Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Rollover of loan offset amount within 60 days

   By Guest LMalone, March 15, 2001
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • March 22, 2001

2. 402(g) Limit - Roth - After Year End

   By Vlad401k, February 3, 2021
   • 1 reply
   • 407 views
   • 
   • Lou S.
   • February 3, 2021

3. Non-Participant Loan

   By Christine Roberts, November 9, 2000
   • 1 reply
   • 2.6k views
   • 
   • QDROphile
   • November 9, 2000

4. Distribution and Management Fees Effect on Roth Basis

   By Vlad401k, May 8, 2015
   • 1 reply
   • 782 views
   • 
   • ETA Consulting LLC
   • May 8, 2015

5. Loans Repayments and Sales Charges

   By JOH, October 16, 2020
   • 1 reply
   • 445 views
   • 
   • Bird
   • October 19, 2020

6. Update - Unable to repay plan loan - Job Change

   By Guest Brennan Pinkerton CPA, August 20, 1998
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • August 20, 1998

7. in-plan Roth conversion and 1099R

   By Guest Jennyb473, January 27, 2011
   • 1 reply
   • 1.9k views
   • 
   • masteff
   • January 27, 2011

8. About how long does an IRS determination letter take?

   By Guest P Taft, December 3, 2000
   • 1 reply
   • 1.6k views
   • 
   • KIP KRAUS
   • December 4, 2000

9. Help - Severance Distribution and Bankrupty Court Order

   By Medusa, January 30, 2004
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • January 30, 2004

10. Taking a Distribution and Loan Offset

    By Vlad401k, December 11, 2019
    • 1 reply
    • 768 views
    • 
    • Larry Starr
    • December 11, 2019

11. Loan Availability

    By Guest Phil L, August 28, 1998
    • 1 reply
    • 2.7k views
    • 
    • LCARUSI
    • September 4, 1998

12. Can a distribution method be changed after payment has started?

    By Lucky32, January 25, 2024
    • 1 reply
    • 635 views
    • 
    • CuseFan
    • January 26, 2024

13. Loan from Seg. Acct.?

    By David, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 17, 2001

14. Cobra Payments - safe harbor hardship reason?

    By FundeK, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 20, 2004

15. Loan to inactive participant

    By 7806akp, September 29, 2014
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 29, 2014

16. 401(k) Loans

    By Guest Tim Cahoon, September 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • September 19, 1998

17. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown, May 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • May 30, 2000

18. Distribution from IRA

    By Guest cjsanders, August 16, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 16, 2001

19. In Service Distributions and Loans

    By Guest smac, August 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 8, 2006

20. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

21. Providing a QJ&S example

    By AlbanyConsultant, November 30, 2010
    • 1 reply
    • 886 views
    • 
    • Bird
    • November 30, 2010

22. RMD - For Beneficiary

    By Basically, July 19, 2024
    • 1 reply
    • 679 views
    • 
    • Madison71
    • July 26, 2024

23. Minimum loan amount in loan policy

    By Guest Pat Metallic, December 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 20, 2001

24. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 21, 2002

25. No taxes withheld...

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

26. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 3.9k views
    • 
    • Guest
    • October 15, 1998

27. Does Traditional IRA Rollover into 401k plan require Form 5498?

    By legort69, August 5, 2005
    • 1 reply
    • 5.8k views
    • 
    • Guest
    • August 5, 2005

28. Over Loan Limit

    By emmetttrudy, December 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 14, 2011

29. Withholding on distributions to nuns

    By david shipp, October 1, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 15, 1998

30. Nonspouse Beneficiary

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

31. Suspension of Benefits

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

32. Hardship Availability

    By 401kallday, May 7, 2019
    • 1 reply
    • 576 views
    • 
    • justanotheradmin
    • May 8, 2019

33. Multiple beneficiaries required minimum distribution

    By R. Butler, April 27, 2017
    • 1 reply
    • 588 views
    • 
    • Flyboyjohn
    • April 28, 2017

34. Loans in public plans

    By Guest B Ireland, September 25, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 28, 1998

35. Same Desk Rule: tranfer from one subsidiary to another.

    By Guest RW, June 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2000

36. Switch tables?

    By thepensionmaven, February 23, 2023
    • 1 reply
    • 313 views
    • 
    • R Griffith
    • March 6, 2023

37. 945 Filing

    By thepensionmaven, December 29, 2022
    • 1 reply
    • 404 views
    • 
    • Tom
    • December 30, 2022

38. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

39. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • July 13, 2009

40. Defaulted Loan Reported as Deemed Distribution

    By Übernerd, May 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 21, 2012

41. Outsourced Distributions?

    By Guest CSTS, September 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2005

42. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 8, 2005

43. Distribution upon Death

    By ac, November 13, 2012
    • 1 reply
    • 890 views
    • 
    • ETA Consulting LLC
    • November 13, 2012

44. MRD Withholding Rules

    By Guest lforesz, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Mary Kay Foss
    • December 20, 2001

45. Prior year errors or unavailable history

    By richard, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 19, 1998

46. Starting and Stopping Minimum Distributions in a qualified plan

    By Guest blaster, June 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 20, 2000

47. Payment of Death Benefits to Spouse

    By Guest Sara H, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • June 14, 2001

48. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • November 30, 2001

49. 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

50. Can an RMD from a profit sharing plan be taken from an IRA?

    By Lori H, September 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • September 4, 2013