Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distribution to Atty-in-Fact During Divorce

   By chris, April 22, 2003
   • 6 replies
   • 1.5k views
   • 
   • chris
   • April 23, 2003

2. Is there a difference in taxable amount if a plan surrenders a life in

   By John A, September 28, 2000
   • 0 replies
   • 1.5k views
   • 
   • John A
   • September 28, 2000

3. loan question

   By Guest mab, October 23, 2002
   • 4 replies
   • 1.5k views
   • 
   • mbozek
   • October 25, 2002

4. Amendment eliminating cash out distributions

   By Richard Anderson, December 20, 2005
   • 2 replies
   • 1.5k views
   • 
   • 401 Chaos
   • December 21, 2005

5. Hardship availability after taking a loan

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

6. Mandatory 100% QJSA

   By Ananda, January 19, 2022
   • 7 replies
   • 1.5k views
   • 
   • Nate S
   • January 24, 2022

7. Equal periodic Payments - payments - monthly or annually

   By Guest jgarner, October 20, 2005
   • 2 replies
   • 1.5k views
   • 
   • Appleby
   • October 21, 2005

8. Accepting loan payoff for a loan that should have been offset.

   By FundeK, October 13, 2004
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • October 13, 2004

9. RMDs and Rehire

   By BTG, November 10, 2022
   • 4 replies
   • 1.5k views
   • 
   • bito'money
   • November 11, 2022

10. Interest on Distributions

    By Guest Star Seeker, October 11, 2002
    • 5 replies
    • 1.5k views
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    • QDROphile
    • October 11, 2002

11. Force payouts above $1000

    By TPAnnie, December 29, 2005
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • January 5, 2006

12. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman, December 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1999

13. Inherited IRA for Spousal Beneficiary

    By Vlad401k, January 29, 2025
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 4, 2025

14. Can an owner, who no longer works for the company but is receiving W-2

    By Guest hpaine, February 6, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 19, 2003

15. Prenup

    By Monica Barnard, January 19, 2016
    • 11 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 21, 2016

16. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 27, 2006

17. distribution fees

    By Guest tlc@cra, September 22, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 22, 2005

18. Hardship dist... 401K plans only?

    By K-t-F, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • K-t-F
    • May 25, 2005

19. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan, September 19, 2013   

    • distributions
    • distributions payable
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • September 19, 2013

20. Participant Loans

    By k man, August 30, 2002
    • 2 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • August 31, 2002

21. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR, November 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 1999

22. Distribution of life insurance policy

    By Guest sammy, November 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2001

23. Terminated Participant?

    By Scuba 401, February 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 24, 2000

24. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 29, 2003

25. RMD for non-profits

    By Santo Gold, June 24, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 24, 2011

26. 1099-R Excess contribution for Roth

    By Guest JOR, January 21, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 21, 2008

27. Distribution to Husband/participant; Wife back in Mexico

    By Guest PenProTx, November 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 1, 2005

28. RMD Procedures -- Default Distribution For.

    By rocknrolls2, January 9, 2025
    • 6 replies
    • 1.5k views
    • 
    • rocknrolls2
    • January 15, 2025

29. Distribution -- Installment Payments

    By Archimage, November 29, 2004
    • 5 replies
    • 1.5k views
    • 
    • FundeK
    • December 1, 2004

30. early withdrawl penalty

    By Guest skully109, March 6, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 7, 2006

31. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • November 9, 2001

32. Loan coupons at termination

    By Guest kfel, January 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • January 4, 2001

33. Can a plan's maximum loan limit be less than 50% of the vested account

    By Guest Suanne, May 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

34. loan repayments different from sources taken from

    By DMcGovern, April 11, 2023
    • 10 replies
    • 1.5k views
    • 
    • Bird
    • April 17, 2023

35. Health Plan dependent student eligibility

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

36. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 5, 2015

37. Withholding on Corrective Distributions

    By 401_noob, August 21, 2017   

    • withholding
    • corrective distributions
    • (and 2 more)

      Tagged with:

      • withholding
      • corrective distributions
      • adp
      • acp
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 21, 2017

38. Distributions when there is creation of a joint venture

    By Guest LDH1, October 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2000

39. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers, August 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • August 4, 2006

40. nonspouse rollover question

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

41. Special Tax Notice

    By RCK, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2001

42. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

43. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 11, 2011

44. Payment of State Withholding Taxes

    By Fred Payne, February 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2002

45. Terminated EE over 55

    By Guest Tracy H, June 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2001

46. Second Distribution Under $200

    By Susan S., November 8, 2011
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • November 8, 2011

47. Loans in Default

    By Guest Kmoha@aol.com, May 2, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

48. Social Security and Medicare Tax/Lump Sum Distrib.

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2003

49. Loan Spousal Consent-Meaning of accrued benefit

    By Guest KurtF, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2011

50. In-service withdrawals of profit sharing balances

    By Beltane, August 8, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 8, 2012