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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401,
    • 1 reply
    • 3.5k views

  2. New Loans to Terminated Participants

    By MNO,   
    • 11 replies
    • 5k views

  3. Deceased Participant - Uncashed checks prior to death

    By Cloudy,
    • 4 replies
    • 2.9k views

  4. Death benefit - No beneficiary

    By 401(k)athryn,
    • 24 replies
    • 9.8k views

  5. First RMD after age 70 1/2

    By Vlad401k,
    • 11 replies
    • 1.4k views

  6. Retired Participant & her distribution

    By Pammie57,
    • 4 replies
    • 1.1k views

  7. Force out limits

    By K2retire,   
    • 11 replies
    • 1.6k views

  8. PBGC beneficiary

    By Dave105,
    • 3 replies
    • 720 views

  9. rollover on death

    By Earl,
    • 3 replies
    • 519 views

  10. life insurance

    By R. Butler,
    • 10 replies
    • 1.8k views

  11. penalties for failure to issue 1099

    By Belgarath,
    • 0 replies
    • 719 views

  12. Withhold on death bene paid to charitable NFP?

    By Pinefresh,
    • 14 replies
    • 1.4k views

  13. Required Minimum Distributions

    By Lori H,
    • 6 replies
    • 2.2k views

  14. Hardship Distribution

    By Belgarath,   
    • 3 replies
    • 1.5k views

  15. Loan headache

    By Eve Sav,   
    • 6 replies
    • 1.1k views

  16. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish,
    • 8 replies
    • 1.4k views

  17. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 859 views

  18. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 911 views

  19. Participant loan errors as reportable prohibited transactions

    By BeckyMiller,   
    • 2 replies
    • 1.6k views

  20. 1099R Distribution Code

    By Dinosaur,
    • 7 replies
    • 2.1k views

  21. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150,
    • 6 replies
    • 2k views

  22. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman,
    • 12 replies
    • 5.3k views

  23. Retro-active amendment to allow in-service

    By cpc0506,
    • 8 replies
    • 1.6k views

  24. Failure to withhold taxes

    By cpc0506,   
    • 13 replies
    • 4.5k views

  25. New Guidance on Hardship distributions

    By cpc0506,   
    • 0 replies
    • 487 views

  26. Maximum loan after loan default

    By bcmom,   
    • 8 replies
    • 2.3k views

  27. Multiple beneficiaries required minimum distribution

    By R. Butler,
    • 1 reply
    • 612 views

  28. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish,
    • 2 replies
    • 1.6k views

  29. OFAC blocking a distribution

    By Kevin C,
    • 9 replies
    • 1.1k views

  30. Interest-only loan?

    By BG5150,
    • 4 replies
    • 583 views

  31. Questioning Hardship amount that would be allowed

    By bpenfold,   
    • 16 replies
    • 3k views

  32. SIMPLE IRA to regular 401(k) Plan

    By CLE401kGuy,   
    • 2 replies
    • 585 views

  33. RMD after stock sale

    By WCC,
    • 3 replies
    • 646 views
    • K2
    • K2

  34. How to do RMD Account Value Calculation when Account Includes Participant Loan?

    By The 402"(G)",
    • 24 replies
    • 6.8k views
    • K2
    • K2

  35. Defaulted loan for the owner - PT?

    By AlbanyConsultant,
    • 4 replies
    • 625 views

  36. Late RMDs and Failure to Elect Form of Benefit

    By AAS2,   
    • 1 reply
    • 952 views

  37. Hardship Withdrawal From ESOP

    By Guest kappel98,
    • 16 replies
    • 11k views

  38. RMD for terminated participant who has rolled over her funds to an IRA

    By Pammie57,
    • 2 replies
    • 600 views

  39. Life Insurance and RMD

    By KateSmithPA,
    • 3 replies
    • 3.3k views

  40. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 716 views

  41. RMD Participant Authorization

    By JKW,
    • 5 replies
    • 1.4k views
    • JKW
    • JKW

  42. Does a 1099-R force a paper 1040 filing?

    By AlbanyConsultant,
    • 7 replies
    • 1k views

  43. De minimus payout

    By pmacduff,
    • 7 replies
    • 913 views

  44. Estate required for trailing distribution?

    By benefitz,
    • 10 replies
    • 1.9k views

  45. Loan Offset Eligible for Rollover

    By Vlad401k,
    • 4 replies
    • 1.1k views

  46. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 798 views

  47. No beneficiary on file

    By WCC,
    • 7 replies
    • 1.2k views

  48. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 672 views

  49. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 33.1k views

  50. IRA rollover to 401(k)

    By R. Butler,
    • 4 replies
    • 1.4k views
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