Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. life expectancy option irrevocable or changeable

   By jane123, September 1, 2004
   • 8 replies
   • 1.5k views
   • 
   • Appleby
   • November 16, 2004

2. Loans beyond normal retirement age

   By blue, September 15, 2005
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • September 21, 2005

3. Prohibited Transaction--or fixed by EGTRRA

   By Guest CRC02, May 29, 2002
   • 4 replies
   • 1.5k views
   • 
   • imchipbrown
   • December 12, 2003

4. When does vesting occur?

   By Blackbirch, January 26, 2010
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • January 26, 2010

5. Accruing Interest on Late Loan Payments

   By Guest Dave Danziger, July 31, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 31, 2001

6. Amended 1099R - zero dollars

   By Guest lindamichals, December 21, 2004
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • December 21, 2004

7. Interest to terminated participant

   By Guest AEA, April 11, 2000
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • May 29, 2000

8. Hardship after Loan

   By kocak, October 25, 2001
   • 3 replies
   • 1.5k views
   • 
   • bzorc
   • October 26, 2001

9. Hardship for Tuition.

   By FundeK, January 5, 2004
   • 1 reply
   • 1.5k views
   • 
   • chris
   • January 5, 2004

10. IRA: Earliest Distribution

    By Guest RW, March 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • March 6, 2000

11. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

12. Loan to inactive participant

    By 7806akp, September 29, 2014
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 29, 2014

13. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions, April 26, 2022
    • 11 replies
    • 1.5k views
    • 
    • Appleby
    • April 29, 2022

14. Asset reversion DC Plan

    By Guest pensionadmin, December 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2001

15. Can In-Service Distribution provision be Removed?

    By Guest lenhart, May 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 6, 2009

16. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.5k views
    • 
    • k man
    • March 16, 2007

17. Loan Fee and 50% Loan Limit

    By Gadgetfreak, July 17, 2012
    • 10 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • July 17, 2012

18. Participant loan errors as reportable prohibited transactions

    By BeckyMiller, May 24, 2017   

    • 408
    • loans
    • (and 1 more)

      Tagged with:

      • 408
      • loans
      • schedule g
    • 2 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 25, 2017

19. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • October 4, 2006

20. Reporting a Bonus (partly deferred) Given to Retiree

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • July 27, 2009

21. Reporting Defaulted Loan on a 1099R

    By Guest KSS, January 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2000

22. Aggregating RMD from inherited IRAs- when is it allowed?

    By Appleby, December 29, 2004
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • December 29, 2004

23. Loan percentage for borrowing from a pension plan

    By Jakyasar, December 6, 2020
    • 14 replies
    • 1.5k views
    • 
    • Luke Bailey
    • December 9, 2020

24. QJSA Disclosures for DC Plans

    By Guest MichaelO, June 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 21, 2004

25. Tax withholding on distributions not eligible for rollover

    By Guest bmurphy, December 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2001

26. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 2001

27. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 22, 2001

28. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 5, 2002

29. Documenting Hardship for Next 12 Months of Education Expenses

    By namealreadyinuse, June 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Nate X
    • June 14, 2006

30. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 24, 2002

31. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 2003

32. participant loan interest rate

    By Santo Gold, August 24, 2023
    • 15 replies
    • 1.5k views
    • 
    • Bill Presson
    • August 30, 2023

33. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2002

34. 1099-R and a 60-day return of the funds

    By Blinky the 3-eyed Fish, January 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2010

35. Direct Rollover to qualified Plan

    By BTH, April 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 13, 2000

36. repay an old defaulted loan?

    By AlbanyConsultant, December 2, 2016
    • 4 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 9, 2016

37. In Service Non-hardship Withdrawals

    By Guest Richard7123, September 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 11, 2003

38. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2007

39. Principal Residence

    By Guest Donell, February 16, 2012
    • 6 replies
    • 1.5k views
    • 
    • masteff
    • February 17, 2012

40. Hardship Distributions - Distributable Amount

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • September 7, 2000

41. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • June 16, 2010

42. Loan Rollover

    By Guest shm3803, August 30, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2012

43. Can employer loan money to participant to pay off plan loan?

    By John A, March 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • March 9, 2001

44. age 70 1/2 distribution & furlough status

    By alexa, February 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 2, 2002

45. Tax year for distributed loan balance?

    By Mleech, January 17
    • 2 replies
    • 1.5k views
    • 
    • Mleech
    • January 17

46. Former Key Definition

    By Guest DeePA, May 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • g8r
    • May 13, 2003

47. Loan deemed, participant still employed

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

48. Does 50% excise tax apply in this case?

    By John A, December 14, 1999
    • 3 replies
    • 1.5k views
    • 
    • david shipp
    • December 17, 1999

49. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • January 15, 2010

50. Distribution Issues---Illiquid Assets

    By Randy Watson, April 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 2, 2009