Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Perjury for CARES distribution

   By justanotheradmin, February 7, 2024
   • 4 replies
   • 1.4k views
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   • Peter Gulia
   • February 8, 2024

2. 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

3. Amend for Retroactive Cashout Provision?

   By ERISAatty, January 26, 2004
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • January 27, 2004

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

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

5. RMD

   By Guest jetfaninmn, October 31, 2006
   • 2 replies
   • 1.4k views
   • 
   • Belgarath
   • November 1, 2006

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

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

7. Terminated Plan Distributions

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

8. Beneficiary Rollover within 401(k)

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

9. Loan defaulted due to a company administration error

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

10. Distributions in a Small Medical Practice

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

11. Distributing Missing Participants - here is what I have

    By Basically, August 2, 2024
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • October 2, 2024

12. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 4, 2003

13. IRA rollover to 401(k)

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

14. 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

15. Force-out from ESOP

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

16. terminating plan

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

17. Loans before level amortization required?

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

18. Eliminating Optional Forms of Benefit when QJSA Required

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

19. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • December 27, 2013

20. 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

21. Distributions prior to timing defined in aa

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

22. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test

    By Everett Moreland, February 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 4, 2005

23. Restricted Employee Mysteries

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

24. California address for withholding?

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

25. Payment of Death Benefits to Spouse

    By Guest Sara H, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • June 14, 2001

26. 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

27. hardship question

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

28. Rollover account in mandatory cashouts

    By BG5150, June 22, 2012
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • June 22, 2012

29. Amending Plan to Loan Acceleration Upon Termination of Employment

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

30. Loans when going from S Corp to C Corp

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

31. Does anyone have a cite for a participant being able to elect more tha

    By John A, April 26, 2000
    • 3 replies
    • 1.4k views
    • 
    • M R Bernardin
    • April 27, 2000

32. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company

    By Guest Rob Gorman, November 7, 2006
    • 2 replies
    • 1.4k views
    • 
    • Leopurrd
    • November 8, 2006

33. 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

34. Distribution??? of annuity from qualifed??? plan

    By chris, May 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • May 11, 2001

35. How is the maximum loan amount calculated when there is more than one

    By John A, December 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dawn Hafner
    • December 14, 1999

36. 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

37. New Required Min. Dist. Regs.

    By mming, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 19, 2001

38. Loan Defaults 101

    By thepensionmaven, September 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • WCC
    • October 25, 2018

39. Employment Status & Hardship

    By Below Ground, October 13, 2009
    • 7 replies
    • 1.4k views
    • 
    • Below Ground
    • October 14, 2009

40. Distributions in a "Standard" Profit Sharing Plan

    By Guest jrf1, June 24, 2002
    • 5 replies
    • 1.4k views
    • 
    • Lynn Campbell
    • June 24, 2002

41. Distribution of employer stock and 10-year averaging

    By Guest Steve Palmer, September 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 2, 1999

42. Cite for Voluntary After Tax Distributions

    By Guest Powers, August 19, 2002
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • August 20, 2002

43. What controls and who does plan pay when plan participant and wife die

    By John A, March 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • March 6, 2000

44. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood, December 5, 2024
    • 5 replies
    • 1.4k views
    • 
    • AllThingsForGood
    • December 9, 2024

45. Hardship criteria for Loan

    By Jennifer D., September 5, 2018
    • 14 replies
    • 1.4k views
    • 
    • Larry Starr
    • September 7, 2018

46. Spousal waiver of death benefit

    By Guest Ronald J. Harvey, September 12, 2011
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • September 12, 2011

47. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • November 24, 2010

48. Vendors for accepting mandatory rollover amounts

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

49. 401k Hardship

    By DP, June 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Harwood
    • June 24, 2003

50. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • May 28, 2010