Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Deemed Distribution vs. Loan Offset Amount

   By Guest cease, July 21, 2003
   • 3 replies
   • 5.7k views
   • 
   • Guest
   • July 23, 2003

2. Terminating Plan - RMD Required?

   By Lou S., December 12, 2018
   • 14 replies
   • 5.7k views
   • 
   • ESOP Guy
   • October 16, 2019

3. Distribution dates

   By Guest dhall, February 24, 2009
   • 9 replies
   • 5.7k views
   • 
   • Below Ground
   • February 26, 2009

4. Beneficiary refuses to pension benefit

   By Guest Benefitsrock, July 29, 2009
   • 9 replies
   • 5.6k views
   • 
   • mbozek
   • August 7, 2009

5. Hardship "grossing up" questions

   By AlbanyConsultant, August 11, 2016
   • 13 replies
   • 5.6k views
   • 
   • Peter Gulia
   • August 12, 2016

6. NonSpouse Rollovers

   By Guest lvegas, December 28, 2007
   • 16 replies
   • 5.6k views
   • 
   • Guest
   • January 18, 2008

7. 402(g) Excess not subject to withholding?

   By BG5150, March 23, 2018
   • 11 replies
   • 5.6k views
   • 
   • XTitan
   • March 26, 2018

8. Used Credit Card to Pay Medical Expense Now Wants a Hardship

   By Guest KateSmithVA, October 15, 2008
   • 8 replies
   • 5.6k views
   • 
   • masteff
   • October 16, 2008

9. alternate payee beneficiary

   By Earl, June 30, 2006
   • 11 replies
   • 5.6k views
   • 
   • Kirk Maldonado
   • July 13, 2006

10. Distribution of Pre-1987 After-Tax Contribution

    By GMK, June 22, 2009
    • 2 replies
    • 5.6k views
    • 
    • GMK
    • June 22, 2009

11. In service withdrawals from a money purchase pension plan

    By Guest Gibson, June 21, 2001
    • 4 replies
    • 5.6k views
    • 
    • KJohnson
    • June 23, 2001

12. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.5k views
    • 
    • david rigby
    • June 5, 2009

13. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.5k views
    • 
    • Scuba 401
    • January 30, 2003

14. What is the earliest a qualified plan can allow in-service withdrawals

    By John A, November 21, 2002
    • 12 replies
    • 5.5k views
    • 
    • Tom Poje
    • January 24, 2003

15. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • April 8, 2005

16. Fraudulent Withdrawal

    By Guest naveen, August 29, 2008
    • 23 replies
    • 5.4k views
    • 
    • Kevin C
    • September 3, 2008

17. Loans to Actively Employed Participants Only

    By smm, April 22, 2004
    • 12 replies
    • 5.4k views
    • 
    • bzorc
    • April 26, 2004

18. Loan default - out on workers comp, not termed

    By legort69, January 5, 2005
    • 2 replies
    • 5.4k views
    • 
    • FundeK
    • January 5, 2005

19. RMD after termination

    By 52626, August 10, 2018
    • 31 replies
    • 5.4k views
    • 
    • Bird
    • August 17, 2018

20. HIPPA & Hardship Withdrawals

    By Guest CSTS, May 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • card
    • January 29, 2018

21. In-service distributions from money purchase plan assets that were merged into a PS/401(k) plan

    By katieinny, April 21, 2009
    • 8 replies
    • 5.3k views
    • 
    • emmetttrudy
    • July 9, 2009

22. 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

23. Decline to be Beneficiary?

    By PMC, March 8, 2006
    • 13 replies
    • 5.3k views
    • 
    • QDROphile
    • September 2, 2017

24. Participant Loan Refinance

    By Dougsbpc, October 27, 2010
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • October 27, 2010

25. Too much money distributed.

    By katieinny, March 29, 2006
    • 22 replies
    • 5.3k views
    • 
    • GBurns
    • September 5, 2008

26. Required distributions in a 401(k) plan

    By Jim Chad, December 16, 2006
    • 22 replies
    • 5.3k views
    • 
    • KateSmithPA
    • November 28, 2012

27. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 5.3k views
    • 
    • BG5150
    • May 18, 2017

28. Involuntary Force out at Normal Retirement Age >$5,000

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.2k views
    • 
    • Belgarath
    • June 9, 2016

29. Pre 87 after tax contributions

    By Guest Retirement4Life, April 29, 2008
    • 1 reply
    • 5.2k views
    • 
    • jevd
    • April 29, 2008

30. ROTH conversion process

    By Basically, December 7, 2023
    • 8 replies
    • 5.2k views
    • 
    • QDROphile
    • December 8, 2023

31. 401K Overpayment Notice

    By cdogstu99, September 28, 2020
    • 13 replies
    • 5.2k views
    • 
    • cdogstu99
    • October 26, 2020

32. Loan Repayment After Deemed Distribution

    By mming, September 10, 2015
    • 12 replies
    • 5.2k views
    • 
    • Tom Poje
    • September 15, 2015

33. Hardship distribution due to divorce

    By JPIngold, July 26, 2016
    • 20 replies
    • 5.2k views
    • 
    • jpod
    • July 28, 2016

34. 402(g) Limit - Corrected After April 15

    By Vlad401k, July 25, 2018
    • 3 replies
    • 5.2k views
    • 
    • RatherBeGolfing
    • July 26, 2018

35. Social Security Leveling Option

    By Guest crosseyetester, April 25, 2007
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • April 25, 2007

36. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant, August 11, 2017
    • 19 replies
    • 5.1k views
    • 
    • ricopenthouse
    • July 4, 2022

37. Hardship - Buy-out Spouse Interest in Home (Divorce)

    By Guest IRISH79, March 29, 2007
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • July 5, 2007

38. Can A CRD Be Directly Rolled Over To A Roth IRA?

    By mming, May 27, 2020
    • 49 replies
    • 5.1k views
    • 
    • Appleby
    • August 15, 2020

39. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5.1k views
    • 
    • pmacduff
    • January 12, 2015

40. Distribution code for COVID related distributions

    By Suellen Howard, August 13, 2020
    • 2 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • August 15, 2020

41. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA, November 26, 2007
    • 16 replies
    • 5k views
    • 
    • Guest
    • March 6, 2008

42. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia, September 7, 2012
    • 4 replies
    • 5k views
    • 
    • Peter Gulia
    • September 10, 2012

43. Which Tax Year for 1099-R reporting

    By Guest Dee401kLady, December 17, 2013   

    • 1099-R
    • taxes
    • (and 3 more)

      Tagged with:

      • 1099-R
      • taxes
      • reporting
      • tax
      • government reporting
    • 7 replies
    • 5k views
    • 
    • masteff
    • December 19, 2013

44. How does "legal separation" status affect retirement plans?

    By John A, July 6, 2000
    • 1 reply
    • 5k views
    • 
    • pjkoehler
    • July 6, 2000

45. Distribution Without Social Security Number

    By Randy Watson, January 19, 2008
    • 9 replies
    • 5k views
    • 
    • K2retire
    • November 20, 2010

46. loan offsets New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops, September 27, 2018   

    • 1099r reporting
    • 1 reply
    • 4.9k views
    • 
    • Kristina
    • September 28, 2018

47. Calculating maximum loan limit in a multi-plan, multi-loan environment

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • October 11, 2002

48. Automatic rollovers--consequences of lowering the cash-out limit to $1,000

    By Everett Moreland, February 7, 2005
    • 12 replies
    • 4.9k views
    • 
    • Jim Chad
    • February 28, 2005

49. Can a plan's terms require distributions to be made via direct deposit

    By Guest Ed F, June 22, 2000
    • 5 replies
    • 4.9k views
    • 
    • Guest
    • July 3, 2014

50. What is penalty for failure of plan to withhold 20% from non-rollover

    By Guest TrustMe401k, November 8, 2000
    • 9 replies
    • 4.9k views
    • 
    • Alan Simpson
    • November 14, 2000