Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Limit on Elective Deferrals in Year Following Hardship

   By Guest Phil Germani, November 29, 2005
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • November 30, 2005

2. RMD or No RMD?

   By Lou S., March 25, 2015
   • 5 replies
   • 1.9k views
   • 
   • Mike Preston
   • March 25, 2015

3. Spousal consent - incompetent spouse

   By Guest ladler, March 11, 2004
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 11, 2004

4. Estate required for trailing distribution?

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

5. $200 withholding rule

   By BG5150, December 17, 2010
   • 3 replies
   • 1.9k views
   • 
   • GMK
   • December 17, 2010

6. Minimum Required Distribution from IRA OK if Plan terminates?

   By Lynn Campbell, April 8, 1999
   • 3 replies
   • 1.9k views
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   • Dave Baker
   • April 9, 1999

7. Loan for non participant from their rollover?

   By CJS07, April 22, 2008
   • 3 replies
   • 1.9k views
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   • masteff
   • April 22, 2008

8. RMDs from Defined Benefit Plans

   By Guest wolfman, December 18, 2001
   • 2 replies
   • 1.9k views
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   • Guest
   • December 19, 2001

9. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

   By Guest jason, December 1, 1999
   • 0 replies
   • 1.9k views
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   • Guest
   • December 1, 1999

10. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

11. Distribution and Valuation of Promissory Note

    By Randy Watson, August 25, 2010
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • August 30, 2010

12. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

13. Forfeitures to reduce employer non-elective contribution

    By MarZDoates, September 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 27, 2004

14. How do you get a refund/credit of a participant's prior year's federal tax withholding?

    By Guest cicday, March 17, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • March 18, 2005

15. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • lkpittman
    • November 21, 2002

16. 1099's when sponsor no longer exists?

    By david rigby, May 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 11, 1999

17. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 2001

18. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
    • 
    • FundeK
    • November 13, 2003

19. state income tax withholding

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

20. Ten Year Forward Averaging

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

21. Small minimum distribution amount

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

22. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • September 13, 2017

23. Pension Distribution Withholding - State Level

    By pmacduff, December 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2002

24. Withholding more than 20% from a distribution?

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

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

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

26. 10% excise tax on premature distributions

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

27. Redeposit of Stale Checks

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

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

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2007

29. Hardship withdrawal from "frozen" account

    By Guest IPound, June 2, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 2, 2000

30. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 22, 2019

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

    By Belgarath, March 31, 2020
    • 7 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

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

    By FundeK, November 6, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2003

33. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.9k views
    • 
    • mbozek
    • July 14, 2015

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

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.9k views
    • 
    • Locust
    • March 17, 2006

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

    By John A, January 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • January 10, 2001

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

    By Guest Tara Curran, July 12, 2000
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • July 13, 2000

37. EGTRRA cash out rules

    By Guest Katharine Jungkind, September 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • Bob R
    • September 17, 2001

38. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 6, 2000

39. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 1.9k views
    • 
    • FrankGlemstone
    • January 28, 2022

40. Form for Late 1099 Withholding

    By Guest, January 24, 2001
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • January 25, 2001

41. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • May 20, 2020

42. 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

43. Hurricane Katrina Loans and Harships

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

44. 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

45. Another NRA Withholding Q

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

46. 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

47. Divorce Distribution - Timing and QDRO

    By Basically, November 14, 2022
    • 12 replies
    • 1.8k views
    • 
    • Basically
    • November 18, 2022

48. Prevailing Wage Plan

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

49. 401k loan - default never processed

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

50. Loan (property puchase)

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