Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Beneficiary Unknown

   By MarZDoates, August 17, 2011
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • August 18, 2011

2. Can you still make annual payment on an old, old loan or must they now

   By Kathy, August 11, 2000
   • 3 replies
   • 1.8k views
   • 
   • Ron Snyder
   • September 1, 2000

3. Distributions "in kind" of nonmarket assets

   By jkharvey, October 20, 2004
   • 3 replies
   • 1.3k views
   • 
   • jkharvey
   • October 20, 2004

4. 20% FIT Error

   By CLE401kGuy, May 16, 2013
   • 3 replies
   • 1.3k views
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   • BG5150
   • May 16, 2013

5. See-Through Trust Beneficiary

   By GMK, September 12, 2014
   • 3 replies
   • 1.3k views
   • 
   • GMK
   • September 15, 2014

6. Loan was deemed twice

   By 401kLife, February 28, 2019
   • 3 replies
   • 415 views
   • 
   • chc93
   • March 7, 2019

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

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

8. Newly terminated single participant dies before lump sum

   By Guest crosseyetester, June 22, 2006
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • June 23, 2006

9. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

   By Guest EE Bene, September 16, 2011
   • 3 replies
   • 7.2k views
   • 
   • Guest
   • December 11, 2012

10. Withholding rules in Spanish

    By ombskid, August 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • August 15, 2013

11. 3(16) Services as a TPA

    By mjf06241972, August 15, 2019
    • 3 replies
    • 767 views
    • 
    • mjf06241972
    • August 17, 2019

12. COVID Distributions and vesting

    By shERPA, April 17, 2020
    • 3 replies
    • 729 views
    • 
    • RatherBeGolfing
    • April 20, 2020

13. Plan trumps IRS?

    By Guest mikeak, November 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 4, 2003

14. Pre-mature distribution penalty

    By SMB, March 10, 2009
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 14, 2009

15. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 1.8k views
    • 
    • GMK
    • June 3, 2011

16. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard, June 29, 2024   

    • rollover
    • hardship
    • (and 2 more)

      Tagged with:

      • rollover
      • hardship
      • 59.5
      • deferral
    • 3 replies
    • 796 views
    • 
    • Belgarath
    • July 1, 2024

17. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • November 25, 2015

18. Hardship and Loans

    By kocak, December 30, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2003

19. 1 time hardship dbtns

    By Guest susa, May 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2003

20. Distribution - Due to death, nonspousal beneficary after RMDs had started

    By Guest rgorman, February 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • February 15, 2004

21. Question on first RMD over age 70.5

    By CBenefits, June 19, 2019
    • 3 replies
    • 633 views
    • 
    • Tom Poje
    • June 19, 2019

22. Participant with Loan on Leave of absence

    By Guest beccafaith, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • April 20, 2006

23. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 14.9k views
    • 
    • mbozek
    • February 24, 2015

24. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 21, 2005

25. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 928 views
    • 
    • jmartin
    • April 9, 2013

26. Is it o.k. to destroy the check and what about withholding in this sit

    By John A, January 6, 2000
    • 3 replies
    • 1.8k views
    • 
    • Fredman
    • January 7, 2000

27. Life Insurance and RMD

    By KateSmithPA, September 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • March 14, 2017

28. Revised 1099-R codes for corrective distributions

    By Guest Jane Freeman, December 6, 2004
    • 3 replies
    • 2.4k views
    • 
    • Beemer
    • January 25, 2005

29. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • April 2, 2009

30. Stale checks

    By Guest Tbrown, August 6, 2012
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2012

31. hardship - possible changes due to law change

    By Tom Poje, February 21, 2018
    • 3 replies
    • 676 views
    • 
    • Bird
    • February 21, 2018

32. Proper Interest rate for loan after a LOA

    By R. Butler, June 9, 2003
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 9, 2003

33. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 974 views
    • 
    • K2retire
    • August 27, 2009

34. Loan Repayment Frequency

    By Stash026, September 17, 2018
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • September 19, 2018

35. Hardship availability after taking a loan

    By Guest tajcc, July 23, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 24, 2008

36. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 25, 2009

37. Refusal to reissue distribution check

    By dmwe, November 3, 2014
    • 3 replies
    • 1.8k views
    • 
    • dmwe
    • November 3, 2014

38. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 1, 2003

39. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • July 8, 2005

40. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

41. 401K distribution

    By Guest sethf123, February 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mary Kay Foss
    • February 18, 2003

42. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 6, 2009

43. Reporting Defaulted Loan on a 1099R

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

44. 1st RMD clarification

    By Basically, September 9, 2024
    • 3 replies
    • 838 views
    • 
    • Gina Alsdorf
    • October 3, 2024

45. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • August 30, 2006

46. in-service withdrawal from PS plan with integrated formula

    By AKconsult, June 20, 2012
    • 3 replies
    • 1k views
    • 
    • AKconsult
    • June 21, 2012

47. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 29, 2008

48. Withholding

    By Guest Sieve, January 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2012

49. In-service withdrawal at Age 50 question

    By BG5150, October 7, 2019
    • 3 replies
    • 677 views
    • 
    • Kevin C
    • October 7, 2019

50. Force out distribution timing

    By Kimberly S, March 28, 2007
    • 3 replies
    • 3k views
    • 
    • J Simmons
    • March 29, 2007