Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Automatic Rollovers-Amending

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

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

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

3. 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

4. IRS Rejection of 1099R TIN when filing taxes

   By AmyETPA, April 13, 2023
   • 2 replies
   • 874 views
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   • Paul I
   • April 13, 2023

5. Can minimum required distributions due from both a qualified plan and

   By Guest michaelv, March 9, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 9, 2001

6. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

   By Belgarath, March 5, 2024
   • 2 replies
   • 898 views
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   • Belgarath
   • March 7, 2024

7. Social Security Leveling Option

   By Guest crosseyetester, April 25, 2007
   • 2 replies
   • 5.2k views
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   • Guest
   • April 25, 2007

8. 1099 Deemed Loan Distribitution

   By CJS07, March 31, 2008
   • 2 replies
   • 1.6k views
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   • Bird
   • April 1, 2008

9. Multiple Beneficiaries Primary and Contingent

   By TBob, February 21, 2011
   • 2 replies
   • 1.8k views
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   • masteff
   • February 21, 2011

10. EPCRS Procedures - Is this eligible for SCP?

    By emmetttrudy, January 15, 2013
    • 2 replies
    • 923 views
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    • Kevin C
    • January 16, 2013

11. Distribution of Deferrals on Post Severance Comp

    By Vlad401k, January 27, 2016
    • 2 replies
    • 639 views
    • 
    • Vlad401k
    • February 8, 2016

12. $10,000 loan minimum

    By Guest DavidB, January 6, 2000
    • 2 replies
    • 1.5k views
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    • bzorc
    • January 7, 2000

13. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 6, 2005

14. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 21, 2005

15. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2006

16. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2009

17. In-service withdrawals of employee after-tax contributions

    By Nassau, August 16, 2013   

    • 6 month suspension
    • 2 replies
    • 3.1k views
    • 
    • masteff
    • August 17, 2013

18. 2020 RMDs on a state level

    By B21, August 5, 2020
    • 2 replies
    • 623 views
    • 
    • B21
    • August 6, 2020

19. Another Hardship Distribution Question

    By J Simmons, March 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2009

20. Where a participant owns part of the primary residence the participant

    By John A, January 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • February 11, 2003

21. 2 1099-Rs??

    By RestAssured, January 9, 2024
    • 2 replies
    • 644 views
    • 
    • RestAssured
    • January 10, 2024

22. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Lame Duck
    • March 31, 2004

23. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2002

24. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 7, 2007

25. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 992 views
    • 
    • Bird
    • October 15, 2009

26. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k, November 7, 2018
    • 2 replies
    • 1.5k views
    • 
    • pensionam
    • December 7, 2021

27. 5 percent owner rule for RMDs

    By Nassau, April 15, 2014
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 16, 2014

28. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 868 views
    • 
    • Appleby
    • September 16, 2014

29. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19, 2019   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 695 views
    • 
    • Luke Bailey
    • August 19, 2019

30. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • April 21, 2004

31. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • June 22, 2007

32. Calculation of RMD

    By lkpittman, January 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • January 18, 2000

33. Beneficiary for an annuity held by the Trust by unmarried owner

    By TPApril, September 22, 2025
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • September 24, 2025

34. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 24, 2003

35. Loan Payments past NRA

    By Guest PaulaRafferty, August 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2004

36. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
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    • GMK
    • October 22, 2010

37. Protected Benefit question

    By cpc0506, March 4, 2019
    • 2 replies
    • 486 views
    • 
    • Mike Preston
    • March 5, 2019

38. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 790 views
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    • Kevin C
    • March 13, 2020

39. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 1, 2005

40. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

41. Loan default, deemed, offset, tax withholding, balance payable

    By TPApril, May 7, 2011
    • 2 replies
    • 2.8k views
    • 
    • TPApril
    • May 9, 2011

42. Inward rollovers TO a qualified plan by..

    By Jerry Erisa, February 25, 2015
    • 2 replies
    • 839 views
    • 
    • david rigby
    • February 25, 2015

43. New IRS Model 402(f) Notice?

    By Guest Ben, January 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2000

44. RMD to charity?

    By Lori H, June 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 10, 2004

45. New Bankruptcy Act

    By Randy Watson, July 28, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2005

46. including rollovers for cashouts

    By AKconsult, February 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 18, 2009

47. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • January 15, 2010

48. Buy plan asset at plan termination

    By ombskid, March 10, 2010
    • 2 replies
    • 1k views
    • 
    • jpod
    • March 11, 2010

49. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 949 views
    • 
    • 30Rock
    • July 29, 2010

50. Union Participant taking loan?

    By jmartin, July 29, 2014
    • 2 replies
    • 774 views
    • 
    • MWeddell
    • July 30, 2014