Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Partial RMD

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

2. 2007 RMD's

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

3. Is this really a participant loan?

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

4. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

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

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

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

6. Hardship Loan and Foreclosure Statement

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

7. Katrina

   By Felicia, October 3, 2005
   • 0 replies
   • 1.2k views
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   • Felicia
   • October 3, 2005

8. Restricted Distributions

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

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

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

10. RMD from DC Plans and IRA's

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

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. Distribute Very Small Account Balances?

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

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. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
    • 0 replies
    • 1.2k views
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    • Dougsbpc
    • November 24, 2007

16. 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

17. 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

18. Help - Severance Distribution and Bankrupty Court Order

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

19. Approval of Participant Loans in 401k

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

20. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

21. 10% penalty and loans

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

22. Non-spouse beneficiary rollover

    By SMB, August 11, 2010
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 12, 2010

23. Reasonable rate of interest

    By bzorc, October 11, 2021
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 13, 2021

24. Worthless Assets

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

25. In-Service at Age 55

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

26. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

27. Required Beginning Date for RMD

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

28. RMD and Plan Year change

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

29. Distribution in the mail and employer rehired employee

    By Kansas401k, August 16, 2023   

    • rehire distribution
    • 9 replies
    • 1.2k views
    • 
    • CuseFan
    • August 18, 2023

30. Optional Form of Benefit Eliminated

    By Dougsbpc, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 15, 2003

31. 1099R code for qualified roth distribution

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

32. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 23, 2015

33. Purchasing annuities

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

34. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000

35. Waiver of Annuity Required?

    By RPP2001, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 14, 2010

36. 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

37. Non-Spouse Beneficiary Rollovers

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

38. minimum distributions

    By Guest Peter Langdon, December 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

39. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

40. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 29, 2008

41. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • February 12, 2014

42. RMD failure and corrections

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

43. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.2k views
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    • mbozek
    • January 31, 2005

44. Distribution Made Prior to Document Payout Date

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

45. Missed Loan Payments

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

46. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey, July 8, 2022
    • 5 replies
    • 1.2k views
    • 
    • najamsoc
    • November 22, 2022

47. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

48. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

49. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 22, 2014

50. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 13, 2003