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. 2017 1099-R never filed

   By Albany, June 7, 2018
   • 4 replies
   • 1.1k views
   • 
   • Kristina
   • June 7, 2018

3. 2017 RMD taken in 2018

   By Scuba 401, November 1, 2017
   • 7 replies
   • 929 views
   • 
   • Mike Preston
   • November 10, 2017

4. 2019 MRD due today

   By bzorc, April 1, 2020
   • 5 replies
   • 689 views
   • 
   • G8Rs
   • April 3, 2020

5. 2020 Covid Withdrawal Issue

   By 401kAllTheWay, January 11, 2023
   • 0 replies
   • 268 views
   • 
   • 401kAllTheWay
   • January 11, 2023

6. 2020 RMD reclassified as Coronavirus-related Distribuiton

   By B21, April 16, 2020
   • 7 replies
   • 849 views
   • 
   • RatherBeGolfing
   • April 17, 2020

7. 2020 RMDs on a state level

   By B21, August 5, 2020
   • 2 replies
   • 582 views
   • 
   • B21
   • August 6, 2020

8. 2021 RMD for over 72 Participant

   By Vlad401k, January 7, 2022
   • 1 reply
   • 773 views
   • 
   • CuseFan
   • January 7, 2022

9. 2022 RMD Waiver?

   By R.J. Gage, June 16, 2022
   • 6 replies
   • 1.2k views
   • 
   • Lou S.
   • June 22, 2022

10. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa, May 23, 2024
    • 1 reply
    • 509 views
    • 
    • Appleby
    • May 25, 2024

11. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S, January 22
    • 4 replies
    • 1.6k views
    • 
    • Paul I
    • January 23

12. 2024 Required Minimum Distributions - Roth Only

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

13. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k, July 2, 2024
    • 1 reply
    • 518 views
    • 
    • Tom Veal
    • July 3, 2024

14. 242(b) election

    By thepensionmaven, February 21, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • February 22, 2013

15. 242(b) election

    By NQS, December 6, 2013
    • 3 replies
    • 3.9k views
    • 
    • NQS
    • December 11, 2013

16. 242(b) election and RMD

    By thepensionmaven, March 16, 2014   

    • RMD with 242(b)
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 17, 2014

17. 2nd Loan... have I been doing it wrong?

    By K-t-F, March 6, 2023
    • 7 replies
    • 979 views
    • 
    • BenefitJack
    • March 13, 2023

18. 3 company Controlled group w/ 2 plans

    By Guest Amy Marie, July 7, 2014   

    • controlled group
    • loan
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • July 7, 2014

19. 3 loans, so one has to go

    By Guest Iwonder, July 19, 2007
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2007

20. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • December 4, 2008

21. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1k views
    • 
    • EBECatty
    • April 7, 2020

22. 3(16) Services as a TPA

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

23. 30-day waiting period for distributions

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

24. 30% withholding

    By Guest 401kproman, November 14, 2002
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

25. 401(a)(9) distributions from rollover in DB Plan

    By JAY21, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • August 28, 2009

26. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 20, 2003

27. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • December 7, 2001

28. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 26, 2001

29. 401(h) Disbursements

    By WDIK, January 24, 2006
    • 9 replies
    • 4.7k views
    • 
    • Guest
    • January 25, 2006

30. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig, April 16, 2009
    • 14 replies
    • 2.7k views
    • 
    • masteff
    • April 20, 2009

31. 401(k) death benefit

    By pmacduff, September 19, 2013
    • 7 replies
    • 2k views
    • 
    • pmacduff
    • September 20, 2013

32. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 3, 2001

33. 401(k) distribution-deceased participant/estate closed

    By Guest Martha A. Hayner, September 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 10, 2002

34. 401(k) distributions

    By Guest Rosyw, September 23, 2002
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2002

35. 401(k) loan

    By Bruce1, February 10
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 10

36. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen, March 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2000

37. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 30, 2016

38. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2003

39. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 28, 2001

40. 401(k) Loan Payroll Deduction Default

    By KIP KRAUS, November 8, 2001
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • November 9, 2001

41. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • August 26, 2011

42. 401(k) loan: participant defaults

    By k man, October 5, 2004
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • October 5, 2004

43. 401(k) Loans

    By Guest Tim Cahoon, September 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • September 19, 1998

44. 401(k) loans to employees of non-US sub

    By Guest Chris O'Daniel, September 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 1999

45. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia, September 7, 2012
    • 4 replies
    • 4.9k views
    • 
    • Peter Gulia
    • September 10, 2012

46. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 935 views
    • 
    • rocknrolls2
    • October 31, 2007

47. 401k cash out after job loss for hardship

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

48. 401K distribution

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

49. 401k Hardship

    By DP, June 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Harwood
    • June 24, 2003

50. 401k Hardship Distribution

    By Guest run_n_fool, September 11, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • September 11, 2007