Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Okay to make distribution from a 401(k) to son?

   By katieinny, September 16, 2015   

   • Whereabouts of spouse unknown
   • 5 replies
   • 1.2k views
   • 
   • GBurns
   • September 20, 2015

2. ROTH deferrals and ROTH conversions

   By Basically, October 10, 2024
   • 5 replies
   • 1.6k views
   • 
   • G8Rs
   • October 12, 2024

3. DB RMD

   By mming, January 3, 2007
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • January 4, 2007

4. Distribution of a deceased participant

   By Guest terric, December 5, 2003
   • 5 replies
   • 1.4k views
   • 
   • FundeK
   • December 16, 2003

5. 1099-R Distribution Code in Box 7

   By Guest mrnardoz, December 16, 2004
   • 5 replies
   • 3.8k views
   • 
   • Appleby
   • December 23, 2004

6. What is the procedure for a terminated participant to maintain ownership of life insurance?

   By kwalified, June 11, 2013
   • 5 replies
   • 1.2k views
   • 
   • Belgarath
   • June 13, 2013

7. Hardships and "gross up" for Federal, State or Local taxes

   By Guest BM-VFCC, November 7, 2007
   • 5 replies
   • 2.3k views
   • 
   • Mike Preston
   • November 15, 2007

8. HIPPA & Hardship Withdrawals

   By Guest CSTS, May 14, 2009
   • 5 replies
   • 5.2k views
   • 
   • card
   • January 29, 2018

9. vested balance after partial distribution

   By Chippy, February 10, 2009
   • 5 replies
   • 2.3k views
   • 
   • Chippy
   • February 11, 2009

10. Owner Defaulted on Loan, PT?

    By erinak03, November 5, 2015
    • 5 replies
    • 1.4k views
    • 
    • erinak03
    • November 6, 2015

11. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 29, 1999

12. Defer first loan repayment

    By Guest mmullen, March 14, 2006
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • March 15, 2006

13. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 1.7k views
    • 
    • PJ2009
    • August 24, 2009

14. Loan terms and documentation

    By ClintonF, June 2, 2023
    • 5 replies
    • 765 views
    • 
    • Paul I
    • June 5, 2023

15. Tax Return Rejected due to EIN on 1099-R

    By Lori H, February 23, 2007
    • 5 replies
    • 2.6k views
    • 
    • Jim Chad
    • February 28, 2007

16. Distribution -- Installment Payments

    By Archimage, November 29, 2004
    • 5 replies
    • 1.5k views
    • 
    • FundeK
    • December 1, 2004

17. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • February 22, 2008

18. Taxable Interest Income on Loan Offset

    By legort69, November 6, 2015
    • 5 replies
    • 1.6k views
    • 
    • smermal
    • January 26, 2016

19. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2.1k views
    • 
    • Just Me
    • April 13, 2005

20. Revoking installment election allowed?

    By Guest DeePA, June 24, 2004
    • 5 replies
    • 1.5k views
    • 
    • RTK
    • June 24, 2004

21. Correction of ineligible Hardship Distribution

    By Bruddah Kimo, August 30, 2012
    • 5 replies
    • 3k views
    • 
    • masteff
    • August 31, 2012

22. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 11, 2011

23. overpayment

    By Felicia, February 9, 2012
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • February 13, 2012

24. Loan Rollover

    By Guest shm3803, August 30, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2012

25. 1099R forms not filed

    By Guest nlmc18, December 26, 2003
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • December 31, 2003

26. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey, July 8, 2022
    • 5 replies
    • 1.1k views
    • 
    • najamsoc
    • November 22, 2022

27. Setting interest rate on plan loans to participants

    By Guest JVH, July 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • FundeK
    • July 21, 2004

28. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1.1k views
    • 
    • EBECatty
    • April 7, 2020

29. Direct Rollovers Including Plan Loans

    By Guest Rob, November 25, 1998
    • 5 replies
    • 1.7k views
    • 
    • Jean
    • September 21, 1999

30. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1k views
    • 
    • Bird
    • June 17, 2013

31. Distributions of Death Benefit

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

32. Distribution of Real Estate

    By 415 Limit, August 14, 2009
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 17, 2009

33. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold, June 22, 2021
    • 5 replies
    • 3.8k views
    • 
    • Belgarath
    • June 29, 2021

34. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 19, 2001

35. Mandatory withholding correction

    By Guest ANNEBV, September 30, 1999
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • October 1, 1999

36. RMD and 5% owner test

    By Guest amybu99, December 23, 2002
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • December 26, 2002

37. 402(f) Tax Notice Including Roth 401(k) Discussion?

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

38. Spouse wants to keep death benefits in plan-- distributable event? 1099R?

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.7k views
    • 
    • RTK
    • November 6, 2009

39. Electronic deposit of withholding

    By jkharvey, February 13, 2012
    • 5 replies
    • 947 views
    • 
    • Bird
    • February 14, 2012

40. RMD - Partnership of Professional Corporations

    By JJRetirement, April 6, 2015   

    • Affiliated Service Group
    • required minimum distribution
    • (and 3 more)

      Tagged with:

      • Affiliated Service Group
      • required minimum distribution
      • partnership
      • professional corporation
      • 5% owner
    • 5 replies
    • 2.8k views
    • 
    • JJRetirement
    • April 7, 2015

41. Missing participants who have left the country

    By AlbanyConsultant, November 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 9, 2006

42. Withholding on ineligible deferrals

    By hunter001, October 16, 2012
    • 5 replies
    • 2.2k views
    • 
    • dcoderre
    • October 18, 2012

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

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

44. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 1.7k views
    • 
    • Mary Kay Foss
    • November 23, 2003

45. EACA/QACA 90-day Permissible Withdrawals

    By DTH, March 25, 2008
    • 5 replies
    • 4.7k views
    • 
    • DTH
    • March 25, 2009

46. Anti Assignment under IRC 401(a)(13)(C)

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.3k views
    • 
    • ESOP Guy
    • July 6, 2011

47. COVID Residential Loan?

    By Gilmore, April 10, 2020
    • 5 replies
    • 583 views
    • 
    • Luke Bailey
    • May 19, 2020

48. Roth-K Distribution Death Benefit Question

    By Lou S., December 22, 2023
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • January 2, 2024

49. IRA Custodian Refuses to Correct

    By Guest cac1134, June 18, 2007
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • June 18, 2007

50. Defaulted loan

    By B21, April 25, 2012
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • April 26, 2012