Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Signing off on hardships

   By Guest newport, December 7, 2010
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • December 7, 2010

2. Distribution allowed even though rehired?

   By Guest TaxedToDeath, October 11, 2012
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • October 12, 2012

3. Medical Hardship

   By 401_noob, January 4, 2018   

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

4. RO From DB To IRA - Is RMD Needed?

   By mming, May 21, 2009
   • 1 reply
   • 1.1k views
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   • Belgarath
   • May 21, 2009

5. Reasonable loan interest rate for 1-person plan

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

6. 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

7. Mandatory Federal Withholding

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

8. RMD

   By SMB, March 23, 2010
   • 3 replies
   • 1.1k views
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   • SMB
   • March 23, 2010

9. RMd

   By Guest Susan M., June 1, 2011
   • 4 replies
   • 1.1k views
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   • Monica Barnard
   • July 12, 2011

10. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.1k views
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    • rcline46
    • October 19, 2004

11. Life of the Participant

    By Guest Twinky, January 11, 2007
    • 1 reply
    • 1.1k views
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    • Belgarath
    • January 12, 2007

12. 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
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    • Peter Gulia
    • May 5, 2024

13. Texas Man Loses Retirement Loan Tax Fight

    By Appleby, February 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 23, 2004

14. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.1k views
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    • QDROphile
    • November 4, 2004

15. Hardships taken from incorrect source

    By Guest doh5557, January 11, 2012
    • 1 reply
    • 1.1k views
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    • ETA Consulting LLC
    • January 13, 2012

16. Plan loan to owner

    By John Feldt ERPA CPC QPA, May 15, 2012
    • 2 replies
    • 1.1k views
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    • Kevin C
    • May 15, 2012

17. State Tax withholding ?

    By Guest sjpilger, December 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 23, 2003

18. Sub-S Corp & loan

    By alexa, January 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 31, 2003

19. Loan #2: took too much

    By doombuggy, October 19, 2010
    • 2 replies
    • 1.1k views
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    • QDROphile
    • October 19, 2010

20. Plan Loan to Former Employee now back in service

    By Guest newtobenefits, March 19, 2009
    • 1 reply
    • 1.1k views
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    • J Simmons
    • March 20, 2009

21. Tax withholding schedule of deposits - corporate vs. plan trust

    By legort69, January 26, 2005
    • 2 replies
    • 1.1k views
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    • GBurns
    • January 26, 2005

22. Spousal Consent

    By Guest WPJoeC, August 24, 2012
    • 1 reply
    • 1.1k views
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    • ETA Consulting LLC
    • August 24, 2012

23. Loan payment / refinance

    By jmartin, December 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • December 6, 2011

24. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1.1k views
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    • Everett Moreland
    • April 9, 2009

25. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2007

26. Confused about hardship w/d sources

    By Guest dhall, June 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 6, 2008

27. 1099R Correction

    By AmyETPA, November 9, 2023
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • November 13, 2023

28. Loan online

    By Guest OscarD, June 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2003

29. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 6, 2009

30. Distribution elections over the phone?

    By The 401k Whisperer, December 14, 2022
    • 6 replies
    • 1.1k views
    • 
    • The 401k Whisperer
    • December 19, 2022

31. Uniform table for RMD's?

    By Guest RONNIE WASEL, November 12, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 13, 2002

32. Authority to process distribs after resigning

    By MSN, June 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • June 12, 2007

33. CARES Act distribution repayment - source?

    By WCC, April 25, 2024
    • 2 replies
    • 1.1k views
    • 
    • Paul I
    • April 26, 2024

34. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2007

35. SSA Notification - deferred benefit

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

36. Loan Refinance of Primary Residence

    By Guest frosty, May 20, 2010
    • 1 reply
    • 1.1k views
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    • masteff
    • May 20, 2010

37. IRA Depositories

    By Guest FLUMMOXED, February 2, 2005
    • 2 replies
    • 1.1k views
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    • mbozek
    • February 3, 2005

38. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1.1k views
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    • CJS07
    • November 4, 2009

39. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2, October 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

40. EPCRS Death RMD & Proposed Regs

    By DTH, December 18, 2011
    • 1 reply
    • 1.1k views
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    • ETA Consulting LLC
    • December 19, 2011

41. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • October 30, 2004

42. Loan interest rate

    By ombskid, April 10, 2014
    • 4 replies
    • 1.1k views
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    • GMK
    • April 10, 2014

43. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.1k views
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    • TPAnnie
    • April 28, 2011

44. Loan Rollover and New Loan

    By Guest SCUDDESLER, September 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2003

45. Deemed Distribution to Participant who has filed under Chapter 13

    By Guest Suanne, December 29, 2003
    • 2 replies
    • 1.1k views
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    • mbozek
    • December 29, 2003

46. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 14, 2020

47. This is a question for TPAs, regarding the Automatic Rollover rules.

    By Guest sarnold, February 2, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2005

48. Disaster Relief Distribution - Declared Disaster

    By Gilmore, October 29, 2024
    • 8 replies
    • 1.1k views
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    • Gilmore
    • October 29, 2024

49. Death distribution and rollover

    By Guest steve55, March 22, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2005

50. No taxes withheld...

    By Guest RONNIE WASEL, January 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 30, 2004