 2016

30. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.2k views
    • 
    • stephen
    • April 24, 2006

31. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ACox
    • January 25, 2011

32. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • January 9, 2003

33. Disclaimed Death Benefit

    By DTH, June 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 5, 2007

34. Loan Offsets and Cashouts

    By Guest Rosalind, May 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • July 26, 2004

35. RMD for seasonal employee?

    By BG5150, December 2, 2024
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • December 3, 2024

36. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 6, 2000

37. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
    • 0 replies
    • 1.2k views
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    • SRM
    • December 16, 2004

38. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • November 23, 2003

39. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 11, 2020

40. Distribution of contributions deposited after account balance is distributed.

    By Guest mmc, April 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • April 15, 2005

41. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 4, 2001

42. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • J Simmons
    • December 11, 2008

43. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.2k views
    • 
    • stormoj1
    • November 30, 2010

44. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 14, 2011

45. How long to wait after asking SSA to send letters?

    By BG5150, March 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 28, 2009

46. Age 65 Distributions - 401(a)(14)

    By Guest Kiki, October 15, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 15, 2010

47. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 24, 2003

48. Max loan ammount..

    By cjldad, November 7, 2017
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 12, 2017

49. Changing the terms of the loan policy

    By Guest anne1, October 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • October 26, 2006

50. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • acm_acm
    • August 24, 2017