Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Accidental RMD

   By Guest Hank_155, June 8, 2004
   • 4 replies
   • 1.3k views
   • 
   • TBob
   • June 9, 2004

2. COVID Distribution - Partial Pay Back in 2020

   By Gilmore, April 22, 2020
   • 3 replies
   • 1.3k views
   • 
   • Gilmore
   • April 23, 2020

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

   By Guest mmc, April 14, 2005
   • 1 reply
   • 1.3k views
   • 
   • E as in ERISA
   • April 15, 2005

4. Roth 401(k) Distributions -- When are earnings tax free?

   By Jean, August 12, 2005
   • 0 replies
   • 1.3k views
   • 
   • Jean
   • August 12, 2005

5. Do Employer Contribution Accounts have to be separate?

   By Guest sarasf, September 7, 2002
   • 1 reply
   • 1.3k views
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   • david rigby
   • September 7, 2002

6. Changing the terms of the loan policy

   By Guest anne1, October 25, 2006
   • 1 reply
   • 1.3k views
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   • Archimage
   • October 26, 2006

7. Rollover amount in Loan calculation

   By Guest isg2013, August 1, 2013
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • August 1, 2013

8. Loan Availability after Messy Loan Transactions

   By TPApril, January 18, 2012
   • 2 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • January 18, 2012

9. In-service dist. from money p.plan

   By Guest Keenan, January 10, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • January 10, 2000

10. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Fred Payne
    • January 25, 2002

11. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • April 23, 2002

12. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • May 22, 2002

13. Interim Valuations

    By J2D2, July 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 23, 2002

14. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • August 24, 2007

15. Repayment of Hardship money allowed?

    By Guest m.n.ouellette, May 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

16. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

17. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Norman
    • August 28, 2006

18. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2009

19. 2022 RMD Waiver?

    By R.J. Gage, June 16, 2022
    • 6 replies
    • 1.2k views
    • 
    • Lou S.
    • June 22, 2022

20. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 24, 2012

21. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2002

22. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 23, 2014

23. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 11, 2011

24. Loan Refinancing

    By Guest jkwok, November 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 28, 2002

25. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant, October 1, 2021
    • 16 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 7, 2021

26. Does it matter: QDRO before in pay status or after

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.2k views
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    • K2retire
    • September 23, 2011

27. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 3, 2010

28. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

29. 72(t) distribution and rollover account

    By Guest TDH, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 6, 2004

30. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2002

31. Loan from Rolover Account

    By PFranckowiak, November 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • November 23, 2011

32. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • stevena
    • February 28, 2005

33. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007

34. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 23, 2003

35. Funds accumulated for at least two years: meaning?

    By BG5150, June 13, 2025
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2025

36. How should on-going minimum required distributions be calculated when

    By John A, May 2, 2000
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 2, 2000

37. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.2k views
    • 
    • J Simmons
    • February 6, 2009

38. Unforeseeable Hardship- Funeral Expenses

    By DCRet24, August 29, 2018
    • 2 replies
    • 1.2k views
    • 
    • DCRet24
    • August 29, 2018

39. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

40. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • May 2, 2006

41. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M], June 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2000

42. Failure to make loan repayments

    By J. Bringhurst, December 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 19, 2003

43. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2001

44. Distributions and Loans

    By Lori H, August 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • August 11, 2004

45. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • July 16, 2019

46. Return of check issued for force payout

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

47. Max Loan Limit

    By Guest Celtics, August 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • August 15, 2013

48. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 1, 2009

49. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

50. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2009