Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. state income tax withholding

   By Guest Mike Kimball, April 16, 1999
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • April 24, 1999

2. Withholding more than 20% from a distribution?

   By AlbanyConsultant, February 7, 2005
   • 5 replies
   • 1.9k views
   • 
   • AlbanyConsultant
   • February 14, 2005

3. Redeposit of Stale Checks

   By TBob, May 22, 2007
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • May 23, 2007

4. Ten Year Forward Averaging

   By chris, July 30, 2001
   • 0 replies
   • 1.9k views
   • 
   • chris
   • July 30, 2001

5. Uncashed Checks - All to traditional IRAs?

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

6. Income Tax on Death Benefit of a Life Insurance Policy

   By jmartin, May 25, 2012
   • 3 replies
   • 1.9k views
   • 
   • mbozek
   • May 25, 2012

7. Uncashed checks - always a difficult issue

   By Belgarath, May 1, 2023
   • 10 replies
   • 1.9k views
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   • Bill Presson
   • May 3, 2023

8. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

   By Plan Doc, March 5
   • 4 replies
   • 1.9k views
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   • Peter Gulia
   • March 6

9. Plan participant dies - has no designated beneficiary and no will

   By Tom, March 24
   • 11 replies
   • 1.9k views
   • 
   • ESOP Guy
   • March 26

10. Small minimum distribution amount

    By Guest, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 28, 2000

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

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2008

12. Pension Distribution Withholding - State Level

    By pmacduff, December 4, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 2002

13. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Locust
    • March 17, 2006

14. Hardship withdrawal from "frozen" account

    By Guest IPound, June 2, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 2000

15. Can last year's distributions count towards 1st RMD?

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2007

16. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 1.8k views
    • 
    • chc93
    • April 25, 2019

17. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2001

18. Can a participant who has reached retirement age take a plan loan, if

    By Guest Tara Curran, July 12, 2000
    • 2 replies
    • 1.8k views
    • 
    • pjkoehler
    • July 13, 2000

19. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.8k views
    • 
    • mbozek
    • July 14, 2015

20. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 6, 2000

21. Another NRA Withholding Q

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

22. EGTRRA cash out rules

    By Guest Katharine Jungkind, September 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bob R
    • September 17, 2001

23. Form for Late 1099 Withholding

    By Guest, January 24, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2001

24. 401k loan - default never processed

    By JKW, June 18, 2012
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • June 19, 2012

25. Alternate payee ( from QDRO) age or original participant age used for

    By John A, January 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 10, 2001

26. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 21, 2005

27. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller, June 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 1999

28. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R?

    By Guest Lisha, September 12, 2004
    • 8 replies
    • 1.8k views
    • 
    • Lori Friedman
    • September 28, 2004

29. Is beneficiary designation from pre-spinoff plan valid for determining

    By Guest Thom Heaney Jr, February 11, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 11, 2000

30. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 13, 2017

31. Distribution from IRA as a result of a divorce

    By Guest pete30075, December 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 6, 2004

32. Hardship withdrawal and taxes withheld

    By Santo Gold, May 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 20, 2005

33. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK, November 6, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 7, 2003

34. Prevailing Wage Plan

    By oldman63, August 10, 2018
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • August 10, 2018

35. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31, 2020
    • 7 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 29, 2020

36. Loan (property puchase)

    By Guest cascigm, April 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • david shipp
    • April 20, 1999

37. Tax consequences of pre-retirement death benefits.

    By jlf, November 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • Wessex
    • November 15, 2000

38. Hardship Withdraw from Profit Sharing Plan

    By abanky, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • abanky
    • May 2, 2002

39. Distribution Fee Charged to Participant

    By nancy, March 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2008

40. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • October 5, 2006

41. In-Service Distribution

    By ERISA13, September 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • September 30, 2010

42. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • May 20, 2020

43. Is an involuntary cash-out provision a protected distribution option?

    By Guest Grumpy455, March 8, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2005

44. Rollover of PS-58 costs

    By Guest Judy S, December 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • December 11, 2003

45. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 22, 2019

46. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 1.8k views
    • 
    • masteff
    • February 3, 2016

47. What to do with outstanding loans on termination of the Plan

    By Guest PALAWYER, October 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • rcline46
    • October 17, 2000

48. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

49. Proposed Regulations Issued: Loans Made While a Deemed Distribution Lo

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.8k views
    • 
    • Dave Baker
    • August 1, 2000

50. What are risks in not following "deemed distribution" rules?

    By John A, December 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • December 23, 1999