Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Is there a way to reduce the payment amount in a series of substantial

   By maverick, April 1, 2002
   • 7 replies
   • 1.8k views
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   • Appleby
   • April 16, 2002

2. 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
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   • GMK
   • October 22, 2010

3. Automatic Rollovers with EGTRRA

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

4. Cure Period

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

5. Can a loan be rolled over?

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

6. Distribution Fee Paid by Participant?

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

7. Distribution okay upon layoff?

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

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

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

9. hardship distribution and primary residence

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

10. Overpayment of Benefits & 1099-R Question

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

11. Delay in distribution of my retirement plan. What to do?

    By Guest mmcarp, June 11, 1999
    • 1 reply
    • 1.8k views
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    • Kathy
    • June 11, 1999

12. Rehire by the same company after pension distribution

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

13. Loans extended past 60 months - general loans

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

14. RMD / Retirement / RBD

    By JPIngold, November 17, 2016
    • 11 replies
    • 1.8k views
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    • TPApril
    • November 23, 2016

15. 1099R for missing participant?

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

16. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia, July 19, 2024
    • 9 replies
    • 1.8k views
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    • Belgarath
    • October 31, 2024

17. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • August 15, 2001

18. 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
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    • Fredman
    • January 7, 2000

19. Hardship Withdrawals and Loans

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

20. loan default - 1099

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

21. Proper Tax Code to use for Loan Offset due to Disability

    By Bruddah Kimo, June 28, 2007
    • 2 replies
    • 1.8k views
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    • John Feldt ERPA CPC QPA
    • June 29, 2007

22. Loan from 401(k) Plan to participant on Disablility

    By buckaroo, April 19, 2006
    • 8 replies
    • 1.8k views
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    • SMB
    • May 17, 2006

23. Minimum distribution withholding

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

24. life insurance

    By R. Butler, June 12, 2017
    • 10 replies
    • 1.8k views
    • 
    • My 2 cents
    • June 29, 2017

25. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2002

26. 401(a)(9) MRD after Death

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

27. death of participant with no beneficiary form

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

28. Required Minimum Distribution?

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

29. Survivor Benefits Claimed by Two Wives

    By Guest jac, December 31, 2003
    • 10 replies
    • 1.8k views
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    • mal
    • January 3, 2004

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

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

31. 1099-R Code / Minimum Distribution?

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

32. In-service distributions and RMDs

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

33. Terminated Participants - VERY Small Balances

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

34. Multiple Beneficiaries Primary and Contingent

    By TBob, February 21, 2011
    • 2 replies
    • 1.8k views
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    • masteff
    • February 21, 2011

35. Required minimum distribution under 2001 regulations - use preamble or

    By John A, October 17, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • October 18, 2001

36. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 6, 2006

37. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.8k views
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    • John Feldt ERPA CPC QPA
    • March 16, 2007

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

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

39. Terminated participant receives lump sum payout and now wants to retur

    By Guest michaelv, May 24, 2001
    • 6 replies
    • 1.8k views
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    • Guest
    • June 4, 2001

40. Can you still make annual payment on an old, old loan or must they now

    By Kathy, August 11, 2000
    • 3 replies
    • 1.8k views
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    • Ron Snyder
    • September 1, 2000

41. Plan Loan -- Change from monthly payments to bi-weekly payments

    By Guest boecar, February 9, 2007
    • 3 replies
    • 1.8k views
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    • JanetM
    • February 9, 2007

42. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 1.8k views
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    • Kirk Maldonado
    • June 19, 2002

43. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette, August 18, 2012
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • August 20, 2012

44. Hardship, distributed too much

    By Dan, May 14, 2007
    • 4 replies
    • 1.8k views
    • 
    • wsp
    • May 14, 2007

45. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • November 25, 2015

46. Is it rolloverable

    By LIBERTYKID, June 24, 2014
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • June 24, 2014

47. Missing participants who have left the country

    By AlbanyConsultant, November 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 9, 2006

48. Multiple Hardship Distributions

    By chris, September 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • September 20, 2005

49. Irs Issues Final Rmd Regulations

    By Appleby, April 16, 2002
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 16, 2002

50. Wrong interest rate applied to 401(k)k loan.

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 12, 2008