Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099r - roth conversion

   By Beemer, January 13, 2014   

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

2. Hardship Withdrawals

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

3. MRD from ESOP/PS Plan hybrid

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

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

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

5. Separation of service?

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

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

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

7. Loan Policy requires repayments through payroll reduction... other options?

   By AlbanyConsultant, July 15, 2019
   • 4 replies
   • 1.2k views
   • 
   • QDROphile
   • July 16, 2019

8. IRS regs for Hardship

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

9. QDRO

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

10. Loan Default

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

11. Changing Distribution Elections Post-Commencement

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

12. Min Distrib and Former Key

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

13. Illegal Aliens

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

14. Outstanding loans/Death Distributions

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

15. Small Distribution Withholding Taxes

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

16. 1099-R excess contribution

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

17. Terminated Plan

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

18. Calculating an RMD with an annuity and subsequent accruals

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

19. loan default

    By thepensionmaven, March 11, 2013   

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

20. Reasonable rate of interest

    By bzorc, October 11, 2021
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 13, 2021

21. spousal consent needed for hardship?

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

22. 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

23. Employer Securities as part of in-plan Roth Rollovers

    By TD, July 20, 2023
    • 4 replies
    • 1.2k views
    • 
    • Paul I
    • July 24, 2023

24. Annuity form of benefit

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

25. Mindi Transfer From Db To Ira

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

26. Lump Sum Federal Withholding

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

27. Loans

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

28. 72(t) exemption

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

29. Allocate LOSS to after-tax contributions

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

30. Loan fee change?

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

31. spousal consent for participant loan

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

32. beneficiary "rights" after new RMD regs

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

33. Plan Participant Refuses Distribution

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

34. Ineligible Loan Permitted

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

35. lost terminated participant

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

36. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser, November 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • December 8, 2004

37. Funds accumulated for at least two years: meaning?

    By BG5150, June 13, 2025
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2025

38. Which rule has precedence?

    By Guest mikeak, June 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 14, 2004

39. Continuation of periodic payments after re-hire following a good-faith

    By gle3186, September 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • gle3186
    • September 9, 2002

40. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • April 17, 2003

41. Suspend RMDs

    By PMC, January 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • January 18, 2006

42. Hardship - In Service Distributions

    By Guest psgross, January 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 30, 2007

43. Loan Refinancing

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

44. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

45. Suspension of Benefit

    By Guest t936, April 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2005

46. RMD failure and corrections

    By Karen McIver, May 14, 2019
    • 2 replies
    • 1.2k views
    • 
    • justanotheradmin
    • May 15, 2019

47. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

48. rollover of loan

    By k man, May 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 27, 2009

49. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2006

50. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004