Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Partic dies in year of first RMD

   By BG5150, December 6, 2018
   • 10 replies
   • 1.3k views
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   • jsample
   • December 11, 2018

2. RMD

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

3. Separation from service

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

4. Updated safe harbor eligible rollover explanation?

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

5. Seeking references/articles detailing IRS Publication 504

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

6. Annuity distribution from DC plans

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

7. Form 945: Do you complete Paid Preparer section?

   By pensionreview, December 24, 2018
   • 2 replies
   • 1.3k views
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   • Larry Starr
   • December 26, 2018

8. Loan refinance

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

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

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

10. Loss of Earnings...

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

11. Distribution from IRA

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

12. Terminated Participant Requests Distribution - No Forms

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

13. DC Plan Relative Value Disclosures

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

14. 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

15. Employer Securities as part of in-plan Roth Rollovers

    By TD, July 20, 2023
    • 4 replies
    • 1.3k views
    • 
    • Paul I
    • July 24, 2023

16. Loans and Bankruptcy

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

17. Qualified Plan to Roth IRA

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

18. including rollovers for cashouts

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

19. Outstanding 401(k) Loan when Participant Dies

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

20. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • stormoj1
    • November 30, 2010

21. Owner Loan

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

22. Hardship for tuition

    By JPIngold, May 5, 2016
    • 4 replies
    • 1.3k views
    • 
    • JPIngold
    • May 9, 2016

23. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • acm_acm
    • August 24, 2017

24. many loan violations

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

25. EGTRRA affect on forward averaging

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

26. Pension Distribution Forms Software

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

27. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.3k views
    • 
    • J Simmons
    • December 11, 2008

28. 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

29. insurance distribution

    By R. Butler, April 25, 2016
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • April 26, 2016

30. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2002

31. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2001

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

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

33. Mandatory Cashouts

    By Purplemandinga, June 24, 2021
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • June 28, 2021

34. S-Corp shareholder took a loan

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

35. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 12, 2021

36. Invaild rollover contribution and subsequent distribution

    By buckaroo, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • December 17, 2014

37. Loans in Balance Forward Plans

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

38. Rollover of of amounts subsequent to turning 70 1/2

    By Guest Jae, March 14, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 16, 2000

39. plan termination and distributions

    By eilano, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • namealreadyinuse
    • June 29, 2006

40. hardship eligible --

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

41. 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

42. 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

43. Max loan ammount..

    By cjldad, November 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • November 12, 2017

44. Foreclosure on mother's mortgage

    By Guest MBERISA, August 30, 2010
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • August 31, 2010

45. Hardship withdrawals from 401K

    By Guest Theresa Fox, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 6, 2002

46. Correction of Delayed Distribution

    By Guest Bud, February 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2002

47. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
    • 0 replies
    • 1.3k views
    • 
    • SRM
    • December 16, 2004

48. Pre Retirement Distributions from Money Purchase Plan

    By Guest JD698, April 24, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 24, 2008

49. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 10, 2009

50. Can a loan be issued for more than 50% of account balance?

    By BG5150, May 7, 2010
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2010