Distributions and Loans, Other than QDROs

4,169 topics in this forum

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

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

2. Loan default

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

3. in-service distribution

   By thepensionmaven, January 29, 2018   

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

4. DOH>70.5, what is MRD start date

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

5. Loans in public plans

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

6. Refinancing a Loan From a 401(k) Plan

   By metsfan026, December 8, 2021
   • 13 replies
   • 2.5k views
   • 
   • BenefitJack
   • December 13, 2021

7. $0.30 RMD - seriously?

   By AlbanyConsultant, November 30, 2018
   • 11 replies
   • 2.5k views
   • 
   • Tom Poje
   • December 5, 2018

8. Incidental Benefit on Life Insurance and Rollover

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

9. Hardship Suspension Rules

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

10. new proposed minimum distributions

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

11. Nonresident Alien Withholding - Effectively Connected Income

    By DTH, December 12, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • December 16, 2002

12. Distribution returned to plan

    By Basically, October 5, 2022
    • 17 replies
    • 2.4k views
    • 
    • pmacduff
    • October 10, 2022

13. John Hancock distributions

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

14. Self Cert Hardship

    By Lou81, December 13, 2024
    • 11 replies
    • 2.4k views
    • 
    • Belgarath
    • December 18, 2024

15. Tax Withholding on Minimum Distributions

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

16. Failure to provide 1099 on defaulted loan

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

17. 30-day waiting period for distributions

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

18. Life Insurance Proceeds and 1099R

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

19. Eliminate QJSA as normal form under PSP?

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

20. removing plan loan provision

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

21. Mandatory Distribution of After-Tax Contributions?

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

22. 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

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

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

24. let a distribution check stale date on purpose?

    By WCC, September 5, 2018
    • 13 replies
    • 2.4k views
    • 
    • Appleby
    • September 11, 2018

25. Lost Participant

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

26. 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
    • 2.4k views
    • 
    • CJ Allen
    • December 4, 2018

27. 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

28. 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

29. Beneficiary changed before marriage

    By Josh, August 31, 2023
    • 9 replies
    • 2.4k views
    • 
    • fmsinc
    • September 2, 2023

30. Plan Sponsor want to reallocate money from lost participants

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

31. 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

32. Excess Roth Deferral with Losses

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

33. Calculating Hardship Withdrawals

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

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

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

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. Revised 1099-R codes for corrective distributions

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

37. Pre-1987 403(b) Balance

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

38. 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

39. Interest owed on late DB lump sum payment?

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

40. Death benefit payable to estate

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

41. mandatory withholding

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

42. Hardship Distribution - Primary Residence

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

43. 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

44. SAS 70

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

45. 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

46. Float earned on disbursement accounts

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

47. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing, October 3, 2024
    • 15 replies
    • 2.4k views
    • 
    • Peter Gulia
    • October 24, 2024

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

    By R. Butler, December 20, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 23, 2002

49. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 9, 1999

50. State Tax withholding

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