Distributions and Loans, Other than QDROs

4,169 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. Failure to Withhold

   By jmrsai, March 20, 2009
   • 5 replies
   • 2.1k views
   • 
   • K2retire
   • March 20, 2009

3. available hardship amount

   By K2retire, May 18, 2009
   • 6 replies
   • 2.1k views
   • 
   • K2retire
   • May 19, 2009

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

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

5. In-service distribution in Profit Sharing Plan

   By Guest DCquestioner, September 29, 2008
   • 1 reply
   • 2.1k views
   • 
   • J Simmons
   • September 29, 2008

6. Paperless Loans/Takeover Plans

   By Guest greymann, December 3, 1998
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 3, 1998

7. IRS 402(f) Notice

   By Guest brsears, April 14, 2005
   • 0 replies
   • 2.1k views
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   • Guest
   • April 14, 2005

8. 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

9. TEFRA 242 Elections/RMD's

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

10. Deceased Participant with no identifiable beneficiaries / estate

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

11. 402(f) Tax Notice Including Roth 401(k) Discussion?

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

12. Death Benefit to Non-Spouse Beneficiary

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

13. Locating Lost Participants and paying them out

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

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

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

15. Notice 99-5

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

16. withholding on distributions

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

17. Rollover Eligible for Hardship Withdrawal?

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

18. Hardship distribution for a beneficiary

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

19. Hardship for bad septic tank?

    By BG5150, September 23, 2024
    • 7 replies
    • 2.1k views
    • 
    • Gina Alsdorf
    • September 30, 2024

20. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 30, 2016

21. RMD

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

22. Federal and State Income Tax Withholding

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

23. Participant Loan Rollover Question-Asset Acquisition of Company

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

24. RMD for non spousal beneficiaries

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

25. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris, August 27, 2014
    • 18 replies
    • 2.1k views
    • 
    • GBurns
    • September 24, 2015

26. Distributions from Multiple Employer Plan

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

27. Loan issued from Roth 401(k) account

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

28. Does anyone have a sample distribution letter

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

29. DC plan deceased participant with no beneficiary

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

30. Limitations on In-service withdrawals

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

31. HELP--The Retroactive Payment Rule

    By Guest Adam Stone, March 15, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • March 27, 1999

32. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • June 11, 2020

33. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2.1k views
    • 
    • Larry Starr
    • May 1, 2020

34. Interpleader 1099-R Question

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

35. Spousal Consents

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

36. Late Loan Default

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

37. 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

38. 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

39. RMD - Cash Balance Plan

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

40. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • June 5, 2003

41. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan.

    By FundeK, January 13, 2004
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • April 30, 2004

42. Distribution Reporting with Invalid SSN

    By EBECatty, August 19, 2021
    • 15 replies
    • 2.1k views
    • 
    • Kabert
    • August 24, 2021

43. involuntary distributions

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

44. Spousal Consent-Hardship

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

45. Repeated Hardship Requests / Access to Commercial Credit

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

46. Uncashed checks - always a difficult issue

    By Belgarath, May 1, 2023
    • 10 replies
    • 2.1k views
    • 
    • Bill Presson
    • May 3, 2023

47. Paperless 401(k) Employment Termination Distributions?

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

48. Non-taxable loan

    By mctoe, July 4, 2018
    • 20 replies
    • 2.1k views
    • 
    • mctoe
    • July 9, 2018

49. Rollover of loan offset amount within 60 days

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

50. Mandatory Distributions under $5000

    By Ananda, October 14, 2021
    • 13 replies
    • 2.1k views
    • 
    • ESOP Guy
    • October 20, 2021