Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan online

   By Guest OscarD, June 4, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • June 4, 2003

2. 945 forms

   By pmacduff, December 30, 2008
   • 3 replies
   • 1k views
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   • pmacduff
   • January 6, 2009

3. Distribution of stock

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

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

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

5. Rollover Q

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

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

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

7. Loan Transfer

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

8. 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

9. Revocation of Prior J&S Waiver`

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

10. SSA Notification - deferred benefit

    By Karen McIver, November 15, 2023
    • 2 replies
    • 1k views
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    • Lou S.
    • November 15, 2023

11. Defaulted Prior Year Loans

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

12. Interest on RMD made in error

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

13. annuity help please

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

14. 945 information

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

15. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

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

16. Paperless Loans and Check21 (Imaging)

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

17. Loan fee as % of loan amount

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

18. 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

19. Repayments beyond 5 years

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

20. Rolling Money INTO a Roth IRA

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

21. Election Change

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

22. Investment house refused to make required minimum distribution

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

23. 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

24. Second loan, also for a primary residence

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

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

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

26. 242(b) election

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

27. RMD

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

28. changing repayment conditions for a loan rollover

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

29. Loan Offset Eligible for Rollover

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

30. Loan to Party in Intererst

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

31. 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

32. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1k views
    • 
    • Mary Kay Foss
    • July 15, 2003

33. Installment payments at Termination

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

34. Distribution Dilemma

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

35. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 7, 2013

36. Delegating Loan Administration -- Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 1 reply
    • 1k views
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    • R. Butler
    • September 24, 2004

37. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
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    • Guest
    • January 8, 2007

38. 5329 Abatement

    By Guest bernie lomax, March 25, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 25, 2004

39. Disaster Relief Distribution - Declared Disaster

    By Gilmore, October 29, 2024
    • 8 replies
    • 1k views
    • 
    • Gilmore
    • October 29, 2024

40. Should we distribute?

    By Guest zora, May 21, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2007

41. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1k views
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    • RatherBeGolfing
    • August 14, 2020

42. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1k views
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    • Guest
    • August 29, 2007

43. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1k views
    • 
    • GMK
    • December 4, 2014

44. 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
    • 1k views
    • 
    • Peter Gulia
    • May 5, 2024

45. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1k views
    • 
    • Bird
    • December 12, 2006

46. Change of payment method

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

47. CARES Act distribution repayment - source?

    By WCC, April 25, 2024
    • 2 replies
    • 1k views
    • 
    • Paul I
    • April 26, 2024

48. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1k views
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    • jpod
    • December 5, 2002

49. inadequate RMD

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

50. Missing Participant Whose SS# is Unknown

    By mming, December 27, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2012