Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. When is first loan repayment due?

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

2. Rollover of cash-out distribution

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

3. Distribution to Beneficiary of Non-Spouse Beneficiary

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

4. rollover of loan

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

5. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

   By rocknrolls2, January 22, 2020
   • 6 replies
   • 1.2k views
   • 
   • Larry Starr
   • January 22, 2020

6. 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

7. Rules on Loan Programs

   By BG5150, June 18, 2014
   • 7 replies
   • 1.2k views
   • 
   • Gadgetfreak
   • June 19, 2014

8. Suspend RMDs

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

9. Hardship - In Service Distributions

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

10. RMDs after death to parents(beneficiaries)

    By mefrancis1729, November 2, 2023   

    • rmd
    • beneficary
    • (and 1 more)

      Tagged with:

      • rmd
      • beneficary
      • death
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • November 8, 2023

11. Annuity purchase to pay non spousal beneficiaries

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

12. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 12, 2008

13. Which rule has precedence?

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

14. In-Service Provision and Loans

    By eclark, June 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • June 28, 2007

15. Congressional Authorization of Loans (401k/404c)

    By Guest TrustButVerify, July 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 10, 2007

16. Distribution to spouse of dec'd participant

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

17. 1099-R help for me too!

    By pmacduff, January 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2009

18. Suspension of Benefit

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

19. Required Minimum Distributions

    By pgold, April 4, 2013
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 4, 2013

20. 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

21. Distributions made by Age 62 or Age 65?

    By Guest mam, May 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2000

22. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Below Ground
    • March 12, 2020

23. Diversification distribution from ESOP

    By lexi, March 2, 2007
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • March 2, 2007

24. Rollover from 401K to Roth IRA

    By Guest psgross, March 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2005

25. In-service Distribution

    By K-t-F, August 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • August 3, 2004

26. 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

27. Loan

    By joel, September 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • September 18, 2006

28. Stopping installment payments?

    By BG5150, July 5, 2024
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • October 31, 2025

29. 10% penalty

    By Felicia, February 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 21, 2003

30. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)?

    By katieinny, October 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 8, 2003

31. Any software recommendations for loan processing?

    By mwyatt, June 30, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 11, 2005

32. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 7, 2011

33. No beneficiary on file

    By WCC, February 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 14, 2017

34. BRF Testing for QJSA provisions/401(k) MPP merger

    By KJohnson, December 10, 2009
    • 0 replies
    • 1.2k views
    • 
    • KJohnson
    • December 10, 2009

35. Minimum Distribution Adjustment

    By Dougsbpc, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

36. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE, August 23, 2018
    • 3 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • August 24, 2018

37. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

38. Roth 401(k) rollover to Roth IRA

    By cdavis25, January 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 20, 2010

39. Reporting of Repaid Deemed Distribution

    By J. Bringhurst, September 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 10, 2010

40. Non-Spouse Beneficiary Distribution

    By Guest Donell, March 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 19, 2012

41. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 6, 2019

42. nontaxable portion of distribution

    By Guest KennyH, November 2, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 5, 2007

43. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.2k views
    • 
    • sam2012
    • February 7, 2014

44. Loan Repayment

    By jane123, March 21, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • March 21, 2003

45. 2 plans... one an owner.. one an employee

    By K-t-F, November 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 15, 2006

46. First MRD for a Participant who is over age 70 and

    By smm, June 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 12, 2003

47. Repayment of Deemed Distribution

    By Guest Statler, August 26, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2011

48. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • November 8, 2006

49. Distribution in Error

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

50. 2004 W4-P

    By Guest ArrowMatt, December 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 11, 2003