Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMDs Multiple Beneficiaries

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

2. Default & Prohibited transaction

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

3. Loans

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

4. actuarial question

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

5. Plan and Loan Note Conflict, Which Controls?

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

6. 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

7. 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

8. Number of loans

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

9. loan admin fees

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

10. Land Purchase

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

11. After-Tax Withdrawals

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

12. DB Loan Taxation

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

13. Distributions from Vanguard

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

14. Withholding

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

15. OFAC blocking a distribution

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

16. Loan Refinance

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

17. Pre-mature distribution penalty

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

18. Loan payment on severance package

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

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

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

20. Rollover?

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

21. When to start repaying a loan

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

22. RMD - Lost 242b notice?

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

23. Required Distribution - non 5 percent owener

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

24. Distribution Form Requirements

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

25. Early withdrawal Penalty (10% exception)

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

26. In-Service Distribution of Merged MPP Money

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

27. Life Insurance Change of Ownership / Distribution / RMD

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

28. Separate Accounts for Beneficiaries

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

29. Distribution fees paid by participants

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

30. minimum loan term

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

31. RMD definition of account balance

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

32. minimum distribution needed?

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

33. 100% withholding - eligible rollover distribution

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

34. 3 year tax on COVID distribution

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

35. CARES increased loan limits deadline

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

36. force out at NRA

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

37. Disclosure for returning employee

    By SoCalActuary, August 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • August 3, 2004

38. Form 1099-R

    By retbenser, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • August 22, 2012

39. Loan headache

    By Eve Sav, June 9, 2017   

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

40. New forms W4-R and W4-P

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

41. Required Minimum Distribution

    By Jilliandiz, January 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 25, 2007

42. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.1k views
    • 
    • Laura Harrington
    • July 20, 2009

43. RMD for terminated plan 2019

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

44. GoFundMe mitigating hardship?

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

45. DB Plan RMDs, Marriage Status Unknown

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

46. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 3, 2009

47. Hardship Distributions

    By Archimage, June 18, 2008
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 18, 2008

48. 2017 1099-R never filed

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

49. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 18, 2008

50. Attaining age 59 1/2 for SEPP purposes

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • July 3, 2003