Distributions and Loans, Other than QDROs

3,406 topics in this forum

1. Excess Loan Amounts

   By cathyw, 19 hours ago
   • 1 reply
   • 35 views
   • 
   • ETA Consulting LLC
   • 2 hours ago

2. Participant Loan - Military Leave of Absence

   By ErisaGooroo, 22 hours ago
   • 1 reply
   • 28 views
   • 
   • Madison71
   • 3 hours ago

3. Form 945 Plan Termination

   By KoolLady4, 22 hours ago
   • 1 reply
   • 28 views
   • 
   • Larry Starr
   • 20 hours ago

4. Required Tax Payment Schedule?

   By K-t-F, May 14
   • 11 replies
   • 241 views
   • 
   • K-t-F
   • 22 hours ago

5. [Resolved] RMD Calc For Lump Sum Distribution

   By JMT44, May 12
   • 20 replies
   • 318 views
   • 
   • Larry Starr
   • Wednesday at 08:42 PM

6. Loan from Rollover before becoming participant?

   By BG5150, May 18
   • 7 replies
   • 211 views
   • 
   • JackS
   • Monday at 07:21 PM

7. delinquent loan

   By Tom, May 15
   • 2 replies
   • 120 views
   • 
   • Mike Preston
   • May 18

8. RMD - can you 'choose' non-QJ&S source?

   By AlbanyConsultant, April 25
   • 4 replies
   • 237 views
   • 
   • AlbanyConsultant
   • May 17

9. Florida "stamp tax" for loans(?)

   By BG5150, July 19, 2017
   • 22 replies
   • 1,041 views
   • 
   • K2retire
   • May 17

10. 401K loan in default & 1099-R Received

    By Tijuana, May 1
    • 16 replies
    • 322 views
    • 
    • Tijuana
    • May 15

11. Hardship - can you use the same invoice again?

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 508 views
    • 
    • Mike Preston
    • May 10

12. RMD for Sole Proprietor Starting Business at Age 73?

    By CuseFan, April 30
    • 4 replies
    • 191 views
    • 
    • C. B. Zeller
    • May 9

13. Loan Question

    By Madison71, May 2
    • 2 replies
    • 205 views
    • 
    • Mike Preston
    • May 6

14. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 1,950 views
    • 
    • card
    • May 2

15. Loan Interest Rate

    By oldman63, April 26
    • 8 replies
    • 248 views
    • 
    • Larry Starr
    • April 30

16. Employer Failure to repay loan correction method

    By JKW, April 27
    • 6 replies
    • 225 views
    • 
    • JKW
    • April 27

17. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25
    • 12 replies
    • 294 views
    • 
    • Doc Ument
    • April 26

18. Loan

    By cdavis25, April 20
    • 1 reply
    • 133 views
    • 
    • C. B. Zeller
    • April 23

19. RMD Calculations Pooled Accounts

    By ERISAAPPLE, April 19
    • 6 replies
    • 220 views
    • 
    • ERISAAPPLE
    • April 20

20. Net Unrealized Appreciation and Lump Sums

    By ERISAAPPLE, April 16
    • 7 replies
    • 186 views
    • 
    • ERISAAPPLE
    • April 19

21. RMD Distribution to Spouse after Death

    By Vlad401k, April 12
    • 13 replies
    • 339 views
    • 
    • Larry Starr
    • April 16

22. disallow deferrals until loan repaid

    By justanotheradmin, April 4   

    • loan
    • hardship
    • 14 replies
    • 421 views
    • 
    • Kevin C
    • April 16

23. 401k cash out after job loss for hardship

    By Chinabloo, April 13
    • 3 replies
    • 197 views
    • 
    • Loves401(k)
    • April 13

24. death benefit to Estate

    By JulesInCNY, April 5   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 167 views
    • 
    • card
    • April 9

25. Plan Loan Aspect; When Must Spousal Consent Strictures Stand as Populated? QJSA, QPSA Aspects Particularly

    By Bumppo23, April 8   

    • loans
    • qjsa
    • (and 8 more)

      Tagged with:

      • loans
      • qjsa
      • qpsa
      • consent
      • spouse
      • spousal
      • account balance
      • distribution
      • applicable election period
      • election
    • 2 replies
    • 103 views
    • 
    • CuseFan
    • April 9