Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

   By Belgarath, March 17, 2025
   • 5 replies
   • 1.8k views
   • 
   • Peter Gulia
   • March 17, 2025

2. Hardship Withdrawals and Loans

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

3. 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

4. RMD Mistake, help!

   By Rgoose27, December 4, 2019
   • 10 replies
   • 1.8k views
   • 
   • Bird
   • December 9, 2019

5. CRD Coronavirus Related Distribution not adopted but paid a few

   By cjdwyer1, September 2, 2021   

   • crd
   • coronavirus
   • (and 1 more)

     Tagged with:

     • crd
     • coronavirus
     • related distribution
   • 20 replies
   • 1.8k views
   • 
   • Luke Bailey
   • September 16, 2021

6. 401(a)(9) MRD after Death

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

7. Required Minimum Distribution?

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

8. loan default - 1099

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

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

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

10. death of participant with no beneficiary form

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

11. Minimum distribution withholding

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

12. 1099-R Code / Minimum Distribution?

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

13. Rehire by the same company after pension distribution

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

14. Partnership as Beneficiary

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

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

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

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

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

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

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

18. Plan sponsor wants to pay a participant's loan

    By ldr, April 5, 2019   

    • contributions
    • loans
    • 20 replies
    • 1.8k views
    • 
    • jpod
    • April 12, 2019

19. Terminated Participants - VERY Small Balances

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

20. Multiple Beneficiaries Primary and Contingent

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

21. In-service distributions and RMDs

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

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

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

23. Survivor Benefits Claimed by Two Wives

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

24. RMD / Retirement / RBD

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

25. Tax withholding sent to IRS in error

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

26. 1099R and Withholding on Small Termination Distributions

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

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

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

28. 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
    • 
    • Ron Snyder
    • September 1, 2000

29. Life insurance in terminating profit sharing plan

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

30. Non-spouse beneficiaries

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

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

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

32. Hardship, distributed too much

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

33. Missing participants who have left the country

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

34. Multiple Hardship Distributions

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

35. life insurance

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

36. Is it rolloverable

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

37. Timing of distributions

    By Guest babs51, July 14, 2004
    • 4 replies
    • 1.8k views
    • 
    • WDIK
    • July 15, 2004

38. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey, December 6, 2022
    • 13 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 9, 2022

39. Irs Issues Final Rmd Regulations

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

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

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

41. Education Saving: Roth vs. Education IRA

    By Guest jdcannon, October 13, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 31, 2000

42. Late 402(g) refund--1099-R question

    By BG5150, December 12, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 20, 2022

43. Loan Offset Distributions and 402(f) notice requirements- please advis

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • February 20, 2001

44. IRS Withholding on min. req. distrib.

    By Guest dlm, May 17, 1999
    • 2 replies
    • 1.8k views
    • 
    • Ervin Barham
    • May 18, 1999

45. Death Precedes RMD, payee = estate or beneficiary?

    By Guest johnpetrancosta, March 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2005

46. Do you require that a beneficiary designation be ink-on-paper?

    By Peter Gulia, June 20, 2023
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 21, 2023

47. 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

48. Rev. Rul. 2000-36 - Direct Rollover to IRA as Default Distribution

    By Guest EMC, July 19, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 19, 2000

49. Plan Loan Limits (Refinancing): Definition of Vested Balance

    By Guest chris4013, August 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • FundeK
    • August 4, 2004

50. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 1.8k views
    • 
    • chris
    • July 19, 2005