Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Rules on Loan Programs

   By BG5150, June 18, 2014
   • 7 replies
   • 1.2k views
   • 
   • Gadgetfreak
   • June 19, 2014

2. Participant now excluded class--hardship available?

   By BG5150, June 2, 2014
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • June 2, 2014

3. Conversion to Roth

   By Earl, May 31, 2014
   • 4 replies
   • 1.1k views
   • 
   • Earl
   • June 2, 2014

4. Penatly(?) for not cashing out low balances

   By BG5150, May 29, 2014
   • 5 replies
   • 1.1k views
   • 
   • MoJo
   • May 29, 2014

5. Hardship Distribution of Roth Deferrals

   By MarZDoates, May 28, 2014
   • 2 replies
   • 2.3k views
   • 
   • MarZDoates
   • May 28, 2014

6. terminated participant, loan repayment and distribution

   By Draper55, May 23, 2014
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • May 24, 2014

7. loan over 5 year term for principal residence

   By JKW, May 22, 2014
   • 6 replies
   • 1.3k views
   • 
   • mbozek
   • May 24, 2014

8. Tax withholding before or after check delivery fees?

   By bcmom, May 8, 2014   

   • distributions
   • tax withholding
   • 11 replies
   • 2.6k views
   • 
   • Belgarath
   • May 9, 2014

9. Old fashioned loan accounting

   By Guest tmills, April 30, 2014
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • May 30, 2014

10. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 0 replies
    • 787 views
    • 
    • Guest
    • April 30, 2014

11. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 17, 2014

12. 5 percent owner rule for RMDs

    By Nassau, April 15, 2014
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 16, 2014

13. Minor Beneficiary: Tax Reporting

    By Guest 4Kicks, April 15, 2014
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 15, 2014

14. Loan interest rate

    By ombskid, April 10, 2014
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • April 10, 2014

15. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 741 views
    • 
    • t.haley
    • April 7, 2014

16. RMD Due - Balance is death benefit rollover

    By jmartin, April 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • jmartin
    • April 9, 2014

17. Form 1099-R for In Plan Roth Transfer

    By TPA Bob, March 31, 2014   

    • 1099-R In Plan Roth Transfer
    • 2 replies
    • 2.6k views
    • 
    • TPA Bob
    • March 31, 2014

18. Defaulted Loan

    By bzorc, March 29, 2014
    • 1 reply
    • 994 views
    • 
    • Jim Chad
    • March 31, 2014

19. first RMD TAX YEAR????

    By Lori H, March 27, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 27, 2014

20. When is a loan considered "repaid"?

    By Lori H, March 19, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • March 20, 2014

21. Worker's comepnsation & loan suspension

    By R. Butler, March 19, 2014
    • 0 replies
    • 755 views
    • 
    • R. Butler
    • March 19, 2014

22. Distributable Event?

    By mgcpension, March 18, 2014   

    • distribution
    • 401k
    • (and 1 more)

      Tagged with:

      • distribution
      • 401k
      • disability
    • 4 replies
    • 4.1k views
    • 
    • BG5150
    • March 19, 2014

23. 242(b) election and RMD

    By thepensionmaven, March 16, 2014   

    • RMD with 242(b)
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 17, 2014

24. RMD and receivable

    By cdavis25, March 7, 2014
    • 2 replies
    • 2.8k views
    • 
    • cdavis25
    • March 7, 2014

25. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 9.7k views
    • 
    • Appleby
    • October 18, 2014

26. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

27. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 999 views
    • 
    • Lou S.
    • February 20, 2014

28. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 12, 2014

29. Proof for restricted loans???

    By heygents, February 12, 2014
    • 1 reply
    • 869 views
    • 
    • masteff
    • February 12, 2014

30. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • February 18, 2014

31. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.2k views
    • 
    • sam2012
    • February 7, 2014

32. Loan amortized incorrectly

    By JKW, February 3, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 4, 2014

33. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 8.3k views
    • 
    • My 2 cents
    • January 30, 2014

34. RMD Question

    By Mr401k, January 29, 2014
    • 10 replies
    • 1.6k views
    • 
    • Mr401k
    • February 4, 2014

35. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

36. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.6k views
    • 
    • My 2 cents
    • January 27, 2014

37. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • February 12, 2014

38. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 23, 2014

39. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 23, 2014

40. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 1.6k views
    • 
    • K2retire
    • January 20, 2014

41. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • Rai401k
    • January 16, 2014

42. Does a defaulted loan still count as a loan?

    By AlbanyConsultant, January 14, 2014
    • 5 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 14, 2014

43. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014

44. Roth hardship

    By cdavis25, January 8, 2014
    • 2 replies
    • 1.7k views
    • 
    • cdavis25
    • January 8, 2014

45. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • January 7, 2014

46. 1099-R For Deceased Participant

    By Stash026, January 6, 2014
    • 1 reply
    • 970 views
    • 
    • Flyboyjohn
    • January 6, 2014

47. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5, December 28, 2013
    • 11 replies
    • 4.6k views
    • 
    • Yesrod5
    • December 30, 2013

48. RMD for lost participant

    By cdavis25, December 23, 2013
    • 4 replies
    • 1.4k views
    • 
    • cdavis25
    • December 24, 2013

49. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • December 27, 2013

50. 1099-R forms for 2013

    By pmacduff, December 20, 2013
    • 3 replies
    • 3.9k views
    • 
    • K2retire
    • December 31, 2013