Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan over the $50,000 Limit

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

2. Loan Default and Qulification Issues

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

3. CARES ACT Loans Delay of Payments

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

4. Second Distribution Under $200

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

5. RMD failure and corrections

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

6. Withdrawal at 59 1/2

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

7. Plan Loans - Corrections

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

8. RMD's

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

9. In-service Distribution

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

10. PS58 and MRD's

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

11. Coronavirus Related Loan

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

12. forfeitures allocated to terminated participants

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

13. Family fued on death benefit

    By arthurkagan, August 29, 2022   

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

14. Form of Loan Repayment

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

15. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 6, 2000

16. Endorsement Language

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

17. Loan in excess of 50% of account balance

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

18. RMD taxability

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

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

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

20. buying a home thru esop

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

21. Return of check issued for force payout

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

22. Minimum Dist question

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

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

    By Nate S, August 30, 2022   

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

24. 2009 RMD suspension - what does "most" mean

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

25. RMD for deceased participant

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

26. Incorrect Withholding

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

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

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

28. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • June 16, 2010

29. Rollover Returned to Plan

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

30. RMD

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

31. RMD - Lost 242b notice?

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

32. RMDs Multiple Beneficiaries

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

33. Death benefits - Non-spousal beneficiaries

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

34. Hardship Distribution

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

35. CARES Act--403(b)

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

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

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

37. Inability to Make Top Heavy Minimum

    By Guest SCUDDESLER, July 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 1, 2001

38. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2002

39. Recovery of basis

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

40. RMD of inkind assets from DB plan

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

41. Float earned on disbursement accounts

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

42. to RMD or to not RMD?

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

43. ROTH funded plan... RMD rule

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

44. Death Certificate

    By FundeK, August 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2004

45. Multiple Employer Plan

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

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

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

47. Distribution to U.S. citizen living abroad

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

48. When does a Beneficiary need take their money from a 401(k) after thei

    By Guest TWR, April 26, 1999
    • 2 replies
    • 2k views
    • 
    • Dave Baker
    • May 6, 1999

49. Loan to former participant who is now Union Employee

    By 52626, October 5, 2023
    • 2 replies
    • 757 views
    • 
    • BG5150
    • October 6, 2023

50. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia, December 7, 2023
    • 2 replies
    • 814 views
    • 
    • Peter Gulia
    • December 7, 2023