Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

   By KJohnson, January 26, 2000
   • 2 replies
   • 2.6k views
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   • KJohnson
   • January 26, 2000

2. Does this loan need to be deemed, or can you still offset?

   By FundeK, July 26, 2004
   • 2 replies
   • 1.6k views
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   • QDROphile
   • July 27, 2004

3. re-financed loan

   By Dougsbpc, February 25, 2015
   • 2 replies
   • 994 views
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   • Dougsbpc
   • February 25, 2015

4. RMD before Roth Conversion Rule

   By Yesnam, November 11, 2016
   • 2 replies
   • 718 views
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   • Yesnam
   • November 11, 2016

5. Rollover(s) from Multiple Plans

   By Christine Roberts, January 26, 2000
   • 2 replies
   • 1.5k views
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   • Guest
   • January 28, 2000

6. Can a 401(k) plan accept a rollover from a SEP?

   By Guest DIGMYDOG, April 12, 2005
   • 2 replies
   • 1.5k views
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   • wmyer
   • April 13, 2005

7. Loan rollover to IRA

   By pmacduff, February 8, 2007
   • 2 replies
   • 1.2k views
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   • pmacduff
   • February 8, 2007

8. Participant paying for distribution fees out of pocket?

   By AlbanyConsultant, July 1, 2010
   • 2 replies
   • 1k views
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   • AlbanyConsultant
   • July 1, 2010

9. Distribution and Valuation of Promissory Note

   By Randy Watson, August 25, 2010
   • 2 replies
   • 1.9k views
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   • Randy Watson
   • August 30, 2010

10. distribution amounts under $1.00

    By KoolLady4, June 7, 2005
    • 2 replies
    • 1.4k views
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    • E as in ERISA
    • June 7, 2005

11. non hardship in service dist of 401(k) deferrals

    By betheeg, July 24, 2008
    • 2 replies
    • 1.4k views
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    • betheeg
    • July 24, 2008

12. Hardship distribution

    By R. Butler, August 25, 2010
    • 2 replies
    • 1.5k views
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    • masteff
    • August 26, 2010

13. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1k views
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    • LisaS
    • December 10, 2019

14. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.2k views
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    • TPAnnie
    • March 29, 2007

15. Distributable Event Due to Ownership Change?

    By Susan S., July 3, 2013
    • 2 replies
    • 1.5k views
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    • Susan S.
    • July 3, 2013

16. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.2k views
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    • Kevin C
    • April 17, 2014

17. Non Qualified Annuity Stretch in Trust

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

18. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.7k views
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    • doombuggy
    • February 28, 2006

19. IRS regs for Hardship

    By Guest yvonne001, December 28, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • December 28, 2007

20. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.6k views
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    • david rigby
    • October 19, 2001

21. Where to find settled cases?

    By FundeK, July 27, 2004
    • 2 replies
    • 1.2k views
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    • FundeK
    • July 27, 2004

22. is spousal consent required for in service distribution?

    By mariemonroe, April 29, 2009
    • 2 replies
    • 2.8k views
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    • Guest
    • April 30, 2009

23. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH, November 19, 2013
    • 2 replies
    • 1.5k views
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    • masteff
    • November 19, 2013

24. What to do with outstanding loans on termination of the Plan

    By Guest PALAWYER, October 17, 2000
    • 2 replies
    • 1.8k views
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    • rcline46
    • October 17, 2000

25. Required Minimum Distribution Account Balance (Non-calendar Year Plans

    By Guest wolfman, June 8, 2001
    • 2 replies
    • 2.9k views
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    • Guest
    • June 11, 2001

26. Social Security and Medicare Tax/Lump Sum Distrib.

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.5k views
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    • Guest
    • September 2, 2003

27. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.1k views
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    • jane123
    • October 15, 2003

28. In-service withdrawals of profit sharing balances

    By Beltane, August 8, 2012
    • 2 replies
    • 1.5k views
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    • Bird
    • August 8, 2012

29. Deemed distributions - is loan still outstanding?

    By Guest jy12443, December 12, 2012
    • 2 replies
    • 2.8k views
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    • masteff
    • December 12, 2012

30. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.4k views
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    • JanetM
    • October 17, 2002

31. 1099-R ESOP diversification distribution

    By Guest crosseyetester, January 16, 2007
    • 2 replies
    • 3.2k views
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    • Guest
    • January 24, 2007

32. RMD Calculation and Money in Limbo at End of Year

    By Susan S., August 18, 2015
    • 2 replies
    • 880 views
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    • Susan S.
    • August 18, 2015

33. Taxation of accrued interest on deemed loan.

    By Guest EBC, February 3, 2000
    • 2 replies
    • 2.5k views
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    • KJohnson
    • February 8, 2000

34. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 2k views
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    • maverick
    • November 25, 2003

35. Aggregating RMD from inherited IRAs- when is it allowed?

    By Appleby, December 29, 2004
    • 2 replies
    • 1.5k views
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    • Belgarath
    • December 29, 2004

36. Distribution Issues---Illiquid Assets

    By Randy Watson, April 2, 2009
    • 2 replies
    • 1.5k views
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    • masteff
    • April 2, 2009

37. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.2k views
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    • ETA Consulting LLC
    • January 18, 2012

38. accounting for loans in default

    By k man, August 16, 2000
    • 2 replies
    • 2.8k views
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    • Guest
    • August 21, 2000

39. Can a Participant who has previously defaulted on a participant loan be denied a new loan?

    By Guest Jerry, October 15, 2003
    • 2 replies
    • 1.3k views
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    • FundeK
    • October 15, 2003

40. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • October 22, 2004

41. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked?

    By legort69, July 6, 2005
    • 2 replies
    • 1.1k views
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    • legort69
    • July 6, 2005

42. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.2k views
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    • Nassau
    • February 23, 2011

43. New Loan for Former Participant?

    By Scott, February 11, 2000
    • 2 replies
    • 1.3k views
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    • david rigby
    • February 16, 2000

44. In-Service Request - Lump Sum Only Option

    By KateSmithPA, December 31, 2007
    • 2 replies
    • 1.4k views
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    • Guest
    • January 3, 2008

45. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 933 views
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    • BG5150
    • December 8, 2008

46. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.4k views
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    • Albert F
    • January 8, 2018

47. Correct Distribution Code for Loan Offset Due to Disability

    By Vlad401k, June 12, 2020
    • 2 replies
    • 627 views
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    • C. B. Zeller
    • June 12, 2020

48. Who is responsible for the RMD?

    By rblum50, December 14, 2022
    • 2 replies
    • 1k views
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    • msmith
    • December 15, 2022

49. RMD Timing

    By Dougsbpc, January 17, 2025
    • 2 replies
    • 1.6k views
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    • CuseFan
    • January 22, 2025

50. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
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    • Rai401k
    • January 16, 2014