Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship Withdrawal Request ROTH

   By Pammie57, January 23, 2019
   • 6 replies
   • 2k views
   • 
   • Luke Bailey
   • January 25, 2019

2. 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

3. Rollover Only In-Service Distribution Option

   By ERISAAPPLE, April 25, 2018
   • 12 replies
   • 2k views
   • 
   • Doc Ument
   • April 26, 2018

4. loan and hardship at same time

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

5. Spousal Consent

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

6. Outstanding Pension Checks

   By jaxon1225, November 6, 2013
   • 3 replies
   • 2k views
   • 
   • jaxon1225
   • November 6, 2013

7. Benefits payout for terminated employee

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

8. Overpayment on Distribution?

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

9. Effect of Annulment on Joint & Survivor Annuity

   By J Simmons, August 11, 2016
   • 6 replies
   • 2k views
   • 
   • My 2 cents
   • August 15, 2016

10. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit, July 18, 2018
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • July 20, 2018

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

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

12. Distribution of QDRO rollover

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

13. 401(a)(9) distributions from rollover in DB Plan

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

14. Terminated Participant With Outstanding Loan

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

15. Withholding procedures for non resident vs. resident aliens?

    By Guest amfam2, December 5, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 8, 2003

16. Spouse in jail will not waive his right as beneficiary

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 2k views
    • 
    • Alonzo
    • May 22, 2001

17. disability payout

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

18. RMD Rollover Timing

    By Gilmore, December 20, 2024
    • 7 replies
    • 2k views
    • 
    • Gilmore
    • December 30, 2024

19. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k, October 7, 2021
    • 3 replies
    • 2k views
    • 
    • Luke Bailey
    • October 8, 2021

20. Plan distribution - Overpayment

    By Lori Friedman, February 11, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 12, 2005

21. Documentation for Rollover

    By Remote Kathleen, June 11, 2021
    • 7 replies
    • 2k views
    • 
    • Cardscrazy
    • June 15, 2021

22. protected benefit?

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

23. Calculating minimum distribution with loan in the account balance

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

24. Hardship to pay federal taxes?

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

25. 1099 When Plan Pays Participant Tax Levy?

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

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

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

27. QDRO Distributions/401(a)(9)

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • August 27, 1999

28. Participant to sign release before benefit is paid

    By DJL, July 17, 2020
    • 14 replies
    • 2k views
    • 
    • DJL
    • July 22, 2020

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

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

30. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 2k views
    • 
    • chc93
    • April 25, 2019

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

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

32. conduit IRA

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

33. RMD in years following death of participant

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

34. Participant failed to take RMDs.

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

35. Renegotiating loan interest rate

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

36. Nominee 1099-R

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

37. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11, 2021
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 15, 2021

38. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA, September 12, 2019   

    • rmd
    • spouse
    • (and 1 more)

      Tagged with:

      • rmd
      • spouse
      • minimum distribution
    • 4 replies
    • 2k views
    • 
    • Kevin C
    • September 13, 2019

39. Ira To 403(b) Rollover After Age 70 1/2

    By Guest JBeck, December 5, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • December 6, 2002

40. Proposed Regulations Issued: Multiple Loans to a Plan Participant

    By Dave Baker, August 1, 2000
    • 6 replies
    • 2k views
    • 
    • k man
    • October 2, 2002

41. Beneficiary Rollovers

    By Felicia, July 27, 2007
    • 11 replies
    • 2k views
    • 
    • WDIK
    • August 10, 2007

42. Deported illegal aliens

    By Guest lindamichals, May 11, 2005
    • 1 reply
    • 2k views
    • 
    • mbozek
    • May 13, 2005

43. ESOP distributions - not enough cash to withhold 20% and required state withholding

    By Guest fore01k, February 17, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 17, 2005

44. merger of money purchase plan into 401(k) - can in-service distributio

    By EGB, December 20, 2001
    • 2 replies
    • 2k views
    • 
    • wmyer
    • December 21, 2001

45. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 8, 2007

46. 70-1/2 MRD & Withholding Taxes.

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

47. Amending a 1009R?

    By Guest merlin, June 16, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 17, 2004

48. Minimum distribution requirement for initial Plan Year

    By Guest haydenks, April 7, 1999
    • 5 replies
    • 2k views
    • 
    • david shipp
    • April 15, 1999

49. Overpayment of distribution to participant

    By Guest tajcc, August 20, 2008
    • 6 replies
    • 2k views
    • 
    • Kimberly S
    • August 26, 2008

50. Required signatures on retirement forms

    By Guest meggie, June 7, 2004
    • 1 reply
    • 2k views
    • 
    • FundeK
    • June 8, 2004