Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Terminated EE over 55

   By Guest Tracy H, June 6, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 6, 2001

2. Terminated EEs and Self-directed Accounts

   By Guest BarryK, July 22, 2004
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • July 26, 2004

3. Terminated Participant - Loan extended due to COVID

   By Vlad401k, April 17, 2020
   • 5 replies
   • 1.7k views
   • 
   • Luke Bailey
   • April 17, 2020

4. Terminated participant Age 56 & premature distribution penalty

   By Pammie57, May 13, 2016
   • 5 replies
   • 876 views
   • 
   • Lou S.
   • May 13, 2016

5. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

   By cheersmate, April 17, 2025
   • 5 replies
   • 2.6k views
   • 
   • Lou S.
   • April 21, 2025

6. Terminated participant receives lump sum payout and now wants to retur

   By Guest michaelv, May 24, 2001
   • 6 replies
   • 1.8k views
   • 
   • Guest
   • June 4, 2001

7. Terminated Participant Requests Distribution - No Forms

   By KateSmithPA, August 31, 2009
   • 2 replies
   • 1.3k views
   • 
   • K2retire
   • August 31, 2009

8. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan?

   By Rai401k, May 12, 2004
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • May 19, 2004

9. Terminated Participant who wants to keep $$ in Plan

   By Pammie57, July 5, 2018
   • 4 replies
   • 909 views
   • 
   • Pammie57
   • July 9, 2018

10. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • April 24, 2006

11. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • September 3, 2009

12. Terminated participant with outstanding loan balance

    By Guest pay, June 4, 1999
    • 2 replies
    • 2.9k views
    • 
    • Wessex
    • June 9, 1999

13. terminated participant, loan repayment and distribution

    By Draper55, May 23, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2014

14. Terminated Participant?

    By Scuba 401, February 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 24, 2000

15. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 1.8k views
    • 
    • GMK
    • June 3, 2011

16. Terminated Plan

    By Randy Watson, June 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 13, 2007

17. Terminated Plan Distributions

    By Guest bssecrest, June 27, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

18. Terminated Plan Participant Payout

    By Guest RichM, February 27, 2009
    • 1 reply
    • 875 views
    • 
    • K2retire
    • February 28, 2009

19. Terminated Plan RMD

    By pmacduff, January 11, 2018
    • 10 replies
    • 3.2k views
    • 
    • pmacduff
    • January 17, 2018

20. Terminated profit sharing plans

    By Guest Garynova, January 6, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 6, 1999

21. Terminated ptp with loan balance

    By alexa, March 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • FundeK
    • March 17, 2004

22. terminating a plan's loan policy

    By Guest Pat Metallic, November 29, 2001
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • November 29, 2001

23. terminating plan

    By k man, December 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • December 4, 2000

24. Terminating Plan - RMD Required?

    By Lou S., December 12, 2018
    • 14 replies
    • 5.6k views
    • 
    • ESOP Guy
    • October 16, 2019

25. Terminating Plan and RMD

    By perplexedbypensions, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • ldr
    • April 12, 2019

26. Termination Benefit Options

    By Fielding Mellish, March 20, 2015
    • 1 reply
    • 972 views
    • 
    • My 2 cents
    • March 20, 2015

27. Termination Funding

    By Guest LLandau, April 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • April 16, 2002

28. Termination of Employment vs. Retirement

    By chris, June 18, 2014
    • 7 replies
    • 4.1k views
    • 
    • ESOP Guy
    • June 19, 2014

29. Termination to receive distribution and then rehired

    By Guest THess, November 5, 2003
    • 9 replies
    • 3.6k views
    • 
    • KJohnson
    • November 6, 2003

30. Texas Man Loses Retirement Loan Tax Fight

    By Appleby, February 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 23, 2004

31. the $5,000 limit - guess we can't ignore rollovers now

    By JanetM, October 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • October 25, 2004

32. The end of the 8109?

    By AlbanyConsultant, July 17, 2007
    • 6 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • July 19, 2007

33. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2011

34. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 4.6k views
    • 
    • mbozek
    • July 19, 2005

35. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 3.4k views
    • 
    • imchipbrown
    • January 21, 1999

36. This is a question for TPAs, regarding the Automatic Rollover rules.

    By Guest sarnold, February 2, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2005

37. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 1.8k views
    • 
    • BG5150
    • March 5, 2020

38. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 20, 2002

39. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright, May 11, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 18, 2004

40. timing of distribution for deceased participant

    By cpc0506, June 25, 2010
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • July 1, 2010

41. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Lame Duck
    • March 31, 2004

42. Timing of distributions

    By Guest babs51, July 14, 2004
    • 4 replies
    • 1.8k views
    • 
    • WDIK
    • July 15, 2004

43. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek, September 9, 2008
    • 10 replies
    • 2.9k views
    • 
    • J Simmons
    • September 9, 2008

44. Timing of Dsitribution Issue...

    By chris, October 19, 2004
    • 0 replies
    • 999 views
    • 
    • chris
    • October 19, 2004

45. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2001

46. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.7k views
    • 
    • RTK
    • July 15, 2003

47. Timing of RBD due by 4/1/05

    By Guest mpark, November 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lynn Campbell
    • November 23, 2004

48. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 8, 2002

49. To avoid extra 10% tax, who decides whether a participant is disabled?

    By Peter Gulia, December 15, 2015   

    • tax-reporting; disability
    • 15 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 16, 2015

50. to RMD or to not RMD?

    By Lori H, October 22, 2013
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 23, 2013