Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. IRA Depositories

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

2. Loan interest rate

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

3. Loan Rollover and New Loan

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

4. No taxes withheld...

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

5. Loan past the 5 Years?

   By PFranckowiak, November 1, 2010
   • 1 reply
   • 1.1k views
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   • Bird
   • November 1, 2010

6. 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

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

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

8. Does default 10% withholding apply to RMD?

   By BG5150, May 18, 2021
   • 2 replies
   • 1.1k views
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   • Belgarath
   • May 18, 2021

9. Death Benefit - Missouri

   By justanotheradmin, December 9, 2024
   • 4 replies
   • 1.1k views
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   • ESOP Guy
   • December 10, 2024

10. Death distribution and rollover

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

11. Second loan, also for a primary residence

    By doombuggy, March 24, 2004
    • 2 replies
    • 1.1k views
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    • TBob
    • March 24, 2004

12. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • July 1, 2011

13. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2003

14. 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
    • 1.1k views
    • 
    • Guest
    • September 30, 2003

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

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

16. RMD

    By Nassau, September 12, 2011
    • 0 replies
    • 1.1k views
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    • Nassau
    • September 12, 2011

17. Flood relief legislation?

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

18. Nonspouse Beneficiary

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

19. Election Change

    By Guest RCR266, July 11, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 11, 2006

20. Can small loan balances be written off?

    By Guest Steven P., June 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • June 26, 2007

21. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • February 20, 2017

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

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • May 12, 2010

23. Defaulted Prior Year Loans

    By Guest lrusso, August 14, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • August 14, 2003

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

    By Guest cbclark, June 21, 2011
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • June 22, 2011

25. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • June 17, 2013

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

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

27. Distribution of stock

    By Belgarath, August 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 24, 2004

28. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1.1k views
    • 
    • PLAN MAN
    • November 14, 2007

29. Loan Default and Correction

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

30. RMD as Charitable Contributions

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

31. inadequate RMD

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

32. Loan fee as % of loan amount

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

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
    • 
    • david rigby
    • September 24, 2003

34. What maximum repayment period do you like for a participant’s principal-residence loan?

    By Peter Gulia, October 22, 2025
    • 9 replies
    • 1k views
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    • Peter Gulia
    • October 28, 2025

35. MRD - 1099R for 2002 or 2003?

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

36. Rolling Money INTO a Roth IRA

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

37. Change of payment method

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

38. Lump Sum then rolled over w/in 60 days - 1099-R

    By TPApril, September 8, 2022
    • 7 replies
    • 1k views
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    • pmacduff
    • September 8, 2022

39. Buy plan asset at plan termination

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

40. Revocation of Prior J&S Waiver`

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

41. Distributions of Real Property to Disqualified Person

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

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

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

43. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

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

44. Rollover Q

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

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

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

46. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1k views
    • 
    • LisaS
    • December 10, 2019

47. Interest on RMD made in error

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

48. Non-US beneficiary

    By Santo Gold, September 14, 2022
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • September 15, 2022

49. Who can be the beneficiary of a beneficiary?

    By Santo Gold, December 12, 2024
    • 3 replies
    • 1k views
    • 
    • david rigby
    • December 13, 2024

50. 945 information

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