Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD before Roth Conversion Rule

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

2. Rollover(s) from Multiple Plans

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

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

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

4. Loan rollover to IRA

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

5. Participant paying for distribution fees out of pocket?

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

6. Distribution and Valuation of Promissory Note

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

7. distribution amounts under $1.00

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

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

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

9. Hardship distribution

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

10. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 993 views
    • 
    • LisaS
    • December 10, 2019

11. 2007 RMD's

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

12. Distributable Event Due to Ownership Change?

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

13. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

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

14. Non Qualified Annuity Stretch in Trust

    By Guest alfry, December 7, 2004
    • 2 replies
    • 3.9k views
    • 
    • Appleby
    • November 10, 2005

15. RMDs & dec'd owner

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

16. IRS regs for Hardship

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

17. Minor Beneficiary

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

18. Where to find settled cases?

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

19. is spousal consent required for in service distribution?

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

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

    By DTH, November 19, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 19, 2013

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

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

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

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

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

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

24. Beneficiary Rollover to IRA article

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

25. In-service withdrawals of profit sharing balances

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

26. Deemed distributions - is loan still outstanding?

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

27. 60-day rollover period

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

28. 1099-R ESOP diversification distribution

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

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

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

30. Taxation of accrued interest on deemed loan.

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

31. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 1.9k views
    • 
    • maverick
    • November 25, 2003

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

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

33. Distribution Issues---Illiquid Assets

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

34. Loan Availability after Messy Loan Transactions

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

35. accounting for loans in default

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

36. 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
    • 
    • FundeK
    • October 15, 2003

37. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2004

38. 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
    • 
    • legort69
    • July 6, 2005

39. Hardship Withdrawals

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

40. New Loan for Former Participant?

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

41. In-Service Request - Lump Sum Only Option

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

42. Hypothetical RMD question

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

43. Beneficiary Reformation?

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

44. Correct Distribution Code for Loan Offset Due to Disability

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

45. Who is responsible for the RMD?

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

46. RMD Timing

    By Dougsbpc, January 17
    • 2 replies
    • 1.5k views
    • 
    • CuseFan
    • January 22

47. 1099R code for qualified roth distribution

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

48. Change to force-out timing: a cutback?

    By AlbanyConsultant, July 18, 2016
    • 2 replies
    • 649 views
    • 
    • Mike Preston
    • July 18, 2016

49. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath, June 24, 2019
    • 2 replies
    • 785 views
    • 
    • Belgarath
    • June 24, 2019

50. Tax year for distributed loan balance?

    By Mleech, January 17
    • 2 replies
    • 1.5k views
    • 
    • Mleech
    • January 17