Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMD Distribution

   By JKW, January 18, 2013
   • 6 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 18, 2013

2. the $5,000 limit - guess we can't ignore rollovers now

   By JanetM, October 25, 2004
   • 2 replies
   • 1.2k views
   • 
   • JanetM
   • October 25, 2004

3. Two different cashout limits under plan - how apply?

   By Guest TaxedToDeath, August 13, 2012
   • 3 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • August 14, 2012

4. Restricted Distributions

   By DTH, March 27, 2003
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • March 27, 2003

5. 10% penalty and loans

   By eilano, May 6, 2003
   • 3 replies
   • 1.2k views
   • 
   • Brenda Wren
   • May 16, 2003

6. Hardship Loan and Foreclosure Statement

   By Guest kdddk14, August 22, 2012
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • August 23, 2012

7. Katrina

   By Felicia, October 3, 2005
   • 0 replies
   • 1.2k views
   • 
   • Felicia
   • October 3, 2005

8. Worthless Assets

   By Guest lizano, January 30, 2010
   • 1 reply
   • 1.2k views
   • 
   • Peter Gulia
   • January 30, 2010

9. In-Service at Age 55

   By CLE401kGuy, April 19, 2012
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • April 19, 2012

10. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 9, 2011

11. Approval of Participant Loans in 401k

    By CLE401kGuy, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • October 27, 2011

12. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • Rai401k
    • January 16, 2014

13. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • November 24, 2007

14. Purchasing annuities

    By Guest llic, June 20, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2000

15. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.2k views
    • 
    • msmith
    • June 10, 2013

16. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2007

17. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

18. Optional Form of Benefit Eliminated

    By Dougsbpc, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 15, 2003

19. Waiver of Annuity Required?

    By RPP2001, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 14, 2010

20. Mandatory Cashouts

    By Purplemandinga, June 24, 2021
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • June 28, 2021

21. Can someone tell me the latest news regarding required minimum distrib

    By dmb, March 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2003

22. Non-spouse beneficiary rollover

    By SMB, August 11, 2010
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 12, 2010

23. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

24. Distribution Made Prior to Document Payout Date

    By Guest LCOLLINS, June 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 15, 2006

25. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

26. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000

27. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

28. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 23, 2015

29. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 31, 2005

30. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007

31. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • February 12, 2014

32. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 13, 2003

33. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

34. Legal Address for 30% withholding

    By rcline46, September 10, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2004

35. RMDs after death - IRS guidance?

    By Bird, April 18, 2023
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • April 20, 2023

36. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 29, 2008

37. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 22, 2014

38. minimum distributions

    By Guest Peter Langdon, December 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

39. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.2k views
    • 
    • jevd
    • June 16, 2005

40. Plan Loan Question

    By Guest meeh3704, June 18, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • June 19, 2008

41. Audits of deceased participants

    By Guest who me?, June 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2005

42. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • J Simmons
    • January 23, 2009

43. Whose responsibility for 1099?

    By BG5150, March 8, 2024
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • March 8, 2024

44. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

45. Automatic Rollovers

    By Guest kmvr, December 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 12, 2005

46. Life insurance policy distribution

    By Santo Gold, August 12, 2023
    • 10 replies
    • 1.2k views
    • 
    • Roycal
    • August 15, 2023

47. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 9, 2003

48. Unforeseeable Hardship- Funeral Expenses

    By DCRet24, August 29, 2018
    • 2 replies
    • 1.2k views
    • 
    • DCRet24
    • August 29, 2018

49. Participant Deceased, No Beneficiary or Estate - now what?

    By John A, December 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 20, 2002

50. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014