Distributions and Loans, Other than QDROs

4,172 topics in this forum

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

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

2. Distribution reported incorrectly to client

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

3. Money Purchase Plan: Termination and Distribution

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

4. RMDs after death - IRS guidance?

   By Bird, April 18, 2023
   • 5 replies
   • 1.3k views
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   • Bird
   • April 20, 2023

5. TEFRA 242(b) election

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

6. 20% FIT Error

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

7. Disclaimed Death Benefit

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

8. Required minimum distribution/installment payments

   By pmacduff, March 8, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • March 8, 2012

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

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

10. Maximum Loan Amount

    By jane123, January 13, 2005
    • 3 replies
    • 1.3k views
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    • jane123
    • January 13, 2005

11. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.3k views
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    • Guest
    • November 24, 2003

12. RMD with ROTH

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

13. MRD or not?

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

14. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • February 22, 2008

15. How to proceed when distributions taken but not allowed

    By Guest FLALADY, June 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 14, 2006

16. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • January 15, 2003

17. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.3k views
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    • JOH
    • February 8, 2021

18. Proper dist code

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

19. Rollover to a Roth IRA

    By Guest jetfaninmn, October 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • October 9, 2006

20. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • April 20, 2020

21. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.3k views
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    • FundeK
    • May 29, 2007

22. interpleader

    By Guest b2kates, December 2, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2002

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

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

24. defaulted loan

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

25. Loan Offsets and Cashouts

    By Guest Rosalind, May 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • July 26, 2004

26. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2000

27. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.3k views
    • 
    • J Simmons
    • January 23, 2009

28. What code to use for a qualified hurricane distribution?

    By Vlad401k, October 6, 2017
    • 3 replies
    • 1.3k views
    • 
    • Phil Royce
    • October 9, 2017

29. Gain on excess annual additions

    By Guest ktyler, November 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

30. State taxes

    By rcline46, September 29, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • September 29, 2004

31. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • November 23, 2003

32. Withholding on distribution to Estate

    By dmwe, June 26, 2007
    • 1 reply
    • 1.3k views
    • 
    • wsp
    • June 26, 2007

33. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • April 24, 2006

34. RMD and Life Insurance Investment

    By RPP2001, December 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • December 9, 2013

35. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 15, 2002

36. RMD and non-5% owner participants

    By bevfair, July 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 25, 2012

37. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • May 3, 2005

38. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2009

39. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
    • 0 replies
    • 1.3k views
    • 
    • TCWalker
    • August 4, 2005

40. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • RCK
    • January 9, 2003

41. How to distribute vested benefits to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 30, 2003

42. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.3k views
    • 
    • ombskid
    • December 13, 2010

43. Is this really a "Distribution", requiring a 1099?

    By Guest Happy Actuary, August 12, 2004
    • 3 replies
    • 1.3k views
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    • mbozek
    • August 12, 2004

44. Where to find settled cases?

    By FundeK, July 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • July 27, 2004

45. Tracking Payments to Retired Participants.

    By Guest, April 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 13, 2000

46. Age 65 Distributions - 401(a)(14)

    By Guest Kiki, October 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 2010

47. Non-Resident Alien Distribution

    By Nassau, June 18, 2013
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • June 18, 2013

48. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys, December 12, 2002
    • 2 replies
    • 1.3k views
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    • mbozek
    • December 12, 2002

49. Missing Participants and State Law

    By Susan S., July 18, 2013
    • 2 replies
    • 1.3k views
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    • BG5150
    • July 19, 2013

50. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 3, 2009