Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Legal Address for 30% withholding

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

2. late 1099-R

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

3. Plan Loan Question

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

4. RMD to a lost participant

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

5. RMD in year of distribution from PS plan

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

6. Hardship Withdrawals

   By Nassau, February 23, 2011
   • 2 replies
   • 1.2k views
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   • Nassau
   • February 23, 2011

7. Automatic Rollovers

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

8. Missing Participants?

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

9. Audits of deceased participants

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

10. Spousal ability to roll to IRA after deceased participant's required b

    By Guest lclark, June 22, 2000
    • 0 replies
    • 1.2k views
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    • Guest
    • June 22, 2000

11. Electronic filing and mismatch of ID # on 1099-R

    By Bird, March 10, 2005
    • 2 replies
    • 1.2k views
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    • Bird
    • March 16, 2005

12. Small Distribution Withholding Taxes

    By Below Ground, January 5, 2009
    • 5 replies
    • 1.2k views
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    • Below Ground
    • January 6, 2009

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

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

14. QDRO

    By Guest lskin, June 19, 2006
    • 1 reply
    • 1.2k views
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    • Guest
    • June 19, 2006

15. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2005

16. Loan Default

    By Guest johnberube, April 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • April 9, 2009

17. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 12, 2003

18. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • July 9, 2024

19. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp, December 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • December 10, 2003

20. IRS regs for Hardship

    By Guest yvonne001, December 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2007

21. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2009

22. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • September 10, 2007

23. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 5, 2005

24. Illegal Aliens

    By dmwe, June 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

25. Need to pay tax on a defaulted 401k distribution twice?

    By sdgates, July 16, 2018
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • July 16, 2018

26. Plan Participant Refuses Distribution

    By pgold, November 10, 2016
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • November 10, 2016

27. Loan fee change?

    By Guest PensionPrincess, November 30, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • December 2, 2009

28. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

29. loan default

    By thepensionmaven, March 11, 2013   

    • loan default
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 11, 2013

30. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 9, 2003

31. 72(t) exemption

    By Felicia, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • March 23, 2003

32. Terminated Plan

    By Randy Watson, June 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 13, 2007

33. spousal consent needed for hardship?

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

34. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2001

35. Death of a terminated vested participant under age 55

    By Guest crosseyetester, November 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 17, 2006

36. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 11, 2003

37. Mindi Transfer From Db To Ira

    By Guest SCUDDESLER, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 1, 2003

38. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dazednconfused
    • December 9, 2010

39. Allocate LOSS to after-tax contributions

    By Guest esi-jht, August 29, 2006
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • August 29, 2006

40. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 11, 2008

41. Annuity form of benefit

    By Guest Labradane, December 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2002

42. spousal consent for participant loan

    By Guest Jane Freeman, May 7, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 7, 2004

43. COVID 19 and Hardship Distributions

    By DKE, March 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 18, 2020

44. In-Plan Roth Conversion & 2024 RMD

    By TPApril, June 13, 2024
    • 6 replies
    • 1.2k views
    • 
    • Appleby
    • June 15, 2024

45. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • May 27, 2010

46. Prohibited Transaction ?

    By Guest AlyssaC, June 21, 2007
    • 1 reply
    • 1.2k views
    • 
    • wsp
    • June 21, 2007

47. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62, March 30, 2012
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 30, 2012

48. Incorrect Loan Payments

    By bevfair, November 29, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 29, 2018

49. When is first loan repayment due?

    By emmetttrudy, April 23, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 24, 2013

50. More RMD Issues

    By billfgrady, February 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2004