Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Waiver of QJSA - Remaining Options

   By Guest Statler, December 19, 2014   

   • QJSA
   • Lump Sum
   • (and 1 more)

     Tagged with:

     • QJSA
     • Lump Sum
     • In-Service
   • 1 reply
   • 1.4k views
   • 
   • My 2 cents
   • December 22, 2014

2. Definition of Primary Residence for hardshp casualty loss--

   By jkharvey, March 6, 2015
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • March 7, 2015

3. Inherited IRA for Spousal Beneficiary

   By Vlad401k, January 29
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • February 4

4. Death Benefits

   By Guest jetfaninmn, September 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • R. Butler
   • September 29, 2005

5. RMDs and Rehire

   By BTG, November 10, 2022
   • 4 replies
   • 1.4k views
   • 
   • bito'money
   • November 11, 2022

6. CA STATE WITHHOLDING vs. RESIDENCE

   By Guest RSNOW, December 4, 2002
   • 3 replies
   • 1.4k views
   • 
   • maverick
   • December 5, 2002

7. Beneficiaries for Survivor Annuities

   By Guest wwest, November 10, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 10, 1999

8. INternational taxation of 401K distributions

   By Guest joan sterling, January 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 21, 2002

9. rmd after rbd

   By Beemer, November 12, 2010
   • 2 replies
   • 1.4k views
   • 
   • Beemer
   • November 13, 2010

10. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 12, 2020

11. Paying out after-tax monies when taxable vs. non-taxable amounts canno

    By Guest Aaron K., February 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 1, 2001

12. Defauled Loan To HCE with a Rollover Account

    By Guest merlin, May 3, 2004
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • May 5, 2004

13. In service NR distribution

    By abanky, October 30, 2008
    • 4 replies
    • 1.4k views
    • 
    • ak2ary
    • November 3, 2008

14. loan repayments set up as deferrals

    By AlbanyConsultant, January 7
    • 3 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • January 8

15. QDRO/Earliest Retirement Age

    By KJohnson, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • August 1, 2005

16. Terminated Plan Distributions

    By Guest bssecrest, June 27, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

17. Software--RMDs, etc.

    By lkpittman, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2000

18. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 5, 2013

19. Who gets the QJSA Survivor Benefits after Benefit Commencement: Spous

    By Guest RW, September 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • September 21, 2000

20. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 17, 2009

21. Loan initiated at incorrect rate

    By Guest Holly Foster, December 20, 2008
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • February 5, 2009

22. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.4k views
    • 
    • msmith
    • May 8, 2020

23. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bird
    • December 30, 2020

24. Distributions in a Small Medical Practice

    By DP, October 8, 2004
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • October 11, 2004

25. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Ervin Barham
    • August 26, 1999

26. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • December 23, 2002

27. Paid too much to a participant plus didn't withhold for taxes - what t

    By Guest MEGary, January 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • January 26, 2001

28. Restricted Employee Mysteries

    By Everett Moreland, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 16, 2001

29. Beneficiary Rollover within 401(k)

    By CAR, January 21, 2003
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • January 22, 2003

30. terminating plan

    By k man, December 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • December 4, 2000

31. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • AKconsult
    • March 19, 2020

32. Loans before level amortization required?

    By Guest BXO, July 7, 2006
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • July 9, 2006

33. IRA rollover to 401(k)

    By R. Butler, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • February 8, 2017

34. Distributions after the later of Age 62 or NRA...

    By Leopurrd, June 14, 2006
    • 0 replies
    • 1.4k views
    • 
    • Leopurrd
    • June 14, 2006

35. Loans when going from S Corp to C Corp

    By Guest Tamra, October 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • davef
    • October 27, 1999

36. RMD calculated using spouse even if spouse not the beneficiary?

    By John A, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 2000

37. non hardship in service dist of 401(k) deferrals

    By betheeg, July 24, 2008
    • 2 replies
    • 1.4k views
    • 
    • betheeg
    • July 24, 2008

38. Force-out from ESOP

    By Guest PAL100759, July 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • July 8, 2005

39. Loan defaulted due to a company administration error

    By Guest coleman24, June 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2001

40. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury, August 10, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2005

41. Emergency looking for help & direction. When is it good to ask fo

    By Guest Amjones1, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

42. California address for withholding?

    By John A, March 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 3, 2000

43. Hardship

    By cdavis25, October 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • cdavis25
    • October 22, 2013

44. Amending Plan to Loan Acceleration Upon Termination of Employment

    By Guest aciepluch, June 16, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 9, 2008

45. buying a home thru esop

    By Guest wnibs, December 26, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2002

46. Distributions prior to timing defined in aa

    By Guest BAR, August 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 27, 2001

47. participant deceased.... existing loan... no spousal consent for loan

    By K-t-F, March 24, 2005
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • March 25, 2005

48. "Interest" During "Cure Period"

    By Guest cjk, March 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • April 1, 2003

49. continuation of MRD, but using daughter's age after death of participa

    By MR, March 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2002

50. hardship question

    By Guest nynaeve, February 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • February 6, 2009