Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Distribution from IRA as a result of a divorce

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

2. Rollover or Not

   By thepensionmaven, March 24, 2023
   • 15 replies
   • 1.8k views
   • 
   • thepensionmaven
   • December 12, 2024

3. Direct distribution changed to rollover

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

4. Hardship withdrawal and taxes withheld

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

5. Tax consequences of pre-retirement death benefits.

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

6. tax w/holding on fees too?

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

7. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

   By Peter Gulia, January 31, 2025
   • 4 replies
   • 1.8k views
   • 
   • Peter Gulia
   • February 7, 2025

8. Is Trustee Required to Report Home Loan Interest?

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

9. Hardship Withdraw from Profit Sharing Plan

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

10. Rollover of PS-58 costs

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

11. Distribution Fee Charged to Participant

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

12. 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

13. Refusal to reissue distribution check

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

14. Multiple Employer Plan

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

15. Nonspouse Rollover and WRERA

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

16. In-Service Distribution

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

17. Benefit Payment to Participant's Spouse

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

18. 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

19. RMD - 402f notice not needed?

    By AlbanyConsultant, May 31, 2021
    • 11 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 2, 2021

20. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 11, 2020

21. 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

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

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

24. 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

25. New IRS Model 402(f) Notice?

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

26. Minimum Distribution - Revocable Trust named as Designated Beneficiary

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

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

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

28. 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

29. Reportable Distribution error...

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

30. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 30, 2008

31. RMDs not taken due to family attribution error

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

32. Union to Salaried Employee-Distributable Event?

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

33. Partial Plan Termination

    By khn, September 25, 2019
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 25, 2019

34. 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

35. Federal Withholding from Qualified Plan

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

36. Another Hardship Distribution Question

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

37. Lump Sum Distribution and Employee CoOntributions

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

38. Can you stop Required Minimum payments?

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

39. 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

40. Deemed Distribution of Loan - Taxation Question

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

41. apply distribution fees to very low balance twice ?

    By TPApril, May 17, 2025
    • 12 replies
    • 1.8k views
    • 
    • TPApril
    • May 20, 2025

42. 1099R

    By Egold, January 8, 2025
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • January 16, 2025

43. Can participant loans be forgiven?

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

44. Missing Participant

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

45. Defaulted loan

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

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

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

47. 5% owner & MRD

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

48. 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

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

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

50. Nonspouse Direct Rollover to Inherited IRA

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