Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. rollover on death

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

2. life insurance

   By R. Butler, June 12, 2017
   • 10 replies
   • 1.8k views
   • 
   • My 2 cents
   • June 29, 2017

3. penalties for failure to issue 1099

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

4. Withhold on death bene paid to charitable NFP?

   By Pinefresh, June 19, 2017
   • 14 replies
   • 1.3k views
   • 
   • jpod
   • June 20, 2017

5. Required Minimum Distributions

   By Lori H, June 15, 2017
   • 6 replies
   • 2.2k views
   • 
   • ESOP Guy
   • June 16, 2017

6. Hardship Distribution

   By Belgarath, June 14, 2017   

   • adult
   • non-dependent child
   • 3 replies
   • 1.5k views
   • 
   • Belgarath
   • June 14, 2017

7. Loan headache

   By Eve Sav, June 9, 2017   

   • loans
   • 6 replies
   • 1.1k views
   • 
   • Bird
   • June 13, 2017

8. Any possible fix to this loan in default?

   By Blinky the 3-eyed Fish, May 30, 2017
   • 8 replies
   • 1.3k views
   • 
   • Kevin C
   • June 12, 2017

9. non-spouse beneficiary IRA to Plan OK?

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

10. Withhold Taxes on Death Benefit?

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

11. 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
    • 1.6k views
    • 
    • Peter Gulia
    • May 25, 2017

12. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 1.9k views
    • 
    • Dinosaur
    • May 24, 2017

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

    By BG5150, May 19, 2017
    • 6 replies
    • 2k views
    • 
    • RatherBeGolfing
    • May 19, 2017

14. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 5.3k views
    • 
    • BG5150
    • May 18, 2017

15. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 18, 2017

16. Failure to withhold taxes

    By cpc0506, May 11, 2017   

    • taxes
    • 13 replies
    • 4.3k views
    • 
    • Bird
    • May 12, 2017

17. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

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

18. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 2k views
    • 
    • 401_noob
    • May 1, 2017

19. Multiple beneficiaries required minimum distribution

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

20. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24, 2017
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 24, 2017

21. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • April 21, 2017

22. Interest-only loan?

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

23. Questioning Hardship amount that would be allowed

    By bpenfold, April 17, 2017   

    • hardship
    • amount allowed
    • 16 replies
    • 2.7k views
    • 
    • Lisa Robertson
    • April 18, 2017

24. 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
    • 563 views
    • 
    • Bird
    • April 11, 2017

25. RMD after stock sale

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

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

    By The 402"(G)", March 29, 2017
    • 24 replies
    • 6.4k views
    • 
    • K2
    • April 4, 2017

27. Defaulted loan for the owner - PT?

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

28. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

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

29. Hardship Withdrawal From ESOP

    By Guest kappel98, December 28, 2002
    • 16 replies
    • 10.7k views
    • 
    • ESOP Guy
    • March 23, 2017

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

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

31. Life Insurance and RMD

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

32. Plan Changes Loan Provisions

    By Vlad401k, March 3, 2017
    • 3 replies
    • 694 views
    • 
    • CuseFan
    • March 6, 2017

33. RMD Participant Authorization

    By JKW, February 27, 2017
    • 5 replies
    • 1.4k views
    • 
    • JKW
    • February 28, 2017

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

    By AlbanyConsultant, February 23, 2017
    • 7 replies
    • 938 views
    • 
    • Bill Presson
    • February 24, 2017

35. De minimus payout

    By pmacduff, February 21, 2017
    • 7 replies
    • 885 views
    • 
    • Calavera
    • February 23, 2017

36. Estate required for trailing distribution?

    By benefitz, February 21, 2017
    • 10 replies
    • 1.9k views
    • 
    • K2retire
    • February 23, 2017

37. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • February 20, 2017

38. Distribution of Insurance in 401(k)

    By MjInvestments, February 14, 2017   

    • csv
    • cash surrender value
    • (and 1 more)

      Tagged with:

      • csv
      • cash surrender value
      • insurance
    • 3 replies
    • 778 views
    • 
    • ESOP Guy
    • February 14, 2017

39. No beneficiary on file

    By WCC, February 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 14, 2017

40. Eligible Rollover?

    By luissaha, February 13, 2017
    • 5 replies
    • 644 views
    • 
    • Mike Preston
    • February 13, 2017

41. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell, October 16, 2008
    • 16 replies
    • 31.3k views
    • 
    • K2retire
    • February 13, 2017

42. IRA rollover to 401(k)

    By R. Butler, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • February 8, 2017

43. DC plan: in-servce dist after plan term?

    By AlbanyConsultant, February 1, 2017
    • 5 replies
    • 619 views
    • 
    • Peter Gulia
    • February 3, 2017

44. Loan provisions

    By Belgarath, February 3, 2017
    • 6 replies
    • 914 views
    • 
    • K2retire
    • February 3, 2017

45. Distribution Options for Leased Employees?

    By Susan S., January 31, 2017
    • 0 replies
    • 497 views
    • 
    • Susan S.
    • January 31, 2017

46. RBD and rollover

    By ombskid, January 31, 2017
    • 3 replies
    • 615 views
    • 
    • ombskid
    • January 31, 2017

47. Funds received fter death of both participant and beneficiary

    By R. Butler, January 13, 2017
    • 6 replies
    • 789 views
    • 
    • jpod
    • January 13, 2017

48. Substantially equal and eligible rollover contributions

    By Belgarath, January 13, 2017
    • 3 replies
    • 948 views
    • 
    • Belgarath
    • January 13, 2017

49. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

50. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150, January 11, 2017
    • 2 replies
    • 533 views
    • 
    • BG5150
    • January 11, 2017