Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship - In Service Distributions

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

2. Hardhip withdrawal of MP funds transferred to K plan

   By BG5150, March 25, 2013
   • 1 reply
   • 833 views
   • 
   • rcline46
   • March 25, 2013

3. Participant goes back to work; can min req distribs be stopped?

   By sf2699, February 5, 2015   

   • 409A
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • February 6, 2015

4. Cash Out Threshold after partial distribution

   By jkharvey, August 18, 2016
   • 1 reply
   • 744 views
   • 
   • Kevin C
   • August 19, 2016

5. Waiver of Annuity Required?

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

6. Daily Value of interest

   By emmetttrudy, November 17, 2011
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 18, 2011

7. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS

   By jlf, July 29, 1999
   • 1 reply
   • 1.5k views
   • 
   • jlf
   • August 24, 1999

8. 1099 R Year

   By AmyETPA, January 16, 2023
   • 1 reply
   • 493 views
   • 
   • Lou S.
   • January 17, 2023

9. 100% withholding - eligible rollover distribution

   By Guest wolfman, November 14, 2002
   • 1 reply
   • 1.1k views
   • 
   • Jean
   • November 14, 2002

10. Quick question and answer: Husband of owner needs RMD after 70.5?

    By Lori H, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 13, 2010

11. Loan Rollover?

    By Guest J Samuelson, August 25, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dowist
    • August 25, 1999

12. Mandatory Distributions (less than $1000)

    By jkharvey, January 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 30, 2007

13. Distributions after retirement age, but before actual retirement

    By Guest Tara Curran, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 6, 2002

14. HS to buy house-what if closing falls thru?

    By doombuggy, February 29, 2016   

    • hardship
    • 1 reply
    • 792 views
    • 
    • GMK
    • February 29, 2016

15. Payer's state no.?

    By John A, March 21, 2002
    • 1 reply
    • 4.8k views
    • 
    • Guest
    • March 21, 2002

16. Taxability of life insurance held as an asset in PSP

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • December 8, 2003

17. Allow distributions in cash or property

    By Jim Chad, August 12, 2008
    • 1 reply
    • 945 views
    • 
    • J Simmons
    • August 12, 2008

18. Loan discrimination

    By Guest P Williamson, June 16, 2009
    • 1 reply
    • 927 views
    • 
    • WDIK
    • June 16, 2009

19. Child Beneficiary - documentation?

    By jmartin, October 20, 2016
    • 1 reply
    • 620 views
    • 
    • david rigby
    • October 20, 2016

20. Loan coupons at termination

    By Guest kfel, January 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • January 4, 2001

21. Rehire by the same company after pension distribution

    By Guest pleasehelpme, December 7, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 8, 2003

22. Distribution of Undivided Interests in Real Estate

    By chris, March 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2008

23. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • August 27, 2001

24. How to distribute vested benefits to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 30, 2003

25. Spousal Consent Rules

    By Guest welcomehome, June 24, 2004
    • 1 reply
    • 1.9k views
    • 
    • ccassetty
    • June 24, 2004

26. RMD in year of death

    By M Norton, December 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 21, 2008

27. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 22, 2009

28. Distribution to Japanese ex-pat

    By msmith, October 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 31, 2013

29. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 5, 2002

30. NUA and Lump Sum distributions

    By Guest Stenli, December 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 5, 2002

31. Defaulted Loan

    By bzorc, March 29, 2014
    • 1 reply
    • 977 views
    • 
    • Jim Chad
    • March 31, 2014

32. Reliance upon new minimum distribution rules for RBD of 4/1/2001?

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • February 13, 2001

33. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 18, 2008

34. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 3, 2012

35. Deemed Distribution Reversal

    By CurlyBert, December 8, 2017   

    • loans
    • deemed distribution
    • (and 1 more)

      Tagged with:

      • loans
      • deemed distribution
      • 401k
    • 1 reply
    • 916 views
    • 
    • Bird
    • December 11, 2017

36. Is the notice to remove J&S language a separate notice or can be

    By Guest Paul Jalazo, February 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 9, 2001

37. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • December 7, 2001

38. Minimum Required Distributions

    By Guest Carol D, May 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • May 22, 2002

39. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN

    By legort69, February 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • February 18, 2005

40. Documenting Hardship for Next 12 Months of Education Expenses

    By namealreadyinuse, June 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Nate X
    • June 14, 2006

41. Special Tax Notice for in service dists?

    By TPApril, December 15, 2021
    • 1 reply
    • 902 views
    • 
    • Lou S.
    • December 15, 2021

42. Loans to sole participants

    By Guest Charlie, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • September 13, 2001

43. SEPP

    By Guest danmar, September 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 1999

44. How to correct distribution from 401(k) plan to participant whose empl

    By Guest Ed Walker, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • October 27, 2000

45. TEFRA 242 Elections/RMD's

    By Guest bubs, March 21, 2002
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • March 21, 2002

46. Distribution in Error

    By DP, June 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • June 23, 2003

47. Distribution of Trailing Contributions

    By Guest Luci, September 10, 1999
    • 1 reply
    • 6.4k views
    • 
    • Guest
    • September 10, 1999

48. DB rollover

    By Guest EBC, August 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • August 25, 2001

49. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 2.9k views
    • 
    • ccassetty
    • December 2, 2005

50. How Much Security for Loans -

    By namealreadyinuse, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 14, 2006