Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Dated Hardship Expense

   By 30Rock, July 28, 2010
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • July 29, 2010

2. PTE For Distribution Made From Business Account

   By Connor, October 6, 2022
   • 4 replies
   • 672 views
   • 
   • Luke Bailey
   • October 7, 2022

3. Conflicting Loan Policy and Promissory Note

   By Guest Statler, January 23, 2009
   • 4 replies
   • 1.2k views
   • 
   • J Simmons
   • January 23, 2009

4. Is there a penalty for not complying with the mandatory state withholding in North Carolina for an out of state company?

   By stephen, January 27, 2004
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • February 11, 2004

5. Money Purchase Pension Plan

   By Nassau, December 6, 2011
   • 4 replies
   • 1.7k views
   • 
   • masteff
   • December 7, 2011

6. RMD from 403(b)

   By Guest Donaldson, November 4, 2003
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • November 5, 2003

7. Is there a penalty for not remitting tax witholding on distributions electronically?

   By Santo Gold, February 28, 2005
   • 4 replies
   • 1.6k views
   • 
   • Jim Chad
   • February 28, 2005

8. Hardship distribution from a merging plan

   By kwalified, July 14, 2016
   • 4 replies
   • 637 views
   • 
   • kwalified
   • July 14, 2016

9. Loan distribution from Money Purchase source of money

   By Guest EPS2, August 22, 2008
   • 4 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 22, 2008

10. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 984 views
    • 
    • Tom Poje
    • August 21, 2019

11. Minimum Required Distributions

    By Guest pjrieck, March 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 10, 2003

12. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • May 21, 2013

13. Hardship distribution for a beneficiary

    By Guest Statler, December 4, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • December 5, 2008

14. Hardship and suspension of deferrals

    By BW, August 2, 2017
    • 4 replies
    • 898 views
    • 
    • Belgarath
    • August 7, 2017

15. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea, May 7, 2021
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • May 11, 2021

16. Distributions to Small Estates by Affidavit Submitted by Decedent's Successor

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 5.3k views
    • 
    • Guest
    • December 2, 2011

17. What year is loan taxable?

    By Jim Chad, March 16, 2016
    • 4 replies
    • 942 views
    • 
    • Mike Preston
    • March 17, 2016

18. Missing beneficiary form

    By Guest bmurphy, September 6, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • September 9, 2002

19. Abatement?

    By FundeK, January 20, 2005
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 20, 2005

20. 403b hardship

    By Santo Gold, November 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • November 10, 2021

21. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 680 views
    • 
    • CuseFan
    • January 29, 2020

22. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • pixmax
    • May 29, 2009

23. Can a Plan add a stipulation that to take a Harship Distbribution, any outstanding Loans must be paid off first?

    By Guest heatherrfr, October 2, 2013   

    • Distributions
    • Loans
    • (and 1 more)

      Tagged with:

      • Distributions
      • Loans
      • Harships
    • 4 replies
    • 3.1k views
    • 
    • BG5150
    • October 3, 2013

24. Death benefit payable to estate

    By Belgarath, January 20, 2011
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • June 10, 2011

25. Automatic Rollovers

    By Guest Kevin Wiggins, March 31, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 13, 2004

26. DB Beneficiary Deceased

    By Guest Relief, June 7, 2010
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • June 7, 2010

27. Financial companies willing to issue small J&SAs

    By J Simmons, November 7, 2017
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • November 12, 2017

28. RMDs--after tax monies

    By Felicia, December 15, 2003
    • 4 replies
    • 1.3k views
    • 
    • Felicia
    • December 16, 2003

29. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7k views
    • 
    • jpod
    • October 17, 2001

30. DB plan benefits paid out of wrong, but related, trust - how can it be corrected?

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • September 24, 2003

31. 2017 1099-R never filed

    By Albany, June 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Kristina
    • June 7, 2018

32. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

33. Must An HCE's Distribution Be Restricted In An Underfunded Plan If All Participants Are HCEs?

    By mming, July 31, 2014
    • 4 replies
    • 1.8k views
    • 
    • FormsRstillmylife
    • August 11, 2014

34. Can a change in loan policy or plan document loan provisions apply to

    By John A, February 28, 2000
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 29, 2000

35. early payments on a loan

    By betheeg, December 15, 2006
    • 4 replies
    • 1.7k views
    • 
    • PLAN MAN
    • December 27, 2006

36. What happens to unpaid loan previously taxed as deemed distribution?

    By Spencer, March 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • Fredman
    • March 2, 2000

37. Interest-only loan?

    By BG5150, April 18, 2017
    • 4 replies
    • 567 views
    • 
    • BG5150
    • April 18, 2017

38. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2007

39. Won't Return Forms - Plan Termination

    By Penman2006, February 5, 2008
    • 4 replies
    • 2.6k views
    • 
    • Penman2006
    • February 5, 2008

40. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 2, 2016

41. 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

42. 72(t)

    By Guest KFLETT, March 26, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2003

43. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • April 14, 2003

44. now charging annual loan fees to current loans?

    By AlbanyConsultant, January 11, 2019
    • 4 replies
    • 569 views
    • 
    • QDROphile
    • January 12, 2019

45. Trust Beneficiary of QP with Spouse as Sole Trust Bene

    By jevd, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • January 22, 2003

46. No 402(f) notice provided

    By Oh so SIMPLE, June 24, 2012
    • 4 replies
    • 2.5k views
    • 
    • mbozek
    • June 25, 2012

47. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia, November 10, 2021   

    • minimum distribution
    • 4 replies
    • 975 views
    • 
    • Peter Gulia
    • November 12, 2021

48. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 900 views
    • 
    • Larry Starr
    • December 7, 2019

49. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 9, 2006

50. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 9, 2010