Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. EFTPS - required?

   By SheilaD, November 8, 2010
   • 3 replies
   • 2k views
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   • Doghouse
   • January 11, 2011

2. In-Service Dist.... penalty free?

   By K-t-F, April 7, 2008
   • 10 replies
   • 2k views
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   • Jim Chad
   • April 8, 2008

3. Alternate Payee and RMD

   By ERISA25, December 14, 2010
   • 1 reply
   • 2k views
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   • QDROphile
   • December 14, 2010

4. Notice 2009-82

   By LIBERTYKID, September 25, 2009
   • 8 replies
   • 2k views
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   • masteff
   • October 14, 2009

5. Can a plan add a mandatory cashout provision if it has not had one bef

   By Guest WMW, October 19, 2000
   • 1 reply
   • 2k views
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   • Dave Baker
   • October 20, 2000

6. Death benefit to Niece or Spouse?

   By Lori H, June 6, 2013
   • 8 replies
   • 2k views
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   • Lori H
   • June 10, 2013

7. A Puzzle - need a site or reference as well as your opinions - PLEASE

   By Erik Read, November 4, 2005
   • 3 replies
   • 2k views
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   • saabraa
   • November 11, 2005

8. 1099 for return of excess deferrals

   By Guest bmurphy, February 20, 2002
   • 3 replies
   • 2k views
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   • Guest
   • February 22, 2002

9. After-Tax Distribution

   By Archimage, October 14, 2003
   • 8 replies
   • 2k views
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   • masteff
   • July 6, 2012

10. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2k views
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    • Christine Roberts
    • March 6, 1999

11. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
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    • mbozek
    • December 21, 2004

12. in-Service Withdrawal Employer Profit Sharing

    By Guest NeophiteTPA, July 18, 2007
    • 1 reply
    • 2k views
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    • Jim Chad
    • July 18, 2007

13. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
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    • mbozek
    • April 16, 2015

14. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2k views
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    • Luke Bailey
    • August 13, 2020

15. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2k views
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    • Bird
    • September 2, 2010

16. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2k views
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    • Guest
    • December 8, 1998

17. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

    By Guest cstrong, August 23, 2004
    • 3 replies
    • 2k views
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    • pmacduff
    • May 16, 2005

18. Need help fighting former employer to pay my 401(k) account balance

    By Guest Jennifer Porter, November 14, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 5, 2000

19. Hardship for bad septic tank?

    By BG5150, September 23, 2024
    • 7 replies
    • 2k views
    • 
    • Gina Alsdorf
    • September 30, 2024

20. CARES Act and Loan Offset

    By DJL, September 21, 2020   

    • cares act
    • crd
    • (and 1 more)

      Tagged with:

      • cares act
      • crd
      • loan offset
    • 15 replies
    • 2k views
    • 
    • DJL
    • September 30, 2020

21. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2k views
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    • Luke Bailey
    • July 24, 2018

22. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2k views
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    • Guest
    • June 27, 2003

23. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2k views
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    • Guest
    • October 19, 2001

24. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

    • rmd
    • 13 replies
    • 2k views
    • 
    • Peter Gulia
    • January 13, 2023

25. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2k views
    • 
    • K2retire
    • November 13, 2009

26. Distribution of QDRO rollover

    By Richard Anderson, February 27, 2001
    • 2 replies
    • 2k views
    • 
    • Richard Anderson
    • February 27, 2001

27. loan and hardship at same time

    By Guest mam, October 21, 1999
    • 6 replies
    • 2k views
    • 
    • MWeddell
    • October 25, 1999

28. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2k views
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    • Luke Bailey
    • March 11, 2020

29. disability payout

    By Guest lip, April 16, 2008
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • April 17, 2008

30. 1099 When Plan Pays Participant Tax Levy?

    By Guest Scott McHenry, January 22, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 23, 2003

31. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 5, 1999

32. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

33. Who is an Owner for RBD

    By Guest BWORC, January 28, 2013
    • 9 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

34. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 31, 2011

35. Calculating minimum distribution with loan in the account balance

    By Guest terric, December 21, 2005
    • 6 replies
    • 2k views
    • 
    • JanetM
    • January 12, 2006

36. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2k views
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    • R. Butler
    • September 3, 2009

37. protected benefit?

    By K2retire, January 28, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 29, 2010

38. 401(a)(9) distributions from rollover in DB Plan

    By JAY21, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • August 28, 2009

39. Hardship to pay federal taxes?

    By Lori H, March 6, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • March 9, 2009

40. Participant failed to take RMDs.

    By KateSmithPA, October 26, 2005
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2005

41. Mandatory Distributions under $5000

    By Ananda, October 14, 2021
    • 13 replies
    • 2k views
    • 
    • ESOP Guy
    • October 20, 2021

42. Non-Spouse beneficiary & 401(a)(9)(B)(iii)(III)

    By Earl, June 12, 2002
    • 3 replies
    • 2k views
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    • mbozek
    • June 13, 2002

43. Taxation on distribution including loan offset, after tax contributions, and ee deferrals

    By FundeK, October 8, 2003
    • 2 replies
    • 2k views
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    • FundeK
    • October 10, 2003

44. Nominee 1099-R

    By Guest AFRICA6796, December 12, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 12, 2002

45. Failure to Take RMD After Five Years - Excise Tax?

    By EBECatty, December 23, 2014
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • December 29, 2014

46. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2k views
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    • mbozek
    • April 1, 2002

47. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2k views
    • 
    • Appleby
    • February 12, 2020

48. 70-1/2 MRD & Withholding Taxes.

    By flosfur, November 18, 2003
    • 2 replies
    • 2k views
    • 
    • jevd
    • November 18, 2003

49. RMD in years following death of participant

    By thepensionmaven, May 3, 2006
    • 4 replies
    • 2k views
    • 
    • ERISAnut
    • May 9, 2006

50. Renegotiating loan interest rate

    By PMC, July 15, 2008
    • 7 replies
    • 2k views
    • 
    • masteff
    • July 22, 2008