Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan from defunct P.C.

   By Lori H, April 6, 2006
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • April 17, 2006

2. Loan for Bankrupt Participant

   By Guest psgross, August 14, 2006
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • August 16, 2006

3. RMD and Plan Year change

   By msmith, June 10, 2013
   • 7 replies
   • 1.2k views
   • 
   • msmith
   • June 10, 2013

4. Is there any rollover that is not a rollover under any State’s tax law?

   By Peter Gulia, August 13, 2023
   • 7 replies
   • 934 views
   • 
   • CuseFan
   • August 16, 2023

5. "Why isn't my loan balance still invested?"

   By RayRay, December 9, 2021
   • 7 replies
   • 1.4k views
   • 
   • acm_acm
   • January 3, 2022

6. Correction of Loan Failure through VCP

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

7. Lump Sum then rolled over w/in 60 days - 1099-R

   By TPApril, September 8, 2022
   • 7 replies
   • 955 views
   • 
   • pmacduff
   • September 8, 2022

8. Disability benefits in a cash balance plan

   By Jakyasar, February 11, 2022
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • February 16, 2022

9. Late 1099-R

   By kevind2010, March 15, 2012
   • 7 replies
   • 7.1k views
   • 
   • Bird
   • March 11, 2013

10. MINDI to Surviving Spouse

    By Guest SCUDDESLER, March 18, 2003
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • April 5, 2003

11. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • Bird
    • February 22, 2021

12. Which Tax Year for 1099-R reporting

    By Guest Dee401kLady, December 17, 2013   

    • 1099-R
    • taxes
    • (and 3 more)

      Tagged with:

      • 1099-R
      • taxes
      • reporting
      • tax
      • government reporting
    • 7 replies
    • 4.5k views
    • 
    • masteff
    • December 19, 2013

13. 10 Year Averaging to an active participant?

    By Guest Bob Lees, January 3, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 20, 2001

14. Trust as beneificiary and tax withholding

    By Earl, March 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • Earl
    • March 10, 2004

15. Renegotiating loan interest rate

    By PMC, July 15, 2008
    • 7 replies
    • 2k views
    • 
    • masteff
    • July 22, 2008

16. plan loan to family member as indirect loan

    By Guest kurt johansen, August 17, 1999
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • August 19, 1999

17. Loans after Default

    By Stash026, May 30, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 17, 2019

18. Meaning of "Retired" for 401(a)(9) purposes

    By smm, May 5, 2004
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 18, 2004

19. 72(t) and QDRO

    By Guest KHayes, August 31, 2004
    • 7 replies
    • 2.6k views
    • 
    • Mary Kay Foss
    • September 14, 2004

20. Repayment by payroll deductions for a participant who terminated emplo

    By smm, October 9, 2002
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • October 10, 2002

21. Forced distributions for those that do not respond

    By Guest EPS2, February 22, 2008
    • 7 replies
    • 3.6k views
    • 
    • JanetM
    • March 4, 2008

22. forged spousal consent

    By Guest dbvail, December 18, 2008
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • December 22, 2008

23. Search service

    By Bird, September 17, 2020
    • 7 replies
    • 946 views
    • 
    • DataGuy
    • September 7, 2021

24. Participant loans

    By Guest jim williams, May 24, 2011
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 25, 2011

25. Payroll date last day of month, deposit next month, default date?

    By TPApril, August 21, 2021
    • 7 replies
    • 825 views
    • 
    • TPApril
    • August 23, 2021

26. tricky death benefit question

    By Santo Gold, January 19, 2023
    • 7 replies
    • 1.4k views
    • 
    • Cassopy
    • January 24, 2023

27. Can a Terminated Participant Request CRD?

    By cheersmate, September 18, 2020   

    • crd
    • terminated participant crd
    • 7 replies
    • 1.8k views
    • 
    • cheersmate
    • September 21, 2020

28. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32, September 20, 2020
    • 7 replies
    • 752 views
    • 
    • Lucky32
    • September 21, 2020

29. 401(k) death benefit

    By pmacduff, September 19, 2013
    • 7 replies
    • 2k views
    • 
    • pmacduff
    • September 20, 2013

30. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 1.9k views
    • 
    • Dinosaur
    • May 24, 2017

31. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 2.9k views
    • 
    • Mike Preston
    • May 20, 2008

32. Are plans required to suspend loan payments for military/non-military leaves of absence?

    By Guest M. Martin, April 14, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • April 16, 2004

33. A participant with a loan balance wants an inservice dist.

    By Lori H, July 14, 2014
    • 7 replies
    • 1.3k views
    • 
    • nicole_m
    • July 30, 2015

34. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 901 views
    • 
    • ESOP Guy
    • March 3, 2016

35. Loan from Rollover before becoming participant?

    By BG5150, May 18, 2018
    • 7 replies
    • 1.1k views
    • 
    • JackS
    • May 21, 2018

36. Owner Loan

    By Guest EricWings, May 20, 2008
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 21, 2008

37. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2k views
    • 
    • Bird
    • January 19, 2009

38. Spousal consent, cash-out limit, DC plan sources

    By John A, October 8, 1999
    • 7 replies
    • 1.9k views
    • 
    • Dave Baker
    • October 13, 1999

39. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 30, 2016

40. RMD Rollover Timing

    By Gilmore, December 20, 2024
    • 7 replies
    • 1.7k views
    • 
    • Gilmore
    • December 30, 2024

41. Hardship Dist after age 59 1/2

    By Lori H, June 11, 2012
    • 7 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

42. Plan loan request - participant lay off

    By pmacduff, December 20, 2024
    • 7 replies
    • 1.2k views
    • 
    • QDROphile
    • December 26, 2024

43. State Withholding Taxes on distributions.

    By Guest MEWilson, November 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2003

44. RMD's & Prohibited loans

    By TPApril, March 5, 2016
    • 7 replies
    • 966 views
    • 
    • Peter Gulia
    • March 10, 2016

45. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 3.7k views
    • 
    • masteff
    • December 5, 2012

46. Who is the beneficiary?

    By Santo Gold, January 14, 2021
    • 7 replies
    • 879 views
    • 
    • Peter Gulia
    • January 19, 2021

47. in service distribution when NRA is 55

    By Santo Gold, February 13, 2009
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • March 25, 2009

48. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 28, 2022

49. Which states tax distributions

    By John A, April 29, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • May 2, 2003

50. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • May 31, 2007