Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. $1500 distribution made to Active Participant w/out trustee authorization

   By Lori H, January 31, 2007
   • 4 replies
   • 1.3k views
   • 
   • Lori H
   • February 1, 2007

2. The fun just never ends!

   By SMB, January 19, 2011
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 19, 2011

3. Partial distribution before QDRO

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

4. Failure to Process Withholding Tax

   By Below Ground, May 15, 2012
   • 4 replies
   • 1.3k views
   • 
   • Below Ground
   • May 16, 2012

5. 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

6. Qualified Preretirement Survivor: 2nd Spouse

   By Guest wwest, November 3, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 3, 1999

7. Distributions "in kind" of nonmarket assets

   By jkharvey, October 20, 2004
   • 3 replies
   • 1.3k views
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   • jkharvey
   • October 20, 2004

8. Nonspouse Beneficiary

   By Guest ccharper, June 22, 2007
   • 2 replies
   • 1.3k views
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   • Mike Preston
   • August 7, 2007

9. hardship restarting deferrals

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

10. New Loan for Former Participant?

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

11. RMD Rules

    By Guest lvegas, February 6, 2007
    • 1 reply
    • 1.3k views
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    • Bird
    • February 7, 2007

12. RMD empl status is "layed off"

    By pmacduff, December 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • pmacduff
    • December 14, 2011

13. CARES ACT Loans Delay of Payments

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

14. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 2, 2009

15. Quick RMD question

    By Lori H, August 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 19, 2013

16. Participant-Paid Distribution Fee

    By Doghouse, May 21, 2012
    • 2 replies
    • 1.3k views
    • 
    • Doghouse
    • May 22, 2012

17. In-Service Distributions

    By Guest kowen, September 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2003

18. loan over 5 year term for principal residence

    By JKW, May 22, 2014
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • May 24, 2014

19. new rules for 2004?

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

20. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 1.3k views
    • 
    • Susan S.
    • January 25, 2021

21. Withholding Requirement on Lump Sum Distribution to Estate

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

22. Form of Loan Repayment

    By pompton, May 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

23. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 15, 2014

24. Eligible for Loan?

    By BTH, January 4, 2013
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 7, 2013

25. Terminating Plan and RMD

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

26. 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

27. Defaulted Participant Loan

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

28. 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

29. Dated Hardship Expense

    By 30Rock, July 28, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 29, 2010

30. 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

31. Hardship withdrawal

    By Guest Amy Marie, September 29, 2011
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 29, 2011

32. Hardship Documentation

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

33. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 11, 2020

34. Seeking references/articles detailing IRS Publication 504

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

35. Separation from service

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

36. Changing Distribution Options

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

37. Updated safe harbor eligible rollover explanation?

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

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

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

39. Failure to issue 1099s

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

40. RMD Rolled Over

    By Lou S., December 20, 2022
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • December 26, 2022

41. NUA and Lump Sum distributions

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

42. Loss of Earnings...

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

43. 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

44. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 12, 2011

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

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

46. DC Plan Relative Value Disclosures

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

47. Loans and Bankruptcy

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

48. Annuity distribution from DC plans

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

49. Distribution from IRA

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

50. Qualified Plan to Roth IRA

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