Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 2011 form 945

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

2. Plan Changes Loan Provisions

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

3. 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

4. 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

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

   By AndrewZ, August 1, 2007
   • 3 replies
   • 1.4k views
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   • J Simmons
   • August 1, 2007

6. 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

7. Health Plan dependent student eligibility

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

8. Distribution to Non-Spouse Beneficiary

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

9. 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

10. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.1k views
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    • Guest
    • July 3, 2008

11. W-4P and ADP Refund

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

12. Distribution to Non-spouse Beneficiary

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

13. Good (and inexpensive) participant locator service.

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

14. Military leave of absense

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

15. spousal consent on a loan

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

16. 1099-R Code / Minimum Distribution?

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

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

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 1.9k views
    • 
    • Alonzo
    • May 22, 2001

18. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 2.9k views
    • 
    • WCC
    • October 11, 2013

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

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

20. State tax elected but not withheld

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

21. How much to forfeit - Forfeiture Break in Service

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

22. Tax on cash Distribution

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

23. Divorce and the DB

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

24. insurance premiums paid too early

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

25. another RMD Error

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

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

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

27. 1099-R coding for Rollover

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

28. Defined Benefit Plan Death Benefits

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

29. loan repayments must be quarterly

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

30. 10% penalty and loans

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

31. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.1k views
    • 
    • Leopurrd
    • April 27, 2006

32. In-Service Distributions

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

33. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • December 21, 2012

34. 402g excess

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

35. Accelerated Loan Payment

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

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

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

37. 1099R for missing participant?

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

38. Fees Charged to Participants

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

39. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.4k views
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    • mbozek
    • November 5, 2011

40. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 8.9k views
    • 
    • masteff
    • September 9, 2011

41. Participant loan availability conditions

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

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

    By joel, December 14, 2002
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • December 16, 2002

43. RMD Calculation

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

44. PS58 part of RMD?

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

45. 1099-R for defaulted DB loan

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

46. Old fashioned loan accounting

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

47. Distributions of one cent

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

48. 401(k) Loan Payroll Deduction Default

    By KIP KRAUS, November 8, 2001
    • 3 replies
    • 2.5k views
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    • R. Butler
    • November 9, 2001

49. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 21, 2005

50. Inherited IRA

    By NJ Mike, October 21, 2019
    • 3 replies
    • 783 views
    • 
    • NJ Mike
    • October 23, 2019