Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan refinance

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

2. Owner Loan

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

3. Terminated Participant Requests Distribution - No Forms

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

4. Distribution to U.S. Citizen living abroad

   By Vlad401k, November 5, 2018
   • 8 replies
   • 1.3k views
   • 
   • Luke Bailey
   • November 7, 2018

5. including rollovers for cashouts

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

6. EGTRRA affect on forward averaging

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

7. Disability benefits in a cash balance plan

   By Jakyasar, February 11, 2022
   • 7 replies
   • 1.3k views
   • 
   • Luke Bailey
   • February 16, 2022

8. many loan violations

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

9. Loans in Balance Forward Plans

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

10. S-Corp shareholder took a loan

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

11. who is the beneficiary

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

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

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

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

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

14. 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

15. 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

16. 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

17. Outstanding 401(k) Loan when Participant Dies

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

18. Uncashed ESOP Dividend Payments

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

19. 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

20. hardship eligible --

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

21. Invaild rollover contribution and subsequent distribution

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

22. Correction of Delayed Distribution

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

23. loan amortization (with or without surrender charges)

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

24. Pension Distribution Forms Software

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

25. Foreclosure on mother's mortgage

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

26. Partic dies in year of first RMD

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

27. Hardship for tuition

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

28. Hardship withdrawals from 401K

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

29. Can participants still be given option to defer RBD after end of GUST

    By John A, November 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 13, 2001

30. Do you have to provide a 402(f) notice before processing a loan offset?

    By FundeK, March 24, 2004
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • March 24, 2004

31. Plan loan request - participant lay off

    By pmacduff, December 20, 2024
    • 7 replies
    • 1.3k views
    • 
    • QDROphile
    • December 26, 2024

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

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

33. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.3k views
    • 
    • jpod
    • June 20, 2017

34. insurance distribution

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

35. 20% FIT Error

    By CLE401kGuy, May 16, 2013
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • May 16, 2013

36. Treating RMD as Qualified Charitable Distribution

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

37. Distribution reported incorrectly to client

    By doombuggy, December 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • January 5, 2004

38. Pre Retirement Distributions from Money Purchase Plan

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

39. 1099-R Processing Tips

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

40. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.3k views
    • 
    • JJRetirement
    • August 4, 2016

41. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 19, 2008

42. Max loan ammount..

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

43. TEFRA 242(b) election

    By FundeK, November 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • November 16, 2004

44. plan termination and distributions

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

45. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • May 14, 2011

46. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • December 9, 2013

47. Plan Loan Extending Beyond Plan's Maximum Term Limit

    By 401 Chaos, September 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • 401 Chaos
    • September 26, 2012

48. defaulted loan

    By eilano, August 30, 2005
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • August 30, 2005

49. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.3k views
    • 
    • ACox
    • January 25, 2011

50. Disclaimed Death Benefit

    By DTH, June 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 5, 2007