Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

   By Belgarath, March 17
   • 5 replies
   • 1.7k views
   • 
   • Peter Gulia
   • March 17

2. Death benefit - subject to anti-cutback rules?

   By Guest Sieve, July 8, 2008
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • July 8, 2008

3. Death Benefit 401K Spousal Rollover with ROTH

   By Lou S., December 12, 2024
   • 0 replies
   • 500 views
   • 
   • Lou S.
   • December 12, 2024

4. Death benefit and 5-year rule; failure to distribute

   By Spodie, November 2, 2016   

   • RMD
   • Distribution
   • (and 1 more)

     Tagged with:

     • RMD
     • Distribution
     • 5-year Rule Failure
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • November 3, 2016

5. Death Benefit Distribution options for non-spouse beneficiary.

   By Guest Mike Visse, May 17, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 17, 2000

6. Death benefit new spouse

   By Guest Peggy806, February 5, 2009
   • 6 replies
   • 1.2k views
   • 
   • J Simmons
   • February 6, 2009

7. Death benefit payable to estate

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

8. Death Benefit Payable to Trust

   By Guest KMP, January 16, 2006
   • 1 reply
   • 1.7k views
   • 
   • Ron Snyder
   • January 17, 2006

9. Death Benefit Payment

   By Jilliandiz, April 6, 2004
   • 9 replies
   • 1.5k views
   • 
   • david rigby
   • April 7, 2004

10. Death Benefit to a Trust

    By D Lewis, February 26, 2013
    • 0 replies
    • 831 views
    • 
    • D Lewis
    • February 26, 2013

11. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • card
    • April 9, 2018

12. Death Benefit to Minor Children

    By ConnieStorer, May 24, 2024
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 29, 2024

13. Death benefit to new spouse

    By Santo Gold, March 8, 2021
    • 5 replies
    • 803 views
    • 
    • Santo Gold
    • March 10, 2021

14. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2k views
    • 
    • Lori H
    • June 10, 2013

15. Death Benefit to Non-Spouse Beneficiary

    By §#$%!, January 11, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 14, 2006

16. Death benefit to Non-Spouse Beneficiary - Tax Withholding

    By HarleyBabe, January 28, 2016
    • 9 replies
    • 3k views
    • 
    • HarleyBabe
    • January 29, 2016

17. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • May 31, 2007

18. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.1k views
    • 
    • Appleby
    • April 26, 2015

19. Death Benefit, how is it taxed?

    By Basically, June 21, 2022
    • 7 replies
    • 1.5k views
    • 
    • Basically
    • June 29, 2022

20. Death Benefits

    By Guest jetfaninmn, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • September 29, 2005

21. Death benefits - Non-spousal beneficiaries

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

22. Death Benefits & REA & Terminated Vested participants

    By Guest crosseyetester, June 26, 2007
    • 2 replies
    • 5.9k views
    • 
    • david rigby
    • June 27, 2007

23. Death Benefits and Outstanding Loans

    By jaxon1225, June 6, 2006
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • June 7, 2006

24. Death Benefits, loans and an ex-wife

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

25. Death Certificate

    By FundeK, August 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2004

26. Death Certificate - Not original

    By Vlad401k, July 16, 2015
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • July 17, 2015

27. Death Claim and Spousal Assumption/Rollover

    By JOH, December 11, 2020
    • 0 replies
    • 375 views
    • 
    • JOH
    • December 11, 2020

28. Death Disbursement - Pooled Account

    By mjf06241972, November 28, 2018
    • 2 replies
    • 756 views
    • 
    • Bird
    • November 28, 2018

29. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 9, 2006

30. Death Distribution

    By Guest Lex, June 12, 2002
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • June 13, 2002

31. Death Distribution

    By J Simmons, January 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 21, 2009

32. Death distribution - strange situation

    By Belgarath, January 22, 2024
    • 4 replies
    • 755 views
    • 
    • Belgarath
    • January 22, 2024

33. Death distribution and rollover

    By Guest steve55, March 22, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 22, 2005

34. Death distribution to a minor

    By Guest yvonne001, April 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • April 17, 2003

35. Death Distribution to a Trust

    By Vlad401k, May 29, 2015
    • 3 replies
    • 962 views
    • 
    • K2retire
    • June 4, 2015

36. Death distribution to minor children

    By Guest Tom Freeman, April 15, 1999
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • April 23, 1999

37. Death Distribution to non-spousal beneficiaries

    By Vlad401k, June 11, 2015
    • 6 replies
    • 2.2k views
    • 
    • QDROphile
    • August 6, 2015

38. Death Distribution to non-spouse beneficiary

    By Guest curmudgeon, December 3, 2004
    • 4 replies
    • 1.4k views
    • 
    • rlb64
    • December 13, 2004

39. Death Distribution w/ No Beneficiary, No Spouse, No Estate?

    By Guest Dan Gomez, December 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 19, 2003

40. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 980 views
    • 
    • Bird
    • October 15, 2009

41. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE, December 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 1999

42. Death of a terminated vested participant under age 55

    By Guest crosseyetester, November 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 17, 2006

43. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices, November 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • November 4, 2004

44. Death of Participant - No benficiary form

    By Vlad401k, May 6, 2015
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • May 6, 2015

45. Death of participant and beneficiary

    By Monica Barnard, December 12, 2015
    • 0 replies
    • 735 views
    • 
    • Monica Barnard
    • December 12, 2015

46. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 10, 2006

47. Death Precedes RMD, payee = estate or beneficiary?

    By Guest johnpetrancosta, March 14, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2005

48. Death, Rollover and RMD 1 2

    By SMB, October 24, 2007
    • 52 replies
    • 10.1k views
    • 
    • masteff
    • November 14, 2007

49. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan, December 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • December 14, 2004

50. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • July 24, 2018