Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Cite for Voluntary After Tax Distributions

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

2. Payment of Death Benefits to Spouse

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

3. 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

4. hardship question

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

5. 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

6. Withholding of monthly payments from defined contribution plan.

   By ljr, February 18, 2004
   • 6 replies
   • 1.4k views
   • 
   • ljr
   • February 19, 2004

7. Business continues but in a new form

   By Oh so SIMPLE, June 14, 2010
   • 12 replies
   • 1.4k views
   • 
   • Guest
   • June 22, 2010

8. RMD failure

   By MEPL, March 5
   • 1 reply
   • 1.4k views
   • 
   • Lou S.
   • March 12

9. "Why isn't my loan balance still invested?"

   By RayRay, December 9, 2021
   • 7 replies
   • 1.4k views
   • 
   • acm_acm
   • January 3, 2022

10. 401k Hardship

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

11. New Required Min. Dist. Regs.

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

12. Spousal waiver of death benefit

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

13. Pension Protection Act and Non-Spouse Beneficiary

    By Guest EMM118, August 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 23, 2006

14. Distribution via ACH - ACH verification tool

    By 401Katie, May 22
    • 1 reply
    • 1.4k views
    • 
    • ESOP Guy
    • May 22

15. Distributions in a "Standard" Profit Sharing Plan

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

16. 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

17. Employment Status & Hardship

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

18. 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

19. 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

20. Beneficiary designation of unmarried participant who later marries

    By Guest StephenJ7976, November 19, 2007
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

21. In service distribution for owner over 70 1/2

    By Guest EBC, February 1, 2002
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • February 5, 2002

22. Combined DB plan distributions

    By Guest pjp, February 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 1, 2001

23. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 19, 2002

24. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • October 25, 2002

25. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2003

26. 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

27. DB, New Plan, RMD

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

28. Refund of mistaken contribution

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

29. ISW before RMD

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

30. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.4k views
    • 
    • Albert F
    • January 8, 2018

31. Need an updated Special Tax Notice

    By R. Butler, September 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • September 7, 2000

32. Employer wants to "clean up" 350 defaulted participant loans

    By Guest CJK, February 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2001

33. Must a RMD be withheld at termination and rollover?

    By K-t-F, June 29, 2015
    • 9 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 29, 2015

34. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1, October 23, 2013   

    • What Approach Are You Taking?
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • October 25, 2013

35. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

36. Vendors for accepting mandatory rollover amounts

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

37. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 12, 2017

38. Distribution of employer stock and 10-year averaging

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

39. IRS Audit - Plan Distributions

    By MarZDoates, October 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • October 31, 2005

40. Plan Distribution to Spouse

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

41. EGTRRA - Elimination J&S and other optional forms

    By John A, July 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • July 12, 2001

42. First becoming a 5% owner after 70 1/2.

    By KJohnson, March 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2007

43. Rollover account in mandatory cashouts

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

44. Hardship distr from PS plan

    By dmb, May 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

45. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • February 10, 2005

46. 1 day termination

    By Santo Gold, November 2, 2021
    • 8 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 4, 2021

47. How to get withholding from distributions to IRS

    By Alan Simpson, April 3, 2000
    • 4 replies
    • 1.4k views
    • 
    • John A
    • April 7, 2000

48. Interest Repayments

    By Guest Jhagan, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

49. Additional fee for in-kind tranfer?

    By k man, August 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • August 22, 2000

50. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009