Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Regulation for restricting distributions until termination or 59 1/2

   By Guest ckreut, May 13, 2005
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • May 13, 2005

2. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

   By Dan, December 14, 2004
   • 1 reply
   • 1.2k views
   • 
   • Ron Snyder
   • December 14, 2004

3. latest permissible term date

   By ccassetty, June 6, 2003
   • 0 replies
   • 1.2k views
   • 
   • ccassetty
   • June 6, 2003

4. Distribution Code Chart

   By Guest Netminder, March 18, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 18, 2005

5. Vesting

   By Guest chris4013, April 11, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • April 11, 2003

6. 945 forms

   By pmacduff, March 30, 2010
   • 2 replies
   • 1.2k views
   • 
   • MARYMM
   • April 23, 2010

7. Failure to Remit Loan Payments

   By Guest Jimmy B, January 6, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 6, 2003

8. 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

9. Election form signature over 90 days old

   By Guest padmin, March 16, 2005
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • March 16, 2005

10. Hardship for Acquiring Primary Residence

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

11. loan default

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

12. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 8, 2005

13. Proper Tax Year for Loan Default

    By Bruddah Kimo, January 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 9, 2008

14. Divorce and Outdated Beni Designation

    By Christine Roberts, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 25, 2003

15. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 9, 2006

16. hardship after max loan

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

17. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 16, 2006

18. RMD's

    By kwalified, November 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • November 15, 2012

19. RMD & Death question

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

20. Rollover from DC Plan to DB Plan

    By Guest TedMunice, June 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2006

21. Defaulted Loan Reported as Deemed Distribution

    By Übernerd, May 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 21, 2012

22. Distributions after retirement age, but before actual retirement

    By Guest Tara Curran, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 6, 2002

23. 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

24. Hardship Withdrawal

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

25. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 17, 2014

26. Large Partial Distributions

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

27. Income offset by charitable deduction?

    By chris, August 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 13, 2004

28. Triggering Event with Multiple ER Arrangement

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

29. RMD and Rollovers

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

30. 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

31. 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
    • 1.2k views
    • 
    • ERISA11
    • September 28, 2016

32. Rollover from an IRA to an eligible plan

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

33. Death Benefit

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

34. Roth Distribution - Fees and Roth Basis

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

35. Loans - Two Bona Fide Leaves of Absence

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

36. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • January 31, 2006

37. 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

38. When is a loan considered "repaid"?

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

39. PT loans, Form 5330, statute of limitations

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

40. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 6, 2019

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

    By joel, December 14, 2002
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 16, 2002

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

    By Guest oxdougw, February 24, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2004

43. KETRA

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

44. RMDs after death to parents(beneficiaries)

    By mefrancis1729, November 2, 2023   

    • rmd
    • beneficary
    • (and 1 more)

      Tagged with:

      • rmd
      • beneficary
      • death
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • November 8, 2023

45. Overpayment

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

46. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

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

47. In-Plan Roth Conversion & 2024 RMD

    By TPApril, June 13, 2024
    • 6 replies
    • 1.2k views
    • 
    • Appleby
    • June 15, 2024

48. Options for Missing Beneficiary

    By EBECatty, April 5, 2021
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 5, 2021

49. Post-Secondary Education

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

50. RMD Due - Balance is death benefit rollover

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