Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Termination of Employment vs. Retirement

   By chris, June 18, 2014
   • 7 replies
   • 4.1k views
   • 
   • ESOP Guy
   • June 19, 2014

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

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

3. Legally separated spouse's consent??

   By chris, September 20, 2002
   • 10 replies
   • 4k views
   • 
   • chris
   • September 22, 2002

4. 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

5. [Resolved] RMD Calc For Lump Sum Distribution

   By JMT44, May 12, 2018
   • 20 replies
   • 4k views
   • 
   • Larry Starr
   • May 23, 2018

6. Return of Hardship Distribution

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

7. QJSA waiting period for paperless distributions

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

8. Pre-Tax Loan Repayments?

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

9. Participant loan -- deemed distribution

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

10. Murder in a small town

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

11. Non Qualified Annuity Stretch in Trust

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

12. Death and Outstanding Loans

    By Felicia, May 1, 2003
    • 12 replies
    • 3.9k views
    • 
    • mbozek
    • August 21, 2003

13. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 3.9k views
    • 
    • Guest
    • October 15, 1998

14. loan default to satisfy RMD

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

15. 242(b) election

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

16. 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

17. Small Death Benefit

    By Below Ground, August 28, 2013   

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

18. 1099-R forms for 2013

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

19. 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

20. 1099-R Box 5 Reporting On Roth with loss

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

21. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 3.8k views
    • 
    • Appleby
    • December 23, 2004

22. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.8k views
    • 
    • Steelerfan
    • November 27, 2007

23. Rehire of participant who is receiving an installment payout

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

24. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold, June 22, 2021
    • 5 replies
    • 3.8k views
    • 
    • Belgarath
    • June 29, 2021

25. Hardship Withdrawal for Tuition

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

26. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.8k views
    • 
    • dkamikawa
    • April 30, 2015

27. participant with RMD unresponsive

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

28. Force Out Upon Plan Termination?

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

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

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

30. no spousal consent

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

31. 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

32. Distributions of voluntary after-tax contributions

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

33. Remove hardship from plan

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

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

    By Flyboyjohn, May 16, 2024
    • 7 replies
    • 3.8k views
    • 
    • Peter Gulia
    • May 17, 2024

35. Negative Earnings Affect Hardship Withdrawal Limit?

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

36. hardship, room & board expenses, etc

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

37. latest possible loan repayment start date

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

38. Plan termination & RMD

    By Guest M. Martin, November 8, 2013
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • November 12, 2013

39. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.7k views
    • 
    • Bird
    • November 28, 2009

40. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.7k views
    • 
    • JanetM
    • December 19, 2008

41. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.7k views
    • 
    • GMK
    • July 13, 2011

42. Can a loan be rolled over?

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

43. 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

44. 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

45. Rollover of Loans

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

46. 401k RMD after IRA rollover

    By legort69, January 9, 2018   

    • 401k rmd rollover
    • 12 replies
    • 3.7k views
    • 
    • TPApril
    • August 28, 2018

47. Principal Residence Loan #2

    By Guest notapensiongeek, July 31, 2007
    • 6 replies
    • 3.7k views
    • 
    • QDROphile
    • August 1, 2007

48. Participant refuses Distribution

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

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

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

50. Processing Distributions in 2020

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