Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Missing beneficiary form

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

2. RMD Notification Requirements for Non-Owners

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

3. Withholding procedures for non resident vs. resident aliens?

   By Guest amfam2, December 5, 2003
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 8, 2003

4. Stopping RMDs

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

5. Hardship for purchase of principal residence

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

6. Terminated profit sharing plans

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

7. Can Distributions Be Made Out To Third Party?

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

8. Loan or distribution?

   By Guest maddie7, July 18, 2014   

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

9. Penalties for not withholding

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

10. Direct Rollover of Loans

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

11. Notice Requirements - QJSA Value or Table?

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

12. Automatic Rollovers for Mandatory Distributions

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

13. Need 1099 Help

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

14. 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

15. Cash Out, Forfeiture, Repayment & Roth!

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

16. Financial companies willing to issue small J&SAs

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

17. Spousal consent needed for hardship?

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

18. 401(k) distribution-deceased participant/estate closed

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

19. Distribution from corporate checking account

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

20. Advice on handling a distribution via Power of Attorney

    By Santo Gold, May 20, 2025
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 22, 2025

21. Spousal Consent Rules

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

22. Loans and Frozen Plans

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

23. reason for hardship w/d

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

24. 1099-R/#945 reporting question

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

25. Proper Interest rate for loan after a LOA

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

26. RMD of Rollover after 70-1/2

    By Guest PGH.ERISA, January 9, 2008
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • January 9, 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. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11, 2021
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • June 15, 2021

29. non-spouse beneficiary -reassign payment?

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

30. 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

31. 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

32. In-Service Distributions and Top Heavy Testing

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

33. Documentation for Rollover

    By Remote Kathleen, June 11, 2021
    • 7 replies
    • 1.9k views
    • 
    • Cardscrazy
    • June 15, 2021

34. Taxation of Defaulted Loan

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

35. 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

36. Loans from only 100% vested sources?

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

37. Lost Participants in existing plan

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

38. State Withholding Taxes on distributions.

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

39. required minimum distribution

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

40. 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

41. Stale checks

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

42. 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

43. in-plan Roth conversion and 1099R

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

44. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k, October 7, 2021
    • 3 replies
    • 1.9k views
    • 
    • Luke Bailey
    • October 8, 2021

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

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

47. Uncashed Checks - All to traditional IRAs?

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

48. After-Tax Basis

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

49. Required Minimum Distribution (SBJPA transition) issue.

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

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

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