Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Fed Wthd on foreign national

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

2. 1099's when sponsor no longer exists?

   By david rigby, May 11, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • May 11, 1999

3. Pooled Account Immediate Distribution?

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

4. Waiver of Excess Accumulation Penalty

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

5. 100% Joint & Survivor Distribution

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

6. 72T Substantially Equal Payments Resources

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

7. state of michigan pension rules

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

8. Can a loan be rolled over?

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

9. 401(k) Deceased Participant

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

10. MRDs

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

11. Loan Interest Calculation

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

12. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 1.8k views
    • 
    • 401_noob
    • May 1, 2017

13. hardship distribution and primary residence

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

14. Divorce Distribution - Timing and QDRO

    By Basically, November 14, 2022
    • 12 replies
    • 1.8k views
    • 
    • Basically
    • November 18, 2022

15. 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

16. 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

17. Distribution Timing

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

18. RMD withholding

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

19. Overpayment of Benefits & 1099-R Question

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

20. Loans extended past 60 months - general loans

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

21. 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

22. SIP beneficiary question

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

23. 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

24. Distribution Fee Paid by Participant?

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

25. Distribution okay upon layoff?

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

26. Missed RMD and balance rolled out of plan

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

27. Hardship Withdrawals and Loans

    By Guest farmington, November 29, 2005
    • 1 reply
    • 1.8k views
    • 
    • Leopurrd
    • November 29, 2005

28. 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
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7

29. Cure Period

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

30. Documentation for Rollover

    By Remote Kathleen, June 11, 2021
    • 7 replies
    • 1.8k views
    • 
    • Cardscrazy
    • June 15, 2021

31. Automatic Rollovers with EGTRRA

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

32. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 26, 2001

33. Rollover or Not

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

34. Is it o.k. to destroy the check and what about withholding in this sit

    By John A, January 6, 2000
    • 3 replies
    • 1.8k views
    • 
    • Fredman
    • January 7, 2000

35. 1099-R Code / Minimum Distribution?

    By Guest notapensiongeek, December 20, 2006
    • 3 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • December 21, 2006

36. 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

37. Stoppng payroll deduction loan repayment

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

38. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 10, 2006

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

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

40. Required Minimum Distribution?

    By Guest jgordon, March 24, 2004
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

41. Minimum distribution withholding

    By alexa, January 24, 2002
    • 5 replies
    • 1.8k views
    • 
    • Medusa
    • January 27, 2002

42. 1099R for missing participant?

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

43. In-service distributions and RMDs

    By Guest raintrain19, August 30, 2011
    • 5 replies
    • 1.8k views
    • 
    • masteff
    • August 30, 2011

44. Rehire by the same company after pension distribution

    By Guest pleasehelpme, December 7, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 8, 2003

45. Profit Sharing Plan - Participant Distribution Restricted to NRA - Oka

    By Guest glhotdog, July 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2002

46. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 1.8k views
    • 
    • GMK
    • June 3, 2011

47. loan default - 1099

    By k man, June 22, 2007
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 28, 2007

48. Excess Loan Payments

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

49. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo

    By Dave Baker, August 1, 2000
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • January 31, 2005

50. age 70-1/2 election form

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