Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 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
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   • ccassetty
   • December 19, 2003

2. pension

   By Guest emmala, November 14, 2011
   • 1 reply
   • 1.1k views
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   • Bird
   • November 14, 2011

3. RMD Question for 5% owner

   By Vlad401k, October 13, 2017
   • 2 replies
   • 1.1k views
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   • Tom Poje
   • October 13, 2017

4. Distributions

   By Guest datalife, February 15, 2010
   • 0 replies
   • 1.1k views
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   • Guest
   • February 15, 2010

5. Loan Software

   By Guest JBarn1, November 11, 2002
   • 1 reply
   • 1.1k views
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   • Guest
   • November 23, 2002

6. 2-parter

   By SMB, July 1, 2008
   • 2 replies
   • 1.1k views
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   • david rigby
   • July 1, 2008

7. Distribution to Non-US Citizen

   By Dazednconfused, August 5, 2010
   • 2 replies
   • 1.1k views
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   • Dazednconfused
   • August 17, 2010

8. Maximum Distribution Time Frame?

   By Guest FalynnDFW, January 12, 2005
   • 4 replies
   • 1.1k views
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   • Guest
   • January 12, 2005

9. Premature Distribution Penalty applicable to distribution from Disqualified Plan?

   By Guest Pennysaver, May 11, 2011
   • 0 replies
   • 1.1k views
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   • Guest
   • May 11, 2011

10. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked?

    By legort69, July 6, 2005
    • 2 replies
    • 1.1k views
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    • legort69
    • July 6, 2005

11. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.1k views
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    • david rigby
    • December 17, 2008

12. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.1k views
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    • mbozek
    • June 30, 2010

13. Loan in Default - accrued earnings

    By Guest DazedAndConfused, June 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 27, 2007

14. residential loan amortization

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

15. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia, November 10, 2021   

    • minimum distribution
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 12, 2021

16. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2012

17. Automatic Rollovers for those who do not respond

    By Guest EPS2, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • May 6, 2008

18. Roth Hardship Withdrawals

    By Nassau, February 13, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • February 13, 2013

19. Distribution Made in Error & 5330

    By CLE401kGuy, July 28, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

20. Participant Suffers Reduced Distribution

    By TCWalker, July 1, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 5, 2005

21. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2009

22. Withheld Taxes Reporting & Payment

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

23. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

    By Steamboat, May 5, 2022
    • 11 replies
    • 1.1k views
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    • CuseFan
    • May 10, 2022

24. Quick question and answer: Husband of owner needs RMD after 70.5?

    By Lori H, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 13, 2010

25. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • jane123
    • October 15, 2003

26. disability and the 10% penalty

    By abanky, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • April 13, 2004

27. 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

28. Fees Charged to Participants

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

29. Single sum of remainder of life certain annuity period

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

30. 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

31. 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

32. Transfer of Loans

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

33. Distributions from Vanguard

    By ConnieStorer, December 17, 2024
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • January 3, 2025

34. estate as beneficiary

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

35. Installment Payments Over 10 Years

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

36. Residence Loan

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

37. International Locator Services

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

38. Required Minimum Distribution from DB Plan

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

39. loan policy effective date

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

40. 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

41. RMD under 5-Year Rule

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

42. Endorsement Language

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

43. Refund of Mistaken Deferrals

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

44. loan admin fees

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

45. Trust as a Payee

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

46. RMD delay until participant "retires"

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

47. New forms W4-R and W4-P

    By Bird, November 2, 2022
    • 8 replies
    • 1.1k views
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    • MoJo
    • November 8, 2022

48. RMDs Multiple Beneficiaries

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

49. 1099-R Help!

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

50. Home Loan Refinance

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