Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Exposure for Eliminating the QJSA Form of Benefit?

   By J Simmons, March 24, 2007
   • 12 replies
   • 4.1k views
   • 
   • J Simmons
   • March 28, 2007

2. Distributable Event?

   By mgcpension, March 18, 2014   

   • distribution
   • 401k
   • (and 1 more)

     Tagged with:

     • distribution
     • 401k
     • disability
   • 4 replies
   • 4.1k views
   • 
   • BG5150
   • March 19, 2014

3. Legally separated spouse's consent??

   By chris, September 20, 2002
   • 10 replies
   • 4.1k views
   • 
   • chris
   • September 22, 2002

4. Post-retirement divorce & QDROs divesting ex-spouse of interest

   By Guest jac, September 25, 2002
   • 6 replies
   • 4.1k views
   • 
   • RTK
   • September 26, 2002

5. Plan Rollovers by Estates to Inherited IRAs

   By Guest Bob:, September 12, 2013   

   • Estate
   • Rollover
   • (and 5 more)

     Tagged with:

     • Estate
     • Rollover
     • Inherited
     • IRA
     • Transfer
     • Direct
     • Qualified
   • 0 replies
   • 4k views
   • 
   • Guest
   • September 12, 2013

6. Pre-Tax Loan Repayments?

   By TBob, September 23, 2005
   • 6 replies
   • 4k views
   • 
   • Guest
   • November 17, 2005

7. "Pending" cause of death prevents distribution to death beneficiary

   By Flyboyjohn, May 16, 2024
   • 7 replies
   • 4k views
   • 
   • Peter Gulia
   • May 17, 2024

8. Return of Hardship Distribution

   By Guest jjren, May 21, 2008
   • 7 replies
   • 4k views
   • 
   • Kimberly S
   • July 9, 2008

9. 401k hardship withdrawal for non safe harbor reasons

   By Santo Gold, June 22, 2021
   • 5 replies
   • 4k views
   • 
   • Belgarath
   • June 29, 2021

10. QJSA waiting period for paperless distributions

    By Guest kfel, December 22, 2000
    • 1 reply
    • 4k views
    • 
    • FundeK
    • December 3, 2003

11. Non Qualified Annuity Stretch in Trust

    By Guest alfry, December 7, 2004
    • 2 replies
    • 4k views
    • 
    • Appleby
    • November 10, 2005

12. Participant loan -- deemed distribution

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

13. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 4k views
    • 
    • 401 Chaos
    • February 27, 2006

14. Death and Outstanding Loans

    By Felicia, May 1, 2003
    • 12 replies
    • 4k views
    • 
    • mbozek
    • August 21, 2003

15. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 4k views
    • 
    • Guest
    • October 15, 1998

16. loan default to satisfy RMD

    By Guest terric, September 13, 2004
    • 4 replies
    • 3.9k views
    • 
    • Lori Friedman
    • September 13, 2004

17. 242(b) election

    By NQS, December 6, 2013
    • 3 replies
    • 3.9k views
    • 
    • NQS
    • December 11, 2013

18. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder, January 12, 2004
    • 1 reply
    • 3.9k views
    • 
    • ccassetty
    • January 12, 2004

19. Small Death Benefit

    By Below Ground, August 28, 2013   

    • How to pay?
    • 23 replies
    • 3.9k views
    • 
    • masteff
    • December 10, 2013

20. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 3.9k views
    • 
    • Appleby
    • December 23, 2004

21. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 3.9k views
    • 
    • masteff
    • February 3, 2011

22. Lost Participant found many years after required minimum distributions should have started

    By gle318612, July 19, 2011
    • 5 replies
    • 3.9k views
    • 
    • Kevin C
    • July 21, 2011

23. 1099-R forms for 2013

    By pmacduff, December 20, 2013
    • 3 replies
    • 3.9k views
    • 
    • K2retire
    • December 31, 2013

24. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.9k views
    • 
    • Steelerfan
    • November 27, 2007

25. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.9k views
    • 
    • dkamikawa
    • April 30, 2015

26. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 3.8k views
    • 
    • masteff
    • December 5, 2012

27. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 3.8k views
    • 
    • RTK
    • June 20, 2002

28. Bank won't accept a check cut from a pension trust account for the par

    By alexa, February 1, 2003
    • 15 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2004

29. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • December 29, 2010

30. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • October 1, 2001

31. latest possible loan repayment start date

    By justanotheradmin, July 11, 2014
    • 10 replies
    • 3.8k views
    • 
    • BG5150
    • July 15, 2014

32. Force Out Upon Plan Termination?

    By Alonzo, March 22, 2000
    • 3 replies
    • 3.8k views
    • 
    • Alan Simpson
    • March 23, 2000

33. Purchase of "land" - "Purchase of Primary Residence&quo

    By Guest CJK, April 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • April 25, 2001

34. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k, July 18, 2001
    • 15 replies
    • 3.8k views
    • 
    • Guest
    • August 14, 2001

35. Remove hardship from plan

    By Santo Gold, December 13, 2006
    • 7 replies
    • 3.8k views
    • 
    • JanetM
    • December 14, 2006

36. 401k RMD after IRA rollover

    By legort69, January 9, 2018   

    • 401k rmd rollover
    • 12 replies
    • 3.8k views
    • 
    • TPApril
    • August 28, 2018

37. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 3.8k views
    • 
    • wmyer
    • March 22, 2002

38. hardship, room & board expenses, etc

    By DMcGovern, May 26, 2011
    • 4 replies
    • 3.8k views
    • 
    • masteff
    • May 27, 2011

39. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.8k views
    • 
    • JanetM
    • December 19, 2008

40. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.8k views
    • 
    • GMK
    • July 13, 2011

41. Plan termination & RMD

    By Guest M. Martin, November 8, 2013
    • 4 replies
    • 3.8k views
    • 
    • Appleby
    • November 12, 2013

42. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.8k views
    • 
    • Bird
    • November 28, 2009

43. Processing Distributions in 2020

    By Gilmore, April 16, 2020
    • 31 replies
    • 3.7k views
    • 
    • Bird
    • April 22, 2020

44. Profit Sharing Plan distribution when participant has a life insurance

    By maverick, January 22, 2002
    • 12 replies
    • 3.7k views
    • 
    • Belgarath
    • February 4, 2002

45. Can a loan be rolled over?

    By Santo Gold, April 11, 2006
    • 8 replies
    • 3.7k views
    • 
    • namealreadyinuse
    • April 12, 2006

46. How do you use Rev Rul 69-277 after Notice 2014-54?

    By msimpson, May 7, 2015   

    • after tax contributions
    • distributing after tax
    • 4 replies
    • 3.7k views
    • 
    • msimpson
    • May 7, 2015

47. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

48. Rollover of Loans

    By Guest Suanne, June 29, 2004
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • July 13, 2004

49. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

50. Participant refuses Distribution

    By Guest KAGEM, February 9, 2002
    • 16 replies
    • 3.7k views
    • 
    • mbozek
    • February 20, 2002