401(k) Plans

19,321 topics in this forum

1. Loan Default / Loan Offset - A Doozy...

   By austin3515, March 3, 2015
   • 3 replies
   • 1.2k views
   • 
   • austin3515
   • March 3, 2015

2. Loan Default after Leave of Absence

   By Guest Dumb & Dumber, August 23, 2012
   • 3 replies
   • 1.3k views
   • 
   • QDROphile
   • August 23, 2012

3. Loan default due to death of participant - who is liable for the taxes

   By Guest John Grace, December 2, 1999
   • 5 replies
   • 3k views
   • 
   • Guest
   • December 7, 1999

4. Loan default in Safe Harbor Source

   By Guest EPC, October 29, 2004
   • 1 reply
   • 1.4k views
   • 
   • FundeK
   • November 1, 2004

5. Loan Default Prohibited Transaction?

   By Guest NiceGuyMike46205, March 16, 2006
   • 11 replies
   • 3.8k views
   • 
   • Guest
   • March 27, 2006

6. Loan Default Question

   By Guest 401KTPA, January 17, 2003
   • 2 replies
   • 1.7k views
   • 
   • austin3515
   • January 18, 2003

7. Loan Default timing of updating accounts

   By legort69, December 6, 2019
   • 1 reply
   • 430 views
   • 
   • Jim Chad
   • December 11, 2019

8. Loan Default???

   By Guest CHRISTA, December 6, 2001
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • December 6, 2001

9. loan default/prohibited transaction

   By Guest KPong, December 17, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • December 17, 2012

10. Loan defaulted due to administrative issue

    By katie58, November 28, 2012
    • 1 reply
    • 846 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

11. Loan Defaulted. No 1099 Requested!

    By Guest TPA Guy, March 24, 2010
    • 7 replies
    • 1.8k views
    • 
    • K2retire
    • November 17, 2010

12. Loan defaulted/deemed distributed as if terminated but still works PRN

    By Pammie57, May 11, 2020
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • May 11, 2020

13. Loan Defaults on 5500

    By Guest EdwardF, September 9, 1999
    • 5 replies
    • 2.5k views
    • 
    • lkpittman
    • September 30, 1999

14. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 15, 2010

15. Loan Defualt due to Employer Error

    By Guest lavander30, April 18, 2002
    • 6 replies
    • 3.7k views
    • 
    • Belgarath
    • April 23, 2002

16. Loan delinquency Notices

    By Guest BigBish, November 6, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 7, 2006

17. Loan Eraser

    By austin3515, November 28, 2017
    • 4 replies
    • 687 views
    • 
    • Peter Gulia
    • November 28, 2017

18. Loan failure withholding issue

    By Guest EBcounsel, October 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 16, 2010

19. loan fee

    By EBDI, March 5, 2012
    • 1 reply
    • 884 views
    • 
    • ETA Consulting LLC
    • March 6, 2012

20. Loan Fees

    By Guest LBH, August 30, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 1999

21. Loan Fees

    By Guest Melissa Winslow, June 13, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 13, 2000

22. Loan fees

    By rlb64, December 13, 2004
    • 2 replies
    • 1.6k views
    • 
    • rlb64
    • December 14, 2004

23. Loan fees and usury limits

    By Guest lfriede, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 29, 2004

24. Loan fees in Amortization Schedule

    By Alex Daisy, January 12, 2009
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • January 14, 2009

25. Loan Fees on SPD

    By Guest KJSpaeth, October 14, 2002
    • 8 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 15, 2002

26. Loan fees paid by participant

    By Guest Judy S, September 10, 2004
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 13, 2004

27. loan for moving expenses

    By k man, May 7, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2009

28. Loan from a Rollover?

    By Fielding Mellish, July 17, 2018
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • July 18, 2018

29. Loan from a terminated 401(k) plan.

    By jkharvey, March 23, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 29, 2000

30. Loan from ROTH account of 401k

    By tertue, March 9, 2015   

    • Roth Loan Payments
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2015

31. Loan from Roth accounts

    By Ian, October 30, 2025
    • 3 replies
    • 676 views
    • 
    • Artie M
    • October 31, 2025

32. Loan from Roth Deferral and Subsequent Loan Offset (Distribution)

    By MarZDoates, September 27, 2017
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • September 28, 2017

33. Loan from Simple IRA rollover

    By Pension Panda, February 5, 2007
    • 0 replies
    • 968 views
    • 
    • Pension Panda
    • February 5, 2007

34. loan from unrelated rollover

    By cpc0506, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

35. Loan help

    By greg, August 16, 2019
    • 4 replies
    • 546 views
    • 
    • Lou S.
    • August 16, 2019

36. Loan in excess of 50%

    By Guest rgorman, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 28, 2005

37. Loan Interest

    By Guest mgreenwald, April 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • May 9, 2003

38. Loan Interest Rates

    By austin3515, December 23, 2015
    • 10 replies
    • 1.3k views
    • 
    • austin3515
    • December 24, 2015

39. Loan interest with pooled account

    By BG5150, September 21, 2010
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • September 21, 2010

40. Loan Maintenance Fees Added at new Vendor

    By CLKent23, April 24, 2019
    • 0 replies
    • 316 views
    • 
    • CLKent23
    • April 24, 2019

41. Loan MINIMUM

    By Guest dhall, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 10, 2011

42. Loan not taken before Hardship Withdrawal

    By pixmax, July 29, 2010
    • 4 replies
    • 3.3k views
    • 
    • Tom Poje
    • July 29, 2010

43. Loan Offset / Repayment Under New Rules

    By austin3515, January 2, 2019
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 4, 2019

44. Loan offset 1099 dispute

    By Guest Whatup, February 12, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 13, 2006

45. Loan Overpayment used for second loan w/o notice

    By maylavinia, October 18, 2018
    • 6 replies
    • 1.4k views
    • 
    • Eve Sav
    • October 19, 2018

46. Loan Overpayments

    By kmhaab, February 14, 2024
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • February 14, 2024

47. Loan overpayments - What do you do ?

    By Guest hyper, August 13, 2004
    • 15 replies
    • 12.6k views
    • 
    • R. Butler
    • September 24, 2004

48. Loan paid off, but payments kept coming in

    By BG5150, May 17, 2010
    • 0 replies
    • 843 views
    • 
    • BG5150
    • May 17, 2010

49. Loan partial payments

    By Guest Pavlick, May 2, 2002
    • 5 replies
    • 9.1k views
    • 
    • actuarysmith
    • May 3, 2002

50. loan payment

    By Earl, November 4, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • November 5, 2010