Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Can a partial termination be for less than a 20% reduction?

   By Richard Anderson, June 2, 2000
   • 4 replies
   • 3k views
   • 
   • Guest
   • August 4, 2009

2. If a named 401k beneficiary rejects the distribution on the death of t

   By Guest David O'Loughlin, November 9, 2000
   • 4 replies
   • 2.1k views
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   • david rigby
   • November 10, 2000

3. MRD for non-5% owner

   By jaemmons, September 11, 2002
   • 4 replies
   • 1.6k views
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   • Tom Poje
   • September 13, 2002

4. Date of notary and participant's signature

   By FundeK, September 15, 2004
   • 4 replies
   • 2.3k views
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   • mbozek
   • September 17, 2004

5. non spouse beneficiary rollover

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

6. Can beneficiary roll distribution into participant's 401k

   By Effen, December 28, 2010
   • 4 replies
   • 937 views
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   • Appleby
   • December 29, 2010

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

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

8. Distribution was based on incorrect valuation date, then investment losses occur.

   By katieinny, July 30, 2004
   • 4 replies
   • 1.3k views
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   • katieinny
   • August 6, 2004

9. rehire of terminated employee w/ distribution and loan

   By AKconsult, July 31, 2008
   • 4 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 1, 2008

10. Accrued benefit offset at termination

    By rblum50, November 21, 2017
    • 4 replies
    • 758 views
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    • rblum50
    • November 22, 2017

11. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • February 11, 2020

12. commercial locator service

    By R. Butler, July 17, 2013
    • 4 replies
    • 3.3k views
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    • david rigby
    • July 18, 2013

13. Accrued Interest on Participant Loan

    By Guest Ann, October 20, 1998
    • 4 replies
    • 3.5k views
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    • Guest
    • November 10, 1998

14. Missing Participant

    By Randy Watson, March 6, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2006

15. Plan termination - RMD

    By doombuggy, December 15, 2011
    • 4 replies
    • 2.4k views
    • 
    • doombuggy
    • December 15, 2011

16. RMD for Sole Proprietor Starting Business at Age 73?

    By CuseFan, April 30, 2018
    • 4 replies
    • 813 views
    • 
    • C. B. Zeller
    • May 9, 2018

17. force out distribution immediately upon separation of service

    By Santo Gold, July 8, 2019
    • 4 replies
    • 803 views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2019

18. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2001

19. Returned distribution checks

    By JKW, February 11, 2016
    • 4 replies
    • 894 views
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    • GMK
    • February 22, 2016

20. RMD and Beneficiary is More Than 10 Years Younger

    By emmetttrudy, April 22, 2013
    • 4 replies
    • 3.6k views
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    • Bird
    • April 23, 2013

21. COVID loan reamortization

    By thepensionmaven, November 22, 2021
    • 4 replies
    • 724 views
    • 
    • Belgarath
    • October 23, 2024

22. In Service Rollover Distribution

    By Guest jetfaninmn, October 19, 2005
    • 4 replies
    • 2.9k views
    • 
    • JDuns
    • October 24, 2005

23. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 1k views
    • 
    • Draper55
    • January 30, 2015

24. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 7.1k views
    • 
    • QDROphile
    • March 8, 2005

25. Exception to 10 percent penalty tax

    By joel, October 16, 2013
    • 4 replies
    • 1.5k views
    • 
    • joel
    • October 17, 2013

26. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.5k views
    • 
    • My 2 cents
    • January 27, 2014

27. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 8, 1998

28. State withholding

    By Belgarath, January 2, 2023
    • 4 replies
    • 738 views
    • 
    • Belgarath
    • January 6, 2023

29. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
    • 
    • FundeK
    • November 13, 2003

30. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller, August 24, 2022
    • 4 replies
    • 813 views
    • 
    • MoJo
    • August 26, 2022

31. husband's distribution and roll over to wife, in same plan

    By Guest cbclark, June 21, 2011
    • 4 replies
    • 1k views
    • 
    • masteff
    • June 22, 2011

32. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2016

33. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008?

    By Guest PGH.ERISA, January 9, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 7, 2008

34. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold, July 27, 2023
    • 4 replies
    • 9.2k views
    • 
    • Bird
    • November 30, 2023

35. Late distribution

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

36. ad hoc distributions - protected benefit?

    By AlbanyConsultant, August 17, 2018
    • 4 replies
    • 3.6k views
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    • Luke Bailey
    • August 17, 2018

37. RMD in year of death

    By SMB, October 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 7, 2010

38. repay an old defaulted loan?

    By AlbanyConsultant, December 2, 2016
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 9, 2016

39. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S., January 22, 2018
    • 4 replies
    • 797 views
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    • Mike Preston
    • January 22, 2018

40. Distributable Event?

    By mgcpension, March 18, 2014   

    • distribution
    • 401k
    • (and 1 more)

      Tagged with:

      • distribution
      • 401k
      • disability
    • 4 replies
    • 4.1k views
    • 
    • BG5150
    • March 19, 2014

41. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 3.4k views
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    • imchipbrown
    • January 21, 1999

42. Participant Loan for a new employee

    By Santo Gold, November 26, 2024
    • 4 replies
    • 755 views
    • 
    • Gilmore
    • November 26, 2024

43. Does form 1042-s require a tax ID number in all cases?

    By jane123, March 12, 2003
    • 4 replies
    • 1.6k views
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    • jane123
    • March 21, 2003

44. Hardship for purchase of principal residence

    By Gudgergirl, September 8, 2010
    • 4 replies
    • 2.5k views
    • 
    • J Simmons
    • September 9, 2010

45. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 6.7k views
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    • TPApril
    • March 19, 2016

46. Incorrect Loan Payments

    By bevfair, November 29, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 29, 2018

47. deductible participant loan interest

    By Guest billy bong, February 2, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 1999

48. Rollover before Required Beginning Date

    By Gilmore, May 23, 2024
    • 4 replies
    • 872 views
    • 
    • Gilmore
    • May 24, 2024

49. RMDs after inherited IRA bene dies

    By Bird, July 31, 2024
    • 4 replies
    • 818 views
    • 
    • Bird
    • August 5, 2024

50. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 8, 2009