Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Plan Termination and the distribution

   By Guest jetfaninmn, May 3, 2006
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • May 16, 2006

2. 1099R Box 12 & Box 15

   By Guest GordonJ, December 22, 2008
   • 1 reply
   • 2.7k views
   • 
   • JanetM
   • December 22, 2008

3. Disobedient Party and Rule 70

   By Guest dbvail, January 10, 2005
   • 15 replies
   • 2.7k views
   • 
   • mbozek
   • January 14, 2005

4. Calculate RMD to Missing Participant Later Found

   By Atila, May 31, 2015   

   • RMD
   • Lost Participant
   • (and 1 more)

     Tagged with:

     • RMD
     • Lost Participant
     • Defined Benefit Plan
   • 3 replies
   • 2.7k views
   • 
   • mbozek
   • June 2, 2015

5. Update - Unable to repay plan loan - Job Change

   By Guest Brennan Pinkerton CPA, August 20, 1998
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • August 20, 1998

6. Hardship w/d for medical expense

   By chris, November 8, 2004
   • 1 reply
   • 2.7k views
   • 
   • GBurns
   • November 8, 2004

7. Military Distribution Protected Benefits?

   By DTH, April 21, 2016
   • 4 replies
   • 2.7k views
   • 
   • RatherBeGolfing
   • September 19, 2016

8. RMD - Partnership of Professional Corporations

   By JJRetirement, April 6, 2015   

   • Affiliated Service Group
   • required minimum distribution
   • (and 3 more)

     Tagged with:

     • Affiliated Service Group
     • required minimum distribution
     • partnership
     • professional corporation
     • 5% owner
   • 5 replies
   • 2.7k views
   • 
   • JJRetirement
   • April 7, 2015

9. Hardship Withdrawal

   By Guest Phil L, September 22, 1998
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • November 12, 1998

10. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 2.7k views
    • 
    • masteff
    • October 27, 2009

11. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 17, 2021

12. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.7k views
    • 
    • Guest
    • December 29, 2004

13. Loan to acquire principal residence, deal falls through

    By Belgarath, August 31, 2018
    • 13 replies
    • 2.7k views
    • 
    • ricopenthouse
    • July 9, 2022

14. RMD and receivable

    By cdavis25, March 7, 2014
    • 2 replies
    • 2.7k views
    • 
    • cdavis25
    • March 7, 2014

15. Loan Default, Deemed Dist'n, Ongoing Repayments?

    By Guest Iwonder, September 26, 2007
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • April 28, 2008

16. Loan Availability

    By Guest Phil L, August 28, 1998
    • 1 reply
    • 2.7k views
    • 
    • LCARUSI
    • September 4, 1998

17. Profit Sharing Plan RMD Calculation

    By rfahey, January 9, 2013
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • January 10, 2013

18. RMD and Cash Value of Life Insurance

    By Ananda, September 16, 2021
    • 5 replies
    • 2.7k views
    • 
    • Belgarath
    • September 17, 2021

19. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.7k views
    • 
    • Peter Gulia
    • May 27, 2009

20. Can in-service withdrawals avoid 20% withholding by direct rollover or

    By John A, April 28, 2000
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • May 16, 2000

21. Mandatory State withholding - participant moved out of state

    By mwyatt, June 5, 2013
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • June 5, 2013

22. RMD for Spouse Sole Beneficiary

    By GMK, January 30, 2015
    • 13 replies
    • 2.7k views
    • 
    • TPApril
    • May 26, 2021

23. Overpayment of vested benefit to terminated participant

    By Guest Lil Anderson, September 20, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 16, 2007

24. DB plan benefits paid out of wrong, but related, trust - how can it be corrected?

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • September 24, 2003

25. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker, August 1, 2000
    • 4 replies
    • 2.7k views
    • 
    • pjkoehler
    • August 9, 2000

26. Modification of loans

    By k man, October 17, 2006
    • 0 replies
    • 2.7k views
    • 
    • k man
    • October 17, 2006

27. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 2.7k views
    • 
    • Larry Starr
    • January 17, 2020

28. What limits is your plan placing on loans to participants?

    By Guest Steelers, September 9, 1998
    • 2 replies
    • 2.7k views
    • 
    • Alan Simpson
    • September 22, 1998

29. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2009

30. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • November 1, 2004

31. 1099-R mega backdoor Roth

    By Santo Gold, February 9, 2024
    • 4 replies
    • 2.7k views
    • 
    • Platinum
    • November 21, 2024

32. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified, October 5, 2017
    • 20 replies
    • 2.7k views
    • 
    • Mike Preston
    • July 25, 2018

33. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • May 20, 2005

34. IRS Phone forum

    By John Feldt ERPA CPC QPA, September 15, 2011
    • 5 replies
    • 2.7k views
    • 
    • ESOP Guy
    • September 16, 2011

35. Loan for Hardship Reasons

    By Megandps, October 18, 2019
    • 11 replies
    • 2.7k views
    • 
    • Larry Starr
    • October 24, 2019

36. Interim Valuation Procedure

    By chris, February 9, 2001
    • 6 replies
    • 2.7k views
    • 
    • chris
    • February 12, 2001

37. Partial lump sum distributions

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2010

38. RMD started with no election, can method now change?

    By John A, December 2, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • December 3, 1999

39. Hardship Withdrawal

    By Nassau, February 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • Peenionved
    • February 8

40. Assignment of Pension Benefits

    By Guest jac, April 24, 2003
    • 1 reply
    • 2.7k views
    • 
    • chris
    • April 24, 2003

41. Bankruptcy judge orders participant to stop loan payments?

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

42. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig, April 16, 2009
    • 14 replies
    • 2.7k views
    • 
    • masteff
    • April 20, 2009

43. How do PS-58 costs affect a distribution?

    By John A, September 15, 2000
    • 3 replies
    • 2.7k views
    • 
    • John A
    • September 18, 2000

44. RMD and rollover

    By MoShawn, August 28, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 29, 2007

45. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

    By Guest Howard Schlesinger, March 10, 1999
    • 1 reply
    • 2.7k views
    • 
    • Disco Stu
    • March 11, 1999

46. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 2.7k views
    • 
    • CuseFan
    • July 21, 2017

47. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • February 6, 2006

48. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • March 4, 2002

49. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • November 1, 2005

50. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.6k views
    • 
    • K2retire
    • October 21, 2008