Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 1099R Distribution Code

   By Dinosaur, May 23, 2017
   • 7 replies
   • 2k views
   • 
   • Dinosaur
   • May 24, 2017

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

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

3. Loan Repayments for Spin-off Plan

   By RayRay, October 14, 2019   

   • loan
   • spinoff
   • (and 1 more)

     Tagged with:

     • loan
     • spinoff
     • spin-off
   • 10 replies
   • 2k views
   • 
   • Luke Bailey
   • October 17, 2019

4. Joint & Survivor Annuity-Terminated Plan

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

5. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

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

6. Covid Distributions - J&S plans

   By k man, April 2, 2020
   • 10 replies
   • 2k views
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   • Peter Gulia
   • December 29, 2020

7. Final Regulations Issued: Cure Period for Defaulted Loans

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

8. Defer first loan repayment

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

9. 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

10. Repayment of loans in default

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

11. Trustee is refusing to sign

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

12. 401k Hardship Distribution

    By Guest run_n_fool, September 11, 2007
    • 1 reply
    • 2k views
    • 
    • masteff
    • September 11, 2007

13. ethical issues regarding loans

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

14. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 2k views
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    • R. Butler
    • September 22, 2008

15. 30% withholding

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

16. How is life expectancy determined for purposes of calculating maximum

    By Michael Devault, January 31, 2000
    • 1 reply
    • 2k views
    • 
    • John A
    • January 31, 2000

17. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 2k views
    • 
    • FundeK
    • January 26, 2005

18. Rehire and distribution questions

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

19. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 2k views
    • 
    • pmacduff
    • June 27, 2003

20. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 9, 2010

21. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 4, 1999

22. Can anyone provide me with a working web site link to information on m

    By wmyer, November 17, 2000
    • 2 replies
    • 2k views
    • 
    • John A
    • March 28, 2001

23. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 24, 2010

24. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 2k views
    • 
    • maverick
    • November 25, 2003

25. 1099-R Distribution Code

    By Guest Giovanni, February 7, 2003
    • 4 replies
    • 2k views
    • 
    • Appleby
    • February 7, 2003

26. Loan for Bankrupt Participant

    By Guest psgross, August 14, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • August 16, 2006

27. Newly terminated single participant dies before lump sum

    By Guest crosseyetester, June 22, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 23, 2006

28. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 2k views
    • 
    • Bird
    • March 3, 2015

29. Participant Loans during a Plan Administrator Change

    By Dan, April 26, 1999
    • 4 replies
    • 2k views
    • 
    • Alan Simpson
    • April 28, 1999

30. Accelerated Loan Payment

    By Guest BarryK, April 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2004

31. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

32. Spousal consent, cash-out limit, DC plan sources

    By John A, October 8, 1999
    • 7 replies
    • 1.9k views
    • 
    • Dave Baker
    • October 13, 1999

33. Death distribution to a minor

    By Guest yvonne001, April 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • April 17, 2003

34. Cash Out, Forfeiture, Repayment & Roth!

    By BTH, February 18, 2025
    • 2 replies
    • 1.9k views
    • 
    • casey72
    • February 19, 2025

35. Distribution... protection?

    By K-t-F, July 10, 2006
    • 9 replies
    • 1.9k views
    • 
    • K-t-F
    • July 11, 2006

36. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

    By Guest Jim Hunt, April 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • April 23, 1999

37. What to do for distributions that do not require spousal consent.

    By jkharvey, June 16, 2000
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 20, 2000

38. COVID Tax Relief when plan does not choose COVID Options

    By Gilmore, April 9, 2020
    • 25 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • April 10, 2020

39. principal residence loan for 30 years?

    By betheeg, May 31, 2005
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • June 2, 2005

40. What rights do defined contribution participants in pay status have to

    By John A, April 20, 2000
    • 5 replies
    • 1.9k views
    • 
    • M R Bernardin
    • April 27, 2000

41. After-tax Employee Contributions and Pre-tax Benefits

    By J Simmons, September 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 1, 2007

42. Participant Loan Interest Rates - Does this satisfy "commercially reasonable rate" requirement?

    By Guest ActuaryWannabe, August 3, 2005
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • August 4, 2005

43. Balance Forward Safe Harbor 401(k) Distribution

    By Guest mcw, February 19, 2010
    • 2 replies
    • 1.9k views
    • 
    • D Lewis
    • February 19, 2010

44. State Withholding

    By dmwe, November 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 15, 2005

45. Account balance less than check processing plan expense

    By Guest JVH, March 18, 2004
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • March 19, 2004

46. 10% early withdrawal penalty

    By Guest nipa, March 9, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 8, 2007

47. Interpleader

    By DTH, December 8, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2005

48. No beneficiary

    By k man, May 5, 2006
    • 9 replies
    • 1.9k views
    • 
    • GBurns
    • May 9, 2006

49. MRD Starting Date

    By bzorc, January 20, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2006

50. Rollover or Not

    By thepensionmaven, March 24, 2023
    • 15 replies
    • 1.9k views
    • 
    • thepensionmaven
    • December 12, 2024