Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Leave of Absence Missed Payments Before LOA Cure Period

   By Snapper, September 9, 2017
   • 0 replies
   • 1k views
   • 
   • Snapper
   • September 9, 2017

2. Decline to be Beneficiary?

   By PMC, March 8, 2006
   • 13 replies
   • 5.4k views
   • 
   • QDROphile
   • September 2, 2017

3. 1099R filed twice

   By Santo Gold, August 30, 2017
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • August 30, 2017

4. Treating RMD as Qualified Charitable Distribution

   By Susan S., August 22, 2017
   • 5 replies
   • 1.4k views
   • 
   • acm_acm
   • August 24, 2017

5. Withholding on Corrective Distributions

   By 401_noob, August 21, 2017   

   • withholding
   • corrective distributions
   • (and 2 more)

     Tagged with:

     • withholding
     • corrective distributions
     • adp
     • acp
   • 2 replies
   • 1.6k views
   • 
   • Larry Starr
   • August 21, 2017

6. 1099-R and post age 55 distribution

   By pmacduff, August 9, 2017
   • 3 replies
   • 1k views
   • 
   • pmacduff
   • August 9, 2017

7. Hardship and suspension of deferrals

   By BW, August 2, 2017
   • 4 replies
   • 973 views
   • 
   • Belgarath
   • August 7, 2017

8. Hardship for home purchase, deal falls through

   By Belgarath, July 31, 2017
   • 15 replies
   • 15.6k views
   • 
   • TPAJake
   • August 2, 2017

9. Hardship - Foreclosure

   By luissaha, July 28, 2017
   • 1 reply
   • 781 views
   • 
   • Peter Gulia
   • July 28, 2017

10. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 951 views
    • 
    • Bird
    • July 28, 2017

11. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant, July 24, 2017
    • 4 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 25, 2017

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

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.6k views
    • 
    • LANDO
    • July 24, 2017

13. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 5.9k views
    • 
    • ESOP Guy
    • July 24, 2017

14. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 3.1k views
    • 
    • CuseFan
    • July 21, 2017

15. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 10.4k views
    • 
    • MoJo
    • July 17, 2017

16. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.5k views
    • 
    • ESOP Guy
    • July 12, 2017

17. Retired Participant & her distribution

    By Pammie57, June 28, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 6, 2017

18. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 1.7k views
    • 
    • 401_noob
    • July 6, 2017

19. PBGC beneficiary

    By Dave105, June 28, 2017
    • 3 replies
    • 757 views
    • 
    • Mike Preston
    • June 30, 2017

20. rollover on death

    By Earl, June 29, 2017
    • 3 replies
    • 550 views
    • 
    • Earl
    • June 29, 2017

21. life insurance

    By R. Butler, June 12, 2017
    • 10 replies
    • 1.9k views
    • 
    • My 2 cents
    • June 29, 2017

22. penalties for failure to issue 1099

    By Belgarath, June 22, 2017
    • 0 replies
    • 757 views
    • 
    • Belgarath
    • June 22, 2017

23. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.5k views
    • 
    • jpod
    • June 20, 2017

24. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.3k views
    • 
    • ESOP Guy
    • June 16, 2017

25. Hardship Distribution

    By Belgarath, June 14, 2017   

    • adult
    • non-dependent child
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • June 14, 2017

26. Loan headache

    By Eve Sav, June 9, 2017   

    • loans
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • June 13, 2017

27. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish, May 30, 2017
    • 8 replies
    • 1.5k views
    • 
    • Kevin C
    • June 12, 2017

28. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 907 views
    • 
    • david rigby
    • June 8, 2017

29. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31, 2017
    • 1 reply
    • 955 views
    • 
    • CuseFan
    • May 31, 2017

30. Participant loan errors as reportable prohibited transactions

    By BeckyMiller, May 24, 2017   

    • 408
    • loans
    • (and 1 more)

      Tagged with:

      • 408
      • loans
      • schedule g
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • May 25, 2017

31. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 2.3k views
    • 
    • Dinosaur
    • May 24, 2017

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

    By BG5150, May 19, 2017
    • 6 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • May 19, 2017

33. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 5.4k views
    • 
    • BG5150
    • May 18, 2017

34. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 18, 2017

35. Failure to withhold taxes

    By cpc0506, May 11, 2017   

    • taxes
    • 13 replies
    • 4.6k views
    • 
    • Bird
    • May 12, 2017

36. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

    • hardship notification requirements
    • 0 replies
    • 509 views
    • 
    • cpc0506
    • May 4, 2017

37. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 2.6k views
    • 
    • 401_noob
    • May 1, 2017

38. Multiple beneficiaries required minimum distribution

    By R. Butler, April 27, 2017
    • 1 reply
    • 636 views
    • 
    • Flyboyjohn
    • April 28, 2017

39. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24, 2017
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • April 24, 2017

40. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.2k views
    • 
    • Kevin C
    • April 21, 2017

41. Interest-only loan?

    By BG5150, April 18, 2017
    • 4 replies
    • 638 views
    • 
    • BG5150
    • April 18, 2017

42. Questioning Hardship amount that would be allowed

    By bpenfold, April 17, 2017   

    • hardship
    • amount allowed
    • 16 replies
    • 3.1k views
    • 
    • Lisa Robertson
    • April 18, 2017

43. SIMPLE IRA to regular 401(k) Plan

    By CLE401kGuy, April 10, 2017   

    • simple ira
    • 401k
    • (and 2 more)

      Tagged with:

      • simple ira
      • 401k
      • distribution
      • rollover
    • 2 replies
    • 611 views
    • 
    • Bird
    • April 11, 2017

44. RMD after stock sale

    By WCC, April 5, 2017
    • 3 replies
    • 679 views
    • 
    • K2
    • April 6, 2017

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

    By The 402"(G)", March 29, 2017
    • 24 replies
    • 7.1k views
    • 
    • K2
    • April 4, 2017

46. Defaulted loan for the owner - PT?

    By AlbanyConsultant, March 27, 2017
    • 4 replies
    • 663 views
    • 
    • Belgarath
    • March 28, 2017

47. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

    • rmd
    • 1 reply
    • 982 views
    • 
    • CuseFan
    • March 24, 2017

48. Hardship Withdrawal From ESOP

    By Guest kappel98, December 28, 2002
    • 16 replies
    • 11.3k views
    • 
    • ESOP Guy
    • March 23, 2017

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

    By Pammie57, March 20, 2017
    • 2 replies
    • 635 views
    • 
    • chc93
    • March 21, 2017

50. Life Insurance and RMD

    By KateSmithPA, September 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • March 14, 2017