Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. New 1099 form for ESAs and 529 Plans

   By Appleby, February 7, 2003
   • 8 replies
   • 1.5k views
   • 
   • Appleby
   • July 13, 2004

2. RMD for year of death

   By CassandraS, November 28, 2012
   • 4 replies
   • 1.5k views
   • 
   • CassandraS
   • November 28, 2012

3. Loan Refi for principal residence

   By HarleyBabe, March 19, 2012
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • March 19, 2012

4. Participant Loan

   By Jilliandiz, October 31, 2005
   • 1 reply
   • 1.5k views
   • 
   • JanetM
   • October 31, 2005

5. Required Distributions - Defined Contribution Plan

   By luissaha, March 21, 2006
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 22, 2006

6. 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

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

   By Guest rgorman, February 12, 2004
   • 3 replies
   • 1.5k views
   • 
   • Appleby
   • February 15, 2004

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

   By Dave Baker, July 19, 2000
   • 0 replies
   • 1.5k views
   • 
   • Dave Baker
   • July 19, 2000

9. RMD to charity?

   By Lori H, June 10, 2004
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • June 10, 2004

10. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bird
    • December 30, 2020

11. 1099-R reporting for loan Rolled over to another plan

    By JButtrick, February 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • JButtrick
    • February 6, 2004

12. Owner Defaulted on Loan, PT?

    By erinak03, November 5, 2015
    • 5 replies
    • 1.5k views
    • 
    • erinak03
    • November 6, 2015

13. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • February 22, 2008

14. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • Monica Barnard
    • October 25, 2007

15. Participant Loans and Involuntary Cash Out

    By Randy Watson, October 18, 2004
    • 2 replies
    • 1.5k views
    • 
    • FundeK
    • October 19, 2004

16. Hardship Withholding

    By Guest chris4013, April 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • BFree
    • April 9, 2003

17. In-Service Request - Lump Sum Only Option

    By KateSmithPA, December 31, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2008

18. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 2006

19. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • September 20, 2006

20. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 8, 2001

21. RMD

    By CJS07, November 15, 2016   

    • Must RMD be continued?
    • 8 replies
    • 1.5k views
    • 
    • CJS07
    • November 16, 2016

22. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 5, 2011

23. Primary Residence Loan & Extra Payments

    By 415 Limit, May 8, 2013
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

24. Spousal Consent for Loans

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • October 11, 1999

25. Covering a CDSC

    By Guest SPollock, September 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 1, 2000

26. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown, May 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • May 30, 2000

27. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • May 19, 2002

28. Loan to HCE

    By SMB, November 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • SMB
    • November 6, 1999

29. Takeover Loan Question

    By Vlad401k, October 28, 2017
    • 6 replies
    • 1.5k views
    • 
    • LANDO
    • October 31, 2017

30. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.5k views
    • 
    • pmacduff
    • December 11, 2012

31. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • March 21, 2013

32. Interest on late loan payments

    By richard, January 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • richard
    • January 13, 2000

33. Distribution of a deceased participant

    By Guest terric, December 5, 2003
    • 5 replies
    • 1.4k views
    • 
    • FundeK
    • December 16, 2003

34. RBD for 70 1/2 Distribution

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 27, 1999

35. Double RMD required?

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

36. Partic never cashed check is now missing--what to do?

    By BG5150, May 3, 2021
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 6, 2021

37. Okay for a plan loan to be made to a terminated HCE when plan provides

    By John A, March 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 14, 2001

38. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 6 replies
    • 1.4k views
    • 
    • Nassau
    • March 12, 2013

39. Roth 401(k) Non-Qualified Rollover

    By Guest PensionPrincess, January 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 17, 2010

40. DC plan and QJSA & QOSA

    By Guest Benefitsrock, July 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2009

41. Final LOan Regs- Effective date???

    By Guest AFRICA6796, December 3, 2002
    • 4 replies
    • 1.4k views
    • 
    • E as in ERISA
    • December 4, 2002

42. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • dmb
    • February 13, 2001

43. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • July 6, 2001

44. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 6, 2010

45. is a minimum distribution required for a participant who is rolling hi

    By MR, August 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • pjkoehler
    • August 25, 2000

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

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

47. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • JBones
    • December 14, 2010

48. paperless loans

    By k man, September 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • k man
    • September 4, 2001

49. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

50. Mandatory withholding spouse beneficiary

    By Guest srs, August 4, 2007
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007