Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distributions "in kind" of nonmarket assets

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

2. 20% FIT Error

   By CLE401kGuy, May 16, 2013
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • May 16, 2013

3. See-Through Trust Beneficiary

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

4. Loan was deemed twice

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

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

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

6. Newly terminated single participant dies before lump sum

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

7. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

   By Guest EE Bene, September 16, 2011
   • 3 replies
   • 7.1k views
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   • Guest
   • December 11, 2012

8. Withholding rules in Spanish

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

9. 3(16) Services as a TPA

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

10. COVID Distributions and vesting

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

11. Plan trumps IRS?

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

12. Pre-mature distribution penalty

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

13. Terminated Participants - VERY Small Balances

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

14. 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
    • 768 views
    • 
    • Belgarath
    • July 1, 2024

15. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 25, 2015

16. Hardship and Loans

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

17. 1 time hardship dbtns

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

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

    By Guest rgorman, February 12, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • February 15, 2004

19. Question on first RMD over age 70.5

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

20. Participant with Loan on Leave of absence

    By Guest beccafaith, April 19, 2006
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • April 20, 2006

21. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 14.4k views
    • 
    • mbozek
    • February 24, 2015

22. Hurricane Katrina Loans and Harships

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

23. Distribution but no dist form

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

24. 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

25. Life Insurance and RMD

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

26. Revised 1099-R codes for corrective distributions

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

27. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • April 2, 2009

28. Stale checks

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

29. hardship - possible changes due to law change

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

30. Proper Interest rate for loan after a LOA

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

31. Exceptions

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

32. Loan Repayment Frequency

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

33. Hardship availability after taking a loan

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

34. 30-day waiting period for distributions

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

35. Refusal to reissue distribution check

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

36. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • May 1, 2003

37. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • July 8, 2005

38. $200 withholding rule

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

39. 401K distribution

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

40. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • January 6, 2009

41. Reporting Defaulted Loan on a 1099R

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

42. 1st RMD clarification

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

43. Normal Retirement

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

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

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

45. Tangible Assets

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

46. Withholding

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

47. In-service withdrawal at Age 50 question

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

48. Force out distribution timing

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

49. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • BTH
    • January 20, 2011

50. Rollover of Cash, Deemed Distribution of Loan - what to payout?

    By Guest SuzieQNEC, June 26, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 27, 2008