Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. S-Corp shareholder took a loan

   By Guest Boilerburm, June 29, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • June 29, 2001

2. Safe Harbor Contributions

   By Nassau, March 12, 2013
   • 0 replies
   • 811 views
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   • Nassau
   • March 12, 2013

3. Safe Harbor Contributions

   By Nassau, March 12, 2013
   • 6 replies
   • 1.4k views
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   • Nassau
   • March 12, 2013

4. Safe Harbor Hardship Provision

   By Guest wolfman, July 6, 2001
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   • 1.7k views
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   • Guest
   • July 6, 2001

5. Safe Harbor suspension period

   By FundeK, September 27, 2004
   • 2 replies
   • 1.6k views
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   • Guest
   • September 28, 2004

6. Safe-Harbor hardship distribution

   By Guest bmurphy, August 27, 2002
   • 2 replies
   • 2.1k views
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   • mbozek
   • August 27, 2002

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

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

8. SAS 70

   By Guest ceholder, February 6, 2004
   • 1 reply
   • 2.4k views
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   • E as in ERISA
   • February 6, 2004

9. Satisfying RMDs with Lump Sum

   By Randy Watson, October 18, 2010
   • 6 replies
   • 1.8k views
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   • Randy Watson
   • October 19, 2010

10. Satisy judgement from Vested Profit Sharing?

    By Guest Peg H, January 28, 2000
    • 1 reply
    • 1.4k views
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    • david rigby
    • January 29, 2000

11. SCAM - link to 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.5k views
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    • Erik Read
    • February 7, 2002

12. Search service

    By Bird, September 17, 2020
    • 7 replies
    • 946 views
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    • DataGuy
    • September 7, 2021

13. Second Distribution

    By Guest Twinky, April 7, 2009
    • 7 replies
    • 2.3k views
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    • Below Ground
    • April 8, 2009

14. Second Distribution After Rehire

    By Dennis Povloski, October 21, 2011
    • 5 replies
    • 1.5k views
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    • doombuggy
    • November 21, 2011

15. Second Distribution Under $200

    By Susan S., November 8, 2011
    • 2 replies
    • 1.5k views
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    • Kevin C
    • November 8, 2011

16. Second loan, also for a primary residence

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

17. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.2k views
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    • jpod
    • November 11, 2009

18. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.2k views
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    • Guest
    • January 4, 2007

19. SECURE 2.0 overpayments

    By WCC, July 25, 2023
    • 6 replies
    • 1.1k views
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    • Bri
    • July 27, 2023

20. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 847 views
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    • Peter Gulia
    • January 21, 2020

21. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 990 views
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    • Degrand
    • January 10, 2020

22. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2k views
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    • Luke Bailey
    • March 11, 2020

23. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE, January 3, 2008
    • 5 replies
    • 1.9k views
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    • masteff
    • January 4, 2008

24. Security For Plan Loan

    By chris, March 31, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 31, 2003

25. See-Through Trust Beneficiary

    By GMK, September 12, 2014
    • 3 replies
    • 1.3k views
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    • GMK
    • September 15, 2014

26. Seeking references/articles detailing IRS Publication 504

    By Guest [Pat M], June 12, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • June 12, 2000

27. Segregating a Terminated Participant's vested benefit

    By Guest PMiller, December 9, 2003
    • 1 reply
    • 1.1k views
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    • chris
    • December 9, 2003

28. Segregation of account to Beneficiaries upon death timing

    By BG5150, June 8, 2023
    • 3 replies
    • 828 views
    • 
    • bito'money
    • June 12, 2023

29. Self Cert Hardship

    By Lou81, December 13, 2024
    • 11 replies
    • 2.1k views
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    • Belgarath
    • December 18, 2024

30. Self-certification of H'ships--issues if done wrong?

    By BG5150, March 26
    • 6 replies
    • 1.9k views
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    • fmsinc
    • March 27

31. Self-Correction of "Accidental" Distribution

    By billfgrady, February 24, 2004
    • 9 replies
    • 3k views
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    • billfgrady
    • February 25, 2004

32. senior moment

    By thepensionmaven, April 8, 2023
    • 8 replies
    • 794 views
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    • thepensionmaven
    • April 12, 2023

33. Separate Accounts for Beneficiaries

    By Felicia, January 16, 2003
    • 2 replies
    • 1.1k views
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    • mbozek
    • January 16, 2003

34. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 6.5k views
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    • mwyatt
    • January 30, 2010

35. Separation from service

    By Guest Lex, September 1, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • September 1, 2002

36. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • November 1, 2005

37. SEPP

    By Guest danmar, September 10, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • September 10, 1999

38. SEPP Rate Flexibility

    By jane123, May 30, 2003
    • 1 reply
    • 1.5k views
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    • Guest
    • June 12, 2003

39. Setting interest rate on plan loans to participants

    By Guest JVH, July 19, 2004
    • 5 replies
    • 1.7k views
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    • FundeK
    • July 21, 2004

40. Setting up decedent IRA from a qualified plan?

    By Guest dory, September 5, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 6, 2002

41. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.2k views
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    • Randy Watson
    • March 7, 2006

42. severance vs termination from service/employment

    By Guest bobolink, April 28, 2010
    • 1 reply
    • 3k views
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    • QDROphile
    • April 28, 2010

43. 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
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    • Peter Gulia
    • May 5, 2024

44. Should employer revalue?

    By John A, September 21, 1999
    • 3 replies
    • 1.5k views
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    • Guest
    • September 22, 1999

45. Should Form 945 be filed showing $0?

    By Santo Gold, January 25, 2007
    • 4 replies
    • 1.7k views
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    • Bird
    • February 27, 2007

46. Should Reg Z loan disclosure include MF redemption fees?

    By Guest halka, December 18, 2003
    • 1 reply
    • 944 views
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    • E as in ERISA
    • December 19, 2003

47. Should the different ways for a participant to get money be on the same claim form?

    By Peter Gulia, September 19, 2023
    • 5 replies
    • 667 views
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    • EBP
    • September 20, 2023

48. Should the plan’s administrator reverse the loan default?

    By Peter Gulia, March 19, 2024
    • 3 replies
    • 1.4k views
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    • Paul I
    • March 20, 2024

49. Should the value of individual insurance policies held by a participan

    By John A, November 1, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • November 1, 1999

50. Should we distribute?

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