Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship Documentation

   By JKW, June 14, 2016
   • 2 replies
   • 1.3k views
   • 
   • JKW
   • August 4, 2016

2. RMD Question for 5% owner

   By Vlad401k, October 13, 2017
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 13, 2017

3. Buyer's plan will not accept loan rollovers from seller's terminating

   By Guest LMalone, November 16, 2000
   • 2 replies
   • 1.8k views
   • 
   • QDROphile
   • November 16, 2000

4. RMD in year of death- From Ron Merolli

   By Guest Paul Vickers, August 1, 2001
   • 2 replies
   • 1.6k views
   • 
   • Mary Kay Foss
   • August 2, 2001

5. Unforeseeable Hardship- Funeral Expenses

   By DCRet24, August 29, 2018
   • 2 replies
   • 1.2k views
   • 
   • DCRet24
   • August 29, 2018

6. changing involuntary distribution amount

   By Santo Gold, January 14, 2009
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • January 14, 2009

7. RMD EXCEPTION R/O TO SAME EMPLOYER

   By Rob P, October 13, 2017
   • 2 replies
   • 563 views
   • 
   • ESOP Guy
   • October 13, 2017

8. In-Service Distributions

   By Guest kowen, September 12, 2003
   • 2 replies
   • 1.3k views
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   • Guest
   • September 12, 2003

9. Cash / IRA option in Forced Distributions under $1,000

   By JButtrick, July 19, 2005
   • 2 replies
   • 1.9k views
   • 
   • No Name
   • July 19, 2005

10. Participant failed to take RMDs.

    By KateSmithPA, October 26, 2005
    • 2 replies
    • 2k views
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    • Guest
    • December 2, 2005

11. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold, October 9, 2012
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 10, 2012

12. Max Loan Calculated and then the Market Drops

    By CO Bank, June 11, 2013
    • 2 replies
    • 907 views
    • 
    • CO Bank
    • June 12, 2013

13. Profit Sharing Plan with excess asset provision ( FIS)

    By VeryOldMan, December 10, 2021
    • 2 replies
    • 618 views
    • 
    • VeryOldMan
    • December 19, 2021

14. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn, December 16, 2013
    • 2 replies
    • 3k views
    • 
    • Belgarath
    • December 17, 2013

15. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson, July 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 28, 1999

16. What amount is eligible for rollover from in-service withdrawals that

    By John A, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

17. Vendors for accepting mandatory rollover amounts

    By Belgarath, November 26, 2004
    • 2 replies
    • 1.4k views
    • 
    • Demosthenes
    • December 22, 2004

18. 10-year averaging and Capital Gain Treatment

    By Guest Iwonder, March 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2007

19. Distributions processed - didn't follow plan document

    By TPAnnie, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • mming
    • December 3, 2009

20. Does a plan sponsor have a fiduciary duty to notify, and send distribu

    By Guest Gibson, September 22, 2000
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • September 28, 2000

21. Consent to Loan

    By Randy Watson, April 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Randy Watson
    • April 13, 2007

22. Hardship - Documentation

    By Guest EricWings, June 12, 2008
    • 2 replies
    • 2.1k views
    • 
    • masteff
    • June 13, 2008

23. Distribution code between 55 & 59 1/2

    By doombuggy, December 2, 2009
    • 2 replies
    • 949 views
    • 
    • Guest
    • December 2, 2009

24. 1099R & Form 5500 Schedule R

    By Guest shafter, March 2, 2001
    • 2 replies
    • 2.5k views
    • 
    • RCK
    • March 7, 2001

25. Federal tax withholding/945 reporting

    By Guest FutureOne, May 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • wsp
    • May 10, 2007

26. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 1999

27. RMD For Owner

    By DPSRich, June 30, 2022
    • 2 replies
    • 582 views
    • 
    • DPSRich
    • July 1, 2022

28. Handling Volumes of Phone Calls and Paper

    By Guest FREE401k, May 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 7, 2001

29. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed?

    By Guest oxdougw, February 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2004

30. New York State Withholding

    By DPSRich, June 30, 2022
    • 2 replies
    • 489 views
    • 
    • DPSRich
    • July 1, 2022

31. State withholding on loan offset

    By Beemer, June 5, 2024
    • 2 replies
    • 623 views
    • 
    • Beemer
    • June 5, 2024

32. Can anyone provide me with a working web site link to information on m

    By wmyer, November 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • John A
    • March 28, 2001

33. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 5, 2002

34. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 20, 2005

35. Amendment eliminating cash out distributions

    By Richard Anderson, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • 401 Chaos
    • December 21, 2005

36. Distribution on Plan Termination including after-tax contributions

    By Guest Mike A, August 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 12, 1999

37. Hardship w/d

    By Guest colebe, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • June 22, 2001

38. How long to wait after asking SSA to send letters?

    By BG5150, March 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 28, 2009

39. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2001

40. in-service withdrawal, fed tax withholding

    By betheeg, December 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • December 23, 2002

41. South Carolina Tax Withholding

    By PLAN MAN, November 7, 2007
    • 2 replies
    • 7.9k views
    • 
    • Guest
    • March 20, 2008

42. Electronic Filing of Withholding on Distributions

    By Guest SDS_, October 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 14, 2010

43. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

44. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • February 9, 2011

45. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 6, 2002

46. Hardship Withdrawals of Principal Residence

    By kevind2010, September 8, 2011
    • 2 replies
    • 8.5k views
    • 
    • joel
    • September 11, 2011

47. RMDs and more than 5% owners

    By Bird, August 30, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

48. Age 55 penalty tax exception

    By Belgarath, February 1, 2018
    • 2 replies
    • 562 views
    • 
    • Belgarath
    • February 2, 2018

49. roth in service over 59 1/2 but less than 5 years

    By pmacduff, March 26, 2018
    • 2 replies
    • 677 views
    • 
    • pmacduff
    • March 27, 2018

50. tax notice for Cares Act Distributions

    By mattmc82, April 6, 2020
    • 2 replies
    • 725 views
    • 
    • AlbanyConsultant
    • April 8, 2020