Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. IRS Withholding on min. req. distrib.

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

2. Education Saving: Roth vs. Education IRA

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

3. Timing of distributions

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

4. Missing Beneficiary of Deceased Participant

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

5. 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

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

   By Guest WBrown, June 21, 1999
   • 3 replies
   • 1.8k views
   • 
   • Ervin Barham
   • June 23, 1999

7. 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

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

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

9. RMD Taxation

   By coleboy, November 4, 2021
   • 14 replies
   • 1.8k views
   • 
   • BG5150
   • November 10, 2021

10. Vesting and sale of business

    By Guest JPIngold, September 27, 2013
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • September 27, 2013

11. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • masteff
    • June 1, 2009

12. Nonspouse Beneficiary Direct Rollover

    By DTH, May 3, 2007
    • 3 replies
    • 1.8k views
    • 
    • gc@chimentowebb.com
    • November 2, 2007

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

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

14. Setting interest rate on plan loans to participants

    By Guest JVH, July 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • FundeK
    • July 21, 2004

15. RMD calculation

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

16. Loans given based on deferral money only

    By Guest John Sample, March 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 15, 2001

17. If an individual has 3 IRA,s and the MRD from each one is $5,000, can

    By David, November 9, 2000
    • 2 replies
    • 1.8k views
    • 
    • David
    • November 10, 2000

18. Hardship Withdrawals Directly to Bank?

    By Guest jig_1975, May 22, 2009
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • May 27, 2009

19. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.8k views
    • 
    • dcoderre
    • February 17, 2011

20. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • July 13, 2009

21. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • June 11, 2008

22. Deposit of IRS withholding

    By Guest dlm, September 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • March 8, 2001

23. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff, December 5, 2022
    • 6 replies
    • 1.8k views
    • 
    • pmacduff
    • December 8, 2022

24. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 2008

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

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.8k views
    • 
    • Dave Baker
    • August 1, 2000

26. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • August 28, 2009

27. Mandatory Force-out for <$5,000 and attained NRA.

    By Tom, October 18, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • October 25, 2022

28. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • November 30, 2001

29. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 17, 2020

30. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
    • 0 replies
    • 1.8k views
    • 
    • Richard Anderson
    • November 30, 2010

31. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 23, 2003

32. RMD 403b plan

    By Santo Gold, November 9, 2018
    • 8 replies
    • 1.8k views
    • 
    • JamesK
    • November 13, 2018

33. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2015

34. Participant elects rollover but dies b4 payment; plan's beneficiary de

    By EGB, November 30, 1999
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • December 2, 1999

35. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin, October 16, 2019
    • 13 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 24, 2019

36. Participant Terminates, then is rehired in ineligible position -- is Participant eligible for Distribution?

    By ERISA-Bubs, December 5, 2023
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • December 6, 2023

37. RMD for participant who turns becomes an HCE after age 70.5

    By Guest SVogel, August 7, 2014   

    • Required Minimum Distribution
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • August 7, 2014

38. Losses on Corrective Distributions

    By DTH, December 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • kocak
    • December 11, 2002

39. RMD With an IRA and a 401(k) Account

    By Guest MFuentes, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 1999

40. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S, January 22, 2025
    • 4 replies
    • 1.7k views
    • 
    • Paul I
    • January 23, 2025

41. Rollover due to Disability

    By Christine Roberts, April 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2000

42. How to correct distribution from 401(k) plan to participant whose empl

    By Guest Ed Walker, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • October 27, 2000

43. State taxation of distributions

    By bzorc, March 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Michael Devault
    • March 9, 2001

44. Proposed MRD rules disclaimer.

    By Guest, March 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • smm
    • March 13, 2001

45. "Parent" for hardship purposes

    By SMB, November 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 30, 2011

46. RMD to multiple beneficiaries

    By Guest terric, November 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 2005

47. Minimum Required Distributions--No Designated Beneficiary

    By Randy Watson, March 12, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2009

48. HCE attribution and RMD

    By Guest wlank, October 27, 2003
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • October 27, 2003

49. Anti-cutback rule

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2006

50. Which tax form to use

    By Guest RJMOB, July 19, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 21, 2006