Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Changing distribution election due to check not being cashed

   By Guest bmurphy, April 8, 2002
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • April 10, 2002

2. 2004 1099r change to rollover code?

   By Guest j_dean, July 23, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 23, 2004

3. RMDs

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

4. loan never repaid

   By Santo Gold, September 28, 2012
   • 6 replies
   • 1.3k views
   • 
   • QDROphile
   • October 4, 2012

5. Hardship for purchase of principal residence if participant isn't the one making the purchase?

   By jkharvey, March 18, 2013
   • 4 replies
   • 1.3k views
   • 
   • QDROphile
   • March 19, 2013

6. WRERA RMD Issues

   By Appleby, February 11, 2009
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • April 1, 2009

7. Plan Loans and Merger

   By DP, April 1, 2009
   • 3 replies
   • 1.3k views
   • 
   • JanetM
   • April 2, 2009

8. RMDs--after tax monies

   By Felicia, December 15, 2003
   • 4 replies
   • 1.3k views
   • 
   • Felicia
   • December 16, 2003

9. Qualified higher education loan under retirement plan

   By Theresa Lynn, September 19, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • September 19, 2000

10. Spousal Consent

    By dmb, May 3, 2004
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • May 3, 2004

11. Participant Loan Refinance - Stop the madness!

    By Doghouse, May 1, 2013   

    • loan refinanc residence
    • 4 replies
    • 1.3k views
    • 
    • MoShawn
    • May 1, 2013

12. Court Order to stop participant loan repayment

    By Guest nlmc18, February 26, 2004
    • 3 replies
    • 1.3k views
    • 
    • Harwood
    • February 26, 2004

13. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • February 22, 2005

14. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 23, 2014

15. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 23, 2020

16. Small Balance - Death benefit

    By Nassau, December 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • December 12, 2011

17. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • October 8, 2003

18. Participant loans

    By Guest jim williams, May 24, 2011
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 25, 2011

19. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

    By Guest slt, October 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 20, 1999

20. Rolling a loan into a plan that currently does not allow for loans

    By Santo Gold, April 30, 2007
    • 2 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 30, 2007

21. Distribution in a pooled plan

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

22. Hardship criteria for Loan

    By Jennifer D., September 5, 2018
    • 14 replies
    • 1.3k views
    • 
    • Larry Starr
    • September 7, 2018

23. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • November 6, 2009

24. Roth RMD

    By Guest emtee, August 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 30, 2006

25. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2001

26. RMD for lost participant

    By cdavis25, December 23, 2013
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • December 24, 2013

27. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2006

28. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 15, 2002

29. Repayment schedule

    By Scuba 401, February 10, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 10, 2000

30. Starting and Stopping Minimum Distributions in a qualified plan

    By Guest blaster, June 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 20, 2000

31. Pay back defaulted loan before new one?

    By BG5150, September 25, 2023
    • 3 replies
    • 1.3k views
    • 
    • David Schultz
    • September 27, 2023

32. Death Certificate

    By FundeK, August 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2004

33. When reporting defaulted loans to the IRS do you include interest to t

    By Guest Donna Lee, November 17, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 17, 1999

34. amending automatic rollover threshold to $1,000

    By Guest tas, February 3, 2005
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • February 3, 2005

35. deemed distribution on loan

    By M Norton, October 20, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • October 20, 2009

36. Distributions

    By Guest Sunny, October 22, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 24, 2002

37. Distribution was based on incorrect valuation date, then investment losses occur.

    By katieinny, July 30, 2004
    • 4 replies
    • 1.3k views
    • 
    • katieinny
    • August 6, 2004

38. can a trustee cite the distribution policy of a plan in the document a

    By MJ Hartman, January 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • MJ Hartman
    • January 19, 2001

39. 402(f) Rollover Notice

    By Guest bobolink, April 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 2009

40. RMDs and more than 5% owners

    By Bird, August 30, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

41. Purchasing Life Insurance

    By Guest geewhiz, May 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 4, 2000

42. Required Minimum Distributions - is election to defer trumped by 2001

    By John A, November 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 8, 2001

43. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 17, 2020

44. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5-percent owner
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 20, 2013

45. Age used for first RMD

    By dmb, February 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 12, 2002

46. Non profit as named beneficiary

    By Guest D Szuhay, October 13, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 14, 2005

47. RMD for participant who died in 2017

    By AlbanyConsultant, May 28
    • 5 replies
    • 1.3k views
    • 
    • Bruce1
    • June 12

48. Owner wants to terminate employment to get plan assets

    By katieinny, August 1, 2018   

    • need help to dissuade him.
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • August 3, 2018

49. Distribution of employee after-tax - no rollover

    By PMC, February 27, 2012
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • February 27, 2012

50. Outstanding policy loan taxable at surrender

    By Guest cjorgenson, December 15, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 15, 2000