Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Direct Rollover of Loans

   By Guest smithee, March 13, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 13, 2001

2. Direct Rollover Option

   By joel, December 5, 2009
   • 1 reply
   • 954 views
   • 
   • Belgarath
   • December 7, 2009

3. Direct Rollover to qualified Plan

   By BTH, April 13, 2000
   • 1 reply
   • 1.5k views
   • 
   • Michael Devault
   • April 13, 2000

4. Direct Rollovers and Involuntary Cashouts

   By could be me maybe not, February 17, 2005
   • 9 replies
   • 2.5k views
   • 
   • 401 Chaos
   • January 19, 2006

5. Direct Rollovers Including Plan Loans

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

6. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R?

   By Guest Lisha, September 12, 2004
   • 8 replies
   • 1.8k views
   • 
   • Lori Friedman
   • September 28, 2004

7. disability and the 10% penalty

   By abanky, April 13, 2004
   • 1 reply
   • 1.1k views
   • 
   • Harwood
   • April 13, 2004

8. Disability Benefits (taxation)

   By Guest RSNOW, August 22, 2003
   • 3 replies
   • 1.3k views
   • 
   • Everett Moreland
   • August 28, 2003

9. Disability benefits in a cash balance plan

   By Jakyasar, February 11, 2022
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • February 16, 2022

10. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • TCWalker
    • August 4, 2005

11. disability leave and vesting

    By Kimberly S, October 17, 2008
    • 0 replies
    • 930 views
    • 
    • Kimberly S
    • October 17, 2008

12. Disability or Termination

    By TBob, May 23, 2006
    • 9 replies
    • 3k views
    • 
    • masteff
    • February 1, 2013

13. disability payout

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

14. Disabled Participant and Loan Offset

    By Ananda, February 28, 2023
    • 2 replies
    • 812 views
    • 
    • Lou S.
    • April 19, 2023

15. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 7, 2011

16. Disadvantages to rolling over a pre-retirement distribution?

    By chris, April 9, 2001
    • 8 replies
    • 2k views
    • 
    • Bill Berke
    • April 10, 2001

17. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 1.6k views
    • 
    • Kevin C
    • April 16, 2018

18. disaster relief - April tornadoes in Alabama, etc.

    By M Norton, May 6, 2011
    • 1 reply
    • 773 views
    • 
    • Bill Presson
    • May 6, 2011

19. Disaster Relief Distribution - Declared Disaster

    By Gilmore, October 29, 2024
    • 8 replies
    • 1k views
    • 
    • Gilmore
    • October 29, 2024

20. Disaster Relief Distributions - Withholding

    By Gilmore, October 29, 2024
    • 3 replies
    • 956 views
    • 
    • G8Rs
    • October 30, 2024

21. Disclaimed Death Benefit

    By DTH, June 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 5, 2007

22. Disclaimer by nonresident beneficiary

    By Guest halka, March 7, 2003
    • 0 replies
    • 859 views
    • 
    • Guest
    • March 7, 2003

23. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 3, 2005

24. Disclosure for returning employee

    By SoCalActuary, August 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • August 3, 2004

25. Discouraging Loans

    By KoolLady4, November 2, 2004
    • 7 replies
    • 1.4k views
    • 
    • WDIK
    • November 2, 2004

26. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski, July 18, 2011
    • 15 replies
    • 2.6k views
    • 
    • masteff
    • July 20, 2011

27. Disobedient Party and Rule 70

    By Guest dbvail, January 10, 2005
    • 15 replies
    • 2.7k views
    • 
    • mbozek
    • January 14, 2005

28. Disregarding rollover in determining < $5,000 balance for forced payout.

    By MarZDoates, September 27, 2004
    • 3 replies
    • 1.6k views
    • 
    • Harwood
    • September 27, 2004

29. Dist Amount Not Requireing Tax Withholding

    By Basically, January 27
    • 7 replies
    • 2k views
    • 
    • Basically
    • February 3

30. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2006

31. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates, May 19, 2016
    • 1 reply
    • 886 views
    • 
    • Mike Preston
    • May 20, 2016

32. Distributable Event Due to Ownership Change?

    By Susan S., July 3, 2013
    • 2 replies
    • 1.5k views
    • 
    • Susan S.
    • July 3, 2013

33. Distributable Event?

    By mgcpension, March 18, 2014   

    • distribution
    • 401k
    • (and 1 more)

      Tagged with:

      • distribution
      • 401k
      • disability
    • 4 replies
    • 4k views
    • 
    • BG5150
    • March 19, 2014

34. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.1k views
    • 
    • Harwood
    • July 31, 2003

35. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 4, 2003

36. Distributing Missing Participants - here is what I have

    By Basically, August 2, 2024
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 2, 2024

37. Distribution

    By pgold, July 15, 2019
    • 4 replies
    • 785 views
    • 
    • Pam Shoup
    • July 16, 2019

38. Distribution - Due to death, nonspousal beneficary after RMDs had started

    By Guest rgorman, February 12, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • February 15, 2004

39. Distribution -- Installment Payments

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

40. Distribution (loan) Before 59 1/2

    By Guest oldman74, August 27, 2008
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • September 4, 2008

41. distribution & income tax withholding

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

42. Distribution allowed even though rehired?

    By Guest TaxedToDeath, October 11, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • October 12, 2012

43. distribution amounts under $1.00

    By KoolLady4, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 7, 2005

44. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k, April 23, 2020
    • 3 replies
    • 674 views
    • 
    • Larry Starr
    • April 23, 2020

45. Distribution and Management Fees Effect on Roth Basis

    By Vlad401k, May 8, 2015
    • 1 reply
    • 781 views
    • 
    • ETA Consulting LLC
    • May 8, 2015

46. Distribution and Valuation of Promissory Note

    By Randy Watson, August 25, 2010
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • August 30, 2010

47. Distribution at Early Retirement Age

    By Guest jmlumpkin, April 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 25, 2002

48. Distribution at NRA

    By Guest dott, March 31, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 1, 2010

49. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 915 views
    • 
    • jmartin
    • April 9, 2013

50. Distribution Buy Back or Restoration

    By Mr Bagwell, December 6, 2017   

    • distribution buy back
    • restoration
    • (and 1 more)

      Tagged with:

      • distribution buy back
      • restoration
      • taxes
    • 8 replies
    • 1.3k views
    • 
    • JamesK
    • December 11, 2017