Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Non-spouse Beneficiary rollovers

   By KJohnson, March 14, 2007
   • 1 reply
   • 1.5k views
   • 
   • Bird
   • March 14, 2007

2. Overpayment of Employer Match

   By Nassau, December 21, 2011
   • 3 replies
   • 1.5k views
   • 
   • Kevin C
   • December 21, 2011

3. Hardship distribution

   By R. Butler, August 25, 2010
   • 2 replies
   • 1.5k views
   • 
   • masteff
   • August 26, 2010

4. RMD from Roth 401(k) Plans

   By MarZDoates, April 27, 2015
   • 1 reply
   • 1.5k views
   • 
   • Kevin C
   • May 8, 2015

5. Death before RBD - Multiple Beneficiaries with Different Distributions

   By Phlyers, August 16, 2018
   • 5 replies
   • 1.5k views
   • 
   • Phlyers
   • September 5, 2018

6. Loan from defunct P.C.

   By Lori H, April 6, 2006
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • April 17, 2006

7. Tax Deposits

   By Earl, November 25, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • November 14, 2001

8. Second Distribution Under $200

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

9. Can a Plan Have These Types of Loans?

   By mming, March 9, 2012
   • 5 replies
   • 1.5k views
   • 
   • QDROphile
   • March 12, 2012

10. Prohibited Distribution of Deferrals

    By Below Ground, April 20, 2009
    • 10 replies
    • 1.5k views
    • 
    • Below Ground
    • April 22, 2009

11. Re-employment after distribution

    By Guest Robert Lees, January 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • February 1, 2000

12. 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

13. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2007

14. Can minimum required distributions due from both a qualified plan and

    By Guest michaelv, March 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 9, 2001

15. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • June 22, 2007

16. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • August 1, 2000

17. Hardship and Loans

    By kocak, December 30, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2003

18. 1099-R J&S Distribution Code

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

19. 402(f) Notice and EGGTRA

    By Guest Astro, December 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • December 31, 2001

20. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 1999

21. Automatic Rollovers

    By Kevin01, August 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • August 23, 2006

22. Conditions on a lump sum distribution

    By Guest Grumpy456, February 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 8, 2007

23. Distributable Event Due to Ownership Change?

    By Susan S., July 3, 2013
    • 2 replies
    • 1.5k views
    • 
    • Susan S.
    • July 3, 2013

24. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • November 28, 2001

25. Fees charged for distribution processing

    By Guest perplexedbypensions, January 3, 2008
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 3, 2008

26. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices, November 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • November 4, 2004

27. Loan Rollover?

    By Guest J Samuelson, August 25, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dowist
    • August 25, 1999

28. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 21, 2005

29. Rollover(s) from Multiple Plans

    By Christine Roberts, January 26, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2000

30. nonspouse rollover question

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

31. Death Benefit, how is it taxed?

    By Basically, June 21, 2022
    • 7 replies
    • 1.5k views
    • 
    • Basically
    • June 29, 2022

32. rmd table for db

    By abanky, December 7, 2007
    • 5 replies
    • 1.5k views
    • 
    • abanky
    • December 7, 2007

33. SCAM - link to 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.5k views
    • 
    • Erik Read
    • February 7, 2002

34. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • November 25, 2003

35. Prohibited Transaction

    By chris, October 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • October 22, 2006

36. Please help me with loan calculation

    By DP, October 14, 2003
    • 7 replies
    • 1.5k views
    • 
    • R. Butler
    • October 14, 2003

37. Reverse a hardship

    By Bird, December 16, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 16, 2009

38. loans not allowed to per diem employees?

    By AlbanyConsultant, April 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • EMoney
    • April 15, 2024

39. Payee of the required minimum distribution in the year of the death of

    By Guest SCUDDESLER, May 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

40. Rollout of Life Insurance - Tax Impact

    By EBECatty, September 19, 2018
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 21, 2018

41. How to enforce RMD requirements?

    By Carol V. Calhoun, August 12, 2022
    • 9 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 15, 2022

42. Hardship Distribution

    By Belgarath, June 14, 2017   

    • adult
    • non-dependent child
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • June 14, 2017

43. Alien Beneficiary

    By Below Ground, June 11, 2008
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • June 12, 2008

44. Conversion from C to S Corp.

    By Guest, August 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 18, 1999

45. return of distribution check

    By Guest lindamichals, June 29, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 29, 2005

46. Lookback rule (for involuntary cash-out distributions of less than $5,

    By Dave Baker, July 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Dave Baker
    • July 19, 2000

47. Can participant's surviving spouse continue to make loan payments to a

    By smm, October 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 24, 2000

48. Restricted payout from a DB plan to the surviving spouse of a top 25 e

    By JDuns, December 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • JDuns
    • December 28, 2001

49. Withholding requirements for foreign receipt of US-earned pension

    By Guest Julie Silverstein, September 21, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2000

50. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • September 14, 2001