Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship Withdrawls: Are they Federally Regulated?

   By Guest rjpower, March 8, 2001
   • 1 reply
   • 2.5k views
   • 
   • MWeddell
   • March 9, 2001

2. Pre prop reg loan now in default -- advice on effective date of prop r

   By Guest Matthew Newman, October 6, 1998
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • October 6, 1998

3. in-service distribution

   By thepensionmaven, January 29, 2018   

   • in-service distribution
   • 12 replies
   • 2.5k views
   • 
   • david rigby
   • January 30, 2018

4. Forgotten 1099

   By Guest Twinky, July 31, 2006
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • August 3, 2006

5. No 402(f) notice provided

   By Oh so SIMPLE, June 24, 2012
   • 4 replies
   • 2.5k views
   • 
   • mbozek
   • June 25, 2012

6. Mandatory withholding correction

   By Guest ANNEBV, September 30, 1999
   • 5 replies
   • 2.5k views
   • 
   • david rigby
   • October 1, 1999

7. 401(k) Loan Payroll Deduction Default

   By KIP KRAUS, November 8, 2001
   • 3 replies
   • 2.5k views
   • 
   • R. Butler
   • November 9, 2001

8. 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

9. Hardship for prepayment of funeral expenses

   By jkharvey, January 12, 2010
   • 2 replies
   • 2.5k views
   • 
   • J Simmons
   • January 12, 2010

10. loan rollover

    By pmacduff, August 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • pmacduff
    • September 5, 2006

11. Non spousal Roth 401K Beneficiary question

    By Guest vinson7, August 31, 2009
    • 2 replies
    • 2.5k views
    • 
    • GMK
    • August 31, 2009

12. Distribution to 401(k) participant who will terminate employment and b

    By John A, November 12, 1999
    • 1 reply
    • 2.5k views
    • 
    • QDROphile
    • November 12, 1999

13. Loan default

    By Gilmore, May 20, 2003
    • 7 replies
    • 2.5k views
    • 
    • Gilmore
    • May 28, 2003

14. let a distribution check stale date on purpose?

    By WCC, September 5, 2018
    • 13 replies
    • 2.5k views
    • 
    • Appleby
    • September 11, 2018

15. DOH>70.5, what is MRD start date

    By Guest crosseyetester, January 27, 2006
    • 6 replies
    • 2.5k views
    • 
    • rcline46
    • February 1, 2006

16. Loans in public plans

    By Guest B Ireland, September 25, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 28, 1998

17. Incidental Benefit on Life Insurance and Rollover

    By rocknrolls2, January 7, 2002
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • January 9, 2002

18. Hardship Suspension Rules

    By Guest MK RPS, June 19, 2014
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • June 19, 2014

19. Tax Withholding on Minimum Distributions

    By Guest David Danziger, November 18, 1998
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • December 3, 1998

20. Distribution timing when participant is re-hired

    By Kansas401k, November 29, 2018   

    • distribution
    • timing
    • (and 2 more)

      Tagged with:

      • distribution
      • timing
      • re-hire
      • rehire
    • 7 replies
    • 2.5k views
    • 
    • CJ Allen
    • December 4, 2018

21. Life Insurance Proceeds and 1099R

    By Guest Richard Scheer, November 1, 2010
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • November 3, 2010

22. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.5k views
    • 
    • card
    • January 19, 2001

23. Beneficiary changed before marriage

    By Josh, August 31, 2023
    • 9 replies
    • 2.5k views
    • 
    • fmsinc
    • September 2, 2023

24. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 8, 1998

25. Eliminate QJSA as normal form under PSP?

    By Guest Kathleen Meagher, September 15, 2004
    • 11 replies
    • 2.4k views
    • 
    • rlb64
    • September 20, 2004

26. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 25, 2009

27. removing plan loan provision

    By Guest Mike Kimball, January 27, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 27, 1999

28. How hard is it to get the IRS to waive the 50% penalty for a missed RMD?

    By Übernerd, March 2, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 18, 2006

29. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 2.4k views
    • 
    • Übernerd
    • April 16, 2008

30. Excess Roth Deferral with Losses

    By Vlad401k, February 23, 2016
    • 5 replies
    • 2.4k views
    • 
    • Lou S.
    • February 23, 2016

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

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

32. 941 and 945 deposits aggregated requiring EFTPS processing

    By Guest J. David Wright, March 19, 2004
    • 2 replies
    • 2.4k views
    • 
    • pmacduff
    • March 19, 2004

33. Is there a limit on the number of loans which a participant can have?

    By R. Butler, January 8, 2001
    • 11 replies
    • 2.4k views
    • 
    • R. Butler
    • April 2, 2001

34. Lost Participant

    By Guest Thornton, January 21, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 28, 1999

35. Is it possible to transfer between employer's 2 plans

    By pam@bbm, October 29, 2015
    • 13 replies
    • 2.4k views
    • 
    • QDROphile
    • November 9, 2015

36. Plan Sponsor want to reallocate money from lost participants

    By Guest JimJ, August 21, 2001
    • 9 replies
    • 2.4k views
    • 
    • Belgarath
    • August 22, 2001

37. State Tax withholding

    By Guest RBlaine, August 28, 2007
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 1, 2007

38. Omission of 30-day notice period in "Your Rollover Options" in Notice 2009-68

    By Everett Moreland, December 8, 2009
    • 3 replies
    • 2.4k views
    • 
    • GMK
    • December 8, 2009

39. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia, January 3, 2023
    • 7 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 4, 2023

40. Interest owed on late DB lump sum payment?

    By Guest Steve C., March 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • March 15, 2001

41. Calculating Hardship Withdrawals

    By Guest Suanne, January 8, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 8, 1999

42. Pre-1987 403(b) Balance

    By Guest DLearning, January 16, 2004
    • 3 replies
    • 2.4k views
    • 
    • Michael Devault
    • January 19, 2004

43. Revised 1099-R codes for corrective distributions

    By Guest Jane Freeman, December 6, 2004
    • 3 replies
    • 2.4k views
    • 
    • Beemer
    • January 25, 2005

44. Net Unrealized Appreciation (and age 70-1/2)

    By Guest Ray Goetz, December 7, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 7, 2000

45. Hardship Dist... taxes

    By Basically, February 3, 2025
    • 13 replies
    • 2.4k views
    • 
    • Peter Gulia
    • February 10, 2025

46. mandatory withholding

    By Guest le190, December 30, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • December 30, 1998

47. Rollover of Cash, Deemed Distribution of Loan - what to payout?

    By Guest SuzieQNEC, June 26, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 27, 2008

48. Death benefit payable to estate

    By Belgarath, January 20, 2011
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • June 10, 2011

49. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 31, 2003

50. Hardship Distribution - Primary Residence

    By whitboston, August 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • JanetM
    • August 23, 2006