Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

   By rocknrolls2, January 22, 2020
   • 6 replies
   • 1.1k views
   • 
   • Larry Starr
   • January 22, 2020

2. Distribution returned to plan

   By Basically, October 5, 2022
   • 17 replies
   • 2.2k views
   • 
   • pmacduff
   • October 10, 2022

3. Distribution Tax Withholding/1099-Rs

   By sam2012, February 7, 2014   

   • 1099-Rs
   • state tax withhodling
   • 0 replies
   • 1.2k views
   • 
   • sam2012
   • February 7, 2014

4. Distribution Timing

   By Guest padmin, January 23, 2004
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • January 23, 2004

5. Distribution Timing

   By Dazednconfused, December 17, 2010
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • December 18, 2010

6. distribution timing

   By Guest asianson, August 17, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • August 20, 2001

7. Distribution timing - withdrawal date or check date?

   By Guest Emiman, December 16, 2004
   • 10 replies
   • 2.3k views
   • 
   • SoCalActuary
   • December 17, 2004

8. Distribution timing when participant is re-hired

   By Kansas401k, November 29, 2018   

   • distribution
   • timing
   • (and 2 more)

     Tagged with:

     • distribution
     • timing
     • re-hire
     • rehire
   • 7 replies
   • 2.3k views
   • 
   • CJ Allen
   • December 4, 2018

9. Distribution to 401(k) participant who will terminate employment and b

   By John A, November 12, 1999
   • 1 reply
   • 2.4k views
   • 
   • QDROphile
   • November 12, 1999

10. Distribution to Atty-in-Fact During Divorce

    By chris, April 22, 2003
    • 6 replies
    • 1.5k views
    • 
    • chris
    • April 23, 2003

11. Distribution to Beneficiary

    By Guest notapensiongeek, October 24, 2006
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • October 25, 2006

12. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 9, 2008

13. Distribution to Beneficiary of Missing participant

    By Guest SBlack, June 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • June 22, 2001

14. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser, November 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • December 8, 2004

15. Distribution to corporation owner

    By Guest Dook, November 4, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 1998

16. distribution to fired employee, who may be reinstated

    By Santo Gold, August 24, 2020
    • 1 reply
    • 621 views
    • 
    • Madison71
    • August 24, 2020

17. Distribution to Husband/participant; Wife back in Mexico

    By Guest PenProTx, November 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 1, 2005

18. Distribution to illegal alien

    By Guest Thomas Pritchett, March 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2004

19. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 5, 2013

20. Distribution to Japanese ex-pat

    By msmith, October 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 31, 2013

21. distribution to minor

    By AnnCK, May 24, 2023
    • 3 replies
    • 630 views
    • 
    • Peter Gulia
    • May 26, 2023

22. Distribution to Minor

    By Guest HHR, July 29, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 29, 2002

23. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene, September 16, 2011
    • 3 replies
    • 7.1k views
    • 
    • Guest
    • December 11, 2012

24. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Nassau
    • February 9, 2011

25. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • March 16, 2006

26. Distribution to Non-Spouse Beneficiary

    By PJ2009, March 17, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2009

27. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2007

28. Distribution to non-terminated employee; taxes withheld

    By 401king, June 15, 2010
    • 0 replies
    • 907 views
    • 
    • 401king
    • June 15, 2010

29. Distribution to Non-US Citizen

    By Dazednconfused, August 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 17, 2010

30. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • February 22, 2008

31. Distribution to Participant who lives in Puerto Rico

    By Vlad401k, July 19, 2016
    • 0 replies
    • 646 views
    • 
    • Vlad401k
    • July 19, 2016

32. distribution to rehired employee

    By Belgarath, March 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 23, 2010

33. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19, 2019   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 681 views
    • 
    • Luke Bailey
    • August 19, 2019

34. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

35. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable?

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.1k views
    • 
    • ESOP Guy
    • December 15, 2011

36. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • January 4, 2001

37. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 2.4k views
    • 
    • BTH
    • August 16, 2011

38. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 29, 2003

39. Distribution to U.S. Citizen living abroad

    By Vlad401k, November 5, 2018
    • 8 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 7, 2018

40. Distribution to U.S. citizen living abroad

    By Vlad401k, August 22, 2014
    • 2 replies
    • 964 views
    • 
    • ESOP Guy
    • August 22, 2014

41. Distribution upon Death

    By ac, November 13, 2012
    • 1 reply
    • 888 views
    • 
    • ETA Consulting LLC
    • November 13, 2012

42. distribution upon death to a foundation

    By Earl, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • June 7, 2005

43. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • August 31, 2001

44. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2002

45. Distribution via ACH - ACH verification tool

    By 401Katie, May 22
    • 1 reply
    • 1.4k views
    • 
    • ESOP Guy
    • May 22

46. Distribution was based on incorrect valuation date, then investment losses occur.

    By katieinny, July 30, 2004
    • 4 replies
    • 1.3k views
    • 
    • katieinny
    • August 6, 2004

47. Distribution Without Social Security Number

    By Randy Watson, January 19, 2008
    • 9 replies
    • 4.9k views
    • 
    • K2retire
    • November 20, 2010

48. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 2, 2010

49. Distribution??? of annuity from qualifed??? plan

    By chris, May 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • May 11, 2001

50. Distribution... protection?

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