Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Cashout Limits Applied to Alternate Payee?

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

2. 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

3. plan loan to family member as indirect loan

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

4. RMD age 70.5

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

5. Missing beneficiary form

   By Guest bmurphy, September 6, 2002
   • 4 replies
   • 1.9k views
   • 
   • mbozek
   • September 9, 2002

6. Loan overpaid

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

7. Security for Loan to Acquire Primary Residence

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

8. Spousal consent needed for hardship?

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

9. Terminated profit sharing plans

   By Guest Garynova, January 6, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • January 6, 1999

10. Death Benefit - No Designated Beneficiary

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

11. Loan or distribution?

    By Guest maddie7, July 18, 2014   

    • loan
    • distribution
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • July 21, 2014

12. Loans from only 100% vested sources?

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

13. Hardship for purchase of principal residence

    By K2retire, June 18, 2013
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • June 20, 2013

14. Penalties for not withholding

    By Guest cosmo01, June 9, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 10, 2003

15. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

16. RMD Notification Requirements for Non-Owners

    By Guest jjonesocreel, February 28, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2006

17. Notice Requirements - QJSA Value or Table?

    By Erik Read, December 19, 2001
    • 6 replies
    • 1.9k views
    • 
    • Erik Read
    • December 19, 2001

18. Can Distributions Be Made Out To Third Party?

    By Alf, August 10, 2005
    • 5 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • August 11, 2005

19. Direct Rollover of Loans

    By Guest smithee, March 13, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 13, 2001

20. Financial companies willing to issue small J&SAs

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

21. Need 1099 Help

    By Guest Boilerburm1, January 26, 2006
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • January 26, 2006

22. Automatic Rollovers for Mandatory Distributions

    By mming, May 13, 2005
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • May 26, 2005

23. Distribution from corporate checking account

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

24. 401(k) distribution-deceased participant/estate closed

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

25. Insurance Transfer

    By ASFESQ, July 7, 2021
    • 20 replies
    • 1.9k views
    • 
    • Bird
    • July 20, 2021

26. 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

27. deemed distribution vs offset distribution

    By thepensionmaven, July 20, 2015   

    • deemed vs offset
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • July 20, 2015

28. Spousal Consent Rules

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

29. 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

30. 1099-R/#945 reporting question

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

31. Loans and Frozen Plans

    By Guest Moreno, September 18, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 18, 2001

32. Proper Interest rate for loan after a LOA

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

33. reason for hardship w/d

    By betheeg, March 2, 2004
    • 6 replies
    • 1.9k views
    • 
    • FundeK
    • March 2, 2004

34. RMD of Rollover after 70-1/2

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

35. 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

36. non-spouse beneficiary -reassign payment?

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

37. Lost Participants in existing plan

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

38. Life Insurance death 1099R reporting

    By Rai401k, January 5, 2017
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • January 5, 2017

39. State Withholding Taxes on distributions.

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

40. 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

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

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

42. In-Service Distributions and Top Heavy Testing

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

43. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 1.9k views
    • 
    • AMDG
    • August 3, 2016

44. Taxation of Defaulted Loan

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

45. 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

46. Stale checks

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

47. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin, November 12, 2019
    • 9 replies
    • 1.9k views
    • 
    • justanotheradmin
    • November 13, 2019

48. required minimum distribution

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

49. Estate required for trailing distribution?

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

50. 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