Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship Distribution of Roth Deferrals

   By MarZDoates, May 28, 2014
   • 2 replies
   • 2.3k views
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   • MarZDoates
   • May 28, 2014

2. Distributions to participants involved in criminal acts

   By Guest DavidB, December 27, 1999
   • 7 replies
   • 2.3k views
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   • Guest
   • December 30, 1999

3. What happens to unpaid loan previously taxed as deemed distribution?

   By Spencer, March 1, 2000
   • 4 replies
   • 2.3k views
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   • Fredman
   • March 2, 2000

4. Death Benefits, loans and an ex-wife

   By Guest jetfaninmn, October 24, 2005
   • 5 replies
   • 2.3k views
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   • Kirk Maldonado
   • October 25, 2005

5. Participant Loans as "Pooled Investment"

   By Guest wolfman, May 11, 2001
   • 3 replies
   • 2.3k views
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   • M R Bernardin
   • May 17, 2001

6. Withholding on Distributions to Nonresident Aliens

   By chris, October 21, 1999
   • 5 replies
   • 2.3k views
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   • Guest
   • October 25, 1999

7. RMD before Rollover in year before RBD?

   By CAR, November 11, 2008
   • 7 replies
   • 2.3k views
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   • Guest
   • January 6, 2009

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

   By metsfan026, December 8, 2021
   • 13 replies
   • 2.3k views
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   • BenefitJack
   • December 13, 2021

9. State Tax withholding

   By Guest RBlaine, August 28, 2007
   • 7 replies
   • 2.3k views
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   • Guest
   • September 1, 2007

10. Any good articles about in-service distributions?

    By Guest danmar, October 28, 1998
    • 0 replies
    • 2.3k views
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    • Guest
    • October 28, 1998

11. Death benefits - Non-spousal beneficiaries

    By Guest cansell, September 13, 2006
    • 2 replies
    • 2.3k views
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    • jevd
    • September 14, 2006

12. Locating beneficiary of deceased participant in terminated DC Plan

    By alexa, February 7, 2002
    • 4 replies
    • 2.3k views
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    • Guest
    • April 16, 2002

13. cure period

    By Guest Kelly T., April 1, 2010
    • 7 replies
    • 2.3k views
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    • Bird
    • April 6, 2010

14. Participant in a coma

    By dmb, October 18, 2001
    • 5 replies
    • 2.3k views
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    • Mike Preston
    • June 18, 2007

15. Non-spouse Beneficiary

    By Guest jefe96, May 24, 2007
    • 6 replies
    • 2.3k views
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    • J Simmons
    • June 19, 2007

16. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.3k views
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    • E as in ERISA
    • July 25, 2003

17. Rev. Rul. 2000-36: Plan may provide for direct rollover as the default

    By Dave Baker, July 20, 2000
    • 1 reply
    • 2.3k views
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    • Guest
    • July 20, 2000

18. Limits on 401k loans?

    By Guest peeage, February 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2001

19. Hardships not permitted after Age 59 1/2?

    By Below Ground, June 19, 2014   

    • Fund House Say This!
    • 15 replies
    • 2.3k views
    • 
    • Belgarath
    • June 24, 2014

20. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.3k views
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    • Appleby
    • March 31, 2008

21. Loans and Leave of Absence

    By Guest PensionPerson, July 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • jaemmons
    • August 18, 2003

22. Hardships and "gross up" for Federal, State or Local taxes

    By Guest BM-VFCC, November 7, 2007
    • 5 replies
    • 2.3k views
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    • Mike Preston
    • November 15, 2007

23. Anti Assignment under IRC 401(a)(13)(C)

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.3k views
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    • ESOP Guy
    • July 6, 2011

24. Death after RBD

    By DTH, June 4, 2004
    • 5 replies
    • 2.3k views
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    • Appleby
    • June 7, 2004

25. Distribution timing - withdrawal date or check date?

    By Guest Emiman, December 16, 2004
    • 10 replies
    • 2.3k views
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    • SoCalActuary
    • December 17, 2004

26. Date of notary and participant's signature

    By FundeK, September 15, 2004
    • 4 replies
    • 2.3k views
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    • mbozek
    • September 17, 2004

27. let a distribution check stale date on purpose?

