Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Flood relief legislation?

   By Guest bmurphy61, November 9, 2006
   • 1 reply
   • 1.1k views
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   • Appleby
   • November 9, 2006

2. Nonspouse Beneficiary

   By Guest sidalee1, August 29, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • August 29, 2008

3. Plan Loan - No loan documents, No payments - How best to correct

   By Guest JVH, July 14, 2004
   • 1 reply
   • 1.1k views
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   • mbozek
   • July 14, 2004

4. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan?

   By Guest tcallow, September 30, 2003
   • 0 replies
   • 1k views
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   • Guest
   • September 30, 2003

5. Second loan, also for a primary residence

   By doombuggy, March 24, 2004
   • 2 replies
   • 1k views
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   • TBob
   • March 24, 2004

6. Loan past the 5 Years?

   By PFranckowiak, November 1, 2010
   • 1 reply
   • 1k views
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   • Bird
   • November 1, 2010

7. Vesting change between payouts

   By Guest Jennyb473, July 1, 2011
   • 1 reply
   • 1k views
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   • ESOP Guy
   • July 1, 2011

8. RMD

   By Nassau, September 12, 2011
   • 0 replies
   • 1k views
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   • Nassau
   • September 12, 2011

9. Can small loan balances be written off?

   By Guest Steven P., June 26, 2007
   • 1 reply
   • 1k views
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   • Bird
   • June 26, 2007

10. Participant Election of Life Annuity Under a Non-QJSA DC Plan

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1k views
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    • PLAN MAN
    • May 12, 2010

11. Distribution of stock

    By Belgarath, August 23, 2004
    • 2 replies
    • 1k views
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    • Belgarath
    • August 24, 2004

12. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1k views
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    • PLAN MAN
    • November 14, 2007

13. Distribution Dilemma

    By bzorc, June 3, 2022
    • 9 replies
    • 1k views
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    • Luke Bailey
    • June 3, 2022

14. MRD - 1099R for 2002 or 2003?

    By Guest RONNIE WASEL, February 28, 2003
    • 1 reply
    • 1k views
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    • Appleby
    • February 28, 2003

15. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1k views
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    • Mike Preston
    • March 20, 2003

16. Roth IRA conversion from pre-tax and Roth 401(k)

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1k views
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    • Guest
    • March 4, 2011

17. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia, August 13, 2023
    • 7 replies
    • 1k views
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    • CuseFan
    • August 16, 2023

18. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1k views
    • 
    • Bird
    • June 17, 2013

19. RMD as Charitable Contributions

    By Lou S., October 15, 2010
    • 2 replies
    • 1k views
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    • Lou S.
    • October 18, 2010

20. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • February 20, 2017

21. Change of payment method

    By Guest Sabadee!, July 2, 2008
    • 2 replies
    • 1k views
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    • Guest
    • July 3, 2008

22. Rollover Q

    By Guest lvegas, February 20, 2007
    • 0 replies
    • 1k views
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    • Guest
    • February 20, 2007

23. RMD for recently deceased & 1099-R/1-person plan

    By TPApril, December 6, 2022
    • 4 replies
    • 1k views
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    • Appleby
    • December 17, 2022

24. Loan fee as % of loan amount

    By Guest Calimayhew, April 9, 2003
    • 1 reply
    • 1k views
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    • Mike Preston
    • April 10, 2003

25. Defaulted Prior Year Loans

    By Guest lrusso, August 14, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 14, 2003

26. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1k views
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    • Guest
    • August 29, 2011

27. husband's distribution and roll over to wife, in same plan

    By Guest cbclark, June 21, 2011
    • 4 replies
    • 1k views
    • 
    • masteff
    • June 22, 2011

28. inadequate RMD

    By K2retire, October 28, 2016
    • 4 replies
    • 1k views
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    • K2retire
    • October 31, 2016

29. Rolling Money INTO a Roth IRA

    By BG5150, March 8, 2010
    • 5 replies
    • 1k views
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    • GMK
    • March 9, 2010

30. 945 information

    By pmacduff, January 11, 2013
    • 2 replies
    • 1k views
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    • pmacduff
    • January 11, 2013

31. Buy plan asset at plan termination

    By ombskid, March 10, 2010
    • 2 replies
    • 1k views
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    • jpod
    • March 11, 2010

32. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1k views
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    • david rigby
    • August 24, 2009

33. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution

    By smm, September 24, 2003
    • 1 reply
    • 1k views
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    • david rigby
    • September 24, 2003

34. Principal Residence Loan - To Finance Construction of Home?

    By rocknrolls2, April 16, 2010
    • 0 replies
    • 1k views
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    • rocknrolls2
    • April 16, 2010

35. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

    By Guest Fourohonekay, April 29, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • April 29, 2004

36. 242(b) election

    By thepensionmaven, February 21, 2013
    • 2 replies
    • 1k views
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    • Bird
    • February 22, 2013

37. Election Change

    By Guest RCR266, July 11, 2006
    • 0 replies
    • 1k views
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    • Guest
    • July 11, 2006

38. Paperless Loans and Check21 (Imaging)

    By Guest halka, May 3, 2005
    • 0 replies
    • 1k views
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    • Guest
    • May 3, 2005

39. Loan to Party in Intererst

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

40. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey, July 11, 2024
    • 3 replies
    • 1k views
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    • Bill Presson
    • July 11, 2024

41. Interest on RMD made in error

    By Guest tbeatty, January 25, 2013
    • 2 replies
    • 1k views
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    • Guest
    • January 25, 2013

42. Loan Default and Correction

    By cs771, March 30, 2018
    • 1 reply
    • 1k views
    • 
    • justanotheradmin
    • April 4, 2018

43. Repayments beyond 5 years

    By Guest Jennyb473, April 21, 2009
    • 2 replies
    • 1k views
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    • Bird
    • April 21, 2009

44. Installments payments via in-service for an active participant?

    By FundeK, November 9, 2004
    • 2 replies
    • 1k views
    • 
    • Harwood
    • November 10, 2004

45. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA, October 3, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • October 4, 2007

46. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • January 12, 2009

47. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit

    By Guest 2stressed, November 24, 2004
    • 1 reply
    • 1k views
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    • Lame Duck
    • November 24, 2004

48. Installment payments at Termination

    By Nassau, May 1, 2012
    • 1 reply
    • 1k views
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    • mbozek
    • May 1, 2012

49. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia, February 22, 2023
    • 6 replies
    • 1k views
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    • david rigby
    • February 24, 2023

50. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007