Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. age 70-1/2 election form

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

2. Partial Plan Termination

   By khn, September 25, 2019
   • 8 replies
   • 1.8k views
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   • Larry Starr
   • September 25, 2019

3. Multiple Hardship Distributions

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

4. 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

5. Advice on handling a distribution via Power of Attorney

   By Santo Gold, May 20
   • 5 replies
   • 1.8k views
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   • Peter Gulia
   • May 22

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

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

7. 1099R and Withholding on Small Termination Distributions

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

8. RMD - 402f notice not needed?

   By AlbanyConsultant, May 31, 2021
   • 11 replies
   • 1.8k views
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   • Peter Gulia
   • June 2, 2021

9. Missing participants who have left the country

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

10. 1099R

    By Egold, January 8
    • 8 replies
    • 1.8k views
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    • david rigby
    • January 16

11. Is it rolloverable

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

12. Irs Issues Final Rmd Regulations

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

13. 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

14. Timing of distributions

    By Guest babs51, July 14, 2004
    • 4 replies
    • 1.7k views
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    • WDIK
    • July 15, 2004

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

    By buckaroo, April 19, 2006
    • 8 replies
    • 1.7k views
    • 
    • SMB
    • May 17, 2006

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

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • February 20, 2001

17. Survivor Benefits Claimed by Two Wives

    By Guest jac, December 31, 2003
    • 10 replies
    • 1.7k views
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    • mal
    • January 3, 2004

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

    By Guest johnpetrancosta, March 14, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2005

19. Hardship, distributed too much

    By Dan, May 14, 2007
    • 4 replies
    • 1.7k views
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    • wsp
    • May 14, 2007

20. life insurance

    By R. Butler, June 12, 2017
    • 10 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 29, 2017

21. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 1.7k views
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    • Kirk Maldonado
    • June 19, 2002

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

    By Bruddah Kimo, June 28, 2007
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2007

23. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

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

    By Guest EMC, July 19, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • July 19, 2000

25. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.7k views
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    • Guest
    • February 6, 2006

26. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11, 2021
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • June 15, 2021

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

    By Guest chris4013, August 3, 2004
    • 5 replies
    • 1.7k views
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    • FundeK
    • August 4, 2004

28. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • June 11, 2008

29. IRS Withholding on min. req. distrib.

    By Guest dlm, May 17, 1999
    • 2 replies
    • 1.7k views
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    • Ervin Barham
    • May 18, 1999

30. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.7k views
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    • dcoderre
    • February 17, 2011

31. Education Saving: Roth vs. Education IRA

    By Guest jdcannon, October 13, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2000

32. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2008

33. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 1.7k views
    • 
    • chris
    • July 19, 2005

34. apply distribution fees to very low balance twice ?

    By TPApril, May 17
    • 12 replies
    • 1.7k views
    • 
    • TPApril
    • May 20

35. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 4, 2010

36. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • June 1, 2009

37. Loans given based on deferral money only

    By Guest John Sample, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001

38. Final Regulations Issued: Accruing Interest on Defaulted Participant L

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Dave Baker
    • August 1, 2000

39. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.7k views
    • 
    • bzorc
    • August 15, 2001

40. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 14, 2019

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

    By John A, October 17, 2001
    • 2 replies
    • 1.7k views
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    • wmyer
    • October 18, 2001

42. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • July 13, 2009

43. When to measure $5,000 cash-out

    By Guest WBrown, June 21, 1999
    • 3 replies
    • 1.7k views
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    • Ervin Barham
    • June 23, 1999

44. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 1.7k views
    • 
    • BG5150
    • March 5, 2020

45. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 25, 2015

46. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.7k views
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    • mbozek
    • August 28, 2009

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

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 12, 2008

48. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • November 30, 2001

49. RMD Rollover Timing

    By Gilmore, December 20, 2024
    • 7 replies
    • 1.7k views
    • 
    • Gilmore
    • December 30, 2024

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

    By Guest mmcarp, June 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • June 11, 1999