Distributions and Loans, Other than QDROs

3,817 topics in this forum

1. Need a loan provision to offer CARES loans?

   By BG5150, Wednesday at 02:40 PM
   • 4 replies
   • 123 views
   • 
   • Bird
   • Thursday at 12:26 PM

2. Mandatory Distributions under $5000

   By Ananda, October 14
   • 13 replies
   • 179 views
   • 
   • ESOP Guy
   • Wednesday at 04:57 PM

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

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

4. Reasonable rate of interest

   By bzorc, October 11
   • 4 replies
   • 209 views
   • 
   • Luke Bailey
   • October 13

5. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

   By Vlad401k, October 7
   • 3 replies
   • 166 views
   • 
   • Luke Bailey
   • October 8

6. RMD for 2020 was suspended. When is "first" RMD due?

   By BG5150, October 7
   • 1 reply
   • 94 views
   • 
   • C. B. Zeller
   • October 7

7. pooled plan added immediate payouts... with expected results

   By AlbanyConsultant, October 1
   • 16 replies
   • 219 views
   • 
   • Luke Bailey
   • October 7

8. Unresponsive beneficiary

   By Belgarath, September 23
   • 4 replies
   • 146 views
   • 
   • baneja
   • September 23

9. Options for Defaulted Loan

   By JOH, September 17
   • 3 replies
   • 114 views
   • 
   • JOH
   • September 20

10. Cares Act - Repayment

    By Scuba 401, September 17
    • 0 replies
    • 68 views
    • 
    • Scuba 401
    • September 17

11. RMD and Cash Value of Life Insurance

    By Ananda, September 16
    • 5 replies
    • 131 views
    • 
    • Belgarath
    • September 17

12. Covid distribution processed without trustee authorization

    By ElaineW, September 16
    • 2 replies
    • 140 views
    • 
    • Belgarath
    • September 16

13. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1, September 2   

    • crd
    • coronavirus
    • (and 1 more)

      Tagged with:

      • crd
      • coronavirus
      • related distribution
    • 20 replies
    • 414 views
    • 
    • Luke Bailey
    • September 16

14. Distributions from 401(k) Plan

    By fmsinc, September 13
    • 6 replies
    • 199 views
    • 
    • Luke Bailey
    • September 15

15. Uncompleted Rollover

    By BTG, September 9
    • 0 replies
    • 98 views
    • 
    • BTG
    • September 9

16. RMD Required for now less than 5% owner?

    By Dougsbpc, September 9
    • 4 replies
    • 139 views
    • 
    • Peter Gulia
    • September 9

17. Expanded Availability For Inservice Distributions?

    By mming, September 2
    • 7 replies
    • 208 views
    • 
    • BG5150
    • September 7

18. Search service

    By Bird, September 17, 2020
    • 7 replies
    • 321 views
    • 
    • DataGuy
    • September 7

19. Loan default correction

    By Belgarath, May 11
    • 8 replies
    • 265 views
    • 
    • Belgarath
    • August 26

20. Distribution Reporting with Invalid SSN

    By EBECatty, August 19
    • 15 replies
    • 408 views
    • 
    • Kabert
    • August 24

21. Payroll date last day of month, deposit next month, default date?

    By TPApril, August 21
    • 7 replies
    • 220 views
    • 
    • TPApril
    • August 23

22. Force-out of "lost partiicpants" in ongoing plan

    By BG5150, August 16
    • 3 replies
    • 211 views
    • 
    • JOH
    • August 17

23. Lump Sum Window for Missing Participants

    By BTG, July 20
    • 3 replies
    • 311 views
    • 
    • BTG
    • July 28

24. hardship withdrawal - withholding

    By Santo Gold, July 27
    • 2 replies
    • 171 views
    • 
    • Santo Gold
    • July 27

25. Can an employee ask sponsor to stop loan repay?

    By BG5150, July 27
    • 1 reply
    • 208 views
    • 
    • Peter Gulia
    • July 27