Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. re-financed loan

   By Dougsbpc, February 25, 2015
   • 2 replies
   • 978 views
   • 
   • Dougsbpc
   • February 25, 2015

2. Re-issuance of plan distributions

   By Guest bmurphy, August 28, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • August 28, 2003

3. Real Estate as an RMD?

   By AlbanyConsultant, November 26, 2012
   • 3 replies
   • 992 views
   • 
   • Bird
   • November 26, 2012

4. Real Estate Distribution

   By Guest ERISA?, October 27, 2008
   • 8 replies
   • 1.5k views
   • 
   • J Simmons
   • October 28, 2008

5. Really Old Loan

   By ak2ary, May 14, 2008
   • 32 replies
   • 4.5k views
   • 
   • Mike Preston
   • May 20, 2008

6. Reamortize or Refinance

   By FundeK, March 10, 2004
   • 3 replies
   • 2.8k views
   • 
   • FundeK
   • March 10, 2004

7. reason for hardship w/d

   By betheeg, March 2, 2004
   • 6 replies
   • 1.9k views
   • 
   • FundeK
   • March 2, 2004

8. Reasonable loan interest rate for 1-person plan

   By TPApril, November 17, 2018
   • 7 replies
   • 1k views
   • 
   • imchipbrown
   • November 19, 2018

9. Reasonable rate of interest

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

10. Reasonable Time locating missing

    By Guest AdminFL, April 3, 2003
    • 0 replies
    • 939 views
    • 
    • Guest
    • April 3, 2003

11. Reasons for Loan Denial Required under Fair Credit Reporting Act?

    By Guest halka, June 28, 2004
    • 0 replies
    • 951 views
    • 
    • Guest
    • June 28, 2004

12. Receiving pension distribution and loan default discovered.

    By Guest goingbroke07, July 1, 2002
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2002

13. Recommended Software for 1099s, Form 945?

    By Guest jmarini, January 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2004

14. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2, March 16, 2021
    • 5 replies
    • 681 views
    • 
    • Lou S.
    • March 18, 2021

15. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

16. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • stephen
    • August 2, 2001

17. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • February 10, 2005

18. Recovery of portion of distribution?

    By chris, March 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • March 30, 2001

19. Redeposit of Stale Checks

    By TBob, May 22, 2007
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • May 23, 2007

20. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 2.9k views
    • 
    • Just Tri
    • November 6, 2020

21. 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

22. Referral to ERISA counsel - was this correct?

    By Leopurrd, September 22, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • September 22, 2005

23. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • June 22, 2007

24. Refinanced Loans

    By sam2012, February 13, 2016   

    • Loans
    • Refinancings
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • February 15, 2016

25. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 23, 2002

26. Refinancing a Loan From a 401(k) Plan

    By metsfan026, December 8, 2021
    • 13 replies
    • 2.3k views
    • 
    • BenefitJack
    • December 13, 2021

27. Refinancing a loan when only 1 loan at time is permitted

    By Guest H. Joseph, January 8, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2010

28. Refinancing loans originally made for more than 5 years

    By kocak, October 7, 2004
    • 0 replies
    • 934 views
    • 
    • kocak
    • October 7, 2004

29. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2002

30. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 19, 2002

31. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 4, 2003

32. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
    • 0 replies
    • 1.1k views
    • 
    • mschwechter
    • March 25, 2008

33. refunds paid by participant - IRS 1099R

    By Guest anomi, January 27, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2007

34. Refusal to reissue distribution check

    By dmwe, November 3, 2014
    • 3 replies
    • 1.8k views
    • 
    • dmwe
    • November 3, 2014

35. Refusal to take Minimum Required Distribution

    By Guest crosseyedtester, July 8, 2004
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • July 12, 2004

36. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • July 27, 2011

37. 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

38. Regulation Z and Plan loans

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • pmacduff
    • October 17, 2001

39. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 1.9k views
    • 
    • britoski
    • May 15, 2009

40. Rehire by the same company after pension distribution

    By Guest pleasehelpme, December 7, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 8, 2003

41. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 3.8k views
    • 
    • RTK
    • June 20, 2002

42. rehire of terminated employee w/ distribution and loan

    By AKconsult, July 31, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2008

43. Rehired participant wants distribution

    By pam@bbm, September 5, 2018
    • 2 replies
    • 580 views
    • 
    • Larry Starr
    • September 6, 2018

44. Rehires and RMDs

    By Guest Serena, July 7, 2010
    • 0 replies
    • 932 views
    • 
    • Guest
    • July 7, 2010

45. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2002

46. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 13.6k views
    • 
    • card
    • March 24, 2018

47. Relative Value Statements - do Single participants or MRD's get them?

    By Guest crosseyetester, November 30, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2006

48. Reliance upon new minimum distribution rules for RBD of 4/1/2001?

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • February 13, 2001

49. Remedy for PSP distribution to estate, not designated beneficiary?

    By Guest mkaplan1, March 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 28, 2005

50. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • June 18, 2020