Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan for Hardship Reasons

   By Megandps, October 18, 2019
   • 11 replies
   • 2.8k views
   • 
   • Larry Starr
   • October 24, 2019

2. Elimination of QPSA/QJSA

   By Guest nbs, October 15, 2003
   • 8 replies
   • 2.8k views
   • 
   • maverick
   • October 30, 2003

3. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts

   By Guest TCP, March 3, 2008
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • March 10, 2008

4. RMD... Bene a Trust

   By K-t-F, June 30, 2006
   • 4 replies
   • 2.8k views
   • 
   • Appleby
   • July 3, 2006

5. Loan default, deemed, offset, tax withholding, balance payable

   By TPApril, May 7, 2011
   • 2 replies
   • 2.8k views
   • 
   • TPApril
   • May 9, 2011

6. Withholding on a hardship withdrawal

   By R. Butler, February 13, 2008
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • February 15, 2008

7. Tax levy

   By Bird, March 24, 2010
   • 4 replies
   • 2.8k views
   • 
   • Bird
   • March 28, 2010

8. Risky Distribution w/o Annuity Waiver/Spousal Consent?

   By lkpittman, June 13, 2002
   • 14 replies
   • 2.8k views
   • 
   • lkpittman
   • June 13, 2002

9. Disobedient Party and Rule 70

   By Guest dbvail, January 10, 2005
   • 15 replies
   • 2.8k views
   • 
   • mbozek
   • January 14, 2005

10. Tax reporting of deceased participant loan

    By Guest halka, April 28, 1999
    • 10 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • September 12, 2012

11. paying off a deemed loan

    By Guest anne1, October 17, 2006
    • 1 reply
    • 2.8k views
    • 
    • Leopurrd
    • October 17, 2006

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

    By Guest Brennan Pinkerton CPA, August 20, 1998
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • August 20, 1998

13. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 17, 2021

14. 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
    • 2.8k views
    • 
    • mbozek
    • June 2, 2015

15. Military Distribution Protected Benefits?

    By DTH, April 21, 2016
    • 4 replies
    • 2.8k views
    • 
    • RatherBeGolfing
    • September 19, 2016

16. Plan Termination and the distribution

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

17. Hardship Withdrawal

    By Guest Phil L, September 22, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 12, 1998

18. 1099R Box 12 & Box 15

    By Guest GordonJ, December 22, 2008
    • 1 reply
    • 2.8k views
    • 
    • JanetM
    • December 22, 2008

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

    By John A, April 28, 2000
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • May 16, 2000

20. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.8k views
    • 
    • Guest
    • December 29, 2004

21. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • October 27, 2009

22. 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
    • 2.8k views
    • 
    • JJRetirement
    • April 7, 2015

23. Hardship w/d for medical expense

    By chris, November 8, 2004
    • 1 reply
    • 2.8k views
    • 
    • GBurns
    • November 8, 2004

24. Loan Availability

    By Guest Phil L, August 28, 1998
    • 1 reply
    • 2.8k views
    • 
    • LCARUSI
    • September 4, 1998

25. RMD for Spouse Sole Beneficiary

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

26. Mandatory State withholding - participant moved out of state

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

27. RMD and receivable

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

28. Deceased Participant - Uncashed checks prior to death

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

29. Profit Sharing Plan RMD Calculation

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

30. RMD Withholding Form W-4R or W-4P

    By Ananda, February 7, 2023
    • 2 replies
    • 2.7k views
    • 
    • Ananda
    • February 8, 2023

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

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

32. Questioning Hardship amount that would be allowed

    By bpenfold, April 17, 2017   

    • hardship
    • amount allowed
    • 16 replies
    • 2.7k views
    • 
    • Lisa Robertson
    • April 18, 2017

33. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 2, 2018

34. Proposed Regulations Issued: Participant Loan Refinancing Transactions

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

35. 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

36. Overpayment of vested benefit to terminated participant

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

37. Partial Distributions - Protected Benefit?

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

38. 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

39. Modification of loans

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

40. Hardship Withdrawal

    By Nassau, February 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • Peenionved
    • February 8, 2025

41. Qualified Preretirement Survivor Annuity

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

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. 100% withholding/missingparticipants

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

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

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

45. IRS Phone forum

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

46. Partial lump sum distributions

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

47. Interim Valuation Procedure

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

48. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • March 27, 2012

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

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

50. Assignment of Pension Benefits

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