Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD, in-kind distribution

   By emmetttrudy, September 22, 2014
   • 8 replies
   • 3.4k views
   • 
   • emmetttrudy
   • September 22, 2014

2. Transfer from eligible employee class to ineligibl

   By Guest DeePA, April 11, 2003
   • 8 replies
   • 1.5k views
   • 
   • KJohnson
   • April 15, 2003

3. Rollover Check Refunded

   By WhatsESUP, February 28, 2018   

   • rollover
   • check
   • 8 replies
   • 2.6k views
   • 
   • ESOP Guy
   • March 2, 2018

4. Distributions in Error

   By Guest Bizitchie, June 8, 2010
   • 8 replies
   • 1.6k views
   • 
   • mbozek
   • June 10, 2010

5. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R?

   By Guest Lisha, September 12, 2004
   • 8 replies
   • 1.8k views
   • 
   • Lori Friedman
   • September 28, 2004

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

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

7. Looking for 1099-R Software Recommendations

   By YY, December 11, 2020
   • 8 replies
   • 1.2k views
   • 
   • Susan S.
   • January 25, 2021

8. Delay in Depositing Distribution Check

   By Flight33, July 19, 2011
   • 8 replies
   • 1.7k views
   • 
   • Guest
   • July 24, 2014

9. RMDs for Non-Owners (In-Service Not Allowed)

   By Vlad401k, June 14, 2018
   • 8 replies
   • 1.5k views
   • 
   • Mr Bagwell
   • June 15, 2018

10. hardship distribution question

    By BG5150, May 2, 2023
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • May 23, 2023

11. Help me understand Corbel's document regarding distributions...

    By Guest DIGMYDOG, September 26, 2003
    • 8 replies
    • 2.4k views
    • 
    • R. Butler
    • September 29, 2003

12. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2k views
    • 
    • K2retire
    • November 13, 2009

13. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2k views
    • 
    • masteff
    • October 14, 2009

14. Plan participant dies with an outstanding loan

    By Guest yvonne001, February 21, 2003
    • 8 replies
    • 8.4k views
    • 
    • Guest
    • February 21, 2003

15. Loan Interest Rate

    By oldman63, April 26, 2018
    • 8 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 30, 2018

16. Federal Withholding from Qualified Plan

    By Guest THess, December 17, 2003
    • 8 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 22, 2003

17. RMD/RBD

    By doombuggy, May 18, 2012
    • 8 replies
    • 1.5k views
    • 
    • masteff
    • May 23, 2012

18. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 1.8k views
    • 
    • 401_noob
    • May 1, 2017

19. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

20. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 1.8k views
    • 
    • Appleby
    • August 31, 2020

21. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski, April 1, 2016
    • 8 replies
    • 3.5k views
    • 
    • JPIngold
    • November 10, 2017

22. Loan not defaulted

    By Bird, November 27, 2018
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 29, 2018

23. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 1.7k views
    • 
    • Harwood
    • August 19, 2003

24. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured, February 27, 2023
    • 8 replies
    • 753 views
    • 
    • Tom
    • March 16, 2023

25. Joint & Survivor Annuity-Terminated Plan

    By BTH, November 27, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • December 3, 2002

26. Double Taxation of Loans

    By blue, October 20, 2005
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • October 22, 2005

27. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 11, 2020

28. Disadvantages to rolling over a pre-retirement distribution?

    By chris, April 9, 2001
    • 8 replies
    • 2k views
    • 
    • Bill Berke
    • April 10, 2001

29. New forms W4-R and W4-P

    By Bird, November 2, 2022
    • 8 replies
    • 1k views
    • 
    • MoJo
    • November 8, 2022

30. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan?

    By Rai401k, May 12, 2004
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • May 19, 2004

31. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • April 25, 2005

32. IRS letter forwarding program

    By Bird, December 20, 2011
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • August 31, 2012

33. Does amount of distribution affect how you handle a missing participan

    By John A, May 2, 2001
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • May 4, 2001

34. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 8.2k views
    • 
    • My 2 cents
    • January 30, 2014

35. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 2.8k views
    • 
    • KJohnson
    • April 18, 2003

36. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • November 19, 2005

37. Real Estate Distribution

    By Guest ERISA?, October 27, 2008
    • 8 replies
    • 1.5k views
    • 
    • J Simmons
    • October 28, 2008

38. Can the RMD model amendment be adopted after GUST remedial period?

    By Guest LMalone, October 23, 2001
    • 8 replies
    • 2.2k views
    • 
    • stephen
    • November 1, 2001

39. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.5k views
    • 
    • k man
    • March 16, 2007

40. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2k views
    • 
    • Lori H
    • June 10, 2013

41. ROTH conversion process

    By Basically, December 7, 2023
    • 8 replies
    • 3.5k views
    • 
    • QDROphile
    • December 8, 2023

42. Impermissable Hardship Withdrawal

    By bzorc, May 21, 2015
    • 8 replies
    • 2.6k views
    • 
    • My 2 cents
    • June 10, 2015

43. Plan loan and Hardship withdrawal

    By Ananda, September 2, 2022
    • 7 replies
    • 1.6k views
    • 
    • Dariadonashkina
    • October 28, 2022

44. Participant awarded non-spousal pension by lying about being married; he's now dead and wife wants her spousal benefits

    By MEP, May 24, 2023   

    • fraud
    • 7 replies
    • 1.5k views
    • 
    • MEP
    • May 25, 2023

45. Cleaning up Terminated & Paid-out Participants

    By Basically, May 31, 2024
    • 7 replies
    • 1.1k views
    • 
    • Bri
    • June 4, 2024

46. Distribution from corporate checking account

    By Guest persie, December 16, 2008
    • 7 replies
    • 1.9k views
    • 
    • BG5150
    • December 17, 2008

47. Plan Termination and Outstanding Loan

    By DP, September 20, 2004
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • September 23, 2004

48. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

    By Guest Ed Walker, June 5, 2002
    • 7 replies
    • 3k views
    • 
    • mbozek
    • June 11, 2002

49. Documentation for Rollover

    By Remote Kathleen, June 11, 2021
    • 7 replies
    • 1.8k views
    • 
    • Cardscrazy
    • June 15, 2021

50. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • August 5, 2011