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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Participant Dies after LS Election

    By kocak,
    • 1 reply
    • 1.5k views

  2. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 879 views

  3. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.4k views

  4. Participant dies before RBD with daughter as sole beneficiary

    By dmb,
    • 3 replies
    • 1.3k views

  5. Participant Distribution Fees

    By Guest cmp1454,
    • 6 replies
    • 2.2k views

  6. participant distribution fees

    By Guest Mike Kimball,
    • 1 reply
    • 2.1k views

  7. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked?

    By legort69,
    • 2 replies
    • 1.1k views

  8. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK,
    • 3 replies
    • 1.6k views
    • JWK
    • JWK

  9. Participant Election of Life Annuity Under a Non-QJSA DC Plan

    By Guest Tom:,
    • 2 replies
    • 1.1k views

  10. Participant elects rollover but dies b4 payment; plan's beneficiary de

    By EGB,
    • 7 replies
    • 1.7k views

  11. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

    By Guest cstrong,
    • 3 replies
    • 2k views

  12. Participant failed to take RMDs.

    By KateSmithPA,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  13. Participant goes back to work; can min req distribs be stopped?

    By sf2699,   
    • 1 reply
    • 1.6k views

  14. Participant in a coma

    By dmb,
    • 5 replies
    • 2.3k views

  15. Participant is 59.5... can he take dist?

    By K-t-F,
    • 1 reply
    • 1.4k views

  16. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57?

    By Jilliandiz,
    • 2 replies
    • 1.3k views

  17. Participant Loan

    By Jilliandiz,
    • 1 reply
    • 1.5k views

  18. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 594 views

  19. Participant Loan - Military Leave of Absence

    By ErisaGooroo,
    • 2 replies
    • 1k views

  20. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 1.7k views

  21. Participant loan -- deemed distribution

    By Guest Jensen,
    • 2 replies
    • 4k views

  22. Participant Loan & Disability

    By R. Butler,
    • 4 replies
    • 2.2k views

  23. Participant Loan 1999

    By Guest csdavis,
    • 5 replies
    • 3k views

  24. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc,
    • 9 replies
    • 1.6k views

  25. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.7k views

  26. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 661 views

  27. Participant loan defaulted, but participant never told to cure

    By Guest TaxedToDeath,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  28. Participant loan errors as reportable prohibited transactions

    By BeckyMiller,   
    • 2 replies
    • 1.6k views

  29. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 778 views

  30. Participant loan for home construction

    By R. Butler,
    • 1 reply
    • 734 views

  31. Participant Loan in default

    By Brenda Wren,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  32. Participant Loan in Excess of $50,000

    By Guest cease,
    • 1 reply
    • 1.4k views

  33. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.7k views

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

    By Guest ActuaryWannabe,
    • 2 replies
    • 1.9k views

  35. Participant loan offset not allowed because the balance is over $5,000

    By Guest mo again,
    • 6 replies
    • 2.2k views
    • Guest
    • Guest

  36. Participant Loan or Prohibited Transaction?

    By John A,
    • 5 replies
    • 2.1k views

  37. Participant Loan Pre Payment

    By Guest LKeener,
    • 3 replies
    • 1.1k views

  38. Participant Loan Refinance

    By Dougsbpc,
    • 2 replies
    • 5.3k views

  39. Participant Loan Refinance - Stop the madness!

    By Doghouse,   
    • 4 replies
    • 1.4k views

  40. Participant loan refinancing during cure period

    By Belgarath,
    • 3 replies
    • 760 views
    • Bird
    • Bird

  41. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates,
    • 6 replies
    • 2.1k views

  42. Participant Loan s/h/b defaulted at termination but was not.

    By Guest Cliff Langwith,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  43. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 852 views

  44. Participant Loan Upon Plan Termination

    By Randy Watson,
    • 10 replies
    • 3.5k views

  45. Participant Loan- 15 year term

    By Randy Watson,
    • 8 replies
    • 2k views

  46. Participant Loan/Prohibited Transaction

    By Guest ActuaryWannabe,
    • 4 replies
    • 1.7k views

  47. Participant loans

    By Guest jim williams,
    • 7 replies
    • 1.4k views

  48. Participant Loans

    By k man,
    • 2 replies
    • 1.5k views

  49. Participant Loans - 401(k) Plan with Roth deferrals

    By Guest 4:15 Limit,
    • 2 replies
    • 2.6k views

  50. Participant loans - no default?

    By Tom,
    • 2 replies
    • 544 views
    • JOH
    • JOH
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