Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Are check fees for a distribution permissable?

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

2. In-service withdrawal of employer contributions on account of hardship

   By SMB, November 11, 2004
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • November 11, 2004

3. Distributions - paid out incorrectly...who makes plan whole?

   By Guest Stacey Potts, March 16, 2011
   • 2 replies
   • 1.3k views
   • 
   • ESOP Guy
   • April 22, 2011

4. 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

5. Separation from service

   By Guest Lex, September 1, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 1, 2002

6. Partial distribution before QDRO

   By Monica Barnard, July 26, 2014
   • 5 replies
   • 1.3k views
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   • My 2 cents
   • July 28, 2014

7. Failure to issue 1099s

   By Randy Watson, January 16, 2007
   • 1 reply
   • 1.3k views
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   • Guest
   • January 16, 2007

8. Seeking references/articles detailing IRS Publication 504

   By Guest [Pat M], June 12, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 12, 2000

9. Distribution Buy Back or Restoration

   By Mr Bagwell, December 6, 2017   

   • distribution buy back
   • restoration
   • (and 1 more)

     Tagged with:

     • distribution buy back
     • restoration
     • taxes
   • 8 replies
   • 1.3k views
   • 
   • JamesK
   • December 11, 2017

10. Defaulted Participant Loan

    By Guest cease, July 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • July 17, 2003

11. Loans/ UCC

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

12. hardship restarting deferrals

    By JKW, March 16, 2016
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • March 18, 2016

13. new rules for 2004?

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

14. Loss of Earnings...

    By Guest JasonElliott, April 17, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2000

15. CARES ACT Loans Delay of Payments

    By sdix401k, March 31, 2020
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • March 31, 2020

16. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2001

17. Changing Distribution Options

    By Guest bmurphy, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

18. Updated safe harbor eligible rollover explanation?

    By Guest Kennedy, November 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 20, 2001

19. RMDs for rolled over money if still working?

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

20. NUA and Lump Sum distributions

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

21. A participant with a loan balance wants an inservice dist.

    By Lori H, July 14, 2014
    • 7 replies
    • 1.3k views
    • 
    • nicole_m
    • July 30, 2015

22. Loan refinance

    By doombuggy, April 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 24, 2007

23. DC Plan Relative Value Disclosures

    By Guest ASmithKochCPA, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

24. Owner Loan

    By Guest EricWings, May 20, 2008
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 21, 2008

25. Terminated Participant Requests Distribution - No Forms

    By KateSmithPA, August 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • August 31, 2009

26. Loans and Bankruptcy

    By Guest Moreno, August 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 23, 2001

27. Qualified Plan to Roth IRA

    By Guest mbw, July 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • eeyore
    • July 23, 2009

28. Does a defaulted loan still count as a loan?

    By AlbanyConsultant, January 14, 2014
    • 5 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 14, 2014

29. many loan violations

    By Santo Gold, May 1, 2013
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • May 3, 2013

30. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 4, 2008

31. Roth-K Distribution Death Benefit Question

    By Lou S., December 22, 2023
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • January 2, 2024

32. Loans in Balance Forward Plans

    By Archimage, December 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • December 11, 2003

33. including rollovers for cashouts

    By AKconsult, February 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 18, 2009

34. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2001

35. Require Letter of Testamentary for Distribution on Death?

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

36. Are ESOP shares counted to determine 5% owners?

    By jukeboy56, January 13, 2006
    • 0 replies
    • 1.3k views
    • 
    • jukeboy56
    • January 13, 2006

37. hardship eligible --

    By Guest SoftballQueen, December 9, 2013
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • December 10, 2013

38. Must participants be given choice of how Required Minimum Distribution

    By John A, September 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 1, 2000

39. Is any portion of a lump sum paid prior to the Required Beginning Date

    By John A, January 6, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2000

40. 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

41. Distribution from IRA

    By Guest cjsanders, August 16, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 16, 2001

42. State Tax Updates

    By cmartinez, April 8
    • 1 reply
    • 1.3k views
    • 
    • blguest
    • May 4

43. loan repayments different from sources taken from

    By DMcGovern, April 11, 2023
    • 10 replies
    • 1.3k views
    • 
    • Bird
    • April 17, 2023

44. S-Corp shareholder took a loan

    By Guest Boilerburm, June 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2001

45. Terminating Plan and RMD

    By perplexedbypensions, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • ldr
    • April 12, 2019

46. Outstanding 401(k) Loan when Participant Dies

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

47. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • December 18, 2003

48. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha, August 4, 2016
    • 2 replies
    • 1.3k views
    • 
    • luissaha
    • August 4, 2016

49. Hardship Documentation

    By JKW, June 14, 2016
    • 2 replies
    • 1.3k views
    • 
    • JKW
    • August 4, 2016

50. Pension Distribution Forms Software

    By Guest Judy D, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Demosthenes
    • August 16, 2002