Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan to Party in Intererst

   By TPA Bob, December 17, 2010
   • 1 reply
   • 1k views
   • 
   • Ron Snyder
   • December 17, 2010

2. Roth Distribution Question

   By Vlad401k, April 21, 2015
   • 1 reply
   • 961 views
   • 
   • Lou S.
   • April 21, 2015

3. Loan payments after leave of absence

   By Craig Garner, August 13, 2015
   • 1 reply
   • 1k views
   • 
   • david rigby
   • August 13, 2015

4. Plan Sponsor went AWOL & died

   By Earl, November 9, 2016
   • 1 reply
   • 780 views
   • 
   • Lou S.
   • November 9, 2016

5. Loans in Balance Forward Plans

   By Archimage, December 11, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • December 11, 2003

6. Roth RMD

   By Guest emtee, August 28, 2006
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • August 30, 2006

7. RMD Requirements when participant can't be located

   By luissaha, July 24, 2007
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 27, 2007

8. RMD if they have 401(k) AND ROTH 401(k) Question

   By Guest kchadwell, January 30, 2008
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • January 30, 2008

9. Distribution Timing

   By Dazednconfused, December 17, 2010
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • December 18, 2010

10. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically, November 3, 2021
    • 1 reply
    • 459 views
    • 
    • C. B. Zeller
    • November 3, 2021

11. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • November 23, 2003

12. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Norman
    • August 28, 2006

13. Loans and RMDs

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

14. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 939 views
    • 
    • QDROphile
    • May 17, 2013

15. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

16. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 22, 2005

17. minimum distributions

    By Belgarath, June 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

18. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

19. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

20. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 10, 2001

21. Distribution of Gold and Silver

    By imchipbrown, August 14, 2015   

    • Real Property
    • Gold
    • (and 2 more)

      Tagged with:

      • Real Property
      • Gold
      • silver
      • Hard Assets
    • 1 reply
    • 796 views
    • 
    • QDROphile
    • August 14, 2015

22. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 878 views
    • 
    • Mike Preston
    • August 25, 2010

23. hardship backup documentation

    By pmacduff, July 14, 2021
    • 1 reply
    • 990 views
    • 
    • Peter Gulia
    • July 14, 2021

24. Recovery of portion of distribution?

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

25. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

26. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000

27. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • September 24, 2001

28. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002

29. Delayed distribution due to Custodian - Who is liable?

    By Guest chris4013, February 12, 2004
    • 1 reply
    • 985 views
    • 
    • mbozek
    • February 14, 2004

30. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • March 31, 2008

31. DB Plan RMDs, Marriage Status Unknown

    By JRG, June 4, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2010

32. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • March 17, 2011

33. 2021 RMD for over 72 Participant

    By Vlad401k, January 7, 2022
    • 1 reply
    • 795 views
    • 
    • CuseFan
    • January 7, 2022

34. disaster relief - April tornadoes in Alabama, etc.

    By M Norton, May 6, 2011
    • 1 reply
    • 784 views
    • 
    • Bill Presson
    • May 6, 2011

35. Can participant loans be treated as plan investments where interest re

    By John A, February 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • February 20, 2001

36. Required Minimum Distribution

    By Guest Ed Walker, January 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2002

37. DB minimum distribution for 03

    By Guest Rae, November 24, 2003
    • 1 reply
    • 945 views
    • 
    • Guest
    • November 24, 2003

38. Participant Suffers Reduced Distribution

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

39. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 27, 2006

40. RMD calculated using spouse even if spouse not the beneficiary?

    By John A, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 2000

41. Loan payments and participant on strike.

    By FundeK, March 15, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 15, 2004

42. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2001

43. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 982 views
    • 
    • david rigby
    • July 28, 2009

44. Home Purchase

    By Guest Donell, March 29, 2012
    • 1 reply
    • 858 views
    • 
    • GBurns
    • March 29, 2012

45. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004

46. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

47. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • lkpittman
    • November 21, 2002

48. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 27, 2006

49. Unforseeable Emergency (457)

    By Felicia, April 29, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 30, 2009

50. RMD for beneficiary of spouse of deceased participant

    By TPApril, April 19, 2023
    • 1 reply
    • 510 views
    • 
    • EBP
    • April 19, 2023