Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 401(k) distribution-deceased participant/estate closed

   By Guest Martha A. Hayner, September 7, 2001
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • September 10, 2002

2. RMD if they have 401(k) AND ROTH 401(k) Question

   By Guest kchadwell, January 30, 2008
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • January 30, 2008

3. Distribution from corporate checking account

   By Guest persie, December 16, 2008
   • 7 replies
   • 1.9k views
   • 
   • BG5150
   • December 17, 2008

4. Distribution Reporting with Invalid SSN

   By EBECatty, August 19, 2021
   • 15 replies
   • 1.9k views
   • 
   • Kabert
   • August 24, 2021

5. Proper Interest rate for loan after a LOA

   By R. Butler, June 9, 2003
   • 3 replies
   • 1.9k views
   • 
   • QDROphile
   • June 9, 2003

6. 1099-R/#945 reporting question

   By pmacduff, November 18, 2003
   • 2 replies
   • 1.9k views
   • 
   • pmacduff
   • November 19, 2003

7. non-spouse beneficiary -reassign payment?

   By PFranckowiak, December 28, 2007
   • 6 replies
   • 1.9k views
   • 
   • jevd
   • December 31, 2007

8. In-Service Distributions and Top Heavy Testing

   By Guest LHart, December 10, 2004
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • December 10, 2004

9. RMD of Rollover after 70-1/2

   By Guest PGH.ERISA, January 9, 2008
   • 2 replies
   • 1.9k views
   • 
   • masteff
   • January 9, 2008

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

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

11. State Withholding Taxes on distributions.

    By Guest MEWilson, November 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2003

12. Receiving pension distribution and loan default discovered.

    By Guest goingbroke07, July 1, 2002
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2002

13. Spousal consent needed for hardship?

    By Guest Happy Actuary, August 24, 2004
    • 1 reply
    • 1.9k views
    • 
    • Alf
    • August 24, 2004

14. Taxation of Defaulted Loan

    By KateSmithPA, April 4, 2002
    • 6 replies
    • 1.9k views
    • 
    • KateSmithPA
    • April 4, 2002

15. required minimum distribution

    By Santo Gold, December 23, 2008
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 23, 2008

16. how are folks handling taxable/nontaxable portions of partial direct rollovers in light of Notice 2009-68?

    By msimpson, July 23, 2014   

    • rollovers
    • taxable
    • (and 2 more)

      Tagged with:

      • rollovers
      • taxable
      • nontaxable
      • 402(f) notice
    • 10 replies
    • 1.9k views
    • 
    • msimpson
    • September 18, 2014

17. Cite for spousal consent NOT being required to certain non- J&S pl

    By John A, April 4, 2002
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • April 5, 2002

18. Notice Requirements for Elimination of 70-1/2 In-Service Distribtion.

    By Guest PJW, December 18, 2001
    • 7 replies
    • 1.9k views
    • 
    • KJohnson
    • January 25, 2002

19. in-plan Roth conversion and 1099R

    By Guest Jennyb473, January 27, 2011
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • January 27, 2011

20. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar, October 28, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1999

21. After-Tax Basis

    By Guest Sehrl, June 25, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 25, 2002

22. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 17, 2009

23. Stale checks

    By Guest Tbrown, August 6, 2012
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2012

24. Required Minimum Distribution (SBJPA transition) issue.

    By Guest tgk, January 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2001

25. Cash / IRA option in Forced Distributions under $1,000

    By JButtrick, July 19, 2005
    • 2 replies
    • 1.9k views
    • 
    • No Name
    • July 19, 2005

26. Spousal consent - incompetent spouse

    By Guest ladler, March 11, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 11, 2004

27. Spousal Consent Rules

    By Guest welcomehome, June 24, 2004
    • 1 reply
    • 1.9k views
    • 
    • ccassetty
    • June 24, 2004

28. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2005

29. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

30. RMDs from Defined Benefit Plans

    By Guest wolfman, December 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 19, 2001

31. RMD for deceased participant, can check be made payable to estate?

    By BG5150, December 14, 2021
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • December 22, 2021

32. Does rollover of KEOGH to conduit IRA eliminate 10 year averaging opti

    By Guest Joe Twidwell, March 29, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2000

33. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

34. Age 55 Exception - Full Plan Termination

    By Vlad401k, April 2
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • April 29

35. RMD or No RMD?

    By Lou S., March 25, 2015
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 25, 2015

36. Vested Account Balance over/under $5,000 (fluctuates)

    By 12AX7, December 11, 2012
    • 7 replies
    • 1.9k views
    • 
    • masteff
    • December 13, 2012

37. Hardship Distribution - Time limit for eligible expense?

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

38. Loan for non participant from their rollover?

    By CJS07, April 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • April 22, 2008

39. How do you get a refund/credit of a participant's prior year's federal tax withholding?

    By Guest cicday, March 17, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • March 18, 2005

40. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

    By Guest jason, December 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 1, 1999

41. Financial companies willing to issue small J&SAs

    By J Simmons, November 7, 2017
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • November 12, 2017

42. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 1.9k views
    • 
    • Luke Bailey
    • December 12, 2019

43. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia, January 3, 2023
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 4, 2023

44. Forfeitures to reduce employer non-elective contribution

    By MarZDoates, September 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 27, 2004

45. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

46. Minimum Required Distribution from IRA OK if Plan terminates?

    By Lynn Campbell, April 8, 1999
    • 3 replies
    • 1.9k views
    • 
    • Dave Baker
    • April 9, 1999

47. Estate required for trailing distribution?

    By benefitz, February 21, 2017
    • 10 replies
    • 1.9k views
    • 
    • K2retire
    • February 23, 2017

48. Distribution and Valuation of Promissory Note

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

49. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
    • 
    • FundeK
    • November 13, 2003

50. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • lkpittman
    • November 21, 2002