Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Hardship

   By cdavis25, October 18, 2013
   • 2 replies
   • 1.4k views
   • 
   • cdavis25
   • October 22, 2013

2. Required QJSA Explanation

   By Fielding Mellish, November 21, 2014
   • 2 replies
   • 1.4k views
   • 
   • My 2 cents
   • November 21, 2014

3. Do you check total of all outstanding loan balances when checking spou

   By John A, March 19, 2001
   • 2 replies
   • 1.5k views
   • 
   • John A
   • March 19, 2001

4. Loan over the $50,000 Limit

   By Guest sduggan, October 21, 2005
   • 2 replies
   • 1.7k views
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   • Blinky the 3-eyed Fish
   • October 24, 2005

5. Loan Default and Qulification Issues

   By Lou S., January 31, 2013
   • 2 replies
   • 967 views
   • 
   • masteff
   • January 31, 2013

6. CARES ACT Loans Delay of Payments

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

7. Second Distribution Under $200

   By Susan S., November 8, 2011
   • 2 replies
   • 1.5k views
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   • Kevin C
   • November 8, 2011

8. RMD failure and corrections

   By Karen McIver, May 14, 2019
   • 2 replies
   • 1.2k views
   • 
   • justanotheradmin
   • May 15, 2019

9. Withdrawal at 59 1/2

   By Christine Roberts, March 6, 1999
   • 2 replies
   • 2k views
   • 
   • Christine Roberts
   • March 6, 1999

10. Plan Loans - Corrections

    By Guest billyj, August 26, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 26, 2004

11. RMD's

    By Guest Donell, November 16, 2012
    • 2 replies
    • 998 views
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    • Kevin C
    • November 16, 2012

12. In-service Distribution

    By K-t-F, August 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • August 3, 2004

13. PS58 and MRD's

    By TBob, January 27, 2005
    • 2 replies
    • 1.6k views
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    • TBob
    • January 28, 2005

14. Coronavirus Related Loan

    By Dougsbpc, June 7, 2021
    • 2 replies
    • 508 views
    • 
    • Dougsbpc
    • June 10, 2021

15. forfeitures allocated to terminated participants

    By Guest billy bong, March 11, 1999
    • 2 replies
    • 2.5k views
    • 
    • PLAN MAN
    • March 16, 1999

16. Family fued on death benefit

    By arthurkagan, August 29, 2022   

    • famuly fued on death benefit
    • 2 replies
    • 845 views
    • 
    • CuseFan
    • August 29, 2022

17. Form of Loan Repayment

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

18. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 6, 2000

19. Endorsement Language

    By Guest yukon, February 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2004

20. Loan in excess of 50% of account balance

    By Guest esi-jht, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2006

21. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 31, 2006

22. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

    By cheersmate, November 8, 2022
    • 2 replies
    • 717 views
    • 
    • Riley Britton
    • November 15, 2022

23. buying a home thru esop

    By Guest wnibs, December 26, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2002

24. Return of check issued for force payout

    By Guest bmurphy, January 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 9, 2003

25. Minimum Dist question

    By Earl, February 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • February 4, 2004

26. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S, August 30, 2022   

    • mandatory distribution
    • automatic rollover
    • 2 replies
    • 570 views
    • 
    • CuseFan
    • August 31, 2022

27. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.1k views
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    • pmacduff
    • July 10, 2009

28. RMD for deceased participant

    By Santo Gold, February 1, 2013
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 1, 2013

29. Incorrect Withholding

    By Guest djsimonetti, April 14, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 1999

30. Timing of RBD due by 4/1/05

    By Guest mpark, November 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lynn Campbell
    • November 23, 2004

31. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • June 16, 2010

32. Rollover Returned to Plan

    By BTG, March 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 23, 2009

33. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 1, 2006

34. RMD - Lost 242b notice?

    By jmartin, November 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 9, 2011

35. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • January 25, 2018

36. Death benefits - Non-spousal beneficiaries

    By Guest cansell, September 13, 2006
    • 2 replies
    • 2.3k views
    • 
    • jevd
    • September 14, 2006

37. Hardship Distribution

    By Guest tdouglas@integrabc.com, September 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • September 13, 2010

38. CARES Act--403(b)

    By Philip2, April 1, 2020
    • 2 replies
    • 645 views
    • 
    • JOH
    • April 3, 2020

39. Net Unrealized Appreciation (and age 70-1/2)

    By Guest Ray Goetz, December 7, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 7, 2000

40. Inability to Make Top Heavy Minimum

    By Guest SCUDDESLER, July 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 1, 2001

41. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 15, 2002

42. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • February 10, 2005

43. RMD of inkind assets from DB plan

    By SoCalActuary, September 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • No Name
    • October 3, 2005

44. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 31, 2003

45. to RMD or to not RMD?

    By Lori H, October 22, 2013
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 23, 2013

46. ROTH funded plan... RMD rule

    By K-t-F, February 7, 2022
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • February 7, 2022

47. Death Certificate

    By FundeK, August 27, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2004

48. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • October 5, 2006

49. RMD's for 2010 - Were they suspended too?

    By Jim Chad, August 10, 2010
    • 2 replies
    • 2.2k views
    • 
    • Jim Chad
    • August 14, 2010

50. Distribution to U.S. citizen living abroad

    By Vlad401k, August 22, 2014
    • 2 replies
    • 977 views
    • 
    • ESOP Guy
    • August 22, 2014