Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Form 945: Do you complete Paid Preparer section?

   By pensionreview, December 24, 2018
   • 2 replies
   • 1.3k views
   • 
   • Larry Starr
   • December 26, 2018

2. Form for Late 1099 Withholding

   By Guest, January 24, 2001
   • 8 replies
   • 1.9k views
   • 
   • Guest
   • January 25, 2001

3. Form of benefit allowed in doc but not at asset carrier

   By BG5150, March 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • March 8, 2011

4. Form of Loan Repayment

   By pompton, May 2, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • May 3, 2006

5. Form W-4R for distributions under $200

   By Lauren3333, March 13, 2023
   • 5 replies
   • 1.3k views
   • 
   • Paul I
   • March 17, 2023

6. Former Key Definition

   By Guest DeePA, May 9, 2003
   • 1 reply
   • 1.5k views
   • 
   • g8r
   • May 13, 2003

7. Former spouse distribution rights

   By Guest psgross, March 1, 2005
   • 9 replies
   • 1.4k views
   • 
   • Guest
   • March 7, 2005

8. Forms

   By Egold, December 13, 2023
   • 0 replies
   • 466 views
   • 
   • Egold
   • December 13, 2023

9. forms 1096/1099-R hard copy filing address

   By pmacduff, January 14, 2021
   • 0 replies
   • 612 views
   • 
   • pmacduff
   • January 14, 2021

10. Found Asset in termed PS Plan

    By Guest zdarskyj, August 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 26, 2006

11. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7.1k views
    • 
    • MoJo
    • June 20, 2012

12. Fraudulent Withdrawal

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

13. FSA reimbursement over multiple plan years

    By Dennis G., November 14, 2012
    • 0 replies
    • 816 views
    • 
    • Dennis G.
    • November 14, 2012

14. Funds accumulated for at least two years: meaning?

    By BG5150, June 13, 2025
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2025

15. Funds available for Qualified Reservist Distribution

    By AKconsult, January 6, 2020
    • 2 replies
    • 685 views
    • 
    • AKconsult
    • January 10, 2020

16. Funds received fter death of both participant and beneficiary

    By R. Butler, January 13, 2017
    • 6 replies
    • 804 views
    • 
    • jpod
    • January 13, 2017

17. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.8k views
    • 
    • GMK
    • July 13, 2011

18. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 17, 2021

19. Gain on excess annual additions

    By Guest ktyler, November 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

20. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia, November 15, 2022
    • 1 reply
    • 385 views
    • 
    • Peter Gulia
    • November 16, 2022

21. Ghost of Participant Past Redux

    By Medusa, March 3, 2003
    • 1 reply
    • 910 views
    • 
    • MGB
    • March 3, 2003

22. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • November 8, 2006

23. GoFundMe mitigating hardship?

    By AlbanyConsultant, February 26, 2019
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • March 14, 2019

24. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.9k views
    • 
    • Locust
    • March 17, 2006

25. Good (and inexpensive) participant locator service.

    By KJohnson, May 3, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • May 3, 2000

26. H1 Visa-withdrawal options

    By kmoniz@jhancock.com, February 23, 2016
    • 0 replies
    • 525 views
    • 
    • kmoniz@jhancock.com
    • February 23, 2016

27. Handling distribution checks - bonding or fiduciary issues?

    By Guest crosseyetester, January 25, 2007
    • 0 replies
    • 965 views
    • 
    • Guest
    • January 25, 2007

28. Handling Volumes of Phone Calls and Paper

    By Guest FREE401k, May 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 7, 2001

29. Hardhip withdrawal of MP funds transferred to K plan

    By BG5150, March 25, 2013
    • 1 reply
    • 853 views
    • 
    • rcline46
    • March 25, 2013

30. Hardship

    By HarleyBabe, December 29, 2008
    • 5 replies
    • 2.2k views
    • 
    • HarleyBabe
    • December 30, 2008

31. Hardship

    By cdavis25, October 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • cdavis25
    • October 22, 2013

32. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2008

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

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

34. Hardship - can you use the same invoice again?

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 11.1k views
    • 
    • Mike Preston
    • May 10, 2018

35. Hardship - Code Section 165 damage repair

    By jmartin, October 5, 2011
    • 1 reply
    • 3.3k views
    • 
    • masteff
    • October 6, 2011

36. Hardship - Dependent

    By WhatsESUP, November 28, 2017   

    • hardship
    • 3 replies
    • 957 views
    • 
    • card
    • November 30, 2017

37. Hardship - Documentation

    By Guest EricWings, June 12, 2008
    • 2 replies
    • 2.1k views
    • 
    • masteff
    • June 13, 2008

38. Hardship - Foreclosure

    By luissaha, July 28, 2017
    • 1 reply
    • 726 views
    • 
    • Peter Gulia
    • July 28, 2017

39. Hardship - In Service Distributions

    By Guest psgross, January 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 30, 2007

40. Hardship - Medical Bill in Collections

    By Vlad401k, April 22, 2021
    • 2 replies
    • 615 views
    • 
    • Lou S.
    • April 23, 2021

41. hardship - possible changes due to law change

    By Tom Poje, February 21, 2018
    • 3 replies
    • 684 views
    • 
    • Bird
    • February 21, 2018

42. Hardship - RV as Primary Residence

    By Guest Serena, July 23, 2010
    • 2 replies
    • 4.3k views
    • 
    • K2retire
    • July 25, 2010

43. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

44. Hardship "grossing up" questions

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

45. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 24, 2010

46. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • October 27, 2009

47. Hardship after Loan

    By kocak, October 25, 2001
    • 3 replies
    • 1.6k views
    • 
    • bzorc
    • October 26, 2001

48. hardship after max loan

    By Guest Ed Walker, June 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • June 26, 2003

49. Hardship after the closing

    By JPIngold, February 19, 2016
    • 3 replies
    • 1k views
    • 
    • JPIngold
    • February 22, 2016

50. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 6, 2005