Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Conversion to LLC

   By Guest kjungkin, December 1, 1998
   • 2 replies
   • 2.1k views
   • 
   • Alan Simpson
   • December 1, 1998

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

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

3. Uncleared rollover check

   By Guest beppie_stark, August 9, 2011
   • 4 replies
   • 2.1k views
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   • Guest
   • November 11, 2011

4. 1099-R coding for death distributions

   By FundeK, November 22, 2004
   • 5 replies
   • 2.1k views
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   • Appleby
   • November 24, 2004

5. Employee paychecks no longer cover loan payments; what happens on defa

   By Guest, October 23, 2000
   • 1 reply
   • 2.1k views
   • 
   • QDROphile
   • October 24, 2000

6. Locating Lost Participants and paying them out

   By Guest JTS1675, January 18, 2006
   • 4 replies
   • 2.1k views
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   • Appleby
   • February 5, 2006

7. Death Benefit to Non-Spouse Beneficiary

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

8. TEFRA 242 Elections/RMD's

   By Guest bubs, March 21, 2002
   • 1 reply
   • 2.1k views
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   • JanetM
   • March 21, 2002

9. Hardship distribution for a beneficiary

   By Guest Statler, December 4, 2008
   • 4 replies
   • 2.1k views
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   • Guest
   • December 5, 2008

10. Back up documentation for Hardship Distribution

    By Guest Jnnnwmn, November 14, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • November 15, 2002

11. RMD

    By Guest jama, December 16, 2009
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2009

12. Notice 99-5

    By Guest greymann, January 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 26, 1999

13. 402(f) Tax Notice Including Roth 401(k) Discussion?

    By namealreadyinuse, June 15, 2007
    • 5 replies
    • 2.1k views
    • 
    • blue
    • June 18, 2007

14. Rollover Eligible for Hardship Withdrawal?

    By Guest ELS, June 1, 2001
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • June 5, 2001

15. Does anyone have a sample distribution letter

    By Guest jrf1, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • September 23, 2002

16. Federal and State Income Tax Withholding

    By Guest Cliff Langwith, August 1, 2002
    • 4 replies
    • 2.1k views
    • 
    • 2muchstress
    • August 2, 2002

17. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates, July 28, 2015
    • 6 replies
    • 2.1k views
    • 
    • mphs77
    • July 28, 2015

18. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k, December 13, 2017
    • 5 replies
    • 2.1k views
    • 
    • Eve Sav
    • December 14, 2017

19. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

20. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

21. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • December 7, 1998

22. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.1k views
    • 
    • JKW
    • January 7, 2015

23. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 5, 2005

24. DC plan deceased participant with no beneficiary

    By doombuggy, December 7, 2015
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 28, 2016

25. Late Loan Default

    By Guest KMP, June 12, 2009
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 28, 2010

26. Loan distribution from Money Purchase source of money

    By Guest EPS2, August 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

27. How do you determine if a new loan is considered a “replacement loan”?

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

28. Rollover of loan offset amount within 60 days

    By Guest LMalone, March 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 22, 2001

29. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 15, 2008

30. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 8, 2002

31. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

32. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • July 16, 2003

33. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.1k views
    • 
    • Lou S.
    • November 10, 2010

34. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.1k views
    • 
    • QDROphile
    • July 7, 2001

35. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.1k views
    • 
    • BeanCounterBlues
    • May 9, 2010

36. Withholding by state (1) after moving to state (2) - 10 year rule?

    By JDuns, May 31, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 2, 2006

37. Deceased Participant with no identifiable beneficiaries / estate

    By JButtrick, May 13, 2015
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • May 15, 2015

38. Can loans be taken from rollover accounts prior to employee becoming a

    By John A, May 18, 2000
    • 9 replies
    • 2.1k views
    • 
    • pjkoehler
    • May 26, 2000

39. Participant Loan or Prohibited Transaction?

    By John A, June 13, 2001
    • 5 replies
    • 2.1k views
    • 
    • Bob R
    • June 19, 2001

40. Hardship - Documentation

    By Guest EricWings, June 12, 2008
    • 2 replies
    • 2.1k views
    • 
    • masteff
    • June 13, 2008

41. Distributions of Death Benefit

    By flosfur, July 16, 2008
    • 5 replies
    • 2.1k views
    • 
    • flosfur
    • September 3, 2008

42. Can this participant borrow $50,000 by taking 2 loans 1 day apart inst

    By Guest GregSelf, December 16, 1999
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 1999

43. Limitations on In-service withdrawals

    By Mel_1999, June 4, 2018
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 6, 2018

44. participant distribution fees

    By Guest Mike Kimball, April 2, 1999
    • 1 reply
    • 2.1k views
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    • Wessex
    • April 2, 1999

45. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 16, 2001

46. Cobra Payments - safe harbor hardship reason?

    By FundeK, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 20, 2004

47. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2001

48. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault, November 10, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000

49. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 21, 2005

50. Deferral on Severance Pay

    By Guest grazetti, October 27, 2005
    • 2 replies
    • 2.1k views
    • 
    • Leopurrd
    • November 1, 2005