Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 401k Hardship Distribution

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

2. Balance Forward - Revalue for Distribution

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

3. Installment Payments- ERD and Withholding

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

4. QDRO and Participant Loan

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

5. Participant to sign release before benefit is paid

   By DJL, July 17, 2020
   • 14 replies
   • 1.9k views
   • 
   • DJL
   • July 22, 2020

6. Hardship Distribution - Time limit for eligible expense?

   By Gilmore, April 20, 2021
   • 12 replies
   • 1.9k views
   • 
   • Luke Bailey
   • May 14, 2021

7. 945 tax deposit problems

   By AndrewZ, June 26, 2003
   • 3 replies
   • 1.9k views
   • 
   • pmacduff
   • June 27, 2003

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

   By wmyer, November 17, 2000
   • 2 replies
   • 1.9k views
   • 
   • John A
   • March 28, 2001

9. Hardship 6-month Suspension Over

   By KateSmithPA, September 24, 2010
   • 1 reply
   • 1.9k views
   • 
   • J Simmons
   • September 24, 2010

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

    By Michael Devault, January 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • January 31, 2000

11. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 9, 2010

12. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 1999

13. Loan for Bankrupt Participant

    By Guest psgross, August 14, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2006

14. 1099-R Distribution Code

    By Guest Giovanni, February 7, 2003
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • February 7, 2003

15. Accelerated Loan Payment

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

16. Participant Loans during a Plan Administrator Change

    By Dan, April 26, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • April 28, 1999

17. Income Tax on Death Benefit of a Life Insurance Policy

    By jmartin, May 25, 2012
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2012

18. Newly terminated single participant dies before lump sum

    By Guest crosseyetester, June 22, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 23, 2006

19. Loan Repayments for Spin-off Plan

    By RayRay, October 14, 2019   

    • loan
    • spinoff
    • (and 1 more)

      Tagged with:

      • loan
      • spinoff
      • spin-off
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • October 17, 2019

20. tax deductible if interest is credited to participant

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

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

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

22. 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

23. principal residence loan for 30 years?

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

24. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 1.9k views
    • 
    • chc93
    • April 25, 2019

25. 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

26. 10% early withdrawal penalty

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

27. Interpleader

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

28. Death distribution to a minor

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

29. 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

30. Distribution... protection?

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

31. 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

32. State Withholding

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

33. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

34. MRD Starting Date

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

35. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 1.9k views
    • 
    • Dinosaur
    • May 24, 2017

36. Balance Forward Safe Harbor 401(k) Distribution

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

37. 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
    • 1.9k views
    • 
    • Kevin C
    • September 13, 2019

38. No beneficiary

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

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

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

40. Account balance less than check processing plan expense

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

41. Cashout Limits Applied to Alternate Payee?

    By WDIK, January 15, 2004
    • 3 replies
    • 1.9k views
    • 
    • J2D2
    • January 16, 2004

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

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

43. RMD Rollover Timing

    By Gilmore, December 20, 2024
    • 7 replies
    • 1.9k views
    • 
    • Gilmore
    • December 30, 2024

44. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • March 3, 2015

45. RMD age 70.5

    By Lori H, June 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • June 29, 2007

46. plan loan to family member as indirect loan

    By Guest kurt johansen, August 17, 1999
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • August 19, 1999

47. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • September 19, 2009

48. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE, January 3, 2008
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • January 4, 2008

49. Death Benefit - No Designated Beneficiary

    By Guest wolfman, June 20, 2001
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • June 21, 2001

50. IRC Sec 72(p) has been amended several times since the early 1980's.

    By Moe Howard, September 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • September 7, 2000