Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Plan Loan Default During USERRA Service

   By Guest Grumpy456, May 13, 2008
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • May 13, 2008

2. paying 20% withholding on a distribution

   By Santo Gold, September 12, 2016
   • 10 replies
   • 1.7k views
   • 
   • SOkrasinski
   • September 16, 2016

3. MINDI to Surviving Spouse

   By Guest SCUDDESLER, March 18, 2003
   • 7 replies
   • 1.7k views
   • 
   • mbozek
   • April 5, 2003

4. Rollover IRA accepted cash but sent stock certificates back to plan

   By Guest LMalone, January 24, 2002
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • January 25, 2002

5. After Tax Contributions and Mega Back Door Roth Contribution

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

6. Loan over the $50,000 Limit

   By Guest sduggan, October 21, 2005
   • 2 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • October 24, 2005

7. Intra controlled group transfer of account

   By Guest Lawrenceg, February 15, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • February 15, 2007

8. Qualified Settlement Fund

   By JRN, June 2, 2015
   • 0 replies
   • 1.6k views
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   • JRN
   • June 2, 2015

9. Loans: deemed distributions

   By doombuggy, December 18, 2012
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • December 18, 2012

10. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 31, 2004

11. Actuarial Adjustments

    By mming, August 18, 2006
    • 2 replies
    • 1.6k views
    • 
    • mming
    • November 1, 2006

12. Owner defaulted on loan

    By BG5150, July 2, 2012
    • 3 replies
    • 1.6k views
    • 
    • SheilaD
    • September 13, 2012

13. Spouse wants to keep death benefits in plan-- distributable event? 1099R?

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.6k views
    • 
    • RTK
    • November 6, 2009

14. Terminated Participant - Loan extended due to COVID

    By Vlad401k, April 17, 2020
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 17, 2020

15. Distributions from Non-qualified plans

    By dmb, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • October 2, 2001

16. Participant used loan money for a different reason that originally stated.

    By Guest tracys, February 17, 2004
    • 11 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 18, 2004

17. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 17, 2011

18. Rollover Distribution Check Lost

    By coleboy, October 19, 2015
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 20, 2015

19. RMD in year of death- From Ron Merolli

    By Guest Paul Vickers, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • August 2, 2001

20. Reporting Participant Loan Defaults on Form 5500

    By Guest Eprail, July 14, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 14, 2004

21. In-Service Distribution or Prohibited Transaction?

    By MGC1213, February 24, 2016   

    • Prohibited Transaction
    • In-Service Distribution
    • (and 1 more)

      Tagged with:

      • Prohibited Transaction
      • In-Service Distribution
      • Excise Taxes
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • February 24, 2016

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

    By smm, May 5, 2004
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 18, 2004

23. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 1.6k views
    • 
    • fmsinc
    • January 9, 2020

24. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • December 7, 2011

25. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 10, 2006

26. Late 402(g) refund--1099-R question

    By BG5150, December 12, 2022
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • December 20, 2022

27. Distribution received 2007 and 2006 1099 reported

    By Guest kramcon, April 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2007

28. Is there a problem if the company receiving a rollover check well with

    By John A, February 21, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2001

29. 1099-R for Prior Year?

    By Guest boberlander, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 28, 2001

30. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • July 8, 2005

31. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2001

32. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 7, 2002

33. Distribution of Rollover from PS Plan

    By CAR, September 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 2010

34. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 1.6k views
    • 
    • K2retire
    • April 14, 2009

35. Death Benefit to Minor Children

    By ConnieStorer, May 24, 2024
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 29, 2024

36. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 29, 1999

37. hardship and in-service/notices?

    By EGB, October 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • February 16, 2001

38. Loan software question!

    By Guest JimP, September 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • September 8, 2008

39. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • April 14, 2003

40. Terminated ptp with loan balance

    By alexa, March 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • FundeK
    • March 17, 2004

41. Participant Loan in default

    By Brenda Wren, March 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2009

42. In-Service withdrawal

    By Santo Gold, March 18, 2005
    • 4 replies
    • 1.6k views
    • 
    • No Name
    • March 24, 2005

43. Beneficiary Rights

    By Fielding Mellish, October 12, 2016
    • 7 replies
    • 1.6k views
    • 
    • GMK
    • October 13, 2016

44. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 20, 2003

45. Federal Withholding

    By Zoey, January 15, 2010
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • January 15, 2010

46. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S, January 22
    • 4 replies
    • 1.6k views
    • 
    • Paul I
    • January 23

47. Are New Distribution Forms Required For A Supplemental Distribution?

    By Guest Powers, June 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • June 22, 2001

48. Lost Participant Search

    By TBob, October 23, 2007
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • October 24, 2007

49. Lump Sum Distributions And 401(a)(9)

    By Guest Donaldson, March 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

50. 20% withholding on a rollover

    By Guest pthomann, May 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 30, 2001