Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. ira distribution

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

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

   By Peter Gulia, February 22, 2019   

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

3. Rollover from Foreign plan to U.S. Plan?

   By kwalified, November 30, 2011
   • 3 replies
   • 2.2k views
   • 
   • Nassau
   • November 30, 2011

4. Rollover of Participant Loan

   By Christopher Wilson, August 9, 2019
   • 3 replies
   • 894 views
   • 
   • chc93
   • August 13, 2019

5. RMD from 401k with Roth and Traditional

   By Dougsbpc, July 5, 2016
   • 3 replies
   • 814 views
   • 
   • Tom Poje
   • July 6, 2016

6. 1099 for return of excess deferrals

   By Guest bmurphy, February 20, 2002
   • 3 replies
   • 2k views
   • 
   • Guest
   • February 22, 2002

7. Involuntary Distributions

   By Fred Payne, September 23, 2002
   • 3 replies
   • 2.6k views
   • 
   • RTK
   • September 24, 2002

8. DB plan - loan taken - participant signed but spouse did not and not notarized

   By Jakyasar, January 15, 2021
   • 3 replies
   • 625 views
   • 
   • FORMER ESQ.
   • January 16, 2021

9. mandatory withholding

   By Guest mikeak, June 6, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • June 6, 2003

10. 3 loans, so one has to go

    By Guest Iwonder, July 19, 2007
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2007

11. Required Minimum Distributions

    By pgold, April 4, 2013
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 4, 2013

12. Returned 1099-R's

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

13. 1099-R form for death benefit

    By pmacduff, November 14, 2007
    • 3 replies
    • 3k views
    • 
    • Bird
    • November 15, 2007

14. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 2.9k views
    • 
    • Larry Starr
    • January 17, 2020

15. Tax Deposits

    By Earl, November 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2001

16. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lynn Campbell
    • July 21, 2003

17. Interest rate charged on loans

    By Guest Sara H, November 24, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • November 26, 1999

18. Disaster Relief Distributions - Withholding

    By Gilmore, October 29, 2024
    • 3 replies
    • 999 views
    • 
    • G8Rs
    • October 30, 2024

19. return of distribution check

    By Guest lindamichals, June 29, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • June 29, 2005

20. RMD after stock sale

    By WCC, April 5, 2017
    • 3 replies
    • 622 views
    • 
    • K2
    • April 6, 2017

21. Omission of 30-day notice period in "Your Rollover Options" in Notice 2009-68

    By Everett Moreland, December 8, 2009
    • 3 replies
    • 2.4k views
    • 
    • GMK
    • December 8, 2009

22. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

23. Distribution of Insurance in 401(k)

    By MjInvestments, February 14, 2017   

    • csv
    • cash surrender value
    • (and 1 more)

      Tagged with:

      • csv
      • cash surrender value
      • insurance
    • 3 replies
    • 778 views
    • 
    • ESOP Guy
    • February 14, 2017

24. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.4k views
    • 
    • stephen
    • March 21, 2006

25. Double RMD required?

    By rosskeene, February 17, 2015
    • 3 replies
    • 1.4k views
    • 
    • rosskeene
    • February 19, 2015

26. <Nothing to see here>

    By Nood1e, October 31, 2018
    • 3 replies
    • 652 views
    • 
    • Nood1e
    • November 7, 2018

27. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser, November 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • December 8, 2004

28. Deemed Distribution vs. Loan Offset Amount

    By Guest cease, July 21, 2003
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • July 23, 2003

29. TEFRA 242(b)(2) Election and Rollovers

    By KJohnson, December 1, 1999
    • 3 replies
    • 3k views
    • 
    • KJohnson
    • December 2, 1999

30. Non-Spouse beneficiary & 401(a)(9)(B)(iii)(III)

    By Earl, June 12, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • June 13, 2002

31. Defaulted loan

    By Guest MNR, December 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • December 10, 2002

32. Incentives to take immediate distributions

    By Guest slt, December 2, 1999
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • January 22, 2018

33. loan repayments set up as deferrals

    By AlbanyConsultant, January 7, 2025
    • 3 replies
    • 1.5k views
    • 
    • AlbanyConsultant
    • January 8, 2025

34. Improper Distribution?

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2004

35. Loss on unqualified Roth Distribution

    By Becky Schwing, April 15, 2019
    • 3 replies
    • 837 views
    • 
    • C. B. Zeller
    • April 18, 2019

36. RMD to non-spousal beneficiary

    By Chippy, November 21, 2019
    • 3 replies
    • 841 views
    • 
    • Bird
    • November 22, 2019

37. Loan Amount

    By WDIK, June 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • June 7, 2003

38. loans from DB plans

    By k man, October 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2004

39. removing installments if one is in progress

    By AlbanyConsultant, December 20, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • December 21, 2017

40. 402(g) Limit - Corrected After April 15

    By Vlad401k, July 25, 2018
    • 3 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • July 26, 2018

41. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey, December 7, 2022
    • 3 replies
    • 759 views
    • 
    • Luke Bailey
    • December 8, 2022

42. Distribution Paid From Corporate Account

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

43. RMD to deceased participant

    By AlbanyConsultant, October 29, 2021
    • 3 replies
    • 640 views
    • 
    • AlbanyConsultant
    • November 5, 2021

44. Incidental Benefit on Life Insurance and Rollover

    By rocknrolls2, January 7, 2002
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • January 9, 2002

45. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • June 27, 2003

46. Overpayment of vested benefit to terminated participant

    By Guest Lil Anderson, September 20, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 16, 2007

47. Partial lump sum distributions

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2010

48. Non-Bargaining to Barganing employment status change - what happens to

    By Guest snorthup, August 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2000

49. What happens to loan notes when a plan loan program terminates and all

    By Guest EMC, December 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • December 15, 2000

50. can loan default offset be part of an RMD

    By k man, September 26, 2013
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • September 26, 2013