Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship distribution

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

2. Re-employment after distribution

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

3. Loan from defunct P.C.

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

4. Rollout of Life Insurance - Tax Impact

   By EBECatty, September 19, 2018
   • 5 replies
   • 1.5k views
   • 
   • Luke Bailey
   • September 21, 2018

5. Benefits Questions

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

6. Hardship and Loans

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

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

   By DTH, November 19, 2013
   • 2 replies
   • 1.5k views
   • 
   • masteff
   • November 19, 2013

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

   By AndrewZ, August 1, 2007
   • 3 replies
   • 1.5k views
   • 
   • J Simmons
   • August 1, 2007

9. Conversion from C to S Corp.

   By Guest, August 18, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 18, 1999

10. RMD failure

    By MEPL, March 5, 2025
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • March 12, 2025

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

    By Guest SCUDDESLER, May 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 2001

12. 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

13. Federal Tax Withholding

    By Dougsbpc, June 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • June 18, 2002

14. Non-spouse Beneficiary rollovers

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

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

    By smm, October 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 24, 2000

16. Automatic Rollovers

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

17. Overpayment of loan payments

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

18. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 20, 2005

19. "Odd" loan repays

    By pmacduff, April 15, 2019
    • 10 replies
    • 1.5k views
    • 
    • pmacduff
    • April 16, 2019

20. Rollover(s) from Multiple Plans

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

21. Reverse a hardship

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

22. Fees charged for distribution processing

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

23. Please help me with loan calculation

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

24. Calculation of RMD

    By lkpittman, January 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • January 18, 2000

25. IRA Automatic Rollover

    By Gruegen, July 30, 2004
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • July 30, 2004

26. Death of Participant - Beneficiary Confusion

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

27. rmd table for db

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

28. RMD in year of death

    By M Norton, December 18, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 2008

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

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • February 13, 2001

30. SCAM - link to 401k board

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

31. return of distribution check

    By Guest lindamichals, June 29, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • June 29, 2005

32. Prohibited Transaction

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

33. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • September 14, 2001

34. Rollover Check - disgruntled participant

    By Pammie57, August 1, 2018
    • 11 replies
    • 1.5k views
    • 
    • KED
    • August 2, 2018

35. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • December 21, 2012

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

    By JDuns, December 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • JDuns
    • December 28, 2001

37. 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
    • 1.5k views
    • 
    • Mike Preston
    • September 29, 2015

38. Distribution via ACH - ACH verification tool

    By 401Katie, May 22, 2025
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • May 22, 2025

39. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru, March 25, 2025
    • 2 replies
    • 1.5k views
    • 
    • EPCRSGuru
    • March 26, 2025

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

    By John A, July 6, 2000
    • 0 replies
    • 1.5k views
    • 
    • John A
    • July 6, 2000

41. new minimum distribution rules- separate accounts

    By card, February 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • card
    • February 10, 2001

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

    By Guest Julie Silverstein, September 21, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2000

43. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • December 7, 2002

44. Beneficiaries when change from QPSA to QJSA

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

45. Medical bills for Mother--hardship cause?

    By BG5150, January 23, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2013

46. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.5k views
    • 
    • mbozek
    • December 3, 2011

47. Lump Sum factor for participants at 415 limit

    By drakecohen, October 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • October 27, 2015

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

    By John A, December 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2002

49. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 22, 2005

50. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.5k views
    • 
    • AKconsult
    • March 19, 2020