Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Interest to terminated participant

   By Guest AEA, April 11, 2000
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • May 29, 2000

2. Calculating 50% of account value for max loan

   By pensiongeek, March 26, 2020
   • 5 replies
   • 751 views
   • 
   • JOH
   • March 26, 2020

3. RMD and Rollovers

   By Guest Pete Joachim, February 18, 2004
   • 5 replies
   • 1.2k views
   • 
   • Appleby
   • February 19, 2004

4. RMD requirements for a rehire

   By Guest LHaskell, September 27, 2011
   • 5 replies
   • 7k views
   • 
   • Guest
   • October 10, 2014

5. Estate Tax

   By dmb, July 9, 2001
   • 5 replies
   • 1.6k views
   • 
   • Fred Payne
   • July 18, 2001

6. Withholding in Error From Previous Tax Year

   By Guest GordonJ, August 5, 2005
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • August 8, 2005

7. 1099R coding of post-tax contribs cashed out

   By JulesInCNY, January 18, 2018   

   • post-tax
   • employer contributions
   • (and 2 more)

     Tagged with:

     • post-tax
     • employer contributions
     • 1099r
     • coding
   • 5 replies
   • 875 views
   • 
   • JulesInCNY
   • January 18, 2018

8. Is RMD due?

   By cheersmate, October 27, 2022   

   • rmd
   • in-service distributions
   • 5 replies
   • 757 views
   • 
   • CuseFan
   • October 28, 2022

9. Loans before level amortization required?

   By Guest BXO, July 7, 2006
   • 5 replies
   • 1.4k views
   • 
   • rcline46
   • July 9, 2006

10. Intra controlled group transfer of account

    By Guest Lawrenceg, February 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2007

11. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4, 2019
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • September 9, 2019

12. 1099-R: being the payer and the payee at the same time

    By AlbanyConsultant, January 29, 2013
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • February 2, 2013

13. Employee Contributions in DB Plan & Immediate Annuity < ERD

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 3, 2008

14. Due Date of 945 Tax Payment - FIT withholding on pension distributions

    By MarZDoates, June 20, 2014
    • 5 replies
    • 3.4k views
    • 
    • MarZDoates
    • June 20, 2014

15. RMD in termination setting

    By billfgrady, February 19, 2004
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • February 19, 2004

16. How do you determine if a new loan is considered a “replacement loan”?

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

17. Calculating RMD for spousal beneficiary

    By Guest M. Martin, November 30, 2007
    • 5 replies
    • 2.6k views
    • 
    • jevd
    • January 23, 2008

18. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • acm_acm
    • August 24, 2017

19. Can a plan's terms require distributions to be made via direct deposit

    By Guest Ed F, June 22, 2000
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • July 3, 2014

20. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2008

21. Hardship standards in an AccuDraft doc

    By doombuggy, May 8, 2008
    • 5 replies
    • 2k views
    • 
    • masteff
    • May 9, 2008

22. RMDs

    By doombuggy, November 27, 2006
    • 5 replies
    • 1.7k views
    • 
    • doombuggy
    • December 5, 2006

23. In-service distributions and RMDs

    By Guest raintrain19, August 30, 2011
    • 5 replies
    • 1.8k views
    • 
    • masteff
    • August 30, 2011

24. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers, August 16, 2018
    • 5 replies
    • 1.5k views
    • 
    • Phlyers
    • September 5, 2018

25. TPA distribution Fee

    By Jim Chad, October 3, 2016
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2016

26. Withholding by state (1) after moving to state (2) - 10 year rule?

    By JDuns, May 31, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 2, 2006

27. RMD and Deferred Distribution

    By AJ North, January 30, 2013
    • 5 replies
    • 1.1k views
    • 
    • AJ North
    • February 1, 2013

28. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009, December 13, 2004
    • 5 replies
    • 1.8k views
    • 
    • GBurns
    • December 13, 2004

29. hardship for "casualty loss" three years ago

    By AlbanyConsultant, June 24, 2014
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • July 3, 2014

30. Distributions - Protected Benefits

    By Stephanie, June 25, 2018
    • 5 replies
    • 3.2k views
    • 
    • ACK
    • July 2, 2018

31. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 31, 2011

32. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 970 views
    • 
    • JRSP533
    • April 1, 2020

33. Another NRA Withholding Q

    By Guest lvegas, December 14, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2006

34. Withholding on a hardship withdrawal

    By R. Butler, February 13, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 15, 2008

35. Can Distributions Be Made Out To Third Party?

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

36. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • 2muchstress
    • August 2, 2002

37. Renovation loan.... 15years?

    By K-t-F, March 31, 2005
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • March 31, 2005

38. Failure to Withhold

    By jmrsai, March 20, 2009
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • March 20, 2009

39. Plan Loan Limits (Refinancing): Definition of Vested Balance

    By Guest chris4013, August 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • FundeK
    • August 4, 2004

40. Death Benefit to Minor Children

    By ConnieStorer, May 24, 2024
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 29, 2024

41. Distribution received 2007 and 2006 1099 reported

    By Guest kramcon, April 8, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2007

42. Cancel Plan Loan, call it COVID Dist?

    By K-t-F, July 2, 2020
    • 5 replies
    • 772 views
    • 
    • Luke Bailey
    • July 2, 2020

43. Can a Plan Have These Types of Loans?

    By mming, March 9, 2012
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • March 12, 2012

44. Death Certificate - Not original

    By Vlad401k, July 16, 2015
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • July 17, 2015

45. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE, August 22, 2018
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • August 23, 2018

46. Options for Missing Beneficiary

    By EBECatty, April 5, 2021
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 5, 2021

47. 1099-R coding for death distributions

    By FundeK, November 22, 2004
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • November 24, 2004

48. Direct rollover even without distribution event?

    By ERISA guy, March 3, 2023
    • 5 replies
    • 1.6k views
    • 
    • joel
    • March 7, 2023

49. When is a loan considered "repaid"?

    By Lori H, March 19, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • March 20, 2014

50. when is last day of plan year in plan termination

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 24, 2011