Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Time limit on recovering erroneous FIT withholding.

   By RCK, April 19, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 20, 2002

2. Waiver of Spousal Interest

   By Guest BKH, January 24, 2003
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • January 25, 2003

3. Rollover from an IRA to an eligible plan

   By Lori Friedman, July 30, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • August 2, 2004

4. Form 1099-R for 2009 distribution

   By tymesup, July 6, 2009
   • 2 replies
   • 1.4k views
   • 
   • tymesup
   • July 6, 2009

5. Loan Suspension - Was Qualified now maybe not?

   By Gilmore, May 5, 2020
   • 2 replies
   • 563 views
   • 
   • Gilmore
   • May 5, 2020

6. revocation of 70 1/2 election

   By k man, June 8, 2000
   • 2 replies
   • 1.3k views
   • 
   • k man
   • June 8, 2000

7. Termed w/ Loan, took funds, now rehired

   By BG5150, October 27, 2022
   • 2 replies
   • 706 views
   • 
   • fmsinc
   • October 28, 2022

8. DC Participant Receiving RMDs Buys Annuity Contract

   By rocknrolls2, October 29, 2007
   • 2 replies
   • 890 views
   • 
   • rocknrolls2
   • October 30, 2007

9. Non spousal Roth 401K Beneficiary question

   By Guest vinson7, August 31, 2009
   • 2 replies
   • 2.4k views
   • 
   • GMK
   • August 31, 2009

10. Distribution to Non-US Citizen

    By Dazednconfused, August 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 17, 2010

11. Withholding on Corrective Distributions

    By 401_noob, August 21, 2017   

    • withholding
    • corrective distributions
    • (and 2 more)

      Tagged with:

      • withholding
      • corrective distributions
      • adp
      • acp
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 21, 2017

12. DB plan distribution, request date vs actual date of transfer

    By Jakyasar, May 22, 2021
    • 2 replies
    • 609 views
    • 
    • Jakyasar
    • May 24, 2021

13. Whether a fee for processing a lump sum is part of the taxable amount or does it "occur" prior to distribution and hence should not be taxable

    By Guest lowellsm, September 29, 2003
    • 2 replies
    • 3k views
    • 
    • maverick
    • September 29, 2003

14. early retirement distribution

    By Guest dereck@cpactuaries.com, October 3, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 8, 2007

15. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Laura Harrington
    • July 6, 2009

16. RMD in Plan with ROTH and non-ROTH

    By Lou S., November 21, 2018
    • 2 replies
    • 831 views
    • 
    • Luke Bailey
    • November 26, 2018

17. 10% penalty

    By Felicia, February 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 21, 2003

18. In-Service Distributions and Top Heavy Testing

    By Guest LHart, December 10, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 10, 2004

19. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 30, 2007

20. Loan Default

    By Guest johnberube, April 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • April 9, 2009

21. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2011

22. Is "purchase land for primary residence" permitted as a hardship withdrawal?

    By Guest Commuter Rex, September 29, 2003
    • 2 replies
    • 3.3k views
    • 
    • mbozek
    • October 8, 2003

23. RMD for owner

    By K-t-F, July 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • July 11, 2004

24. Can participant retire at age 52 but wait until age 55 to take a distr

    By chris, June 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • chris
    • June 16, 2000

25. Attaining age 59 1/2 for SEPP purposes

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • July 3, 2003

26. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

27. Hardship Withdrawal

    By Guest Phil L, September 22, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • November 12, 1998

28. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 14, 2011

29. Participant-Paid Distribution Fee

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

30. RMD 5% owner under constructive ownership

    By AnnCK, December 30, 2022
    • 2 replies
    • 893 views
    • 
    • AnnCK
    • January 3, 2023

31. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 19, 2001

32. Terminated Participant Requests Distribution - No Forms

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

33. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 29, 2011

34. Overpayment

    By 52626, August 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • 52626
    • August 14, 2014

35. Distribution for Fill-In Employee

    By DP, April 1, 2016
    • 2 replies
    • 893 views
    • 
    • Bill Presson
    • April 1, 2016

36. Conversion to LLC

    By Guest kjungkin, December 1, 1998
    • 2 replies
    • 2.1k views
    • 
    • Alan Simpson
    • December 1, 1998

37. Loan Refinance

    By RPP2001, October 1, 2014
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 1, 2014

38. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am, August 24, 2022
    • 2 replies
    • 631 views
    • 
    • R. Scott
    • August 24, 2022

39. merger of money purchase plan into 401(k) - can in-service distributio

    By EGB, December 20, 2001
    • 2 replies
    • 2k views
    • 
    • wmyer
    • December 21, 2001

40. RMD and leave of absence

    By Guest Mike Melnick, October 19, 2005
    • 2 replies
    • 2.6k views
    • 
    • E as in ERISA
    • October 20, 2005

41. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 855 views
    • 
    • WDIK
    • May 6, 2009

42. When does a partner "terminate" for distribuiton

    By jkharvey, September 28, 2012
    • 2 replies
    • 853 views
    • 
    • jkharvey
    • September 28, 2012

43. Mandatory cashouts - $1,000 or less

    By Nassau, July 18, 2013
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • July 18, 2013

44. 242(b) election and RMD

    By thepensionmaven, March 16, 2014   

    • RMD with 242(b)
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 17, 2014

45. distribution timing

    By Guest asianson, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

46. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • RTK
    • January 27, 2003

47. Forced cash outs...

    By Guest RONNIE WASEL, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

48. Can In-Service Distribution provision be Removed?

    By Guest lenhart, May 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 6, 2009

49. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette, August 18, 2012
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • August 20, 2012

50. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 5, 2013