Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Any good articles about in-service distributions?

   By Guest danmar, October 28, 1998
   • 0 replies
   • 2.3k views
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   • Guest
   • October 28, 1998

2. Any possible fix to this loan in default?

   By Blinky the 3-eyed Fish, May 30, 2017
   • 8 replies
   • 1.4k views
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   • Kevin C
   • June 12, 2017

3. Any problems with a take-now-or-wait provision?

   By John A, September 23, 1999
   • 2 replies
   • 1.4k views
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   • Kirk Maldonado
   • October 1, 1999

4. Any software recommendations for loan processing?

   By mwyatt, June 30, 2005
   • 1 reply
   • 1.2k views
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   • Guest
   • July 11, 2005

5. Anyone drafting privacy policies for plans providing loans?

   By Guest hank, April 2, 2001
   • 2 replies
   • 1.5k views
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   • RCK
   • April 10, 2001

6. AP story on "Lost Participants"

   By Guest gself, July 22, 1999
   • 5 replies
   • 1.7k views
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   • Guest
   • July 29, 1999

7. apply distribution fees to very low balance twice ?

   By TPApril, May 17, 2025
   • 12 replies
   • 1.9k views
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   • TPApril
   • May 20, 2025

8. Applying Loan Repayments to Sources

   By Guest Ken_Systems, August 17, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • August 17, 1999

9. Approval of Participant Loans in 401k

   By CLE401kGuy, October 17, 2011
   • 2 replies
   • 1.2k views
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   • CLE401kGuy
   • October 27, 2011

10. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • July 10, 1999

11. Are check fees for a distribution permissable?

    By R. Butler, December 13, 2000
    • 0 replies
    • 1.3k views
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    • R. Butler
    • December 13, 2000

12. Are ESOP shares counted to determine 5% owners?

    By jukeboy56, January 13, 2006
    • 0 replies
    • 1.3k views
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    • jukeboy56
    • January 13, 2006

13. Are hardship distributions from non-deferral sources eligible for roll

    By John A, July 6, 2000
    • 0 replies
    • 1.5k views
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    • John A
    • July 6, 2000

14. are hardship distributions protected under 411(d)(6)?

    By KJohnson, February 28, 2000
    • 1 reply
    • 2.1k views
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    • Scuba 401
    • February 28, 2000

15. Are MRD elections still necessary

    By Guest crosseyedtester, December 9, 2004
    • 2 replies
    • 1.1k views
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    • Belgarath
    • December 16, 2004

16. Are mutual fund back end sales charges included on Schedule C?

    By legort69, August 18, 2005
    • 0 replies
    • 1.1k views
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    • legort69
    • August 18, 2005

17. Are New Distribution Forms Required For A Supplemental Distribution?

    By Guest Powers, June 22, 2001
    • 3 replies
    • 1.7k views
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    • Appleby
    • June 22, 2001

18. Are non-owner rmd elections required? can they be changed?

    By Guest crosseyetester, July 13, 2007
    • 0 replies
    • 917 views
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    • Guest
    • July 13, 2007

19. Are plans required to suspend loan payments for military/non-military leaves of absence?

    By Guest M. Martin, April 14, 2004
    • 7 replies
    • 2.5k views
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    • Guest
    • April 16, 2004

20. Are RMD's required for rollover money into new plan

    By Alan Simpson, June 25, 1999
    • 3 replies
    • 1.7k views
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    • Guest
    • June 28, 1999

21. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood, December 5, 2024
    • 5 replies
    • 1.4k views
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    • AllThingsForGood
    • December 9, 2024

22. Are you required to send a tax notice & more?

    By FundeK, February 17, 2004
    • 0 replies
    • 913 views
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    • FundeK
    • February 17, 2004

23. Asset reversion DC Plan

    By Guest pensionadmin, December 12, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • December 12, 2001

24. Asset Sale, New Employer plan, Loan offset

    By K-t-F, April 21, 2022
    • 15 replies
    • 1.2k views
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    • Bird
    • May 26, 2022

25. Assignment of Pension Benefits

    By Guest jac, April 24, 2003
    • 1 reply
    • 2.7k views
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    • chris
    • April 24, 2003

26. Assuming a plan allows loans to be repaid over 5 years, what is the re

    By Guest SAG, July 28, 1999
    • 8 replies
    • 1.7k views
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    • MWeddell
    • August 13, 1999

27. At what point is the "substantially level" loan repayment re

    By John A, May 4, 2000
    • 1 reply
    • 2.3k views
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    • pjkoehler
    • May 4, 2000

28. Attaining age 59 1/2 for SEPP purposes

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.1k views
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    • Appleby
    • July 3, 2003

29. Audits of deceased participants

    By Guest who me?, June 3, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • June 3, 2005

30. Authority to process distribs after resigning

    By MSN, June 12, 2007
    • 1 reply
    • 1.1k views
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    • JanetM
    • June 12, 2007

31. Auto Rollover available?

    By Sully, November 18, 2010
    • 2 replies
    • 1.3k views
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    • justanotheradmin
    • November 8, 2013

32. auto-rollover... to employer's other plan?

    By AlbanyConsultant, October 2, 2015
    • 0 replies
    • 670 views
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    • AlbanyConsultant
    • October 2, 2015

33. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.4k views
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    • E as in ERISA
    • March 1, 2005

34. Automatic IRA rollover

    By Cynchbeast, January 22, 2013
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • January 22, 2013

35. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader, November 18, 2004
    • 3 replies
    • 1.7k views
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    • Guest
    • November 19, 2004

36. Automatic rollover of mandatory distributions of after-tax money

    By Guest Mike Melnick, April 27, 2005
    • 8 replies
    • 1.7k views
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    • E as in ERISA
    • April 29, 2005

37. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 955 views
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    • 30Rock
    • July 29, 2010

38. Automatic Rollovers

    By Kevin01, August 17, 2006
    • 1 reply
    • 1.5k views
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    • SoCalActuary
    • August 23, 2006

39. Automatic Rollovers

    By Guest Kevin Wiggins, March 31, 2004
    • 4 replies
    • 1.4k views
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    • Guest
    • April 13, 2004

40. Automatic Rollovers

    By Guest kmvr, December 12, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • December 12, 2005

41. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents

    By jaemmons, March 21, 2005
    • 0 replies
    • 1.3k views
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    • jaemmons
    • March 21, 2005

42. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2.1k views
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    • Just Me
    • April 13, 2005

43. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • January 10, 2006

44. Automatic Rollovers for Mandatory Distributions

    By mming, May 13, 2005
    • 3 replies
    • 1.9k views
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    • E as in ERISA
    • May 26, 2005

45. Automatic Rollovers for those who do not respond

    By Guest EPS2, May 6, 2008
    • 1 reply
    • 1.1k views
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    • Below Ground
    • May 6, 2008

46. Automatic Rollovers with EGTRRA

    By Guest dubya, August 21, 2001
    • 3 replies
    • 1.8k views
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    • Guest
    • August 29, 2001

47. Automatic rollovers--consequences of lowering the cash-out limit to $1,000

    By Everett Moreland, February 7, 2005
    • 12 replies
    • 4.9k views
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    • Jim Chad
    • February 28, 2005

48. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test

    By Everett Moreland, February 4, 2005
    • 1 reply
    • 1.4k views
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    • Kirk Maldonado
    • February 4, 2005

49. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.2k views
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    • stevena
    • February 28, 2005

50. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.4k views
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    • Blinky the 3-eyed Fish
    • May 10, 2005