Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Rollover into plan includes employer stock

   By Bird, August 17, 2010
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • August 25, 2010

2. early withdrawal of 401k to buy house

   By Guest denny7, December 21, 2004
   • 4 replies
   • 6.5k views
   • 
   • Mary Kay Foss
   • January 3, 2005

3. who gets the death benefit?

   By Santo Gold, September 12, 2011
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • September 13, 2011

4. PPA Distribution Notice requirements

   By Belgarath, February 18, 2019
   • 4 replies
   • 1k views
   • 
   • chc93
   • February 19, 2019

5. Mandatory Cashouts

   By Purplemandinga, June 24, 2021
   • 4 replies
   • 1.3k views
   • 
   • Kevin C
   • June 28, 2021

6. Can a participant with a deemed loan take a new loan?

   By lradimer, June 4, 2015   

   • loan
   • deemed
   • 4 replies
   • 3.5k views
   • 
   • NJ Mike
   • June 4, 2015

7. hardship, room & board expenses, etc

   By DMcGovern, May 26, 2011
   • 4 replies
   • 3.8k views
   • 
   • masteff
   • May 27, 2011

8. Quarterly repayment question

   By Guest Katharine Jungkind, December 12, 2000
   • 4 replies
   • 1.6k views
   • 
   • bzorc
   • December 14, 2000

9. Payment of State Withholding Taxes

   By Fred Payne, February 6, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 9, 2002

10. DB Plan termination, when is withholding due?

    By DMcGovern, January 12, 2021
    • 4 replies
    • 738 views
    • 
    • Lou S.
    • January 14, 2021

11. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc, March 5, 2025
    • 4 replies
    • 2k views
    • 
    • Peter Gulia
    • March 6, 2025

12. Loan from Rolover Account

    By PFranckowiak, November 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • November 23, 2011

13. s-corp

    By Zorro1k, September 25, 2015
    • 4 replies
    • 806 views
    • 
    • Zorro1k
    • September 29, 2015

14. Rollover Eligible for Hardship Withdrawal?

    By Guest ELS, June 1, 2001
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • June 5, 2001

15. Incarcerated Beneficiary - Help!

    By Guest cdevald, October 20, 1999
    • 4 replies
    • 8k views
    • 
    • Bruce Steiner
    • October 25, 1999

16. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.5k views
    • 
    • jevd
    • April 4, 2003

17. amending automatic rollover threshold to $1,000

    By Guest tas, February 3, 2005
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • February 3, 2005

18. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • May 28, 2010

19. principal residence loan for 30 years?

    By betheeg, May 31, 2005
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • June 2, 2005

20. inadequate RMD

    By K2retire, October 28, 2016
    • 4 replies
    • 1k views
    • 
    • K2retire
    • October 31, 2016

21. Hardship distribution for 2nd residence

    By Guest SAG, October 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 1999

22. Locating beneficiary of deceased participant in terminated DC Plan

    By alexa, February 7, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • April 16, 2002

23. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit, July 18, 2018
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • July 20, 2018

24. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 968 views
    • 
    • Luke Bailey
    • June 1, 2020

25. Can a repayment of a bank loan be classified as a residential loan in

    By John A, August 9, 2000
    • 4 replies
    • 1.6k views
    • 
    • John A
    • August 10, 2000

26. Odd IRS call regarding Form 945

    By Santo Gold, December 23, 2024
    • 4 replies
    • 1.4k views
    • 
    • Dare Johnson
    • December 30, 2024

27. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004

    By maverick, January 22, 2004
    • 4 replies
    • 1.1k views
    • 
    • maverick
    • January 23, 2004

28. Plan and Loan Note Conflict, Which Controls?

    By Alf, September 24, 2004
    • 4 replies
    • 1.1k views
    • 
    • Alf
    • September 27, 2004

29. Loan or distribution?

    By Guest maddie7, July 18, 2014   

    • loan
    • distribution
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • July 21, 2014

30. Hardship Withdrawal

    By Nassau, February 15, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2011

31. RMD Due - Balance is death benefit rollover

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

32. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 856 views
    • 
    • JulesInCNY
    • February 12, 2020

33. required minimum distribution

    By Santo Gold, December 23, 2008
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 23, 2008

34. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia, September 7, 2012
    • 4 replies
    • 5k views
    • 
    • Peter Gulia
    • September 10, 2012

35. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

36. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 2001

37. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 6.9k views
    • 
    • John A
    • November 20, 2001

38. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

39. RMDs

    By jpod, November 19, 2015
    • 4 replies
    • 1k views
    • 
    • masteff
    • December 2, 2015

40. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 2.8k views
    • 
    • CuseFan
    • July 21, 2017

41. Late RMD

    By Coleboy1, January 3, 2024
    • 4 replies
    • 2.1k views
    • 
    • Lou S.
    • January 5, 2024

42. RMd

    By Guest Susan M., June 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Monica Barnard
    • July 12, 2011

43. RMD after rollover

    By ombskid, November 3, 2016
    • 4 replies
    • 927 views
    • 
    • Lou S.
    • November 3, 2016

44. Plan termination & RMD

    By Guest M. Martin, November 8, 2013
    • 4 replies
    • 3.8k views
    • 
    • Appleby
    • November 12, 2013

45. Does it matter: QDRO before in pay status or after

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2011

46. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • card
    • April 9, 2018

47. QJSA in Plan want to remove

    By TPA Bob, July 23, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • September 28, 2018

48. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 4, 2010

49. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath, March 2, 2022
    • 4 replies
    • 684 views
    • 
    • Belgarath
    • March 2, 2022

50. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • February 6, 2006