Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Avoiding 10% 59-1/2 penalty tax

   By drakecohen, December 7, 2012
   • 1 reply
   • 843 views
   • 
   • ETA Consulting LLC
   • December 7, 2012

2. Avoiding MRD by 5% owners after age 70 1/2

   By mbozek, February 1, 2005
   • 2 replies
   • 2.2k views
   • 
   • mbozek
   • February 1, 2005

3. Back up documentation for Hardship Distribution

   By Guest Jnnnwmn, November 14, 2002
   • 3 replies
   • 2.1k views
   • 
   • E as in ERISA
   • November 15, 2002

4. Balance Forward - Revalue for Distribution

   By Guest Factor, September 5, 2008
   • 5 replies
   • 2k views
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   • R. Butler
   • September 22, 2008

5. Balance Forward Safe Harbor 401(k) Distribution

   By Guest mcw, February 19, 2010
   • 2 replies
   • 1.9k views
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   • D Lewis
   • February 19, 2010

6. Bank won't accept a check cut from a pension trust account for the par

   By alexa, February 1, 2003
   • 15 replies
   • 3.8k views
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   • Blinky the 3-eyed Fish
   • May 20, 2004

7. Bankruptcy judge orders participant to stop loan payments?

   By Kathy, October 2, 2002
   • 6 replies
   • 2.7k views
   • 
   • RCK
   • October 3, 2002

8. Bankruptcy, loan payments and contributions

   By RCK, January 7, 2003
   • 4 replies
   • 1.3k views
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   • RCK
   • January 9, 2003

9. Basis

   By FAPInJax, June 6, 2002
   • 1 reply
   • 1.4k views
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   • QDROphile
   • June 6, 2002

10. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1k views
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    • Mary Kay Foss
    • July 15, 2003

11. beneficiaries don't want the benefit

    By Santo Gold, August 23, 2010
    • 5 replies
    • 2.3k views
    • 
    • lvena
    • August 26, 2010

12. Beneficiaries for Survivor Annuities

    By Guest wwest, November 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

13. Beneficiaries when change from QPSA to QJSA

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

14. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2001

15. Beneficiary and participant in same plan, can death benefit just be tr

    By John A, March 1, 2002
    • 10 replies
    • 2.5k views
    • 
    • mbozek
    • March 18, 2002

16. Beneficiary changed before marriage

    By Josh, August 31, 2023
    • 9 replies
    • 2.4k views
    • 
    • fmsinc
    • September 2, 2023

17. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.2k views
    • 
    • mbozek
    • August 14, 2003

18. Beneficiary Designation Issue

    By chris, August 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • chris
    • August 5, 2003

19. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • August 28, 2009

20. Beneficiary Designation of Accounts

    By LIBERTYKID, May 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 16, 2012

21. Beneficiary designation of unmarried participant who later marries

    By Guest StephenJ7976, November 19, 2007
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

22. Beneficiary Designations

    By Guest kbs, September 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 25, 2005

23. Beneficiary Determination

    By RatherBeGolfing, March 20, 2019
    • 21 replies
    • 2.3k views
    • 
    • Albert F
    • March 28, 2019

24. Beneficiary for an annuity held by the Trust by unmarried owner

    By TPApril, September 22, 2025
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • September 24, 2025

25. Beneficiary for the non-QPSA portion of a benefit in a defined contrib

    By KJohnson, May 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • May 2, 2001

26. Beneficiary found check issued years ago, what to do?

    By FundeK, March 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2005

27. Beneficiary is a minor

    By Guest ngresham, June 23, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 2000

28. Beneficiary is owner already taking RMD's

    By TPAVP, June 12, 2003
    • 0 replies
    • 994 views
    • 
    • TPAVP
    • June 12, 2003

29. Beneficiary non-US citizen - How do we report 1099?

    By commishvp, May 12, 2008
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • May 12, 2008

30. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • March 17, 2011

31. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.4k views
    • 
    • Albert F
    • January 8, 2018

32. Beneficiary refuses to pension benefit

    By Guest Benefitsrock, July 29, 2009
    • 9 replies
    • 5.6k views
    • 
    • mbozek
    • August 7, 2009

33. Beneficiary Rights

    By Fielding Mellish, October 12, 2016
    • 7 replies
    • 1.6k views
    • 
    • GMK
    • October 13, 2016

34. Beneficiary Rollover

    By DTH, December 10, 2013
    • 1 reply
    • 937 views
    • 
    • ETA Consulting LLC
    • December 11, 2013

35. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE, August 23, 2018
    • 3 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • August 24, 2018

36. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • jane123
    • October 15, 2003

37. Beneficiary Rollover within 401(k)

    By CAR, January 21, 2003
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • January 22, 2003

38. Beneficiary Rollovers

    By Felicia, July 27, 2007
    • 11 replies
    • 2k views
    • 
    • WDIK
    • August 10, 2007

39. Beneficiary Unknown

    By MarZDoates, August 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • August 18, 2011

40. Beneficiary wants to keep money in plan

    By Guest lindamichals, October 26, 2007
    • 0 replies
    • 881 views
    • 
    • Guest
    • October 26, 2007

41. Beneficiary wants to split benefit with an alternate non-named beneficiary

    By CLE401kGuy, June 25, 2015
    • 8 replies
    • 954 views
    • 
    • MoJo
    • June 26, 2015

42. Beneficiary... can someone waive their right?

    By K-t-F, April 13, 2022
    • 11 replies
    • 2.7k views
    • 
    • Nate S
    • May 1, 2022

43. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • February 4, 2010

44. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

45. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 19, 2001

46. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 1999

47. Both Spouse and Spouse have died before RBD

    By yttap, November 8, 2024
    • 5 replies
    • 868 views
    • 
    • yttap
    • November 11, 2024

48. Both spouses die in the same calendar year.

    By Belgarath, August 25, 2022
    • 1 reply
    • 496 views
    • 
    • Nate S
    • August 25, 2022

49. BRF Testing for QJSA provisions/401(k) MPP merger

    By KJohnson, December 10, 2009
    • 0 replies
    • 1.2k views
    • 
    • KJohnson
    • December 10, 2009

50. Broker makes distribution without authorization...?

    By chris, May 20, 2005
    • 21 replies
    • 3.3k views
    • 
    • chris
    • June 1, 2005