Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Excess Safe Hrabor Match

   By doombuggy, June 8, 2007
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • June 8, 2007

2. 457 Distributions

   By Guest gstraker, April 30, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 30, 2002

3. Puzzled over 401(k) Beneficiary Rights

   By Guest cole stevenson, January 4, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 4, 2001

4. Works for Hospital... and own practice

   By K-t-F, March 30, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 30, 2007

5. 10-year averaging and Capital Gain Treatment

   By Guest Iwonder, March 19, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 20, 2007

6. loan interest

   By betheeg, March 31, 2004
   • 6 replies
   • 1.3k views
   • 
   • FundeK
   • April 1, 2004

7. Loan Repayment Requirements

   By Archimage, April 22, 2002
   • 1 reply
   • 1.3k views
   • 
   • Alan Simpson
   • April 22, 2002

8. Hardships - Refinancing a Primary Residence

   By PJ2009, March 5, 2009
   • 2 replies
   • 1.3k views
   • 
   • PJ2009
   • March 5, 2009

9. Repayment of Loan on Insurance Policy held by Plan

   By JButtrick, May 2, 2016   

   • insurance
   • loan
   • (and 2 more)

     Tagged with:

     • insurance
     • loan
     • repayment
     • default
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • May 3, 2016

10. RMD for 75 year old owner with new ps plan

    By UtahCPA-APA, February 2, 2016   

    • RMD
    • profit sharing
    • (and 1 more)

      Tagged with:

      • RMD
      • profit sharing
      • Required beginning date
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • February 3, 2016

11. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 21, 2011

12. Loan for just one quater-is this OK

    By jane123, December 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • December 21, 2004

13. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

14. "Retired" for determining RMD beginning date

    By Guest beppie_stark, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

15. What are the options for a non-spouse beneficiary when a plan terminat

    By Guest Jimmy B, May 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

16. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 20, 2002

17. Loan repayment with ACH

    By ejohnke, February 9, 2024
    • 4 replies
    • 1.3k views
    • 
    • Bantais
    • July 31, 2025

18. RMD

    By Guest forum4, December 20, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2005

19. Recommended Software for 1099s, Form 945?

    By Guest jmarini, January 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2004

20. distribution upon death to a foundation

    By Earl, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • June 7, 2005

21. Do your clients’ retirement plans allow a participant to get her benefit in periodic payments?

    By Peter Gulia, January 22, 2019
    • 19 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 25, 2019

22. RMD change to calculation method

    By Melissa2115, February 24, 2022
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • February 28, 2022

23. Defaulted loans

    By FAPInJax, June 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • FAPInJax
    • June 3, 2002

24. How long to wait after asking SSA to send letters?

    By BG5150, March 25, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2009

25. Are check fees for a distribution permissable?

    By R. Butler, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • December 13, 2000

26. Hardship Request building a house

    By 52626, February 19, 2015
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • February 19, 2015

27. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003

28. Trust Beneficiary of QP with Spouse as Sole Trust Bene

    By jevd, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • January 22, 2003

29. Decrease in distribution amounts

    By eilano, December 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • December 19, 2001

30. loan payments after hardship withdrawal

    By Guest Sara H, October 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

31. 401(k) loans to employees of non-US sub

    By Guest Chris O'Daniel, September 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 1999

32. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents

    By jaemmons, March 21, 2005
    • 0 replies
    • 1.3k views
    • 
    • jaemmons
    • March 21, 2005

33. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

34. QDRO amount exceeds the account balance

    By AJC, December 19, 2024
    • 10 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 20, 2024

35. Correcting a defaulted loan

    By katieinny, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2007

36. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2003

37. Plan trumps IRS?

    By Guest mikeak, November 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 4, 2003

38. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent

    By Guest MSP, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • ERISAatty
    • February 4, 2004

39. 2024 Required Minimum Distributions - Roth Only

    By R Griffith, March 7, 2024
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • March 15, 2024

40. In-Service Distribution Amendment

    By Vlad401k, July 1, 2015
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • July 1, 2015

41. Consequences of Rollover to Roth IRA?

    By Guest boberlander, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2000

42. Require Letter of Testamentary for Distribution on Death?

    By tsrl01, December 9, 2020
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • December 9, 2020

43. Loans/ UCC

    By Felicia, April 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • April 14, 2000

44. 401(k) loan: participant defaults

    By k man, October 5, 2004
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • October 5, 2004

45. Refinanced Loans

    By sam2012, February 13, 2016   

    • Loans
    • Refinancings
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • February 15, 2016

46. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

47. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2003

48. defaulted loan upon death

    By Guest lap716, September 10, 2009
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • September 11, 2009

49. Notary requirement for spousal consent on distribution form

    By NQS, June 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 23, 2010

50. RMDs for rolled over money if still working?

    By drakecohen, September 17, 2015
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • September 18, 2015