Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Account balance less than check processing plan expense

   By Guest JVH, March 18, 2004
   • 6 replies
   • 1.9k views
   • 
   • Kirk Maldonado
   • March 19, 2004

2. Account Balance to consider when taking a 2nd loan

   By jkharvey, May 20, 2016
   • 1 reply
   • 558 views
   • 
   • Lou S.
   • May 20, 2016

3. Account ownership after death but before distribution

   By Guest Susan Keys, February 10, 2004
   • 1 reply
   • 1k views
   • 
   • mbozek
   • February 10, 2004

4. accounting for loans in default

   By k man, August 16, 2000
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • August 21, 2000

5. accrual of interest on loans and defaults

   By Casey, August 26, 1998
   • 0 replies
   • 2.8k views
   • 
   • Casey
   • August 26, 1998

6. Accrued benefit offset at termination

   By rblum50, November 21, 2017
   • 4 replies
   • 756 views
   • 
   • rblum50
   • November 22, 2017

7. Accrued Contribs Included in Year-End Bal for RMD?

   By Guest ResearchGirl, November 2, 2007
   • 3 replies
   • 4.8k views
   • 
   • PLAN MAN
   • November 2, 2007

8. Accrued Interest on Participant Loan

   By Guest Ann, October 20, 1998
   • 4 replies
   • 3.5k views
   • 
   • Guest
   • November 10, 1998

9. Accruing Interest on Late Loan Payments

   By Guest Dave Danziger, July 31, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • July 31, 2001

10. Accruing RMD payments

    By Guest SuzieQNEC, August 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 17, 2009

11. Acquisition of portion of control group

    By Guest tashasman, May 28, 2011
    • 1 reply
    • 985 views
    • 
    • Guest
    • May 28, 2011

12. Active Post NRA Participant Wants Loan Balance "Distributed" as a Loan Offset

    By cheersmate, December 19, 2024   

    • loan offset
    • in-service distribution
    • (and 1 more)

      Tagged with:

      • loan offset
      • in-service distribution
      • partial withdrawal
    • 6 replies
    • 1.5k views
    • 
    • Artie M
    • January 2, 2025

13. Actuarial Adjustments

    By mming, August 18, 2006
    • 2 replies
    • 1.7k views
    • 
    • mming
    • November 1, 2006

14. actuarial question

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

15. ad hoc distributions - protected benefit?

    By AlbanyConsultant, August 17, 2018
    • 4 replies
    • 3.6k views
    • 
    • Luke Bailey
    • August 17, 2018

16. Adding a Full Vesting Requirement to In-Service Distributions

    By ERISA1, June 21, 2016   

    • 411(d)(d)
    • 2 replies
    • 884 views
    • 
    • ESOP Guy
    • June 22, 2016

17. adding loan policy

    By Lori H, July 24, 2008
    • 5 replies
    • 1.3k views
    • 
    • Lori H
    • July 28, 2008

18. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • April 20, 2020

19. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 735 views
    • 
    • t.haley
    • April 7, 2014

20. Additional Earning by Trust that Terminated and made "Final"

    By Guest, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

21. Additional fee for in-kind tranfer?

    By k man, August 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • August 22, 2000

22. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • October 21, 2014

23. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias, May 2, 2022
    • 5 replies
    • 671 views
    • 
    • Bri
    • May 13, 2022

24. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • Laura Harrington
    • July 1, 2009

25. ADP failure for 2008...

    By jkharvey, February 22, 2009
    • 0 replies
    • 894 views
    • 
    • jkharvey
    • February 22, 2009

26. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • March 31, 2005

27. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr, September 18, 2019
    • 17 replies
    • 6.7k views
    • 
    • Luke Bailey
    • October 3, 2019

28. Advice on handling a distribution via Power of Attorney

    By Santo Gold, May 20, 2025
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 22, 2025

29. After tax basis preservation

    By Guest Sabadee!, May 29, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2008

30. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • April 25, 2005

31. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4, 2019
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • September 9, 2019

32. after tax contributions on termination of employment

    By Guest josephr, August 26, 2008
    • 1 reply
    • 861 views
    • 
    • ERISAnut
    • August 26, 2008

33. After tax rollover to Roth IRA

    By perkinsran, March 21, 2015
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 23, 2015

34. After-Tax Basis

    By Guest Sehrl, June 25, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 25, 2002

35. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

36. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 990 views
    • 
    • Santo Gold
    • November 2, 2011

37. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • November 9, 2001

38. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold, October 9, 2012
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 10, 2012

39. After-tax Employee Contributions and Pre-tax Benefits

    By J Simmons, September 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 1, 2007

40. After-Tax Withdrawals

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

41. Age 55 72t exception to 10% early distribution penalty

    By Tom, May 9, 2024
    • 1 reply
    • 821 views
    • 
    • Belgarath
    • May 9, 2024

42. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty, April 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • April 11, 2012

43. Age 55 Exception

    By BTH, March 28, 2011
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 28, 2011

44. Age 55 Exception

    By bzorc, March 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 20, 2009

45. Age 55 Exception - Full Plan Termination

    By Vlad401k, April 2, 2025
    • 7 replies
    • 2k views
    • 
    • C. B. Zeller
    • April 29, 2025

46. age 55 exception 10% penalty

    By Lori H, February 4, 2013
    • 9 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 6, 2013

47. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do?

    By jkharvey, October 5, 2000
    • 3 replies
    • 2.3k views
    • 
    • jlf
    • October 20, 2000

48. Age 55 penalty tax exception

    By Belgarath, February 1, 2018
    • 2 replies
    • 570 views
    • 
    • Belgarath
    • February 2, 2018

49. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • January 7, 2005

50. Age 65 Distributions - 401(a)(14)

    By Guest Kiki, October 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 2010