Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. MRDs as an annuity

   By dmb, August 7, 2001
   • 2 replies
   • 1.7k views
   • 
   • KJohnson
   • August 7, 2001

2. in kind distribution of employer stock

   By eilano, January 10, 2006
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • January 11, 2006

3. Direct Rollovers Including Plan Loans

   By Guest Rob, November 25, 1998
   • 5 replies
   • 1.7k views
   • 
   • Jean
   • September 21, 1999

4. Distribution Lawsuit! - Estee Lauder plan

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

5. Automatic rollover of mandatory distributions of after-tax money

   By Guest Mike Melnick, April 27, 2005
   • 8 replies
   • 1.7k views
   • 
   • E as in ERISA
   • April 29, 2005

6. Rollover of after-tax dollars

   By Guest bmurphy, June 28, 2004
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • June 29, 2004

7. "Parent" for hardship purposes

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

8. Abuse of Hardship provision???

   By Lori H, August 23, 2013
   • 6 replies
   • 1.7k views
   • 
   • ESOP Guy
   • February 6, 2015

9. 411(d)(6) Protected Benefits

   By Guest Effie Clark, May 3, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 3, 2000

10. ROlling IRAs into Qualified Plans to Avoid Minimum Required Distributi

    By KJohnson, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • March 18, 2002

11. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader, November 18, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 19, 2004

12. RMDs

    By doombuggy, November 27, 2006
    • 5 replies
    • 1.7k views
    • 
    • doombuggy
    • December 5, 2006

13. Child Support Payments

    By Guest psgross, August 17, 2005
    • 6 replies
    • 1.7k views
    • 
    • QDROphile
    • August 17, 2005

14. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

15. Distribution to Minor

    By Guest HHR, July 29, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 29, 2002

16. Does Trust receive 1099 from DC Plan

    By MarZDoates, December 12, 2005
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • December 29, 2005

17. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 20, 2010

18. involuntary distributions

    By Santo Gold, December 23, 2008
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • December 31, 2008

19. Mandatory Distributions (less than $1000)

    By jkharvey, January 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 30, 2007

20. Insurance Transfer

    By ASFESQ, July 7, 2021
    • 20 replies
    • 1.7k views
    • 
    • Bird
    • July 20, 2021

21. MVRA Judgment Same as Tax Levy ??

    By Guest halka, November 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • November 7, 2001

22. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • April 25, 2005

23. Late required minimum distribution

    By Guest jc1457, August 12, 2007
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • August 13, 2007

24. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 27, 2006

25. RMD 403b plan

    By Santo Gold, November 9, 2018
    • 8 replies
    • 1.7k views
    • 
    • JamesK
    • November 13, 2018

26. Late distribution

    By DTH, September 13, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • September 16, 2002

27. 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

28. 3 company Controlled group w/ 2 plans

    By Guest Amy Marie, July 7, 2014   

    • controlled group
    • loan
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • July 7, 2014

29. Excise Tax Penalty End Run?

    By Fred Payne, July 18, 2001
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • July 19, 2001

30. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2002

31. $5,000 cash out limit

    By dmb, July 27, 2000
    • 0 replies
    • 1.7k views
    • 
    • dmb
    • July 27, 2000

32. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2006

33. RMD, Plan Termination, Successor Employer

    By buckaroo, November 18, 2004
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • November 19, 2004

34. Force payout when balance over $5,000

    By Guest bmurphy, March 23, 2004
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2004

35. Life Insurance death 1099R reporting

    By Rai401k, January 5, 2017
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • January 5, 2017

36. early payments on a loan

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

37. Overpayment of lump sum payment from DB plan

    By katieinny, September 8, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • September 10, 2006

38. Death Benefit Payable to Trust

    By Guest KMP, January 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • January 17, 2006

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

    By Peter Gulia, June 20, 2023
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • June 21, 2023

40. Hardship Distributions: reasonable evidence

    By Laura Harrington, June 2, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • June 2, 2009

41. RMD not taken by April 1, 2008

    By doombuggy, August 5, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • August 6, 2008

42. Correcting Ancient 1099R ??

    By Guest halka, June 5, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2001

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

    By Belgarath, March 17
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 17

44. "F&C" Hardship Conditions

    By SMB, July 29, 2009
    • 5 replies
    • 1.7k views
    • 
    • SMB
    • August 27, 2009

45. Unrequested distribution made - who is responsible?

    By Guest crs, August 7, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 2006

46. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 10, 2006

47. trust as beneficiary/death of participant before RBD

    By k man, December 14, 2004
    • 4 replies
    • 1.7k views
    • 
    • Mary Kay Foss
    • December 19, 2004

48. 1099r for loan

    By betheeg, February 4, 2004
    • 4 replies
    • 1.7k views
    • 
    • FundeK
    • February 6, 2004

49. Penalty for untimely 402(f) notice.

    By KJohnson, January 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

50. Hardship for Medical Expense Paid

    By Dazednconfused, April 8, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 4, 2011