Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 402(f) notice?

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

2. Prenup

   By Monica Barnard, January 19, 2016
   • 11 replies
   • 1.4k views
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   • My 2 cents
   • January 21, 2016

3. Beneficiaries when change from QPSA to QJSA

   By Guest wwest, November 3, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • November 3, 1999

4. Mandatory 100% QJSA

   By Ananda, January 19, 2022
   • 7 replies
   • 1.4k views
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   • Nate S
   • January 24, 2022

5. Is this RMD still required?

   By Santo Gold, November 22, 2021
   • 12 replies
   • 1.4k views
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   • RatherBeGolfing
   • December 27, 2021

6. Taxation of U.S. pension benefits paid to Canadian spouse upon death o

   By Guest ElizabethH, June 20, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • June 20, 2000

7. Are hardship distributions from non-deferral sources eligible for roll

   By John A, July 6, 2000
   • 0 replies
   • 1.4k views
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   • John A
   • July 6, 2000

8. Annual election to defer or receive an RMD for a non-5% owner - is any

   By John A, December 6, 1999
   • 2 replies
   • 1.4k views
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   • Guest
   • December 4, 2002

9. Lump Sum factor for participants at 415 limit

   By drakecohen, October 27, 2015
   • 2 replies
   • 1.4k views
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   • Calavera
   • October 27, 2015

10. Reliance upon new minimum distribution rules for RBD of 4/1/2001?

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.4k views
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    • wmyer
    • February 13, 2001

11. RMD to charity?

    By Lori H, June 10, 2004
    • 2 replies
    • 1.4k views
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    • david rigby
    • June 10, 2004

12. new minimum distribution rules- separate accounts

    By card, February 10, 2001
    • 0 replies
    • 1.4k views
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    • card
    • February 10, 2001

13. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.4k views
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    • mgcpension
    • October 23, 2014

14. Participant Loans and Involuntary Cash Out

    By Randy Watson, October 18, 2004
    • 2 replies
    • 1.4k views
    • 
    • FundeK
    • October 19, 2004

15. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.4k views
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    • Guest
    • March 22, 2006

16. Distribution - Due to death, nonspousal beneficary after RMDs had started

    By Guest rgorman, February 12, 2004
    • 3 replies
    • 1.4k views
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    • Appleby
    • February 15, 2004

17. Calculation of RMD

    By lkpittman, January 18, 2000
    • 2 replies
    • 1.4k views
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    • lkpittman
    • January 18, 2000

18. Required minimum distribution applies in year of death (after age 70-1

    By Guest Lori Basilico, November 7, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • November 7, 2000

19. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.4k views
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    • Lou S.
    • December 21, 2012

20. Direct rollover even without distribution event?

    By ERISA guy, March 3, 2023
    • 5 replies
    • 1.4k views
    • 
    • joel
    • March 7, 2023

21. Participant Loan

    By Jilliandiz, October 31, 2005
    • 1 reply
    • 1.4k views
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    • JanetM
    • October 31, 2005

22. max plan loan reduction

    By jane murray, November 21, 2017
    • 19 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 24, 2017

23. Hardship Withholding

    By Guest chris4013, April 9, 2003
    • 1 reply
    • 1.4k views
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    • BFree
    • April 9, 2003

24. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.4k views
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    • mbozek
    • September 22, 2005

25. Defaulted loan loses 4975(d)(1) prohibited transanction exemption?

    By AndrewZ, August 1, 2007
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • August 1, 2007

26. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.4k views
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    • GMK
    • July 27, 2011

27. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.4k views
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    • Guest
    • April 6, 2006

28. Federal Tax Withholding

    By Dougsbpc, June 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • Lynn Campbell
    • June 18, 2002

29. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.4k views
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    • mbozek
    • November 5, 2011

30. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin, September 26, 2015   

    • prohibited transaction
    • distribution
    • (and 2 more)

      Tagged with:

      • prohibited transaction
      • distribution
      • fiduciary
      • 401k
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 29, 2015

31. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • August 8, 2001

32. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.4k views
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    • mbozek
    • December 3, 2011

33. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH, November 19, 2013
    • 2 replies
    • 1.4k views
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    • masteff
    • November 19, 2013

34. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.4k views
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    • mbozek
    • May 19, 2002

35. Loan Refi for principal residence

    By HarleyBabe, March 19, 2012
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • March 19, 2012

36. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • October 25, 2007

37. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown, May 27, 2000
    • 1 reply
    • 1.4k views
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    • bzorc
    • May 30, 2000

38. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.4k views
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    • Appleby
    • February 22, 2008

39. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.4k views
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    • jpod
    • May 20, 2009

40. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.4k views
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    • mbozek
    • December 7, 2002

41. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.4k views
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    • pmacduff
    • December 11, 2012

42. RMD for year of death

    By CassandraS, November 28, 2012
    • 4 replies
    • 1.4k views
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    • CassandraS
    • November 28, 2012

43. 1099-R reporting for loan Rolled over to another plan

    By JButtrick, February 6, 2004
    • 3 replies
    • 1.4k views
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    • JButtrick
    • February 6, 2004

44. Loan to HCE

    By SMB, November 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • SMB
    • November 6, 1999

45. Medical bills for Mother--hardship cause?

    By BG5150, January 23, 2013
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2013

46. Is quicker way to pay termination distributions in a quarterly-valuate

    By Guest FREE401k, August 3, 2000
    • 1 reply
    • 1.4k views
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    • bzorc
    • August 3, 2000

47. New 1099 form for ESAs and 529 Plans

    By Appleby, February 7, 2003
    • 8 replies
    • 1.4k views
    • 
    • Appleby
    • July 13, 2004

48. Spousal Consent for Loans

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • October 11, 1999

49. Double RMD required?

    By rosskeene, February 17, 2015
    • 3 replies
    • 1.4k views
    • 
    • rosskeene
    • February 19, 2015

50. In-Service Request - Lump Sum Only Option

    By KateSmithPA, December 31, 2007
    • 2 replies
    • 1.4k views
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    • Guest
    • January 3, 2008