Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Need an updated Special Tax Notice

   By R. Butler, September 7, 2000
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • September 7, 2000

2. Need clarification on RMD for deceased participant

   By jkharvey, November 28, 2006
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • November 29, 2006

3. Need help fighting former employer to pay my 401(k) account balance

   By Guest Jennifer Porter, November 14, 2000
   • 4 replies
   • 2k views
   • 
   • Guest
   • December 5, 2000

4. Need help on Q on revocability and liability of election by beneficiar

   By Guest Matthew Smith, July 26, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 26, 2000

5. Need to find Notice 97-10

   By Richard Anderson, October 25, 2000
   • 1 reply
   • 1.6k views
   • 
   • Everett Moreland
   • October 25, 2000

6. Need to pay tax on a defaulted 401k distribution twice?

   By sdgates, July 16, 2018
   • 4 replies
   • 1.2k views
   • 
   • BG5150
   • July 16, 2018

7. Negative Earnings Affect Hardship Withdrawal Limit?

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

8. Net Unrealized Appreciation (and age 70-1/2)

   By Guest Ray Goetz, December 7, 2000
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • December 7, 2000

9. Net Unrealized Appreciation and Lump Sums

   By ERISAAPPLE, April 16, 2018
   • 7 replies
   • 760 views
   • 
   • ERISAAPPLE
   • April 19, 2018

10. New 1099 form for ESAs and 529 Plans

    By Appleby, February 7, 2003
    • 8 replies
    • 1.5k views
    • 
    • Appleby
    • July 13, 2004

11. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 23, 2003

12. loan offsets New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops, September 27, 2018   

    • 1099r reporting
    • 1 reply
    • 4.9k views
    • 
    • Kristina
    • September 28, 2018

13. New Bankruptcy Act

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

14. New edition of book for participants from International Foundation of

    By Dave Baker, July 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Dave Baker
    • July 19, 2000

15. New forms W4-R and W4-P

    By Bird, November 2, 2022
    • 8 replies
    • 1.1k views
    • 
    • MoJo
    • November 8, 2022

16. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

    • hardship notification requirements
    • 0 replies
    • 476 views
    • 
    • cpc0506
    • May 4, 2017

17. New IRS Model 402(f) Notice?

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

18. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 2k views
    • 
    • Bird
    • March 3, 2015

19. New Loan after Defaulted Loan

    By Dougsbpc, December 2, 2015
    • 3 replies
    • 1.5k views
    • 
    • 401_noob
    • December 3, 2015

20. New Loan for Former Participant?

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

21. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 4.7k views
    • 
    • ESOP Guy
    • July 24, 2017

22. new minimum distribution rules- separate accounts

    By card, February 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • card
    • February 10, 2001

23. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

24. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
    • 0 replies
    • 945 views
    • 
    • rocknrolls2
    • February 1, 2008

25. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.5k views
    • 
    • card
    • January 19, 2001

26. New QOSA Rules

    By Guest Grumpy456, May 14, 2008
    • 9 replies
    • 3.4k views
    • 
    • Mike Preston
    • February 6, 2010

27. New Required Min. Dist. Regs.

    By mming, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 19, 2001

28. New RMD Proposed Reg Questions Related to spouse more than 10 years yo

    By John A, April 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 19, 2001

29. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 22, 2001

30. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 5, 2002

31. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 1k views
    • 
    • Towanda
    • February 3, 2020

32. new rules for 2004?

    By Guest lindamichals, December 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 15, 2003

33. New uniform life table for 2022 RMD--where?

    By BG5150, January 10, 2022
    • 7 replies
    • 1.5k views
    • 
    • RestAssured
    • March 15, 2022

34. New York State Withholding

    By DPSRich, June 30, 2022
    • 2 replies
    • 522 views
    • 
    • DPSRich
    • July 1, 2022

35. Newly terminated single participant dies before lump sum

    By Guest crosseyetester, June 22, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 23, 2006

36. No 402(f) notice provided

    By Oh so SIMPLE, June 24, 2012
    • 4 replies
    • 2.5k views
    • 
    • mbozek
    • June 25, 2012

37. No beneficiary

    By k man, May 5, 2006
    • 9 replies
    • 1.9k views
    • 
    • GBurns
    • May 9, 2006

38. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 10, 2006

39. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • January 21, 2013

40. No beneficiary on file

    By WCC, February 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 14, 2017

41. No Estate

    By BTG, October 12, 2015
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 14, 2015

42. no rollover allowed out of plans?

    By Santo Gold, December 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 14, 2005

43. no spousal consent

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

44. No spousal consent in PS/401(k) Plans...

    By AlbanyConsultant, May 25, 2006
    • 9 replies
    • 6.2k views
    • 
    • SMB
    • May 25, 2006

45. No taxes withheld...

    By Guest RONNIE WASEL, January 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 30, 2004

46. No Withholding on Distribution in Stock and Cash

    By GMK, February 28, 2008
    • 1 reply
    • 1.6k views
    • 
    • GMK
    • March 4, 2008

47. Nominee 1099-R

    By Guest AFRICA6796, December 12, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 12, 2002

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

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

49. Non owner RMD... must one be taken??

    By Basically, December 23, 2021
    • 6 replies
    • 822 views
    • 
    • Bri
    • December 27, 2021

50. Non profit as named beneficiary

    By Guest D Szuhay, October 13, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 14, 2005