Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Authority to process distribs after resigning

   By MSN, June 12, 2007
   • 1 reply
   • 1.1k views
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   • JanetM
   • June 12, 2007

2. Waiver of Excess Accumulation Penalty

   By Appleby, January 17, 2008
   • 1 reply
   • 1.8k views
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   • Guest
   • January 30, 2008

3. RMD - spouse of 5% owner

   By SMB, August 3, 2011
   • 1 reply
   • 1.5k views
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   • BG5150
   • August 3, 2011

4. Is an offset a distribution?

   By JAS76, November 5, 2020
   • 1 reply
   • 488 views
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   • Luke Bailey
   • November 5, 2020

5. Distribution at Early Retirement Age

   By Guest jmlumpkin, April 25, 2002
   • 1 reply
   • 1.4k views
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   • Mike Preston
   • April 25, 2002

6. non spouse bene will not respond

   By hileman, November 4, 2019
   • 1 reply
   • 618 views
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   • fmsinc
   • November 5, 2019

7. Interest Repayments

   By Guest Jhagan, January 16, 2002
   • 1 reply
   • 1.4k views
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   • Archimage
   • January 16, 2002

8. actuarial question

   By chris, November 14, 2003
   • 1 reply
   • 1.1k views
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   • MGB
   • November 14, 2003

9. Distribution to non-resident alien procedure

   By 30Rock, February 7, 2011
   • 1 reply
   • 3k views
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   • Nassau
   • February 9, 2011

10. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • July 10, 1999

11. Minimum Distribution - Revocable Trust named as Designated Beneficiary

    By Guest SHP, August 29, 2000
    • 1 reply
    • 1.8k views
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    • Guest
    • August 31, 2000

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

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

13. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia, November 15, 2022
    • 1 reply
    • 375 views
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    • Peter Gulia
    • November 16, 2022

14. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

    • rmd
    • 1 reply
    • 926 views
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    • CuseFan
    • March 24, 2017

15. Minimimum Distribution Requirements - IRA and 403b

    By richard, July 23, 1999
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • July 23, 1999

16. Distribution of a Deemed distribution

    By Guest chris4013, November 25, 2004
    • 1 reply
    • 1.4k views
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    • Ron Snyder
    • November 26, 2004

17. Return of over-distribution

    By Guest Bill, July 22, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • July 26, 1999

18. Repetitive Payments and After Tax contributions

    By Guest JEP, December 23, 2003
    • 1 reply
    • 969 views
    • 
    • FundeK
    • December 23, 2003

19. 1099R for post tax deferral distribution

    By Guest vtuhan, January 11, 2005
    • 1 reply
    • 985 views
    • 
    • JanetM
    • January 11, 2005

20. Amending a plan for Hardship Distributions

    By Guest cc1898, January 17, 2008
    • 1 reply
    • 1.5k views
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    • Guest
    • January 19, 2008

21. Status of loan when payments are withheld but not submitted

    By Guest MarthaAdmin, November 4, 2004
    • 1 reply
    • 1k views
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    • mbozek
    • November 4, 2004

22. Worthless Assets

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

23. Is quicker way to pay termination distributions in a quarterly-valuate

    By Guest FREE401k, August 3, 2000
    • 1 reply
    • 1.4k views
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    • bzorc
    • August 3, 2000

24. State Tax withholding ?

    By Guest sjpilger, December 23, 2003
    • 1 reply
    • 1.1k views
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    • david rigby
    • December 23, 2003

25. Rollover of after tax

    By Guest sritts, October 12, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 12, 2004

26. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.4k views
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    • Guest
    • August 14, 2009

27. In Service Withdrawals of Rollover contributions

    By 30Rock, April 26, 2010
    • 1 reply
    • 1.6k views
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    • J Simmons
    • April 27, 2010

28. California Disaster Area Declaration Sufficient for Hardship

    By Gilmore, April 3, 2020
    • 1 reply
    • 592 views
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    • mattmc82
    • April 6, 2020

29. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.1k views
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    • QDROphile
    • November 4, 2004

30. Katrina 1099-R Distribution Code

    By Gruegen, October 4, 2005
    • 1 reply
    • 1.6k views
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    • Guest
    • October 5, 2005

31. many loan violations

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

32. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 1.8k views
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    • Michael Devault
    • October 26, 2001

33. Loan repayment

    By Guest JWR, June 18, 2010
    • 1 reply
    • 986 views
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    • mbozek
    • June 18, 2010

34. Outstanding loans and mergers

    By Guest Statler, March 3, 2009
    • 1 reply
    • 893 views
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    • J Simmons
    • March 4, 2009

35. PPA Distribution Notices

    By Guest willz09, October 5, 2009
    • 1 reply
    • 1.5k views
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    • Bird
    • October 5, 2009

36. is an RMD to an active owner an "in service distribution"?

    By Lori H, April 19, 2016
    • 1 reply
    • 808 views
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    • Lou S.
    • April 19, 2016

37. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.5k views
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    • pmacduff
    • March 22, 2001

38. SAS 70

    By Guest ceholder, February 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • E as in ERISA
    • February 6, 2004

39. spousal consent needed for hardship?

    By Santo Gold, June 12, 2006
    • 1 reply
    • 1.2k views
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    • Santo Gold
    • June 12, 2006

40. Need to find Notice 97-10

    By Richard Anderson, October 25, 2000
    • 1 reply
    • 1.6k views
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    • Everett Moreland
    • October 25, 2000

41. How does a prohibited transaction loan get corrected if the participan

    By John A, April 16, 2001
    • 1 reply
    • 1.6k views
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    • Bill Berke
    • April 17, 2001

42. Loan from salary deferral contributions only

    By Guest Factster, September 12, 2001
    • 1 reply
    • 1.4k views
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    • Medusa
    • September 12, 2001

43. Employee after RBD Ceases to be a 5% Owner

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.4k views
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    • mbozek
    • March 21, 2002

44. Basis

    By FAPInJax, June 6, 2002
    • 1 reply
    • 1.4k views
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    • QDROphile
    • June 6, 2002

45. Early Withdrawal at age 59 1/2

    By wsp, April 4, 2005
    • 1 reply
    • 1.3k views
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    • Guest
    • April 4, 2005

46. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.1k views
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    • J Simmons
    • May 15, 2008

47. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.1k views
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    • david rigby
    • December 17, 2008

48. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.3k views
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    • Jim Norman
    • April 2, 2011

49. Transfer of Loan from one 401k plan to another.

    By Vlad401k, October 12, 2021
    • 1 reply
    • 431 views
    • 
    • Luke Bailey
    • October 14, 2021

50. 401k refund for prior yr, 1099-R & taxable year

    By TPApril, February 14, 2024
    • 1 reply
    • 476 views
    • 
    • Bri
    • February 14, 2024