Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099 When Plan Pays Participant Tax Levy?

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

2. Distribution of NYCER PENSION benefits upon death

   By Edie, February 4, 2023
   • 2 replies
   • 2k views
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   • fmsinc
   • February 7, 2023

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

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

4. Hardship to pay federal taxes?

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

5. Calculating minimum distribution with loan in the account balance

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

6. Outstanding Pension Checks

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

7. Age 55 Exception - Full Plan Termination

   By Vlad401k, April 2, 2025
   • 7 replies
   • 2k views
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   • C. B. Zeller
   • April 29, 2025

8. Life insurance distribution and rollover

   By R. Butler, August 30, 2013
   • 5 replies
   • 2k views
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   • Bird
   • September 3, 2013

9. protected benefit?

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

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

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

11. 401(a)(9) distributions from rollover in DB Plan

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

12. 402(g) excess discovered after 4/15 in off-calendar year plan

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

13. 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

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

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

15. conduit IRA

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

16. Participant failed to take RMDs.

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

17. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc, March 5, 2025
    • 4 replies
    • 2k views
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    • Peter Gulia
    • March 6, 2025

18. 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

19. Nominee 1099-R

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

20. Plan distribution - Overpayment

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

21. RMD in years following death of participant

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

22. Hardship Withdrawal Request ROTH

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

23. Maximum loan after loan default

    By bcmom, April 26, 2017   

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

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

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

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

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

26. Renegotiating loan interest rate

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

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

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

28. Overpayment of distribution to participant

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

29. Rollover Only In-Service Distribution Option

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

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

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

31. 70-1/2 MRD & Withholding Taxes.

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

32. Deported illegal aliens

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

33. Amending a 1009R?

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

34. 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

35. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 2k views
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    • Guest
    • September 14, 1999

36. Beneficiary Rollovers

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

37. Joint & Survivor Annuity-Terminated Plan

    By BTH, November 27, 2002
    • 8 replies
    • 2k views
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    • Guest
    • December 3, 2002

38. Overpayments on Participant Distributions

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

39. Minimum distribution requirement for initial Plan Year

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

40. Corbel's GUST DC Proto, Basic Plan #01

    By J Simmons, January 28, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • February 11, 2009

41. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, March 29, 1999
    • 0 replies
    • 2k views
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    • jlf
    • March 29, 1999

42. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker, August 1, 2000
    • 0 replies
    • 2k views
    • 
    • Dave Baker
    • August 1, 2000

43. Required signatures on retirement forms

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

44. Defer first loan repayment

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

45. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 2k views
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    • Guest
    • February 18, 2002

46. Repayment of loans in default

    By Felicia, May 2, 2001
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • May 9, 2001

47. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
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    • BG5150
    • February 15, 2011

48. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 2k views
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    • britoski
    • May 15, 2009

49. 30% withholding

    By Guest 401kproman, November 14, 2002
    • 10 replies
    • 2k views
    • 
    • Guest
    • November 15, 2002

50. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • February 25, 2009