Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. IRS Audit - Plan Distributions

   By MarZDoates, October 31, 2005
   • 3 replies
   • 1.4k views
   • 
   • JanetM
   • October 31, 2005

2. Loan deemed, participant still employed

   By BG5150, January 7, 2010
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • January 18, 2010

3. Hardship Distributions

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

4. Revolving Line of Loan Cure Periods

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

5. RMD for spouse of deceased participant

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

6. Court Order to stop participant loan repayment

   By Guest nlmc18, February 26, 2004
   • 3 replies
   • 1.4k views
   • 
   • Harwood
   • February 26, 2004

7. Distribution code for loan default

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

8. Rollover of plan account when RMD is due

   By Santo Gold, May 3, 2005
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • May 3, 2005

9. Invaild rollover contribution and subsequent distribution

   By buckaroo, December 16, 2014
   • 3 replies
   • 1.3k views
   • 
   • BG5150
   • December 17, 2014

10. RMD change to calculation method

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

11. Maximum Loan Amount

    By jane123, January 13, 2005
    • 3 replies
    • 1.3k views
    • 
    • jane123
    • January 13, 2005

12. 70 1/2 distributions

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

13. Participant COVID Distribution for Bills

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

14. Rollover of employee contributions?

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

15. Conditions on a lump sum distribution

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

16. Loan for non participant from their rollover?

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

17. incorrect payouts and plan is terminated

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

18. 100% Joint & Survivor Distribution

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

19. Independent Contractor

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

20. ramifications of violating Loan program?

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

21. 1099 Filing Deadline

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

22. Distribution From Terminated Plan

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

23. RMDs to deceased participant with no beneficiaries

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

24. Inservice Distribution Rolled Over To IRA

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

25. 1099-R Help!

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

26. Consent of spouse?

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

27. 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
    • 1.5k views
    • 
    • Mike Preston
    • September 29, 2015

28. Outstanding Pension Checks

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

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

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

30. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • December 7, 2002

31. Does anyone have a sample distribution letter

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

32. 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

33. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.6k views
    • 
    • MJ Hartman
    • December 13, 2001

34. Rollover of cash-out distribution

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

35. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.6k views
    • 
    • J2D2
    • September 19, 2006

36. Designated Beneficiary

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

37. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • December 23, 2014

38. Deferral cap after hardship?

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

39. Incorrect 401(k) Rollover to IRA

    By Kattdogg12, March 6, 2025
    • 3 replies
    • 1.6k views
    • 
    • Bruce1
    • April 17, 2025

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

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

41. Hardship Distribution - Primary Residence

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

42. Profit Sharing Plan RMD Calculation

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

43. Participant Loans as "Pooled Investment"

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

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

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

45. Distribution onslaught due to Coronavirus

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

46. Losses on Corrective Distributions

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

47. Installments paid over life expectancy

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

48. RMDs

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

49. 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

50. 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