Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. In-Plan Roth Conversion of merged MPP assets

   By Guest LF62, March 30, 2012
   • 1 reply
   • 1.2k views
   • 
   • rcline46
   • March 30, 2012

2. Okay to make distribution from a 401(k) to son?

   By katieinny, September 16, 2015   

   • Whereabouts of spouse unknown
   • 5 replies
   • 1.2k views
   • 
   • GBurns
   • September 20, 2015

3. Loans - Two Bona Fide Leaves of Absence

   By DTH, October 16, 2014
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • October 16, 2014

4. loan default

   By Santo Gold, August 23, 2013
   • 2 replies
   • 1.2k views
   • 
   • GMK
   • August 26, 2013

5. Triggering Event with Multiple ER Arrangement

   By Guest Jim Kais, July 7, 2003
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 21, 2003

6. RMD & Death question

   By Earl, July 13, 2007
   • 3 replies
   • 1.2k views
   • 
   • Earl
   • July 13, 2007

7. Hardship Withdrawal

   By Nassau, September 12, 2011
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • September 16, 2011

8. hardship after max loan

   By Guest Ed Walker, June 26, 2003
   • 2 replies
   • 1.2k views
   • 
   • bzorc
   • June 26, 2003

9. RMD and Rollovers

   By Guest Pete Joachim, February 18, 2004
   • 5 replies
   • 1.2k views
   • 
   • Appleby
   • February 19, 2004

10. Overpayment

    By 52626, August 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • 52626
    • August 14, 2014

11. Death Benefit

    By Guest MC2, February 21, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 21, 2007

12. Large Partial Distributions

    By mming, July 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

13. PT loans, Form 5330, statute of limitations

    By wvbeachgirl, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • wvbeachgirl
    • October 16, 2014

14. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2004

15. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k

    By Guest rslagle224, March 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • stevena
    • March 5, 2005

16. Rollover from an IRA to an eligible plan

    By Lori Friedman, July 30, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • August 2, 2004

17. What is the procedure for a terminated participant to maintain ownership of life insurance?

    By kwalified, June 11, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • June 13, 2013

18. No beneficiary on file

    By WCC, February 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 14, 2017

19. When is a loan considered "repaid"?

    By Lori H, March 19, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • March 20, 2014

20. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

    • RBD for spouse
    • 2 replies
    • 1.2k views
    • 
    • Craig Schiller
    • March 29, 2013

21. Roth Distribution - Fees and Roth Basis

    By Vlad401k, July 27, 2015
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 27, 2015

22. KETRA

    By Guest tajcc, January 5, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2007

23. Post-Secondary Education

    By Guest Donell, March 21, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 21, 2012

24. what is the loan limit if any for qualified plans?

    By Guest bobgio, October 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 13, 2003

25. RMD Rolled Over

    By Lou S., December 20, 2022
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • December 26, 2022

26. Posted in DB plans, but more applicable here -

    By Erik Read, October 5, 2005
    • 0 replies
    • 1.2k views
    • 
    • Erik Read
    • October 5, 2005

27. Participant Overpaid

    By Dougsbpc, June 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • June 7, 2012

28. RMD Due - Balance is death benefit rollover

    By jmartin, April 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • jmartin
    • April 9, 2014

29. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 13, 2015

30. Hardship for Acquiring Primary Residence

    By J Simmons, December 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • December 8, 2009

31. RMD Requirements when participant can't be located

    By luissaha, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 27, 2007

32. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 4, 2008

33. 2024 Required Minimum Distributions - Roth Only

    By R Griffith, March 7, 2024
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 15, 2024

34. Vesting

    By Guest chris4013, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 11, 2003

35. An in-service loan from a governmental DB plan

    By joel, December 14, 2002
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • December 16, 2002

36. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 22, 2009

37. Income offset by charitable deduction?

    By chris, August 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • August 13, 2004

38. Incorrect Loan Payments

    By bevfair, November 29, 2018
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 29, 2018

39. Loans defaulted, but no 1099-R's issued

    By BG5150, April 11, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • April 12, 2013

40. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed?

    By Guest oxdougw, February 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2004

41. Required Minimum Distribution (70 1/2)

    By Guest Mindy, October 29, 2002
    • 1 reply
    • 1.1k views
    • 
    • Michael Devault
    • October 29, 2002

42. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2006

43. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 17, 2002

44. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11, September 27, 2016   

    • loan
    • rollover
    • (and 3 more)

      Tagged with:

      • loan
      • rollover
      • loan rollover
      • promissory note
      • rollover of promissory note
    • 4 replies
    • 1.1k views
    • 
    • ERISA11
    • September 28, 2016

45. RMD for owner

    By K-t-F, July 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 11, 2004

46. Options for Missing Beneficiary

    By EBECatty, April 5, 2021
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 5, 2021

47. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • BG5150
    • December 29, 2010

48. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 18, 2009

49. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • May 1, 2003

50. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2004