Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD and spouse is more than 10 years younger

   By John Feldt ERPA CPC QPA, September 12, 2019   

   • rmd
   • spouse
   • (and 1 more)

     Tagged with:

     • rmd
     • spouse
     • minimum distribution
   • 4 replies
   • 1.8k views
   • 
   • Kevin C
   • September 13, 2019

2. Minimum Distribution - Revocable Trust named as Designated Beneficiary

   By Guest SHP, August 29, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • August 31, 2000

3. Cash Out, Forfeiture, Repayment & Roth!

   By BTH, February 18
   • 2 replies
   • 1.8k views
   • 
   • casey72
   • February 19

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

   By Guest amfam2, December 5, 2003
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 8, 2003

5. Nonspouse Rollover and WRERA

   By RTK, November 6, 2009
   • 0 replies
   • 1.8k views
   • 
   • RTK
   • November 6, 2009

6. Refusal to reissue distribution check

   By dmwe, November 3, 2014
   • 3 replies
   • 1.8k views
   • 
   • dmwe
   • November 3, 2014

7. Union to Salaried Employee-Distributable Event?

   By Guest Thornton, May 31, 2001
   • 2 replies
   • 1.8k views
   • 
   • KJohnson
   • May 31, 2001

8. 10% excise tax on premature distributions

   By pmacduff, July 29, 2016
   • 6 replies
   • 1.8k views
   • 
   • AMDG
   • August 3, 2016

9. Can you stop Required Minimum payments?

   By FundeK, December 22, 2003
   • 2 replies
   • 1.8k views
   • 
   • FundeK
   • December 22, 2003

10. Another Hardship Distribution Question

    By J Simmons, March 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2009

11. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2004

12. Deemed Distribution of Loan - Taxation Question

    By BTH, September 27, 2000
    • 2 replies
    • 1.8k views
    • 
    • k man
    • October 2, 2000

13. Direct distribution changed to rollover

    By jpdrews, September 26, 2016
    • 19 replies
    • 1.8k views
    • 
    • jpdrews
    • September 28, 2016

14. Federal Withholding from Qualified Plan

    By Guest THess, December 17, 2003
    • 8 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 22, 2003

15. Buyer's plan will not accept loan rollovers from seller's terminating

    By Guest LMalone, November 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • November 16, 2000

16. 1099R issue re: insurance premiums in Defined Benefit Plan

    By Guest ANNEBV, January 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 26, 2001

17. Missing Participant

    By Randy Watson, March 6, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2006

18. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 4, 2020

19. Defaulted loan

    By B21, April 25, 2012
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • April 26, 2012

20. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy, November 1, 2012
    • 6 replies
    • 1.8k views
    • 
    • eeyore
    • November 5, 2012

21. New IRS Model 402(f) Notice?

    By Guest Ben, January 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2000

22. If a 50 year old individual has begun taking substantially equal payme

    By Guest blaster, November 10, 2000
    • 7 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

23. Can participant loans be forgiven?

    By pbarrett, June 5, 2000
    • 5 replies
    • 1.8k views
    • 
    • pjkoehler
    • June 7, 2000

24. Can a Terminated Participant Request CRD?

    By cheersmate, September 18, 2020   

    • crd
    • terminated participant crd
    • 7 replies
    • 1.8k views
    • 
    • cheersmate
    • September 21, 2020

25. Reportable Distribution error...

    By Guest Carl C, January 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • jane123
    • January 27, 2003

26. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • K2retire
    • May 5, 2015

27. Is this legal? Plan assets to Pay IRS liability

    By Guest BravelyObey, October 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • October 27, 2005

28. Control Group Distribution

    By Biz Develop Consultant BJF, May 29, 2018   

    • distributable event
    • control group
    • 4 replies
    • 1.8k views
    • 
    • Doc Ument
    • May 30, 2018

29. Participant can calculate Required Minimum Distribution under new rule

    By John A, March 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 13, 2001

30. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2007

31. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 1.8k views
    • 
    • FrankGlemstone
    • January 28, 2022

32. 5% owner & MRD

    By Guest Sieve, October 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 15, 2008

33. Renovation loan.... 15years?

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

34. Distribution to Non-Spouse Beneficiary

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

35. ERISA, STATUTE OF LIMITATIONS

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

36. What amount is eligible for rollover from in-service withdrawals that

    By John A, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

37. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • September 18, 2007

38. Satisfying RMDs with Lump Sum

    By Randy Watson, October 18, 2010
    • 6 replies
    • 1.8k views
    • 
    • Randy Watson
    • October 19, 2010

39. Taxation of non-periodic payments after the Annuity Start Date

    By Guest Bob Collins, November 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 1999

40. Distribution Used Wrong Vesting %

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

41. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

42. Notice 2020-23: all loan repayments on hold?

    By AlbanyConsultant, May 13, 2020
    • 12 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 14, 2020

43. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 5, 2007

44. Failed ADP refund; taxed in what year?

    By Richard Anderson, February 6, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 10, 2009

45. Uncashed Distribution Checks

    By Guest enelson, January 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 31, 2003

46. Beneficiary Unknown

    By MarZDoates, August 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • August 18, 2011

47. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

48. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150, May 1, 2019
    • 11 replies
    • 1.8k views
    • 
    • Appleby
    • May 6, 2019

49. Is there a way to reduce the payment amount in a series of substantial

    By maverick, April 1, 2002
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • April 16, 2002

50. Required Minimum Distributions - 2 questions

    By FundeK, August 5, 2004
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • August 6, 2004