Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Eligible Rollover Distributions and Church Plans

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

2. Loan Refinancing

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

3. Duty to Investigate Rollover Payee?

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

4. Loan Re-Finance

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

5. What are the notice requirements for involuntary distributions?

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

6. Termination Funding

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

7. RMDs for Non-Owners (In-Service Not Allowed)

   By Vlad401k, June 14, 2018
   • 8 replies
   • 1.6k views
   • 
   • Mr Bagwell
   • June 15, 2018

8. MPPP/PS Hardship Distribution

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

9. Waiting time for new loan?

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

10. RMD Withholding

    By 401_noob, December 14, 2018   

    • rmd
    • tax withholding
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • December 20, 2018

11. Payments Owed by DB Plan to Deceased Participant

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

12. Loan Term Limit

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

13. "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

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

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

15. Correcting Loan Mistake

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

16. Minimum Required Distributions

    By Guest Carol D, May 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • May 22, 2002

17. CV loan extenstion/reamortization

    By Bird, June 19, 2020
    • 16 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 1, 2020

18. Use of Form W-4P

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

19. loans not allowed to per diem employees?

    By AlbanyConsultant, April 12, 2024
    • 6 replies
    • 1.6k views
    • 
    • EMoney
    • April 15, 2024

20. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • May 21, 2013

21. DB rollover

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

22. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • January 4, 2001

23. MRD account balance

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

24. RMD Timing

    By Dougsbpc, January 17, 2025
    • 2 replies
    • 1.6k views
    • 
    • CuseFan
    • January 22, 2025

25. RMD after participant death

    By Santo Gold, November 14, 2023
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • December 1, 2023

26. 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

27. RMD Question

    By Mr401k, January 29, 2014
    • 10 replies
    • 1.6k views
    • 
    • Mr401k
    • February 4, 2014

28. Plan loans

    By jkdoll2, July 29, 2011
    • 6 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 29, 2011

29. 1099 Deemed Loan Distribitution

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

30. loan repayments--amount financed

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

31. Good (and inexpensive) participant locator service.

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

32. MRD notice

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

33. Distribution Paid From Corporate Account

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

34. Payout wording of DRO - any issues?

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

35. repay an old defaulted loan?

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

36. Qdro gone wrong, funds distributed incorrectly

    By Needhelp, May 16, 2020
    • 6 replies
    • 1.6k views
    • 
    • char Nahashon
    • May 31, 2020

37. Plan as Creditor

    By Guest Sieve, February 10, 2009
    • 11 replies
    • 1.6k views
    • 
    • J Simmons
    • March 20, 2009

38. Tax year for distributed loan balance?

    By Mleech, January 17, 2025
    • 2 replies
    • 1.6k views
    • 
    • Mleech
    • January 17, 2025

39. How to enforce RMD requirements?

    By Carol V. Calhoun, August 12, 2022
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 15, 2022

40. Distribution in error after break in service, rehire

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

41. May someone take RMD before age 70 1/2?

    By Richard Anderson, July 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • July 19, 2002

42. Problem getting a death certificate

    By doombuggy, August 3, 2010
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • August 3, 2010

43. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

44. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 3, 2006

45. Amendment to add loans and then amend to no longer allow it

    By pensionam, August 18, 2023
    • 9 replies
    • 1.6k views
    • 
    • Below Ground
    • August 22, 2023

46. In Service Withdrawals of Rollover contributions

    By 30Rock, April 26, 2010
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • April 27, 2010

47. RMD in termination setting

    By billfgrady, February 19, 2004
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • February 19, 2004

48. Distribution at NRA

    By Guest dott, March 31, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 1, 2010

49. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 10, 2001

50. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 3, 2005