Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship Distributions

   By Archimage, June 18, 2008
   • 3 replies
   • 1.1k views
   • 
   • GMK
   • June 18, 2008

2. Revolving Line of Loan Cure Periods

   By Guest lwallace, September 11, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 14, 2009

3. RMD for spouse of deceased participant

   By rfahey, December 23, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • December 26, 2002

4. Court Order to stop participant loan repayment

   By Guest nlmc18, February 26, 2004
   • 3 replies
   • 1.3k views
   • 
   • Harwood
   • February 26, 2004

5. Distribution code for loan default

   By Bird, January 13, 2005
   • 3 replies
   • 2.9k views
   • 
   • Bird
   • January 19, 2005

6. Rollover of plan account when RMD is due

   By Santo Gold, May 3, 2005
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • May 3, 2005

7. Invaild rollover contribution and subsequent distribution

   By buckaroo, December 16, 2014
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • December 17, 2014

8. RMD change to calculation method

   By Melissa2115, February 24, 2022
   • 3 replies
   • 1.3k views
   • 
   • Jakyasar
   • February 28, 2022

9. Maximum Loan Amount

   By jane123, January 13, 2005
   • 3 replies
   • 1.2k views
   • 
   • jane123
   • January 13, 2005

10. 70 1/2 distributions

    By Guest MaryLou, October 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • October 14, 1999

11. Participant COVID Distribution for Bills

    By Basically, December 20, 2021
    • 3 replies
    • 535 views
    • 
    • Basically
    • December 23, 2021

12. Rollover of employee contributions?

    By Guest mikeak, May 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • May 14, 2004

13. Conditions on a lump sum distribution

    By Guest Grumpy456, February 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 8, 2007

14. Loan for non participant from their rollover?

    By CJS07, April 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • April 22, 2008

15. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 11, 2001

16. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • August 30, 2002

17. Independent Contractor

    By CLE401kGuy, April 24, 2012
    • 3 replies
    • 1.1k views
    • 
    • CLE401kGuy
    • April 24, 2012

18. ramifications of violating Loan program?

    By Lori H, June 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • June 19, 2009

19. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.3k views
    • 
    • KateSmithPA
    • January 8, 2010

20. Distribution From Terminated Plan

    By pgold, November 15, 2019
    • 3 replies
    • 663 views
    • 
    • TPA for Sale or Merge
    • November 19, 2019

21. RMDs to deceased participant with no beneficiaries

    By AlbanyConsultant, March 3, 2020
    • 3 replies
    • 885 views
    • 
    • Larry Starr
    • March 3, 2020

22. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 831 views
    • 
    • Lucky32
    • January 13, 2021

23. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 19, 2009

24. Consent of spouse?

    By Lori H, August 26, 2016
    • 3 replies
    • 851 views
    • 
    • My 2 cents
    • August 30, 2016

25. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin, September 26, 2015   

    • prohibited transaction
    • distribution
    • (and 2 more)

      Tagged with:

      • prohibited transaction
      • distribution
      • fiduciary
      • 401k
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 29, 2015

26. Outstanding Pension Checks

    By jaxon1225, November 6, 2013
    • 3 replies
    • 2k views
    • 
    • jaxon1225
    • November 6, 2013

27. Is Spousal Consent Req'd in this case?

    By BG5150, September 8, 2014
    • 3 replies
    • 1k views
    • 
    • BG5150
    • September 8, 2014

28. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 7, 2002

29. Does anyone have a sample distribution letter

    By Guest jrf1, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • September 23, 2002

30. Refinancing a loan when only 1 loan at time is permitted

    By Guest H. Joseph, January 8, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2010

31. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.5k views
    • 
    • MJ Hartman
    • December 13, 2001

32. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

33. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.5k views
    • 
    • J2D2
    • September 19, 2006

34. Designated Beneficiary

    By Randy Watson, May 12, 2006
    • 3 replies
    • 1.3k views
    • 
    • RTK
    • May 12, 2006

35. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 23, 2014

36. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 13, 2015

37. Incorrect 401(k) Rollover to IRA

    By Kattdogg12, March 6
    • 3 replies
    • 1.5k views
    • 
    • Bruce1
    • April 17

38. Is this really a "Distribution", requiring a 1099?

    By Guest Happy Actuary, August 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • August 12, 2004

39. Hardship Distribution - Primary Residence

    By whitboston, August 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • JanetM
    • August 23, 2006

40. Profit Sharing Plan RMD Calculation

    By rfahey, January 9, 2013
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • January 10, 2013

41. Participant Loans as "Pooled Investment"

    By Guest wolfman, May 11, 2001
    • 3 replies
    • 2.3k views
    • 
    • M R Bernardin
    • May 17, 2001

42. Disregarding rollover in determining < $5,000 balance for forced payout.

    By MarZDoates, September 27, 2004
    • 3 replies
    • 1.6k views
    • 
    • Harwood
    • September 27, 2004

43. Distribution onslaught due to Coronavirus

    By JustMe, April 14, 2020
    • 3 replies
    • 533 views
    • 
    • ratherbereading
    • April 14, 2020

44. Losses on Corrective Distributions

    By DTH, December 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • kocak
    • December 11, 2002

45. Installments paid over life expectancy

    By BG5150, September 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 15, 2009

46. RMDs

    By oldman63, September 27, 2019
    • 3 replies
    • 773 views
    • 
    • Dave Baker
    • October 1, 2019

47. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK, November 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • JWK
    • November 8, 1999

48. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 20, 2004

49. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mary Kay Foss
    • September 5, 2002

50. For minimum distribution, when is an employee retired?

    By Peter Gulia, February 22, 2019   

    • minimum distribution; severance from employment
    • 3 replies
    • 482 views
    • 
    • QDROphile
    • February 23, 2019