Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Age 55 penalty tax exception

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

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

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

3. tax notice for Cares Act Distributions

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

4. Can the Employer limit the assets available for a loan to elective deferrals only?

   By katieinny, November 3, 2009
   • 2 replies
   • 1k views
   • 
   • Bird
   • November 3, 2009

5. Minimum distribution timing for surviving spouse

   By pensiongeek, November 7, 2019
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • November 13, 2019

6. Distribution in a pooled plan

   By pixmax, June 12, 2013
   • 2 replies
   • 1.3k views
   • 
   • Bird
   • June 13, 2013

7. In-service distribution periodic payment

   By s2mone, February 11, 2019   

   • in-service distribution
   • periodic payment
   • (and 3 more)

     Tagged with:

     • in-service distribution
     • periodic payment
     • annuity
     • 59.5
     • 70.5
   • 2 replies
   • 639 views
   • 
   • chc93
   • February 12, 2019

8. CARES ACT - Loan Repayment Terms

   By roundlou, April 6, 2020
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • April 7, 2020

9. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye

   By R. Butler, December 20, 2002
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • December 23, 2002

10. Avoiding MRD by 5% owners after age 70 1/2

    By mbozek, February 1, 2005
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • February 1, 2005

11. Revised 1099-R?

    By Guest CJErisa, March 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

12. Does HIPAA Privacy Apply to a Coronavirus-Related Distribution?

    By rocknrolls2, April 6, 2020
    • 2 replies
    • 628 views
    • 
    • Mike Preston
    • April 7, 2020

13. Which tax form to use

    By Guest RJMOB, July 19, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 21, 2006

14. Funds available for Qualified Reservist Distribution

    By AKconsult, January 6, 2020
    • 2 replies
    • 664 views
    • 
    • AKconsult
    • January 10, 2020

15. 20% withholding on a rollover

    By Guest pthomann, May 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 30, 2001

16. Loan to 10% Partner Still a PT?

    By Christine Roberts, January 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • Christine Roberts
    • January 20, 2004

17. challenge by first spouse of bigamist participant to spousal consent g

    By Guest MWK, October 6, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 7, 2000

18. Required Minimum Distribution Where Account Now Worthless

    By Guest Alley, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2001

19. Church as Beneficiary

    By Guest THess, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • June 26, 2002

20. Deferral on Severance Pay

    By Guest grazetti, October 27, 2005
    • 2 replies
    • 2.1k views
    • 
    • Leopurrd
    • November 1, 2005

21. Distribution allowed even though rehired?

    By Guest TaxedToDeath, October 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • October 12, 2012

22. Operational Violation w/r/t Distributions?

    By Biz Develop Consultant BJF, April 2, 2019
    • 2 replies
    • 793 views
    • 
    • Mike Preston
    • April 4, 2019

23. Hardship dist... 401K plans only?

    By K-t-F, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • K-t-F
    • May 25, 2005

24. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 6.8k views
    • 
    • Bird
    • February 16, 2006

25. In-Service distribution: what forms to file, etc.

    By tertue, May 6, 2013   

    • in-service distribution
    • forms
    • (and 2 more)

      Tagged with:

      • in-service distribution
      • forms
      • filing
      • options
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • May 6, 2013

26. 72(t) distribution and rollover account

    By Guest TDH, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 6, 2004

27. Second loan, also for a primary residence

    By doombuggy, March 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • TBob
    • March 24, 2004

28. Loan Program

    By BG5150, June 6, 2012
    • 2 replies
    • 937 views
    • 
    • Bird
    • June 7, 2012

29. Death before minimum required distribution

    By jlf, September 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • September 3, 1999

30. Distribution to Beneficiary of Missing participant

    By Guest SBlack, June 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • June 22, 2001

31. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2003

32. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

33. NUA election--can basis be rolled in kind???

    By Guest danmar, September 2, 1999
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • September 7, 1999

34. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • March 16, 2006

35. delinquent loan

    By Tom, May 15, 2018
    • 2 replies
    • 809 views
    • 
    • Mike Preston
    • May 18, 2018

36. QDRO mistake

    By Judith Morse, April 17, 2021
    • 2 replies
    • 819 views
    • 
    • QDROphile
    • April 17, 2021

37. TEFRA 242(b) Election

    By Guest chg, September 3, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 7, 1999

38. Can a terminated participant take a distribution and then payback loan?

    By Spencer, September 17, 2013   

    • defaulted loan
    • terminated participant
    • 2 replies
    • 1.1k views
    • 
    • ForksnKnives
    • September 18, 2013

39. Bypass a Trust?

    By Gilmore, December 14, 2018
    • 2 replies
    • 507 views
    • 
    • Gilmore
    • December 15, 2018

40. Distribution reported incorrectly to client

    By doombuggy, December 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • January 5, 2004

41. Form 1099-R for In Plan Roth Transfer

    By TPA Bob, March 31, 2014   

    • 1099-R In Plan Roth Transfer
    • 2 replies
    • 2.6k views
    • 
    • TPA Bob
    • March 31, 2014

42. Non-Spouse Beneficiary Distribution

    By Guest Donell, March 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 19, 2012

43. Residence Loan

    By Guest KMP, February 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • February 7, 2004

44. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • eilano
    • March 16, 2006

45. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

46. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • February 22, 2008

47. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.1k views
    • 
    • Laura Harrington
    • July 20, 2009

48. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates, October 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 21, 2016

49. Plan sponsor making participants pay loan fees outside the plan

    By AlbanyConsultant, June 8, 2023
    • 2 replies
    • 765 views
    • 
    • Roycal
    • June 9, 2023

50. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006