Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan treatment in Chapter 7 Bankruptcy

   By jaemmons, September 6, 2002
   • 12 replies
   • 2.9k views
   • 
   • mbozek
   • September 13, 2002

2. RMD Account Balance

   By Guest nlmc18, November 18, 2003
   • 3 replies
   • 2.9k views
   • 
   • Harwood
   • November 21, 2003

3. Ongoing Hardship for expensive prescription not covered by insurance

   By Pam S., January 20, 2020
   • 7 replies
   • 2.9k views
   • 
   • Pam S.
   • January 21, 2020

4. paying child support from PS plan

   By Santo Gold, May 24, 2006
   • 9 replies
   • 2.9k views
   • 
   • Guest
   • January 3, 2011

5. RMD and Cash Value of Life Insurance

   By Ananda, September 16, 2021
   • 5 replies
   • 2.9k views
   • 
   • Belgarath
   • September 17, 2021

6. Withdrawal of Pre-1987 "After Tax" Employee Contributions

   By Guest EMC, May 25, 2000
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • May 26, 2000

7. Loan/Spousal Consent

   By Gilmore, February 24, 2003
   • 16 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • February 26, 2003

8. Distribution processed after participant is rehired

   By pam@bbm, July 17, 2015
   • 11 replies
   • 2.9k views
   • 
   • My 2 cents
   • July 21, 2015

9. Paying an RMD before exactly attaining age 70.5

   By AlbanyConsultant, April 25, 2013
   • 5 replies
   • 2.9k views
   • 
   • ESOP Guy
   • April 25, 2013

10. One contingent bene deceased, is other now 100%?

    By BG5150, January 3, 2020
    • 11 replies
    • 2.9k views
    • 
    • Larry Starr
    • January 7, 2020

11. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Earl
    • July 9, 2001

12. Timing of Distribution - Balance Forward plans

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

13. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 2.9k views
    • 
    • Brian Gallagher
    • October 31, 2003

14. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 2.9k views
    • 
    • BG5150
    • November 12, 2008

15. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2003

16. Is IRC 414(k) still in effect?

    By Guest Carol the Writer, November 30, 2004
    • 3 replies
    • 2.9k views
    • 
    • SoCalActuary
    • December 17, 2004

17. Hardships from Prevailing Wage Plan

    By JKW, December 1, 2016
    • 3 replies
    • 2.9k views
    • 
    • JKW
    • December 2, 2016

18. Hardship to prevent eviction from parent's house?

    By Guest ssmith, December 10, 2007
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 11, 2007

19. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 2.9k views
    • 
    • pmacduff
    • March 14, 2016

20. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 2.9k views
    • 
    • Appleby
    • September 21, 2007

21. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 2.9k views
    • 
    • Larry Starr
    • January 17, 2020

22. Distribution check not cashed - 1099R issued?

    By Guest apsgrazetti, January 26, 2010
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 2010

23. Hardship Distribution

    By chris, November 2, 2005
    • 6 replies
    • 2.9k views
    • 
    • Archimage
    • November 3, 2005

24. QJSA

    By Guest blabukiff, May 24, 2007
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2007

25. Rollovers as Hardship Distributions

    By Guest William Lehman, June 9, 1999
    • 8 replies
    • 2.9k views
    • 
    • jlf
    • June 29, 1999

26. Terminated participant with outstanding loan balance

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

27. In Service Rollover Distribution

    By Guest jetfaninmn, October 19, 2005
    • 4 replies
    • 2.9k views
    • 
    • JDuns
    • October 24, 2005

28. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea, January 22, 2016
    • 2 replies
    • 2.9k views
    • 
    • bvhea
    • January 22, 2016

29. Loan to acquire principal residence, deal falls through

    By Belgarath, August 31, 2018
    • 13 replies
    • 2.9k views
    • 
    • ricopenthouse
    • July 9, 2022

30. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • June 7, 2008

31. Penalty for Missed RMD

    By Dougsbpc, January 16, 2025
    • 5 replies
    • 2.9k views
    • 
    • Peter Gulia
    • January 16, 2025

32. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 2.8k views
    • 
    • Larry Starr
    • April 16, 2018

33. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • August 26, 2011

34. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • May 6, 2005

35. Convicted Felon wants to take a distribution

    By jmartin, April 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • August 5, 2013

36. in service distribution when NRA is 55

    By Santo Gold, February 13, 2009
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • March 25, 2009

37. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 2.8k views
    • 
    • KJohnson
    • April 18, 2003

38. TEFRA Notices

    By Guest Bizitchie, June 14, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 11, 2006

39. accounting for loans in default

    By k man, August 16, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 21, 2000

40. accrual of interest on loans and defaults

    By Casey, August 26, 1998
    • 0 replies
    • 2.8k views
    • 
    • Casey
    • August 26, 1998

41. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 2.8k views
    • 
    • masteff
    • May 8, 2009

42. Can death beneficiary's IRA hold deceased EE's participant loan as an asset?

    By J Simmons, May 4, 2009
    • 14 replies
    • 2.8k views
    • 
    • J Simmons
    • May 5, 2009

43. Interpleader--taxation upon deposit to court?

    By JWK, November 22, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 22, 2000

44. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified, October 5, 2017
    • 20 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 25, 2018

45. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.8k views
    • 
    • Peter Gulia
    • May 27, 2009

46. The end of the 8109?

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

47. Reamortize or Refinance

    By FundeK, March 10, 2004
    • 3 replies
    • 2.8k views
    • 
    • FundeK
    • March 10, 2004

48. Death distribution to minor children

    By Guest Tom Freeman, April 15, 1999
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • April 23, 1999

49. is spousal consent required for in service distribution?

    By mariemonroe, April 29, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 30, 2009

50. Deemed distributions - is loan still outstanding?

    By Guest jy12443, December 12, 2012
    • 2 replies
    • 2.8k views
    • 
    • masteff
    • December 12, 2012