Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 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

2. Pooled Account Immediate Distribution?

   By AmyETPA, May 7, 2020
   • 8 replies
   • 1.9k views
   • 
   • Larry Starr
   • May 11, 2020

3. Fax signatures acceptable?

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

4. 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

5. Control Group Distribution

   By Biz Develop Consultant BJF, May 29, 2018   

   • distributable event
   • control group
   • 4 replies
   • 1.9k views
   • 
   • Doc Ument
   • May 30, 2018

6. Lost participants in a terminated Money Purchase Pension Plan

   By Guest Ben Feller, June 2, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 2, 1999

7. tax w/holding on fees too?

   By TPApril, March 3, 2020
   • 16 replies
   • 1.9k views
   • 
   • Bill Presson
   • March 4, 2020

8. Another NRA Withholding Q

   By Guest lvegas, December 14, 2005
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • January 4, 2006

9. Form for Late 1099 Withholding

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

10. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 21, 2005

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

    By Guest Thom Heaney Jr, February 11, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2000

12. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 14, 2019

13. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 30, 2008

14. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • February 3, 2016

15. 1099R

    By Egold, January 8, 2025
    • 8 replies
    • 1.9k views
    • 
    • david rigby
    • January 16, 2025

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

    By BG5150, May 1, 2019
    • 11 replies
    • 1.9k views
    • 
    • Appleby
    • May 6, 2019

17. Loan (property puchase)

    By Guest cascigm, April 20, 1999
    • 1 reply
    • 1.9k views
    • 
    • david shipp
    • April 20, 1999

18. apply distribution fees to very low balance twice ?

    By TPApril, May 17, 2025
    • 12 replies
    • 1.9k views
    • 
    • TPApril
    • May 20, 2025

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

    By Guest Lisha, September 12, 2004
    • 8 replies
    • 1.9k views
    • 
    • Lori Friedman
    • September 28, 2004

20. Tax consequences of pre-retirement death benefits.

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

21. 401k loan - default never processed

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

22. Can a Terminated Participant Request CRD?

    By cheersmate, September 18, 2020   

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

23. Hardship withdrawal and taxes withheld

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

24. Hardship Withdraw from Profit Sharing Plan

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

25. Multiple Employer Plan

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

26. Distribution Fee Charged to Participant

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

27. Refusal to reissue distribution check

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

28. 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

29. Rollover of PS-58 costs

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

30. To avoid extra 10% tax, who decides whether a participant is disabled?

    By Peter Gulia, December 15, 2015   

    • tax-reporting; disability
    • 15 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 16, 2015

31. Nonspouse Rollover and WRERA

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

32. Benefit Payment to Participant's Spouse

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

33. In-Service Distribution

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

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

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

35. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

    By Belgarath, March 17, 2025
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 17, 2025

36. RMDs not taken due to family attribution error

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

37. 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

38. 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

39. Minimum Distribution - Revocable Trust named as Designated Beneficiary

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

40. 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

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

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

42. New IRS Model 402(f) Notice?

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

43. Can participant loans be forgiven?

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

44. Federal Withholding from Qualified Plan

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

45. Reportable Distribution error...

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

46. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 1.8k views
    • 
    • Appleby
    • August 31, 2020

47. Union to Salaried Employee-Distributable Event?

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

48. Another Hardship Distribution Question

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

49. Can you stop Required Minimum payments?

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

50. Lump Sum Distribution and Employee CoOntributions

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