Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loans

   By Guest janem, September 9, 2003
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • September 9, 2003

2. RMD required?

   By Sully, September 14, 2007
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 14, 2007

3. Annuity form of benefit

   By Guest Labradane, December 23, 2002
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • December 23, 2002

4. Small Distribution Withholding Taxes

   By Below Ground, January 5, 2009
   • 5 replies
   • 1.2k views
   • 
   • Below Ground
   • January 6, 2009

5. Mindi Transfer From Db To Ira

   By Guest SCUDDESLER, January 31, 2003
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 1, 2003

6. Rollover to IRA fbo Trust

   By luissaha, August 3, 2016
   • 3 replies
   • 1.2k views
   • 
   • JJRetirement
   • August 4, 2016

7. spousal consent for participant loan

   By Guest Jane Freeman, May 7, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 7, 2004

8. 72(t) exemption

   By Felicia, March 21, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mary Kay Foss
   • March 23, 2003

9. Allocate LOSS to after-tax contributions

   By Guest esi-jht, August 29, 2006
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • August 29, 2006

10. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2001

11. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 11, 2008

12. Terminated Plan

    By Randy Watson, June 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 13, 2007

13. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

14. Plan Participant Refuses Distribution

    By pgold, November 10, 2016
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • November 10, 2016

15. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • May 27, 2010

16. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

17. Suspension of Benefit

    By Guest t936, April 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2005

18. Unforeseeable Hardship- Funeral Expenses

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

19. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser, November 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • December 8, 2004

20. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2006

21. Which rule has precedence?

    By Guest mikeak, June 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 14, 2004

22. Hardship - In Service Distributions

    By Guest psgross, January 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 30, 2007

23. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • April 17, 2003

24. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 12, 2008

25. Suspend RMDs

    By PMC, January 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • January 18, 2006

26. Prohibited Transaction ?

    By Guest AlyssaC, June 21, 2007
    • 1 reply
    • 1.2k views
    • 
    • wsp
    • June 21, 2007

27. Illegal Aliens

    By dmwe, June 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

28. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004

29. Continuation of periodic payments after re-hire following a good-faith

    By gle3186, September 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • gle3186
    • September 9, 2002

30. Rules on Loan Programs

    By BG5150, June 18, 2014
    • 7 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • June 19, 2014

31. Distributions made by Age 62 or Age 65?

    By Guest mam, May 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2000

32. In-Service Provision and Loans

    By eclark, June 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • June 28, 2007

33. Congressional Authorization of Loans (401k/404c)

    By Guest TrustButVerify, July 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 10, 2007

34. Diversification distribution from ESOP

    By lexi, March 2, 2007
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • March 2, 2007

35. rollover of loan

    By k man, May 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 27, 2009

36. More RMD Issues

    By billfgrady, February 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2004

37. In-service Distribution

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

38. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN

    By legort69, February 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • February 18, 2005

39. Loan

    By joel, September 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • September 18, 2006

40. Any software recommendations for loan processing?

    By mwyatt, June 30, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 11, 2005

41. 10% penalty

    By Felicia, February 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 21, 2003

42. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)?

    By katieinny, October 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 8, 2003

43. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dazednconfused
    • December 9, 2010

44. Reasonable rate of interest

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

45. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

46. Living Trust as Beneficiary

    By Below Ground, November 28, 2017   

    • death benefits
    • living trust
    • (and 1 more)

      Tagged with:

      • death benefits
      • living trust
      • beneficiary designation
    • 7 replies
    • 1.2k views
    • 
    • Below Ground
    • December 7, 2017

47. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 7, 2011

48. Minimum Distribution Adjustment

    By Dougsbpc, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

49. nontaxable portion of distribution

    By Guest KennyH, November 2, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 5, 2007

50. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • November 8, 2006