Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Too Much Taken From Account

   By thepensionmaven, April 2, 2019
   • 4 replies
   • 565 views
   • 
   • chc93
   • April 4, 2019

2. Too much withholding

   By Becky Schwing, August 13, 2019
   • 7 replies
   • 1.7k views
   • 
   • Luke Bailey
   • August 14, 2019

3. Took loan, then terminated

   By Monica Barnard, January 18, 2010
   • 1 reply
   • 997 views
   • 
   • Bird
   • January 18, 2010

4. Top heavy vesting in owner only plan

   By shERPA, November 1, 2018
   • 2 replies
   • 601 views
   • 
   • shERPA
   • November 2, 2018

5. TPA distribution Fee

   By Jim Chad, October 3, 2016
   • 5 replies
   • 1.4k views
   • 
   • QDROphile
   • October 4, 2016

6. tpa firm distribution account

   By R. Butler, October 27, 2010
   • 4 replies
   • 1.4k views
   • 
   • SMB
   • October 28, 2010

7. Tracking Payments to Retired Participants.

   By Guest, April 13, 2000
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • April 13, 2000

8. Traditional 401k Distribution to Roth IRA Rules

   By Vlad401k, September 2, 2015
   • 0 replies
   • 765 views
   • 
   • Vlad401k
   • September 2, 2015

9. Trailing Distributions

   By Guest Beth Handrick, August 27, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • August 27, 2009

10. Transfer from eligible employee class to ineligibl

    By Guest DeePA, April 11, 2003
    • 8 replies
    • 1.5k views
    • 
    • KJohnson
    • April 15, 2003

11. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven, January 8, 2023
    • 5 replies
    • 766 views
    • 
    • Belgarath
    • January 9, 2023

12. Transfer of Loan from one 401k plan to another.

    By Vlad401k, October 12, 2021
    • 1 reply
    • 404 views
    • 
    • Luke Bailey
    • October 14, 2021

13. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

14. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • acm_acm
    • August 24, 2017

15. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 20, 2004

16. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 10, 2001

17. Treatment of Participant Loan at Death

    By Guest t936, March 16, 2005
    • 0 replies
    • 944 views
    • 
    • Guest
    • March 16, 2005

18. tricky death benefit question

    By Santo Gold, January 19, 2023
    • 7 replies
    • 1.4k views
    • 
    • Cassopy
    • January 24, 2023

19. Triggering Event with Multiple ER Arrangement

    By Guest Jim Kais, July 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 21, 2003

20. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 28, 1999
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • August 28, 1999

21. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.6k views
    • 
    • GMK
    • May 26, 2010

22. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • March 12, 2020

23. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2007

24. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Bird
    • January 7, 2021

25. Trust as beneficiary and separate accounts

    By smm, May 16, 2002
    • 9 replies
    • 3.3k views
    • 
    • mbozek
    • May 23, 2002

26. trust as beneficiary/death of participant before RBD

    By k man, December 14, 2004
    • 4 replies
    • 1.7k views
    • 
    • Mary Kay Foss
    • December 19, 2004

27. Trust as beneificiary and tax withholding

    By Earl, March 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • Earl
    • March 10, 2004

28. Trust Beneficiary

    By jane123, June 11, 2003
    • 4 replies
    • 1.4k views
    • 
    • jane123
    • June 11, 2003

29. Trust Beneficiary of QP with Spouse as Sole Trust Bene

    By jevd, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • January 22, 2003

30. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 968 views
    • 
    • Larry Starr
    • December 11, 2018

31. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
    • 
    • BG5150
    • February 15, 2011

32. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • September 20, 2006

33. Trying to keep participant from defaulting on loans..

    By Guest Sara H, September 22, 2009
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • September 23, 2009

34. Two different cashout limits under plan - how apply?

    By Guest TaxedToDeath, August 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

35. Two Plans - Loan Limit Question

    By L_Ann_F, May 8, 2013   

    • Loan Limits
    • Two Plans
    • (and 2 more)

      Tagged with:

      • Loan Limits
      • Two Plans
      • Money Purchase
      • 401K
    • 2 replies
    • 1.3k views
    • 
    • L_Ann_F
    • May 8, 2013

36. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 14, 2002

37. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.2k views
    • 
    • stormoj1
    • November 30, 2010

38. Uncashed check, death of participant

    By R. Butler, August 1, 2014
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • August 4, 2014

39. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin, November 12, 2019
    • 9 replies
    • 1.9k views
    • 
    • justanotheradmin
    • November 13, 2019

40. Uncashed checks - always a difficult issue

    By Belgarath, May 1, 2023
    • 10 replies
    • 1.9k views
    • 
    • Bill Presson
    • May 3, 2023

41. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 852 views
    • 
    • Tom Poje
    • August 21, 2019

42. Uncashed Distribution Checks

    By Guest enelson, January 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 31, 2003

43. Uncashed Distribution Checks

    By fmsinc, August 20, 2019
    • 0 replies
    • 322 views
    • 
    • fmsinc
    • August 20, 2019

44. Uncashed/stale-dated checks to be returned to Trust assets

    By Guest Iwonder, June 7, 2006
    • 21 replies
    • 13.8k views
    • 
    • Guest
    • July 6, 2006

45. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 11, 2011

46. Uncompleted Rollover

    By BTG, September 9, 2021
    • 0 replies
    • 332 views
    • 
    • BTG
    • September 9, 2021

47. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 30, 2007

48. Underpayment of Distributions

    By Guest Brad Brewer, March 26, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 30, 1999

49. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2k views
    • 
    • wsp
    • March 22, 2007

50. Unforeseeable Hardship- Funeral Expenses

    By DCRet24, August 29, 2018
    • 2 replies
    • 1.2k views
    • 
    • DCRet24
    • August 29, 2018