Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Single sum of remainder of life certain annuity period

   By Guest flamingo, July 14, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 14, 2005

2. Participant now in eligible class, can they take a loan?

   By BG5150, June 29, 2023
   • 5 replies
   • 1.1k views
   • 
   • CuseFan
   • July 10, 2023

3. residential loan amortization

   By wsp, July 30, 2007
   • 0 replies
   • 1.1k views
   • 
   • wsp
   • July 30, 2007

4. RMD under 5-Year Rule

   By GMK, September 19, 2014
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • September 19, 2014

5. Loan to Fund Retirement Plan

   By Jennifer D., November 9, 2017
   • 6 replies
   • 1.1k views
   • 
   • ESOP Guy
   • November 13, 2017

6. Fees Charged to Participants

   By Dougsbpc, October 4, 2010
   • 3 replies
   • 1.1k views
   • 
   • Dougsbpc
   • October 4, 2010

7. Required Minimum Distribution from DB Plan

   By Dennis Povloski, March 13, 2006
   • 0 replies
   • 1.1k views
   • 
   • Dennis Povloski
   • March 13, 2006

8. Form of benefit allowed in doc but not at asset carrier

   By BG5150, March 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • March 8, 2011

9. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

   By Guest goaliemom, December 18, 2003
   • 1 reply
   • 1.1k views
   • 
   • ccassetty
   • December 19, 2003

10. Endorsement Language

    By Guest yukon, February 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2004

11. Residence Loan

    By Guest KMP, February 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • February 7, 2004

12. Refund of Mistaken Deferrals

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

13. estate as beneficiary

    By Scuba 401, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 30, 2011

14. loan policy effective date

    By Guest JWR, September 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 17, 2010

15. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 1, 2003

16. Plan Termination - unresponsive participants

    By Tom, December 11, 2023
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 12, 2023

17. International Locator Services

    By Guest erisa15, May 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 9, 2003

18. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

19. first RMD TAX YEAR????

    By Lori H, March 27, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 27, 2014

20. Loans and RMDs

    By CJS07, June 25, 2008
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • June 25, 2008

21. In-Plan Roth Conversion & 2024 RMD

    By TPApril, June 13, 2024
    • 6 replies
    • 1.1k views
    • 
    • Appleby
    • June 15, 2024

22. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 22, 2009

23. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2007

24. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 19, 2009

25. Loan Default Not Fault of Participants

    By waid10, January 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 8, 2010

26. Can commuted value of annuity be an eligible rollover distribution

    By Guest kprhok, April 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2009

27. Beneficiary Designation of Accounts

    By LIBERTYKID, May 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 16, 2012

28. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

29. RMDs after death to parents(beneficiaries)

    By mefrancis1729, November 2, 2023   

    • rmd
    • beneficary
    • (and 1 more)

      Tagged with:

      • rmd
      • beneficary
      • death
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • November 8, 2023

30. hardship distribution question

    By BG5150, May 2, 2023
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • May 23, 2023

31. Default & Prohibited transaction

    By Guest jgordon, October 21, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 21, 2003

32. actuarial question

    By chris, November 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • November 14, 2003

33. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • July 30, 2003

34. Plan and Loan Note Conflict, Which Controls?

    By Alf, September 24, 2004
    • 4 replies
    • 1.1k views
    • 
    • Alf
    • September 27, 2004

35. Can a plan administrator require distributions to be made via direct deposit?

    By mdm09, June 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • June 9, 2011

36. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 2, 2016

37. Rollover into a trust?

    By Lori H, August 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • August 12, 2014

38. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2016

39. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • October 3, 2002

40. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • Bird
    • February 22, 2021

41. loan admin fees

    By Beemer, October 27, 2016
    • 9 replies
    • 1.1k views
    • 
    • Beemer
    • October 28, 2016

42. Land Purchase

    By Guest Donell, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 17, 2012

43. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

44. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • January 25, 2018

45. ramifications of violating Loan program?

    By Lori H, June 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • June 19, 2009

46. Pre-mature distribution penalty

    By SMB, March 10, 2009
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 14, 2009

47. Loan default correction

    By Belgarath, May 11, 2021
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • August 26, 2021

48. Number of loans

    By PMC, May 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 22, 2007

49. Missing Participant in Active Plan (DB or DC)

    By JButtrick, October 15, 2014   

    • Missing participant
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • October 15, 2014

50. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003