Many defined contribution plans require an outstanding loan balance to be immediately repaid by a participant in certain events, such as termination of the plan, a request for a distribution, or a ...

Once a distribution eligible for rollover treatment is received by a participant, the participant must make the rollover contribution within 60 days. 1 If more than one distribution is received by an ...

Cancelled and reissued qualified plan distribution checks, particularly to decedents, should be monitored for payment in light of the Internal Revenue Service’s repeated refusal to repay withholding ...