Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 72(t) rule changes-legislative update

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

2. first RMD TAX YEAR????

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

3. Participant Signature on Excess Contrib Withdrawals

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

4. Hardship Withdrawals From Sources Other Than Salary Deferral

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

5. Loans and RMDs

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

6. Plan and Loan Note Conflict, Which Controls?

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

7. RMD for terminated plan 2019

   By Dennis G., July 30, 2020
   • 14 replies
   • 1.1k views
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   • Larry Starr
   • August 8, 2020

8. Loan Default Not Fault of Participants

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

9. Who is the beneficiary for RMD calc purposes?

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

10. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.1k views
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    • Kevin C
    • April 21, 2017

11. Beneficiary Designation of Accounts

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

12. Early withdrawal Penalty (10% exception)

    By Nassau, December 19, 2012
    • 1 reply
    • 1.1k views
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    • masteff
    • December 19, 2012

13. Loans

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

14. ramifications of violating Loan program?

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

15. Should a plan allow a loan after the participant defaulted on an earlier loan but later fully repaid the loan?

    By Peter Gulia, May 2, 2024
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 5, 2024

16. Default & Prohibited transaction

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

17. actuarial question

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

18. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.1k views
    • 
    • jpod
    • February 5, 2015

19. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1.1k views
    • 
    • EBECatty
    • April 7, 2020

20. Land Purchase

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

21. After-Tax Withdrawals

    By Nassau, May 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • joel
    • May 23, 2013

22. DB Loan Taxation

    By mctoe, May 29, 2015
    • 8 replies
    • 1.1k views
    • 
    • mctoe
    • June 1, 2015

23. GoFundMe mitigating hardship?

    By AlbanyConsultant, February 26, 2019
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • March 14, 2019

24. Number of loans

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

25. Withholding

    By Guest Sieve, January 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2012

26. Pre-mature distribution penalty

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

27. Loan Refinance

    By RPP2001, October 1, 2014
    • 2 replies
    • 1.1k views
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    • Belgarath
    • October 1, 2014

28. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 22, 2011

29. 2017 1099-R never filed

    By Albany, June 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Kristina
    • June 7, 2018

30. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates, October 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 21, 2016

31. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • October 16, 2020

32. Required Distribution - non 5 percent owener

    By luissaha, March 19, 2013
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • March 20, 2013

33. Roth 401(k) -- Distributed to one beneficiary

    By Jean, March 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jean
    • March 8, 2006

34. When to start repaying a loan

    By Santo Gold, January 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 26, 2007

35. 100% withholding - eligible rollover distribution

    By Guest wolfman, November 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Jean
    • November 14, 2002

36. Separate Accounts for Beneficiaries

    By Felicia, January 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • January 16, 2003

37. Medical Hardship

    By 401_noob, January 4, 2018   

    • hardship
    • 401k
    • 1 reply
    • 1.1k views
    • 
    • card
    • January 4, 2018

38. Loan headache

    By Eve Sav, June 9, 2017   

    • loans
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • June 13, 2017

39. SSA Notification - deferred benefit

    By Karen McIver, November 15, 2023
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • November 15, 2023

40. Distribution fees paid by participants

    By ljr, January 23, 2004
    • 0 replies
    • 1.1k views
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    • ljr
    • January 23, 2004

41. Reasonable loan interest rate for 1-person plan

    By TPApril, November 17, 2018
    • 7 replies
    • 1.1k views
    • 
    • imchipbrown
    • November 19, 2018

42. In-Service Distribution of Merged MPP Money

    By DP, April 26, 2004
    • 3 replies
    • 1.1k views
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    • DP
    • April 26, 2004

43. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 7, 2003

44. RMD - Lost 242b notice?

    By jmartin, November 9, 2011
    • 2 replies
    • 1.1k views
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    • ETA Consulting LLC
    • November 9, 2011

45. Distribution Form Requirements

    By MoJo, September 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 7, 2012

46. Mandatory Federal Withholding

    By Dougsbpc, January 11, 2022
    • 11 replies
    • 1.1k views
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    • EBECatty
    • January 13, 2022

47. Prior loan used in determining accouint balance for additional loan.

    By Guest Lawrence_Groves, March 18, 2004
    • 1 reply
    • 1.1k views
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    • FundeK
    • March 18, 2004

48. force out at NRA

    By K2retire, December 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 20, 2012

49. minimum distribution needed?

    By Santo Gold, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 17, 2007

50. RMD definition of account balance

    By Guest Peggy806, May 19, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2010