    By WCC, September 5, 2018
    • 13 replies
    • 2.3k views
    • 
    • Appleby
    • September 11, 2018

28. At what point is the "substantially level" loan repayment re

    By John A, May 4, 2000
    • 1 reply
    • 2.3k views
    • 
    • pjkoehler
    • May 4, 2000

29. Hardship to buy ex-spouse's share of home

    By Bird, June 30, 2008
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • July 21, 2008

30. in service distributions prior to age 59 1/2

    By Guest Peggy806, October 20, 2009
    • 1 reply
    • 2.3k views
    • 
    • masteff
    • October 20, 2009

31. How to distribute balance over $5,000 - Plan Terminating

    By Leopurrd, December 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • Leopurrd
    • December 30, 2004

32. Another pesky loan question - Can you rollover an outstanding loan?

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • March 28, 2002

33. Second Distribution

    By Guest Twinky, April 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • Below Ground
    • April 8, 2009

34. Is there a penalty for not complying with the mandatory state withholding in North Carolina for an out of state company?

    By stephen, January 27, 2004
    • 4 replies
    • 2.3k views
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    • Guest
    • February 11, 2004

35. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.3k views
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    • Gruegen
    • October 11, 2002

36. Withholding deposits

    By nancy, February 15, 1999
    • 6 replies
    • 2.3k views
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    • nancy
    • February 18, 1999

37. Beneficiary Determination

    By RatherBeGolfing, March 20, 2019
    • 21 replies
    • 2.3k views
    • 
    • Albert F
    • March 28, 2019

38. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.3k views
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    • Belgarath
    • February 18, 2014

39. Distribution paid too early to a terminated participant

    By AlbanyConsultant, May 24, 2019
    • 11 replies
    • 2.3k views
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    • Kevin C
    • May 30, 2019

40. beneficiaries don't want the benefit

    By Santo Gold, August 23, 2010
    • 5 replies
    • 2.3k views
    • 
    • lvena
    • August 26, 2010

41. Double Taxation of Loans

    By blue, October 20, 2005
    • 8 replies
    • 2.3k views
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    • david rigby
    • October 22, 2005

42. 1099-R for Excess 402(g) Contributions

    By Guest Lawrence_Groves, March 9, 2004
    • 4 replies
    • 2.3k views
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    • Earl
    • March 9, 2004

43. Waiver of Spousal Interest

    By Guest BKH, January 24, 2003
    • 2 replies
    • 2.2k views
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    • QDROphile
    • January 25, 2003

44. Beneficiary changed before marriage

    By Josh, August 31, 2023
    • 9 replies
    • 2.2k views
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    • fmsinc
    • September 2, 2023

45. Spouse portion of DC plan balance based on 50% J&S annuity purchase

    By Guest crosseyedtester, April 24, 2004
    • 11 replies
    • 2.2k views
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    • david rigby
    • April 28, 2004

46. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit

    By TPAVP, May 27, 2004
    • 8 replies
    • 2.2k views
    • 
    • mbozek
    • May 27, 2004

47. TEFRA 242(b) Election

    By Guest chg, September 3, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 1999

48. Defaulted Loan - 1099R incorrect

    By Chalk R. Palin, August 24, 2011
    • 3 replies
    • 2.2k views
    • 
    • Chalk R. Palin
    • August 26, 2011

49. Failure to file Form 945

    By Disco Stu, June 12, 2001
    • 1 reply
    • 2.2k views
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    • Medusa
    • June 12, 2001

50. Loans from Rollover accounts

    By imchipbrown, May 5, 1999
    • 3 replies
    • 2.2k views
    • 
    • QDROphile
    • May 6, 1999