Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Disability benefits in a cash balance plan

   By Jakyasar, February 11, 2022
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • February 16, 2022

2. Determining Policy Loan Limit

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

3. multiple plan loan limit

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

4. Return of check issued for force payout

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

5. Loan from Rolover Account

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

6. Partial RMD

   By Guest Twinky, February 6, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 6, 2007

7. Penalties for not withholding

   By Guest Suanne, August 18, 2004
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 18, 2004

8. RMD in the year participant turns 70 1/2

   By jkharvey, January 2, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • January 2, 2008

9. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

   By Appleby, May 29, 2002
   • 0 replies
   • 1.2k views
   • 
   • Appleby
   • May 29, 2002

10. Loan repayment with ACH

    By ejohnke, February 9, 2024
    • 4 replies
    • 1.2k views
    • 
    • Bantais
    • July 31

11. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2002

12. Distributions and Loans

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

13. Found Asset in termed PS Plan

    By Guest zdarskyj, August 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 26, 2006

14. RMD Distribution

    By JKW, January 18, 2013
    • 6 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 18, 2013

15. Maximum Loans

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

16. Two different cashout limits under plan - how apply?

    By Guest TaxedToDeath, August 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

17. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 4, 2003

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

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

19. Required Minimum Distributions - any guidance on how either 1987 regs

    By John A, March 14, 2002
    • 0 replies
    • 1.2k views
    • 
    • John A
    • March 14, 2002

20. In-Service at Age 55

    By CLE401kGuy, April 19, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • April 19, 2012

21. Approval of Participant Loans in 401k

    By CLE401kGuy, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • October 27, 2011

22. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • April 20, 2020

23. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • March 29, 2007

24. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.2k views
    • 
    • JOH
    • February 8, 2021

25. Is this really a participant loan?

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

26. the $5,000 limit - guess we can't ignore rollovers now

    By JanetM, October 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • October 25, 2004

27. 10% penalty and loans

    By eilano, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

28. RMD from DC Plans and IRA's

    By Guest lindamichals, December 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

29. Hardship Loan and Foreclosure Statement

    By Guest kdddk14, August 22, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 23, 2012

30. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 12, 2021

31. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2007

32. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 9, 2011

33. participant paid out twice

    By Santo Gold, May 31, 2022
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • June 1, 2022

34. Help - Severance Distribution and Bankrupty Court Order

    By Medusa, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 30, 2004

35. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Gilmore
    • April 23, 2020

36. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • Rai401k
    • January 16, 2014

37. Restricted Distributions

    By DTH, March 27, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • March 27, 2003

38. Purchasing annuities

    By Guest llic, June 20, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2000

39. Loans

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

40. Worthless Assets

    By Guest lizano, January 30, 2010
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • January 30, 2010

41. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.2k views
    • 
    • jpod
    • June 20, 2017

42. Failure to make loan repayments

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

43. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.2k views
    • 
    • msmith
    • June 10, 2013

44. 72(t) penalty exception

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

45. Can someone tell me the latest news regarding required minimum distrib

    By dmb, March 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2003

46. In-Plan Roth conversions

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

47. Distribution Made Prior to Document Payout Date

    By Guest LCOLLINS, June 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 15, 2006

48. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

49. Do Employer Contribution Accounts have to be separate?

    By Guest sarasf, September 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 7, 2002

50. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010