Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Terminated Participant With Outstanding Loan

   By Guest 4:15 Limit, September 1, 2009
   • 3 replies
   • 2k views
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   • R. Butler
   • September 3, 2009

2. distribution to rehired employee

   By Belgarath, March 22, 2010
   • 3 replies
   • 1.1k views
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   • Belgarath
   • March 23, 2010

3. RMD's

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

4. Corrected 1099-R

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

5. Form 1099-R Reporting

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

6. Rollover to IRA fbo Trust

   By luissaha, August 3, 2016
   • 3 replies
   • 1.3k views
   • 
   • JJRetirement
   • August 4, 2016

7. Hardship - Dependent

   By WhatsESUP, November 28, 2017   

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

8. Interesr

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

9. removing plan loan provision

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

10. Plan Loan and Change in Controlled Group status

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

11. 401(k) loan

    By Bruce1, February 10, 2025
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 10, 2025

12. 60-day rollover rules

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

13. 10% early withdrawl penalty

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

14. Need clarification on RMD for deceased participant

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

15. Extension on 1099-R?

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

16. Hardship Withdrawal

    By Nassau, February 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • Peenionved
    • February 8, 2025

17. 242(b) election

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

18. Does Marriage Trump a Prior Beneficiary Designation Form?

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

19. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.6k views
    • 
    • MGB
    • September 9, 2003

20. When is first loan repayment due?

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

21. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2002

22. IRA rollover in QP RMDs?

    By pompton, December 22, 2015   

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

23. RMD from a Traditional IRA

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

24. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 3, 2011

25. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • December 9, 2013

26. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.3k views
    • 
    • Peter Gulia
    • January 26, 2018

27. Repayment of loans in default

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

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

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • October 11, 2002

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

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

30. Cashout Limits Applied to Alternate Payee?

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

31. Sporadic partial distributions to HCE

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

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

    By ERISA-Bubs, December 5, 2023
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • December 6, 2023

33. 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

34. 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

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

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

36. Automatic Rollovers with EGTRRA

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

37. Loans and Leave of Absence

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

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

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

39. PBGC beneficiary

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

40. order of withdrawal

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

41. 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

42. 70 1/2 Required Minimum Distribution

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

43. Hardship after the closing

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

44. Cure Period

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

45. Defaulted Loan not reported

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

46. Qualified Preretirement Survivor Annuity

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

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

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

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

    By ERISAAPPLE, August 23, 2018
    • 3 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • August 24, 2018

49. 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

50. Hardship Distribution - Primary Residence

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