Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD's

   By kwalified, November 15, 2012
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • November 15, 2012

2. Corrected 1099-R

   By Susan S., May 23, 2012
   • 3 replies
   • 1.4k views
   • 
   • Bill Presson
   • May 24, 2012

3. Form 1099-R Reporting

   By Guest Donna Neuhauser, January 14, 2004
   • 3 replies
   • 2.2k views
   • 
   • Harwood
   • January 14, 2004

4. Rollover to IRA fbo Trust

   By luissaha, August 3, 2016
   • 3 replies
   • 1.2k views
   • 
   • JJRetirement
   • August 4, 2016

5. Hardship - Dependent

   By WhatsESUP, November 28, 2017   

   • hardship
   • 3 replies
   • 914 views
   • 
   • card
   • November 30, 2017

6. Interesr

   By moho, March 26, 2024
   • 3 replies
   • 699 views
   • 
   • Belgarath
   • March 26, 2024

7. removing plan loan provision

   By Guest Mike Kimball, January 27, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • January 27, 1999

8. Plan Loan and Change in Controlled Group status

   By PensionPro, August 25, 2022
   • 3 replies
   • 510 views
   • 
   • PensionPro
   • August 30, 2022

9. 401(k) loan

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

10. 60-day rollover rules

    By Brenda Wren, July 5, 2000
    • 3 replies
    • 2.1k views
    • 
    • pjkoehler
    • July 6, 2000

11. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 3, 2006

12. Need clarification on RMD for deceased participant

    By jkharvey, November 28, 2006
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • November 29, 2006

13. Extension on 1099-R?

    By AlbanyConsultant, February 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • February 4, 2009

14. Hardship Withdrawal

    By Nassau, February 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • Peenionved
    • February 8

15. 242(b) election

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

16. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 2003

17. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.5k views
    • 
    • MGB
    • September 9, 2003

18. When is first loan repayment due?

    By emmetttrudy, April 23, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 24, 2013

19. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2002

20. IRA rollover in QP RMDs?

    By pompton, December 22, 2015   

    • IRA rollover
    • RMDs IRA in QP
    • 3 replies
    • 851 views
    • 
    • My 2 cents
    • December 23, 2015

21. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 1, 2011

22. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 3, 2011

23. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • GMK
    • December 9, 2013

24. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 26, 2018

25. Repayment of loans in default

    By Felicia, May 2, 2001
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • May 9, 2001

26. Calculating maximum loan limit in a multi-plan, multi-loan environment

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • October 11, 2002

27. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured, March 20, 2019
    • 3 replies
    • 839 views
    • 
    • justanotheradmin
    • March 27, 2019

28. Cashout Limits Applied to Alternate Payee?

    By WDIK, January 15, 2004
    • 3 replies
    • 1.9k views
    • 
    • J2D2
    • January 16, 2004

29. Sporadic partial distributions to HCE

    By mming, October 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

30. Participant Terminates, then is rehired in ineligible position -- is Participant eligible for Distribution?

    By ERISA-Bubs, December 5, 2023
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • December 6, 2023

31. 401k plan distribution: would the 10% penalty apply to a distribution

    By Guest joeydell, December 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 27, 2001

32. Plan loan term in excess of 5 years to pay for construction of primary

    By Guest Fred Benefits, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Wessex
    • April 5, 2001

33. What code to use for a qualified hurricane distribution?

    By Vlad401k, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Phil Royce
    • October 9, 2017

34. Automatic Rollovers with EGTRRA

    By Guest dubya, August 21, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2001

35. Loans and Leave of Absence

    By Guest PensionPerson, July 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • jaemmons
    • August 18, 2003

36. Beneficiary non-US citizen - How do we report 1099?

    By commishvp, May 12, 2008
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • May 12, 2008

37. PBGC beneficiary

    By Dave105, June 28, 2017
    • 3 replies
    • 685 views
    • 
    • Mike Preston
    • June 30, 2017

38. order of withdrawal

    By Santo Gold, September 3, 2020
    • 3 replies
    • 823 views
    • 
    • Santo Gold
    • September 9, 2020

39. continuation of MRD, but using daughter's age after death of participa

    By MR, March 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2002

40. 70 1/2 Required Minimum Distribution

    By Jilliandiz, July 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • Sully
    • July 13, 2006

41. Hardship after the closing

    By JPIngold, February 19, 2016
    • 3 replies
    • 1k views
    • 
    • JPIngold
    • February 22, 2016

42. Cure Period

    By Randy Watson, April 29, 2004
    • 3 replies
    • 1.8k views
    • 
    • Randy Watson
    • April 30, 2004

43. Defaulted Loan not reported

    By Guest MEWilson, November 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 2, 2004

44. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • May 20, 2005

45. Income Tax on Death Benefit of a Life Insurance Policy

    By jmartin, May 25, 2012
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2012

46. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE, August 23, 2018
    • 3 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • August 24, 2018

47. Minimum Required Distribution from IRA OK if Plan terminates?

    By Lynn Campbell, April 8, 1999
    • 3 replies
    • 1.9k views
    • 
    • Dave Baker
    • April 9, 1999

48. Hardship Distribution - Primary Residence

    By FishOn, February 7, 2024
    • 3 replies
    • 1.4k views
    • 
    • justanotheradmin
    • February 7, 2024

49. Hardship Loan and Foreclosure Statement

    By Guest kdddk14, August 22, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 23, 2012

50. RMD

    By SMB, March 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • March 23, 2010