Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

   By cheersmate, April 17, 2025
   • 5 replies
   • 2.7k views
   • 
   • Lou S.
   • April 21, 2025

2. QJSA Rules

   By ERISAAPPLE, December 11, 2017   

   • annuity
   • qjsa
   • (and 2 more)

     Tagged with:

     • annuity
     • qjsa
     • commercial
     • insurance
   • 13 replies
   • 2.7k views
   • 
   • Luke Bailey
   • December 14, 2017

3. Tax question re: alternate payee

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

4. Partial lump sum distributions

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

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

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

6. Interim Valuation Procedure

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

7. RMD and leave of absence

   By Guest Mike Melnick, October 19, 2005
   • 2 replies
   • 2.7k views
   • 
   • E as in ERISA
   • October 20, 2005

8. RMD and rollover

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

9. Bankruptcy judge orders participant to stop loan payments?

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

10. Assignment of Pension Benefits

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

11. 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

12. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf, February 26, 2001
    • 13 replies
    • 2.7k views
    • 
    • JohnCheek
    • March 8, 2001

13. Odd 1099-R Situation - Underpayment

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

14. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.7k views
    • 
    • Tom Poje
    • January 9, 2013

15. Failure of substantailly equal payments

    By Fred Payne, June 4, 2004
    • 23 replies
    • 2.7k views
    • 
    • Guest
    • June 11, 2004

16. Withholding on distributions to nuns

    By david shipp, October 1, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 15, 1998

17. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.7k views
    • 
    • K2retire
    • October 21, 2008

18. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • April 5, 2015

19. 72(t) and QDRO

    By Guest KHayes, August 31, 2004
    • 7 replies
    • 2.7k views
    • 
    • Mary Kay Foss
    • September 14, 2004

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

    By Rai401k, May 12, 2004
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • May 19, 2004

21. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 1, 2005

22. Loan payroll deduction did not start

    By K-t-F, August 19, 2019
    • 7 replies
    • 2.7k views
    • 
    • Belgarath
    • August 20, 2019

23. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski, July 18, 2011
    • 15 replies
    • 2.7k views
    • 
    • masteff
    • July 20, 2011

24. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.7k views
    • 
    • Larry Starr
    • September 23, 2019

25. Hardship w/drawl question

    By Guest DeePA, November 4, 2004
    • 9 replies
    • 2.7k views
    • 
    • AmyR
    • December 17, 2004

26. How can Plan distribute a contribution receivable from employer compan

    By Moe Howard, August 18, 2000
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • August 22, 2000

27. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • December 20, 2004

28. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 2.7k views
    • 
    • CJ Allen
    • February 6, 2018

29. Involuntary Distributions

    By Fred Payne, September 23, 2002
    • 3 replies
    • 2.7k views
    • 
    • RTK
    • September 24, 2002

30. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • August 28, 2007

31. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2008

32. Won't Return Forms - Plan Termination

    By Penman2006, February 5, 2008
    • 4 replies
    • 2.6k views
    • 
    • Penman2006
    • February 5, 2008

33. Impermissable Hardship Withdrawal

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

34. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

    By KJohnson, January 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • KJohnson
    • January 26, 2000

35. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

36. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.6k views
    • 
    • TPAnnie
    • December 1, 2009

37. 401(k) Loans

    By Guest Tim Cahoon, September 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • September 19, 1998

38. Taxation of After-tax and pre-tax assets in qualified plan

    By jane123, September 27, 2003
    • 12 replies
    • 2.6k views
    • 
    • GBurns
    • September 29, 2003

39. Loan Amount

    By WDIK, June 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • June 7, 2003

40. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH, December 17, 2021
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • December 20, 2021

41. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 30, 2007

42. 2011 form 945

    By gregburst, May 11, 2011
    • 3 replies
    • 2.6k views
    • 
    • SMB
    • May 12, 2011

43. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.6k views
    • 
    • GMK
    • May 26, 2010

44. Hardships for "Primary Residence"

    By Guest lwhittle, March 17, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 20, 2003

45. 1099-R 945 and withholding not done?

    By Lou S., January 26, 2011
    • 9 replies
    • 2.6k views
    • 
    • Lou S.
    • December 22, 2011

46. Distribution timing - withdrawal date or check date?

    By Guest Emiman, December 16, 2004
    • 10 replies
    • 2.6k views
    • 
    • SoCalActuary
    • December 17, 2004

47. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing, October 3, 2024
    • 15 replies
    • 2.6k views
    • 
    • Peter Gulia
    • October 24, 2024

48. Hardship Withdrawal

    By Nassau, August 21, 2012
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 21, 2012

49. Correction of Loan Failure through VCP

    By 12AX7, February 6, 2013
    • 7 replies
    • 2.6k views
    • 
    • thepensionmaven
    • February 14, 2013

50. Non-Participant Loan

    By Christine Roberts, November 9, 2000
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • November 9, 2000