Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. New Loan after Defaulted Loan

   By Dougsbpc, December 2, 2015
   • 3 replies
   • 1.3k views
   • 
   • 401_noob
   • December 3, 2015

2. Allocate LOSS to after-tax contributions

   By Guest esi-jht, August 29, 2006
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • August 29, 2006

3. Loan to Participant with Zero Balance

   By John Feldt ERPA CPC QPA, July 14, 2016   

   • no balance
   • excess loan
   • (and 1 more)

     Tagged with:

     • no balance
     • excess loan
     • rollover
   • 3 replies
   • 783 views
   • 
   • hr for me
   • July 14, 2016

4. Participant can calculate Required Minimum Distribution under new rule

   By John A, March 12, 2001
   • 3 replies
   • 1.8k views
   • 
   • John A
   • March 13, 2001

5. Collectively Bargained Money Purchase Plan - Deemed Retirement

   By rocknrolls2, October 8, 2019
   • 3 replies
   • 709 views
   • 
   • Luke Bailey
   • October 8, 2019

6. COVID Distribution - Partial Pay Back in 2020

   By Gilmore, April 22, 2020
   • 3 replies
   • 1.2k views
   • 
   • Gilmore
   • April 23, 2020

7. 2024 Required Minimum Distributions - Roth Only

   By R Griffith, March 7, 2024
   • 3 replies
   • 1.1k views
   • 
   • Appleby
   • March 15, 2024

8. Lost Participant Search

   By TBob, October 23, 2007
   • 3 replies
   • 1.6k views
   • 
   • Belgarath
   • October 24, 2007

9. Plan owned insurance policy, premiums paid by loan

   By kwalified, September 17, 2012
   • 3 replies
   • 954 views
   • 
   • Guest
   • September 20, 2012

10. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • AKconsult
    • March 19, 2020

11. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

12. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • July 6, 2001

13. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

14. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
    • 
    • saabraa
    • November 11, 2005

15. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

16. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014

17. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 967 views
    • 
    • Loves401(k)
    • April 13, 2018

18. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

19. Max loan ammount..

    By cjldad, November 7, 2017
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 12, 2017

20. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k, April 23, 2020
    • 3 replies
    • 674 views
    • 
    • Larry Starr
    • April 23, 2020

21. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 24, 2003

22. Whose responsibility for 1099?

    By BG5150, March 8, 2024
    • 3 replies
    • 1.1k views
    • 
    • Paul I
    • March 8, 2024

23. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 886 views
    • 
    • pmacduff
    • June 13, 2018

24. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2k views
    • 
    • Michael Devault
    • February 1, 2001

25. PPA Shrinks Pension?

    By Guest WantsToLearn, March 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 30, 2007

26. RMD from a terminating profit sharing plan

    By Jakyasar, August 11, 2020
    • 3 replies
    • 723 views
    • 
    • Larry Starr
    • August 12, 2020

27. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson, February 23, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • February 23, 2000

28. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 824 views
    • 
    • david rigby
    • June 8, 2017

29. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 679 views
    • 
    • Luke Bailey
    • December 5, 2019

30. What date is used for start of maximum 5-year repayment period for a p

    By John A, April 25, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2001

31. Direct rollover of loan note

    By Belgarath, August 22, 2019
    • 3 replies
    • 771 views
    • 
    • Belgarath
    • August 23, 2019

32. 1099-R questions... (unfortunately not filed)

    By Basically, March 20
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • March 20

33. Hardship to buy ex-spouse's share of home

    By Bird, June 30, 2008
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • July 21, 2008

34. RMD under 5-Year Rule

    By GMK, September 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 19, 2014

35. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003

36. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Earl
    • July 9, 2001

37. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 14, 2001

38. Require Letter of Testamentary for Distribution on Death?

    By tsrl01, December 9, 2020
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • December 9, 2020

39. Lump Sum Window for Missing Participants

    By BTG, July 20, 2021
    • 3 replies
    • 894 views
    • 
    • BTG
    • July 28, 2021

40. 2000 rollover check issued to mutual fund has not been cashed. Participant now wants cash distribution. Okay to to reissue check to participant (less withholding) and correct 2000 1099-R?

    By Guest dyoder, November 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 7, 2003

41. How to distribute deceased part's acct. to beneficiary in BWI

    By Kathy, September 10, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kathy
    • September 27, 2004

42. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 952 views
    • 
    • Ajillity
    • June 27, 2019

43. Is there a problem if the company receiving a rollover check well with

    By John A, February 21, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2001

44. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK, November 6, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 7, 2003

45. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems?

    By Guest optjjm, June 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • June 9, 2005

46. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1k views
    • 
    • RatherBeGolfing
    • August 14, 2020

47. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • December 3, 2002

48. ROTH Distribution, Taxable?

    By Basically, April 25, 2023
    • 3 replies
    • 824 views
    • 
    • Basically
    • May 4, 2023

49. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 11, 2019
    • 3 replies
    • 683 views
    • 
    • Luke Bailey
    • October 16, 2019

50. Modifying Loan Policy

    By Randy Watson, November 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 1, 2004