Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Child Support Payments

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

2. 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

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

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

4. $5,000 cash out limit

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

5. After Tax Contribuitons

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

6. Mandatory Distributions (less than $1000)

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

7. Overpayment of lump sum payment from DB plan

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

8. Can amount of a specific installment distribution be changed at for a

   By Guest michaelv, April 3, 2001
   • 5 replies
   • 1.7k views
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   • RCK
   • April 3, 2001

9. Late required minimum distribution

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

10. Assuming a plan allows loans to be repaid over 5 years, what is the re

    By Guest SAG, July 28, 1999
    • 8 replies
    • 1.7k views
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    • MWeddell
    • August 13, 1999

11. Distributions From Worthless Account - How To Document

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

12. early payments on a loan

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

13. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.7k views
    • 
    • 00hskrgrl
    • May 31, 2012

14. Hardship Distributions: reasonable evidence

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

15. RMD, Plan Termination, Successor Employer

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

16. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4, 2019
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • September 9, 2019

17. Should Form 945 be filed showing $0?

    By Santo Gold, January 25, 2007
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • February 27, 2007

18. Death Benefit Payable to Trust

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

19. Uncashed check, death of participant

    By R. Butler, August 1, 2014
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • August 4, 2014

20. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1, 2019
    • 10 replies
    • 1.7k views
    • 
    • G8Rs
    • April 9, 2019

21. 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

22. Unrequested distribution made - who is responsible?

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

23. non spouse beneficiary rollover

    By k man, August 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

24. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • 2muchstress
    • August 2, 2002

25. Distribution Fees

    By Guest Bill Schulze, June 9, 1999
    • 2 replies
    • 1.7k views
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    • Kirk Maldonado
    • June 11, 1999

26. What should happen with loans when participant comes out of bankruptcy

    By John A, April 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • k man
    • May 2, 2000

27. Safe Harbor Hardship Provision

    By Guest wolfman, July 6, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2001

28. No beneficiary

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

29. RMD not taken by April 1, 2008

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

30. Correcting Ancient 1099R ??

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

31. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 30, 2003

32. 401k plan distribution: would the 10% penalty apply to a distribution

    By Guest joeydell, December 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 27, 2001

33. 1099r for loan

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

34. ROTH deferrals and ROTH conversions

    By Basically, October 10, 2024
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • October 12, 2024

35. Hardship w/d

    By Guest colebe, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • June 22, 2001

36. Rollovers by non-spouse beneficiaries

    By Guest PGH.ERISA, February 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2008

37. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.7k views
    • 
    • RTK
    • July 15, 2003

38. RMD for spouse of deceased participant

    By rfahey, December 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • December 26, 2002

39. Hardship for Medical Expense Paid

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

40. Over 70 and a half, still working, wants a full dis'tn from account

    By Guest Iwonder, March 2, 2007
    • 5 replies
    • 1.7k views
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    • Belgarath
    • March 6, 2007

41. Anticutback issue - change of timing of distribution

    By Guest Star Seeker, January 23, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 23, 2002

42. DB RMD

    By mming, January 3, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 4, 2007

43. Corrective Distribution Taxes

    By Vlad401k, February 4, 2025
    • 1 reply
    • 1.7k views
    • 
    • Artie M
    • February 5, 2025

44. Distribution on Plan Termination including after-tax contributions

    By Guest Mike A, August 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 12, 1999

45. Meaning of "Retired" for 401(a)(9) purposes

    By smm, May 5, 2004
    • 7 replies
    • 1.7k views
    • 
    • MGB
    • May 18, 2004

46. Penalty for untimely 402(f) notice.

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

47. QDRO: Distributions before QDRO determination

    By Guest RWC, September 5, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • September 5, 2001

48. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 29, 1999

49. Dsitribution to Non-Spouse Benef under "new" 401(a)(9) rules

    By Guest blkdoro, March 31, 2004
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • April 6, 2004

50. Is the notice to remove J&S language a separate notice or can be

    By Guest Paul Jalazo, February 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 9, 2001