Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. s-corp

   By Zorro1k, September 25, 2015
   • 4 replies
   • 790 views
   • 
   • Zorro1k
   • September 29, 2015

2. 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

3. Safe Harbor Contributions

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

4. Safe Harbor Contributions

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

5. Safe Harbor Hardship Provision

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

6. Safe Harbor suspension period

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

7. Safe-Harbor hardship distribution

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

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

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

9. SAS 70

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

10. Satisfying RMDs with Lump Sum

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

11. Satisy judgement from Vested Profit Sharing?

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

12. SCAM - link to 401k board

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

13. Search service

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

14. Second Distribution

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

15. Second Distribution After Rehire

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

16. Second Distribution Under $200

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

17. Second loan, also for a primary residence

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

18. Secondary Beneficiary

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

19. Section 845 of '06 Pension Protection Act

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

20. SECURE 2.0 overpayments

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

21. SECURE Act and credit card based loans

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

22. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 1k views
    • 
    • Degrand
    • January 10, 2020

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

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

24. Security for Loan to Acquire Primary Residence

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

25. Security For Plan Loan

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

26. See through estate?

    By Bird, December 19, 2025
    • 3 replies
    • 452 views
    • 
    • Peter Gulia
    • December 29, 2025

27. See-Through Trust Beneficiary

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

28. Seeking references/articles detailing IRS Publication 504

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

29. Segregating a Terminated Participant's vested benefit

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

30. Segregation of account to Beneficiaries upon death timing

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

31. Self Cert Hardship

    By Lou81, December 13, 2024
    • 11 replies
    • 2.4k views
    • 
    • Belgarath
    • December 18, 2024

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

    By BG5150, March 26, 2025
    • 6 replies
    • 2k views
    • 
    • fmsinc
    • March 27, 2025

33. Self-Correction of "Accidental" Distribution

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

34. senior moment

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

35. Separate Accounts for Beneficiaries

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

36. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 6.6k views
    • 
    • mwyatt
    • January 30, 2010

37. Separation from service

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

38. Separation of service?

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

39. SEPP

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

40. SEPP Rate Flexibility

    By jane123, May 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 12, 2003

41. Setting interest rate on plan loans to participants

    By Guest JVH, July 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • FundeK
    • July 21, 2004

42. Setting up decedent IRA from a qualified plan?

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

43. Severance from Employment

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

44. severance vs termination from service/employment

    By Guest bobolink, April 28, 2010
    • 1 reply
    • 3.1k views
    • 
    • QDROphile
    • April 28, 2010

45. 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
    • 1.1k views
    • 
    • Peter Gulia
    • May 5, 2024

46. Should employer revalue?

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

47. Should Form 945 be filed showing $0?

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

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

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

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

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

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

    By Peter Gulia, March 19, 2024
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • March 20, 2024