Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Coronavirus-related Distribution scenario

   By Gilmore, April 1, 2020
   • 0 replies
   • 423 views
   • 
   • Gilmore
   • April 1, 2020

2. Corp pays WD then reimbursed from trust

   By Penman2006, August 11, 2009
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • August 12, 2009

3. Corporation or Trust as Beneficiary?

   By Guest Hedwig, October 15, 2003
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • October 24, 2003

4. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan?

   By Guest CTBenefitsLaw, March 2, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 2, 2004

5. Correct Distribution Code for Loan Offset Due to Disability

   By Vlad401k, June 12, 2020
   • 2 replies
   • 626 views
   • 
   • C. B. Zeller
   • June 12, 2020

6. Corrected 1099-R

   By Susan S., May 23, 2012
   • 3 replies
   • 1.4k views
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   • Bill Presson
   • May 24, 2012

7. Corrected 1099-R for Prior Tax Year?

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

8. Corrected 2013 1099R after rollover into IRA

   By Carri, February 14, 2018
   • 0 replies
   • 426 views
   • 
   • Carri
   • February 14, 2018

9. Correcting a defaulted loan

   By katieinny, March 1, 2007
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • March 2, 2007

10. Correcting an incorrect 1099-R?

    By John A, August 14, 2001
    • 1 reply
    • 8k views
    • 
    • Theresa Lynn
    • August 15, 2001

11. Correcting an old defaulted loan

    By John A, October 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • October 7, 1999

12. Correcting Ancient 1099R ??

    By Guest halka, June 5, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2001

13. Correcting Late Payment of a Loan (with a twist)

    By ERISA-Bubs, November 21, 2023
    • 2 replies
    • 667 views
    • 
    • Luke Bailey
    • November 23, 2023

14. Correcting Loan Mistake

    By Rai401k, November 15, 2013
    • 6 replies
    • 1.6k views
    • 
    • Rai401k
    • November 15, 2013

15. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 2008

16. Correction for 70-1/2 Rollover to IRA

    By Guest Judy S, July 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2007

17. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

18. Correction of Delayed Distribution

    By Guest Bud, February 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2002

19. Correction of ineligible Hardship Distribution

    By Bruddah Kimo, August 30, 2012
    • 5 replies
    • 3k views
    • 
    • masteff
    • August 31, 2012

20. Correction of Loan Failure through VCP

    By 12AX7, February 6, 2013
    • 7 replies
    • 2.6k views
    • 
    • thepensionmaven
    • February 14, 2013

21. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 22, 2019

22. Corrective distribution = revocation of 5 year annuity election?

    By Guest JPCMPLS, March 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2001

23. Corrective Distribution Taxes

    By Vlad401k, February 4, 2025
    • 1 reply
    • 1.7k views
    • 
    • Artie M
    • February 5, 2025

24. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

25. corrective distributions under ppa

    By Beemer, October 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • Beemer
    • October 18, 2006

26. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 18, 2008

27. Cost basis of mutual funds

    By Guest Renea, May 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • May 16, 2000

28. Cost for Plan to Obtain Annuity?

    By chris, February 25, 2012
    • 1 reply
    • 899 views
    • 
    • Bird
    • February 27, 2012

29. Court Order to stop participant loan repayment

    By Guest nlmc18, February 26, 2004
    • 3 replies
    • 1.3k views
    • 
    • Harwood
    • February 26, 2004

30. Covering a CDSC

    By Guest SPollock, September 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2000

31. COVID 19 and Hardship Distributions

    By DKE, March 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 18, 2020

32. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Gilmore
    • April 23, 2020

33. Covid distribution if SPOUSE gets laid off

    By Belgarath, April 7, 2020
    • 1 reply
    • 514 views
    • 
    • Bill Presson
    • April 7, 2020

34. Covid distribution processed without trustee authorization

    By ElaineW, September 16, 2021
    • 2 replies
    • 566 views
    • 
    • Belgarath
    • September 16, 2021

35. COVID DIstribution Repayment

    By TN CPA, July 6, 2020
    • 1 reply
    • 668 views
    • 
    • RatherBeGolfing
    • July 6, 2020

36. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 14, 2020

37. COVID Distributions - Designations and Withholding

    By D.J. Simonetti, June 30, 2020
    • 1 reply
    • 651 views
    • 
    • C. B. Zeller
    • June 30, 2020

38. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

39. COVID Distributions and vesting

    By shERPA, April 17, 2020
    • 3 replies
    • 727 views
    • 
    • RatherBeGolfing
    • April 20, 2020

40. Covid loan re-finance

    By Pam Shoup, December 28, 2021
    • 1 reply
    • 373 views
    • 
    • Dave Baker
    • January 3, 2022

41. COVID loan reamortization

    By thepensionmaven, November 22, 2021
    • 4 replies
    • 722 views
    • 
    • Belgarath
    • October 23, 2024

42. COVID loans

    By thepensionmaven, August 3, 2020
    • 4 replies
    • 709 views
    • 
    • Lou S.
    • September 8, 2020

43. COVID Residential Loan?

    By Gilmore, April 10, 2020
    • 5 replies
    • 581 views
    • 
    • Luke Bailey
    • May 19, 2020

44. COVID Tax Relief when plan does not choose COVID Options

    By Gilmore, April 9, 2020
    • 25 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • April 10, 2020

45. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 972 views
    • 
    • Peter Gulia
    • June 22, 2020

46. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1, September 2, 2021   

    • crd
    • coronavirus
    • (and 1 more)

      Tagged with:

      • crd
      • coronavirus
      • related distribution
    • 20 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 16, 2021

47. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 12, 2021

48. credit report and 401k loan

    By Guest nebmedman, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2001

49. crossing the line re "advice"?

    By AlbanyConsultant, August 27, 2025
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • August 27, 2025

50. cure period

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