Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Another pesky loan question - Can you rollover an outstanding loan?

   By Guest Powers, March 28, 2002
   • 3 replies
   • 2.3k views
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   • KJohnson
   • March 28, 2002

2. RMD age 70.5

   By Lori H, June 28, 2007
   • 3 replies
   • 1.9k views
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   • Belgarath
   • June 29, 2007

3. nonspouse rollover question

   By Earl, September 27, 2006
   • 3 replies
   • 1.5k views
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   • Earl
   • September 27, 2006

4. 2011 form 945

   By gregburst, May 11, 2011
   • 3 replies
   • 2.6k views
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   • SMB
   • May 12, 2011

5. Plan Changes Loan Provisions

   By Vlad401k, March 3, 2017
   • 3 replies
   • 698 views
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   • CuseFan
   • March 6, 2017

6. Does anyone have a cite for a participant being able to elect more tha

   By John A, April 26, 2000
   • 3 replies
   • 1.4k views
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   • M R Bernardin
   • April 27, 2000

7. Automatic Rollovers for Mandatory Distributions

   By mming, May 13, 2005
   • 3 replies
   • 1.9k views
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   • E as in ERISA
   • May 26, 2005

8. Defaulted loan loses 4975(d)(1) prohibited transanction exemption?

   By AndrewZ, August 1, 2007
   • 3 replies
   • 1.5k views
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   • J Simmons
   • August 1, 2007

9. After-tax Employee Contributions and Pre-tax Benefits

   By J Simmons, September 28, 2007
   • 3 replies
   • 1.9k views
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   • masteff
   • October 1, 2007

10. Health Plan dependent student eligibility

    By Guest jmjoyce, February 14, 2002
    • 3 replies
    • 1.5k views
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    • jeanine
    • February 18, 2002

11. Distribution to Non-Spouse Beneficiary

    By PJ2009, March 17, 2009
    • 3 replies
    • 1.8k views
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    • Guest
    • March 21, 2009

12. In-Service Distribution of Merged MPP Money

    By DP, April 26, 2004
    • 3 replies
    • 1.1k views
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    • DP
    • April 26, 2004

13. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.2k views
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    • Guest
    • July 3, 2008

14. W-4P and ADP Refund

    By Gilmore, March 12, 2019
    • 3 replies
    • 785 views
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    • Gilmore
    • March 15, 2019

15. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.3k views
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    • Guest
    • November 29, 2007

16. Good (and inexpensive) participant locator service.

    By KJohnson, May 3, 2000
    • 3 replies
    • 1.6k views
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    • KJohnson
    • May 3, 2000

17. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.6k views
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    • GMK
    • April 7, 2008

18. spousal consent on a loan

    By thepensionmaven, September 5, 2006
    • 3 replies
    • 2.6k views
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    • Belgarath
    • September 6, 2006

19. 1099-R Code / Minimum Distribution?

    By Guest notapensiongeek, December 20, 2006
    • 3 replies
    • 1.8k views
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    • A Shot in the Dark
    • December 21, 2006

20. Spouse in jail will not waive his right as beneficiary

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 2k views
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    • Alonzo
    • May 22, 2001

21. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 3k views
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    • WCC
    • October 11, 2013

22. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant, August 9, 2018
    • 3 replies
    • 876 views
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    • AlbanyConsultant
    • August 13, 2018

23. State tax elected but not withheld

    By BG5150, March 22, 2021
    • 3 replies
    • 831 views
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    • CuseFan
    • March 22, 2021

24. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
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    • ETA Consulting LLC
    • January 16, 2015

25. Tax on cash Distribution

    By Egold, January 25, 2024
    • 3 replies
    • 652 views
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    • Bill Presson
    • January 25, 2024

26. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.4k views
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    • Guest
    • April 8, 2008

27. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 965 views
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    • R. Butler
    • October 28, 2010

28. another RMD Error

    By thepensionmaven, February 21, 2023
    • 3 replies
    • 723 views
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    • Peter Gulia
    • February 21, 2023

29. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader, November 18, 2004
    • 3 replies
    • 1.7k views
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    • Guest
    • November 19, 2004

30. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
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    • My 2 cents
    • January 23, 2014

31. Defined Benefit Plan Death Benefits

    By Guest SCUDDESLER, October 1, 2002
    • 3 replies
    • 1.7k views
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    • MGB
    • October 2, 2002

32. loan repayments must be quarterly

    By Rai401k, November 27, 2013
    • 3 replies
    • 1.4k views
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    • BG5150
    • November 27, 2013

33. 10% penalty and loans

    By eilano, May 6, 2003
    • 3 replies
    • 1.2k views
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    • Brenda Wren
    • May 16, 2003

34. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.2k views
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    • Leopurrd
    • April 27, 2006

35. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.1k views
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    • Guest
    • January 28, 2012

36. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.5k views
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    • Lou S.
    • December 21, 2012

37. 402g excess

    By pmacduff, January 15, 2018
    • 3 replies
    • 1.5k views
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    • pmacduff
    • January 16, 2018

38. Accelerated Loan Payment

    By Guest BarryK, April 26, 2004
    • 3 replies
    • 1.9k views
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    • Guest
    • April 27, 2004

39. Spousal Consent for Loan from NON-QJSA Plan ?

    By Guest halka, June 16, 2004
    • 3 replies
    • 2.1k views
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    • mbozek
    • June 17, 2004

40. 1099R for missing participant?

    By Guest DazedAndConfused, April 26, 2006
    • 3 replies
    • 1.8k views
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    • JanetM
    • April 27, 2006

41. Fees Charged to Participants

    By Dougsbpc, October 4, 2010
    • 3 replies
    • 1.1k views
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    • Dougsbpc
    • October 4, 2010

42. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.5k views
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    • mbozek
    • November 5, 2011

43. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 9.1k views
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    • masteff
    • September 9, 2011

44. Participant loan availability conditions

    By Santo Gold, November 18, 2021
    • 3 replies
    • 657 views
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    • Santo Gold
    • November 18, 2021

45. An in-service loan from a governmental DB plan

    By joel, December 14, 2002
    • 3 replies
    • 1.2k views
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    • mbozek
    • December 16, 2002

46. RMD Calculation

    By Susan S., March 8, 2013
    • 3 replies
    • 1.6k views
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    • ESOP Guy
    • March 8, 2013

47. PS58 part of RMD?

    By drakecohen, May 26, 2016
    • 3 replies
    • 843 views
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    • CMarkB
    • May 26, 2016

48. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
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    • Belgarath
    • January 23, 2014

49. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

50. Distributions of one cent

    By michael519, November 20, 2017
    • 3 replies
    • 914 views
    • 
    • Bird
    • November 20, 2017