Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Time limit for paying out requested distribution

   By TPApril, February 27, 2020
   • 15 replies
   • 1.8k views
   • 
   • BG5150
   • March 5, 2020

2. 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

3. challenge by first spouse of bigamist participant to spousal consent g

   By Guest MWK, October 6, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 7, 2000

4. Required Minimum Distributions - 2 questions

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

5. Satisfying RMDs with Lump Sum

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

6. Pre-mature 401(k) withdrawal

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

7. Missed RMD and balance rolled out of plan

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

8. Insurance Transfer

   By ASFESQ, July 7, 2021
   • 20 replies
   • 1.8k views
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   • Bird
   • July 20, 2021

9. 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

10. Renovation loan.... 15years?

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

11. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
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    • dmwe
    • March 8, 2006

12. Nonspouse Rollover and 5 year rule

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

13. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc, February 22, 2020
    • 4 replies
    • 1.8k views
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    • fmsinc
    • February 24, 2020

14. QJSA Elimination

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

15. Distribution to Non-Spouse Beneficiary

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

16. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 20, 2012

17. ERISA, STATUTE OF LIMITATIONS

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

18. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin, March 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 1999

19. 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

20. Failed ADP refund; taxed in what year?

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

21. state of michigan pension rules

    By Guest golfergirl0428, January 26, 2007
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • January 26, 2007

22. Distribution Used Wrong Vesting %

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

23. Interest on participant loan from a pooled trust

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

24. 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

25. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • August 30, 2002

26. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 14, 2019

27. Beneficiary Unknown

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

28. 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

29. SIP beneficiary question

    By Guest LuckyDuck, April 20, 2013
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 22, 2013

30. Uncashed Distribution Checks

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

31. Loan Interest Calculation

    By Guest smscottish, January 5, 2006
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • January 9, 2006

32. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 3, 2001

33. Stoppng payroll deduction loan repayment

    By Guest, October 22, 1999
    • 5 replies
    • 1.8k views
    • 
    • MoJo
    • October 26, 1999

34. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • December 31, 2001

35. age 70-1/2 election form

    By JessFSA, July 3, 2007
    • 2 replies
    • 1.8k views
    • 
    • JessFSA
    • July 4, 2007

36. Can a loan be rolled over?

    By K-t-F, June 18, 2012
    • 5 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

37. W-4P or W-4R for RMDs?

    By BG5150, January 5, 2022
    • 4 replies
    • 1.8k views
    • 
    • Kim Morgan
    • March 2, 2023

38. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • October 22, 2010

39. Cure Period

    By Randy Watson, April 29, 2004
    • 3 replies
    • 1.8k views
    • 
    • Randy Watson
    • April 30, 2004

40. Excess Loan Payments

    By Guest EPS2, December 19, 2007
    • 4 replies
    • 1.8k views
    • 
    • JanetM
    • January 9, 2008

41. Distribution Timing

    By Guest padmin, January 23, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 23, 2004

42. hardship distribution and primary residence

    By eilano, February 7, 2006
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 8, 2006

43. Is there a requirement to pay earnings on a participant's account bala

    By AmyR, October 20, 2000
    • 3 replies
    • 1.8k views
    • 
    • BeckyMiller
    • May 29, 2002

44. Distribution Fee Paid by Participant?

    By emmetttrudy, September 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • September 21, 2009

45. Overpayment of Benefits & 1099-R Question

    By 415 Limit, March 7, 2012
    • 2 replies
    • 1.8k views
    • 
    • 415 Limit
    • March 7, 2012

46. Automatic Rollovers with EGTRRA

    By Guest dubya, August 21, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2001

47. Must An HCE's Distribution Be Restricted In An Underfunded Plan If All Participants Are HCEs?

    By mming, July 31, 2014
    • 4 replies
    • 1.8k views
    • 
    • FormsRstillmylife
    • August 11, 2014

48. Loans extended past 60 months - general loans

    By Guest Achilles, January 31, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

49. Distribution okay upon layoff?

    By John A, March 28, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 28, 2002

50. 1099R for missing participant?

    By Guest DazedAndConfused, April 26, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 27, 2006