Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Reporting Participant Loan Defaults on Form 5500

   By Guest Eprail, July 14, 2004
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • July 14, 2004

2. Special Tax Notice

   By J. Bringhurst, June 6, 2005
   • 3 replies
   • 1.7k views
   • 
   • J. Bringhurst
   • July 8, 2005

3. Distribution of Rollover from PS Plan

   By CAR, September 29, 2010
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • October 5, 2010

4. Actuarial Adjustments

   By mming, August 18, 2006
   • 2 replies
   • 1.7k views
   • 
   • mming
   • November 1, 2006

5. Money Purchase Pension Plan

   By Nassau, December 6, 2011
   • 4 replies
   • 1.7k views
   • 
   • masteff
   • December 7, 2011

6. Participant Loan after Rehire

   By Susan S., November 16, 2023
   • 6 replies
   • 1.7k views
   • 
   • Luke Bailey
   • November 18, 2023

7. Distribution received 2007 and 2006 1099 reported

   By Guest kramcon, April 8, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • April 13, 2007

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

   By Guest Powers, June 22, 2001
   • 3 replies
   • 1.7k views
   • 
   • Appleby
   • June 22, 2001

9. In-kind distribution from DB plan

   By Cloudy, December 8, 2018
   • 8 replies
   • 1.7k views
   • 
   • jpod
   • December 11, 2018

10. RMD factor below 1.0

    By TPATC, August 31, 2018   

    • rmd
    • mrd
    • (and 3 more)

      Tagged with:

      • rmd
      • mrd
      • factor below
      • minimum required
      • non-spouse
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 4, 2018

11. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 7, 2002

12. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 10, 2006

13. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2001

14. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 1.7k views
    • 
    • Kevin C
    • April 16, 2018

15. 1099-R for Prior Year?

    By Guest boberlander, February 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

16. Beneficiary Rights

    By Fielding Mellish, October 12, 2016
    • 7 replies
    • 1.7k views
    • 
    • GMK
    • October 13, 2016

17. hardship and in-service/notices?

    By EGB, October 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • February 16, 2001

18. Incentives to take immediate distributions

    By Guest slt, December 2, 1999
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • January 22, 2018

19. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2002

20. Participant Loan in default

    By Brenda Wren, March 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2009

21. Incorrect 401(k) Rollover to IRA

    By Kattdogg12, March 6, 2025
    • 3 replies
    • 1.7k views
    • 
    • Bruce1
    • April 17, 2025

22. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • June 18, 2020

23. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 2003

24. Loan software question!

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

25. Federal Withholding

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

26. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Laura Harrington
    • July 6, 2009

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

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

28. 1099R forms not filed

    By Guest nlmc18, December 26, 2003
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • December 31, 2003

29. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • August 31, 2001

30. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 1.6k views
    • 
    • Bill Presson
    • April 23, 2020

31. 20% withholding on a rollover

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

32. 401(a)(9) Incorporation by Reference?

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

33. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • stephen
    • August 2, 2001

34. 401k loans

    By Guest lcoop, January 31, 2000
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2000

35. RMD of inkind assets from DB plan

    By SoCalActuary, September 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • No Name
    • October 3, 2005

36. Katrina 1099-R Distribution Code

    By Gruegen, October 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 5, 2005

37. Paying RMDs to incarcerated individual

    By msimpson, May 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Peter Gulia
    • May 4, 2011

38. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k, November 7, 2018
    • 2 replies
    • 1.6k views
    • 
    • pensionam
    • December 7, 2021

39. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc, June 2, 2025
    • 9 replies
    • 1.6k views
    • 
    • Artie M
    • June 3, 2025

40. distribution timing

    By Guest asianson, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

41. Can loans be stopped while there exists a loan?

    By TPApril, December 15, 2021
    • 12 replies
    • 1.6k views
    • 
    • Bird
    • December 17, 2021

42. Default Loans

    By Guest Jim Jesikiewicz, October 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • October 8, 2001

43. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing, February 27, 2019
    • 7 replies
    • 1.6k views
    • 
    • card
    • March 7, 2019

44. Pending DRO/ terminating plan

    By Guest SEBBH, December 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 22, 2009

45. QDROs and plan terminations

    By Guest TW2000, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2000

46. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 20, 2002

47. Loan calculator

    By SMB, September 20, 2004
    • 1 reply
    • 1.6k views
    • 
    • Lori Friedman
    • September 20, 2004

48. Death before minimum required distribution

    By jlf, September 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • September 3, 1999

49. Distributions less than $200

    By John A, October 14, 1999
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 14, 1999

50. Hardship Withdrawal

    By Nassau, February 15, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2011