Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Plan Loan Extending Beyond Plan's Maximum Term Limit

   By 401 Chaos, September 11, 2012
   • 2 replies
   • 1.2k views
   • 
   • 401 Chaos
   • September 26, 2012

2. Participant now excluded class--hardship available?

   By BG5150, June 2, 2014
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • June 2, 2014

3. DC plan and QJSA & QOSA

   By Guest Benefitsrock, July 24, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 29, 2009

4. Top heavy vesting in owner only plan

   By shERPA, November 1, 2018
   • 2 replies
   • 601 views
   • 
   • shERPA
   • November 2, 2018

5. RMD - father of owner

   By doombuggy, October 27, 2014   

   • attribution rules
   • RMD
   • 2 replies
   • 1.5k views
   • 
   • doombuggy
   • October 27, 2014

6. Annual election to defer or receive an RMD for a non-5% owner - is any

   By John A, December 6, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 4, 2002

7. CARES Act distribution repayment - source?

   By WCC, April 25, 2024
   • 2 replies
   • 1k views
   • 
   • Paul I
   • April 26, 2024

8. Distribution Timing

   By Guest padmin, January 23, 2004
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • January 23, 2004

9. Should we distribute?

   By Guest zora, May 21, 2007
   • 2 replies
   • 1k views
   • 
   • Guest
   • May 21, 2007

10. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman, December 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1999

11. RMDs after death to surviving spouse

    By Bird, November 1, 2023
    • 2 replies
    • 713 views
    • 
    • Bird
    • November 6, 2023

12. Rollover of PS-58 costs

    By Guest Judy S, December 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • December 11, 2003

13. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.4k views
    • 
    • No Name
    • July 27, 2005

14. Participant loan -- deemed distribution

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 4k views
    • 
    • JanetM
    • July 28, 2006

15. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • March 12, 2020

16. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 2001

17. Roth hardship

    By cdavis25, January 8, 2014
    • 2 replies
    • 1.7k views
    • 
    • cdavis25
    • January 8, 2014

18. Hardship Withdrawal question

    By Guest bmurphy, March 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2002

19. Reporting a Bonus (partly deferred) Given to Retiree

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • July 27, 2009

20. Auto Rollover available?

    By Sully, November 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • justanotheradmin
    • November 8, 2013

21. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 847 views
    • 
    • Peter Gulia
    • January 21, 2020

22. Ineligible Participant Profit Sharing Distribution

    By J Maes, April 26, 2024
    • 2 replies
    • 767 views
    • 
    • CuseFan
    • April 26, 2024

23. RMD and Stock Attribution

    By Guest Twinky, November 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2008

24. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 5, 2015

25. Loans in Default

    By Guest Kmoha@aol.com, May 2, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

26. Can someone tell me the latest news regarding required minimum distrib

    By dmb, March 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2003

27. distribution upon death to a foundation

    By Earl, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • June 7, 2005

28. Education Saving: Roth vs. Education IRA

    By Guest jdcannon, October 13, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2000

29. 2004 W4-P

    By Guest ArrowMatt, December 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 11, 2003

30. Loan Re-Finance

    By Archimage, June 3, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • June 3, 2005

31. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • August 24, 2007

32. SIMPLE IRA to regular 401(k) Plan

    By CLE401kGuy, April 10, 2017   

    • simple ira
    • 401k
    • (and 2 more)

      Tagged with:

      • simple ira
      • 401k
      • distribution
      • rollover
    • 2 replies
    • 534 views
    • 
    • Bird
    • April 11, 2017

33. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
    • 
    • dmwe
    • March 8, 2006

34. Force Out Rollovers

    By AF2019, February 28, 2019
    • 2 replies
    • 923 views
    • 
    • Kevin C
    • March 1, 2019

35. State taxation of distributions

    By bzorc, March 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Michael Devault
    • March 9, 2001

36. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 961 views
    • 
    • Kevin C
    • January 22, 2009

37. Distribution of NYCER PENSION benefits upon death

    By Edie, February 4, 2023
    • 2 replies
    • 1.7k views
    • 
    • fmsinc
    • February 7, 2023

38. Terminated EE over 55

    By Guest Tracy H, June 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2001

39. Historical Applicable Federal Rates

    By Guest TheBadger, December 5, 2004
    • 2 replies
    • 2k views
    • 
    • GBurns
    • December 5, 2004

40. Hardship and Medical Expenses

    By DP, June 25, 2008
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • June 25, 2008

41. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 1, 2009

42. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • March 2, 2005

43. residential loan refinance to get a lower interest rate

    By AlbanyConsultant, March 5, 2024
    • 2 replies
    • 690 views
    • 
    • AlbanyConsultant
    • March 6, 2024

44. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo, December 21, 1999
    • 2 replies
    • 6k views
    • 
    • Guest
    • January 4, 2000

45. RMD Withholding Form W-4R or W-4P

    By Ananda, February 7, 2023
    • 2 replies
    • 2.6k views
    • 
    • Ananda
    • February 8, 2023

46. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 24, 2002

47. RMDs

    By Felicia, February 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

48. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • stevena
    • February 28, 2005

49. Distributions - paid out incorrectly...who makes plan whole?

    By Guest Stacey Potts, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • April 22, 2011

50. Is any portion of a lump sum paid prior to the Required Beginning Date

    By John A, January 6, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2000