Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Corrected 1099-R for Prior Tax Year?

   By Übernerd, January 11, 2006
   • 2 replies
   • 2.4k views
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   • Übernerd
   • January 11, 2006

2. Plan termination - RMD

   By doombuggy, December 15, 2011
   • 4 replies
   • 2.4k views
   • 
   • doombuggy
   • December 15, 2011

3. In-Kind Distribution of Real Estate

   By Guest pm01, April 10, 2008
   • 1 reply
   • 2.4k views
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   • WDIK
   • April 10, 2008

4. TEFRA 242(b) issue

   By bzorc, December 22, 2006
   • 3 replies
   • 2.4k views
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   • KJohnson
   • December 26, 2006

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

   By Guest danmar, March 15, 1999
   • 0 replies
   • 2.4k views
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   • Guest
   • March 15, 1999

6. Protected Benefits

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

7. Plan loan offset, rollover of net funds, repayment of plan loan

   By Jay Bobber, January 10, 2020
   • 10 replies
   • 2.3k views
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   • Era
   • January 17, 2021

8. Maximum Loan Limit - defies logic

   By Brenda Wren, October 10, 2023
   • 9 replies
   • 2.3k views
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   • Peter Gulia
   • October 11, 2023

9. 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

10. Invalid in service distribution

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

11. 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

12. Post-Secondary Education

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

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

    By Below Ground, June 19, 2014   

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

14. 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

15. Hardship Distribution of Roth Deferrals

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

16. cure period

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

17. 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

18. Death Benefits, loans and an ex-wife

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

19. Any good articles about in-service distributions?

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

20. Withholding on Distributions to Nonresident Aliens

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

21. Non-spouse Beneficiary

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

22. Death benefits - Non-spousal beneficiaries

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

23. 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

24. Participant in a coma

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

25. Qualifying Medical Expense for hardship

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

26. Limits on 401k loans?

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

27. Beneficiary Determination

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

28. 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

29. 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

30. Loans and Leave of Absence

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

31. Deported Employee - 401k Balance

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

32. Death after RBD

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

33. Missing Participant Due Over $5,000

    By mming, May 15, 2020
    • 13 replies
    • 2.3k views
    • 
    • Bill Presson
    • May 17, 2020

34. 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

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

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

36. 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

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

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

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

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

39. beneficiaries don't want the benefit

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

40. 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

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

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

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

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

43. 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

44. Second Distribution

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

45. RMD's and Illiquid Assets

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

46. Hardship Dist... taxes

    By Basically, February 3, 2025
    • 13 replies
    • 2.3k views
    • 
    • Peter Gulia
    • February 10, 2025

47. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.3k views
    • 
    • Peter Gulia
    • January 26, 2018

48. vested balance after partial distribution

    By Chippy, February 10, 2009
    • 5 replies
    • 2.3k views
    • 
    • Chippy
    • February 11, 2009

49. Withholding deposits

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

50. 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
    • 2.3k views
    • 
    • mbozek
    • May 27, 2004