Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Notice 99-5

   By Guest greymann, January 26, 1999
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • January 26, 1999

2. Notice of Availbalilty of Rollover Treatment

   By Guest KennyH, November 16, 2007
   • 0 replies
   • 948 views
   • 
   • Guest
   • November 16, 2007

3. Notice of right to repayment under the cash-out rule.

   By Guest Thornton, August 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 5, 2002

4. Notice Requirements - QJSA Value or Table?

   By Erik Read, December 19, 2001
   • 6 replies
   • 1.9k views
   • 
   • Erik Read
   • December 19, 2001

5. Notice Requirements for Elimination of 70-1/2 In-Service Distribtion.

   By Guest PJW, December 18, 2001
   • 7 replies
   • 1.9k views
   • 
   • KJohnson
   • January 25, 2002

6. Notice to Participants of Interim Valuation

   By chris, March 12, 2001
   • 0 replies
   • 1.4k views
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   • chris
   • March 12, 2001

7. Notices and Elections

   By WDIK, June 5, 2003
   • 1 reply
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 6, 2003

8. Notification onus

   By Guest STLGiant, January 18, 2002
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • January 23, 2002

9. now charging annual loan fees to current loans?

   By AlbanyConsultant, January 11, 2019
   • 4 replies
   • 580 views
   • 
   • QDROphile
   • January 12, 2019

10. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC, May 5, 2009
    • 4 replies
    • 1k views
    • 
    • david rigby
    • May 5, 2009

11. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 14, 2020

12. NUA and Lump Sum distributions

    By Guest Stenli, December 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 5, 2002

13. NUA election--can basis be rolled in kind???

    By Guest danmar, September 2, 1999
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • September 7, 1999

14. Nua On Employer Stocks

    By Guest AFRICA6796, October 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 19, 2001

15. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2003

16. Number of loans

    By PMC, May 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 22, 2007

17. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 6, 2002

18. NY State Mandatory Withholding?

    By Penman2006, May 19, 2009
    • 4 replies
    • 1.5k views
    • 
    • Penman2006
    • May 20, 2009

19. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • February 6, 2006

20. Odd IRS call regarding Form 945

    By Santo Gold, December 23, 2024
    • 4 replies
    • 1.4k views
    • 
    • Dare Johnson
    • December 30, 2024

21. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • April 21, 2017

22. Offset loans in M/P

    By Ervin Barham, October 9, 1999
    • 0 replies
    • 1.3k views
    • 
    • Ervin Barham
    • October 9, 1999

23. Okay for a plan loan to be made to a terminated HCE when plan provides

    By John A, March 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • March 14, 2001

24. Okay to make distribution from a 401(k) to son?

    By katieinny, September 16, 2015   

    • Whereabouts of spouse unknown
    • 5 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

25. Old Beneficiary Designation Effective?

    By kazoni, December 8, 2020   

    • beneficiary
    • distribution
    • (and 1 more)

      Tagged with:

      • beneficiary
      • distribution
      • estate
    • 12 replies
    • 2.1k views
    • 
    • Bill Presson
    • December 9, 2020

26. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 0 replies
    • 787 views
    • 
    • Guest
    • April 30, 2014

27. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

28. Omission of 30-day notice period in "Your Rollover Options" in Notice 2009-68

    By Everett Moreland, December 8, 2009
    • 3 replies
    • 2.4k views
    • 
    • GMK
    • December 8, 2009

29. on series of substantially equal payments now, wants to change- conseq

    By maverick, February 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • February 12, 2002

30. One contingent bene deceased, is other now 100%?

    By BG5150, January 3, 2020
    • 11 replies
    • 3.1k views
    • 
    • Larry Starr
    • January 7, 2020

31. One Hardship, Two Reasons

    By Fielding Mellish, February 25, 2019
    • 2 replies
    • 526 views
    • 
    • RAH401(k)
    • February 26, 2019

32. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7.1k views
    • 
    • jpod
    • October 17, 2001

33. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3k views
    • 
    • Pam S.
    • January 21, 2020

34. Open IRA in name of Decedent...

    By chris, March 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • jaemmons
    • March 11, 2003

35. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • May 20, 2009

36. Operational Violation w/r/t Distributions?

    By Biz Develop Consultant BJF, April 2, 2019
    • 2 replies
    • 806 views
    • 
    • Mike Preston
    • April 4, 2019

37. Opinions Please RE COVID loan

    By bzorc, September 16, 2020
    • 4 replies
    • 627 views
    • 
    • bzorc
    • September 18, 2020

38. Optional Form of Benefit Eliminated

    By Dougsbpc, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 15, 2003

39. Options for Defaulted Loan

    By JOH, September 17, 2021
    • 3 replies
    • 525 views
    • 
    • JOH
    • September 20, 2021

40. Options for Missing Beneficiary

    By EBECatty, April 5, 2021
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 5, 2021

41. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Richard Anderson
    • March 28, 2001

42. order of withdrawal

    By Santo Gold, September 3, 2020
    • 3 replies
    • 867 views
    • 
    • Santo Gold
    • September 9, 2020

43. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 24, 2002

44. Original Signed Promissory Note

    By Guest KATHRYN01, August 31, 2010
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 1, 2010

45. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • FundeK
    • November 14, 2003

46. Outsourced Distributions?

    By Guest CSTS, September 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2005

47. Outstanding 401(k) Loan when Participant Dies

    By Guest progressivejoe, September 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2006

48. Outstanding loans and mergers

    By Guest Statler, March 3, 2009
    • 1 reply
    • 899 views
    • 
    • J Simmons
    • March 4, 2009

49. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

50. Outstanding Pension Checks

    By jaxon1225, November 6, 2013
    • 3 replies
    • 2k views
    • 
    • jaxon1225
    • November 6, 2013