Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

   By Peter Gulia, July 19, 2024
   • 9 replies
   • 1.6k views
   • 
   • Belgarath
   • October 31, 2024

2. Can a fiduciary have a deemed distribution on a defaulted loan?

   By M Norton, August 3, 2009
   • 4 replies
   • 1.6k views
   • 
   • rcline46
   • August 4, 2009

3. Death before minimum required distribution

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

4. Deceased Participant With Outstanding Loan

   By bzorc, July 25, 2006
   • 1 reply
   • 1.6k views
   • 
   • RTK
   • July 25, 2006

5. Missing partic: where do you send the 1099?

   By BG5150, May 3, 2021
   • 6 replies
   • 1.6k views
   • 
   • Bill Presson
   • May 5, 2021

6. What are the notice requirements for involuntary distributions?

   By Guest lawdawg, April 24, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 24, 2001

7. What distribution options do children (under 18) have after participan

   By Guest John Sample, December 3, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 4, 2000

8. Withholding in Error From Previous Tax Year

   By Guest GordonJ, August 5, 2005
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • August 8, 2005

9. RMD to Active Participant and Designated Beneficiary

   By Guest Grumpy455, October 4, 2005
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • October 4, 2005

10. 401(k) distributions

    By Guest Rosyw, September 23, 2002
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2002

11. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa, February 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 15, 2006

12. Loan Refinancing

    By R. Butler, June 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • June 6, 2002

13. Duty to Investigate Rollover Payee?

    By Guest FREE401k, September 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 19, 2001

14. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 14, 2001

15. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 1.6k views
    • 
    • Kevin C
    • April 16, 2018

16. MPPP/PS Hardship Distribution

    By Guest EBBEETS, August 1, 2011
    • 6 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • August 2, 2011

17. Paying RMDs to incarcerated individual

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

18. Need to find Notice 97-10

    By Richard Anderson, October 25, 2000
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • October 25, 2000

19. Notices and Elections

    By WDIK, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 6, 2003

20. Hardship Distribution for short sale?

    By Lou S., January 21, 2009
    • 11 replies
    • 1.6k views
    • 
    • Lou S.
    • January 22, 2009

21. Loan Re-Finance

    By Archimage, June 3, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • June 3, 2005

22. Correcting Loan Mistake

    By Rai401k, November 15, 2013
    • 6 replies
    • 1.6k views
    • 
    • Rai401k
    • November 15, 2013

23. Termination Funding

    By Guest LLandau, April 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • April 16, 2002

24. Corrective Distribution Taxes

    By Vlad401k, February 4
    • 1 reply
    • 1.6k views
    • 
    • Artie M
    • February 5

25. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision

    By namealreadyinuse, March 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Dan
    • March 21, 2006

26. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc, October 15, 2015   

    • QDRO
    • WA Divorce 1991
    • (and 1 more)

      Tagged with:

      • QDRO
      • WA Divorce 1991
      • Prudential Merged Retirement
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • October 19, 2015

27. Participant Terminates, then is rehired in ineligible position -- is Participant eligible for Distribution?

    By ERISA-Bubs, December 5, 2023
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • December 6, 2023

28. Valuing pre-retirement lump sum distributions from DB plan

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2009

29. Use of Form W-4P

    By Guest Grumpy455, October 20, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 25, 2005

30. Inservice WD - Qualified Roth distribuiton

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

31. MRD account balance

    By Guest terid, November 21, 2003
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

32. Loan payments and participant on strike.

    By FundeK, March 15, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 15, 2004

33. Participant loans - Promissory Note

    By Santo Gold, May 30
    • 8 replies
    • 1.6k views
    • 
    • thepensionmaven
    • June 4

34. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 12, 2009

35. 1099-R Code

    By msmith, October 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • msmith
    • October 12, 2017

36. 1099 Deemed Loan Distribitution

    By CJS07, March 31, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • April 1, 2008

37. About how long does an IRS determination letter take?

    By Guest P Taft, December 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • KIP KRAUS
    • December 4, 2000

38. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 1, 2011

39. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • August 1, 2000

40. DB rollover

    By Guest EBC, August 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • August 25, 2001

41. Hardship Withdrawal

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

42. Distribution in error after break in service, rehire

    By Guest taxpractor, July 2, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 3, 2008

43. MRD notice

    By Guest Alison Putnam, October 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 1999

44. Distribution Paid From Corporate Account

    By Dennis Povloski, August 20, 2009
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • August 21, 2009

45. Payout wording of DRO - any issues?

    By Guest chris4013, January 7, 2006
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 7, 2006

46. loan repayments--amount financed

    By Felicia, January 11, 2001
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 11, 2001

47. Payments Owed by DB Plan to Deceased Participant

    By Guest lvegas, January 15, 2004
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2004

48. Return of over-distribution

    By Guest Bill, July 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 26, 1999

49. Is there a penalty for not remitting tax witholding on distributions electronically?

    By Santo Gold, February 28, 2005
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • February 28, 2005

50. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 5, 2002