Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

   By John A, November 12, 1999
   • 1 reply
   • 2.4k views
   • 
   • QDROphile
   • November 12, 1999

2. Distribution to the Wrong Beneficiary

   By BTH, August 8, 2011
   • 4 replies
   • 2.4k views
   • 
   • BTH
   • August 16, 2011

3. 30-day waiting period for distributions

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

4. in-service distribution

   By thepensionmaven, January 29, 2018   

   • in-service distribution
   • 12 replies
   • 2.4k views
   • 
   • david rigby
   • January 30, 2018

5. Failure to provide 1099 on defaulted loan

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

6. new proposed minimum distributions

   By Guest, January 15, 2001
   • 12 replies
   • 2.4k views
   • 
   • card
   • January 19, 2001

7. Denying a plan loan

   By Santo Gold, December 6, 2019
   • 34 replies
   • 2.4k views
   • 
   • Larry Starr
   • December 12, 2019

8. Nonresident Alien Withholding - Effectively Connected Income

   By DTH, December 12, 2002
   • 9 replies
   • 2.4k views
   • 
   • mbozek
   • December 16, 2002

9. Life Insurance Proceeds and 1099R

   By Guest Richard Scheer, November 1, 2010
   • 4 replies
   • 2.4k views
   • 
   • Bird
   • November 3, 2010

10. Tax Withholding on Minimum Distributions

    By Guest David Danziger, November 18, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 3, 1998

11. Mandatory Distribution of After-Tax Contributions?

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

12. Eliminate QJSA as normal form under PSP?

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

13. 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

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

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

15. 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

16. removing plan loan provision

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

17. Lost Participant

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

18. 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

19. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 2.4k views
    • 
    • Ron Snyder
    • April 18, 2006

20. Plan Sponsor want to reallocate money from lost participants

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

21. 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

22. Calculating Hardship Withdrawals

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

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

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

24. Revised 1099-R codes for corrective distributions

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

25. Hardship Distribution - Primary Residence

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

26. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 5, 2018

27. 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

28. Death benefit payable to estate

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

29. Excess Roth Deferral with Losses

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

30. Pre-1987 403(b) Balance

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

31. 411(d)(6) protection - applicable to in-service?

    By John Feldt ERPA CPC QPA, June 12, 2013
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 13, 2013

32. SAS 70

    By Guest ceholder, February 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • E as in ERISA
    • February 6, 2004

33. mandatory withholding

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

34. Spouse of deceased participant wants to defer distribution to contingent beneficiary

    By eilano, August 25, 2004
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • September 13, 2004

35. Penalty for Missed RMD

    By Dougsbpc, January 16
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • January 16

36. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 31, 2003

37. Plan termination - RMD

    By doombuggy, December 15, 2011
    • 4 replies
    • 2.3k views
    • 
    • doombuggy
    • December 15, 2011

38. 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
    • 2.3k views
    • 
    • CJ Allen
    • December 4, 2018

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

    By pam@bbm, October 29, 2015
    • 13 replies
    • 2.3k views
    • 
    • QDROphile
    • November 9, 2015

40. TEFRA 242(b) issue

    By bzorc, December 22, 2006
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • December 26, 2006

41. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 2009

42. In-Kind Distribution of Real Estate

    By Guest pm01, April 10, 2008
    • 1 reply
    • 2.3k views
    • 
    • WDIK
    • April 10, 2008

43. Corrected 1099-R for Prior Tax Year?

    By Übernerd, January 11, 2006
    • 2 replies
    • 2.3k views
    • 
    • Übernerd
    • January 11, 2006

44. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • February 9, 1999

45. Help--can a 501(c)(18) dist be rolled to an IRA?

    By Guest danmar, March 15, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 15, 1999

46. Interest owed on late DB lump sum payment?

    By Guest Steve C., March 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • MGB
    • March 15, 2001

47. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye

    By R. Butler, December 20, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • December 23, 2002

48. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • April 11, 2006

49. Post-Secondary Education

    By Guest slt, November 1, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 16, 1999

50. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19, 2017
    • 5 replies
    • 2.3k views
    • 
    • Bret Lee
    • June 3, 2024