Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Gift to University

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

2. Repayment of Deemed Distribution

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

3. When is first loan repayment due?

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

4. pooled plan added immediate payouts... with expected results

   By AlbanyConsultant, October 1, 2021
   • 16 replies
   • 1.2k views
   • 
   • Luke Bailey
   • October 7, 2021

5. Non-Spouse Beneficiary Distribution

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

6. Loan repayments and change of status

   By 30Rock, September 4, 2014
   • 4 replies
   • 1.2k views
   • 
   • Lou S.
   • September 5, 2014

7. Loan fee change?

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

8. 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

9. Distribution in Error

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

10. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick, May 2, 2016   

    • insurance
    • loan
    • (and 2 more)

      Tagged with:

      • insurance
      • loan
      • repayment
      • default
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • May 3, 2016

11. 1099-R help for me too!

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

12. Required Minimum Distributions

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

13. Distribution to U.S. Citizen living abroad

    By Vlad401k, November 5, 2018
    • 8 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 7, 2018

14. no rollover allowed out of plans?

    By Santo Gold, December 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 14, 2005

15. Rollovers of 'mandatory distributions'

    By Tom Poje, December 17, 2004
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • December 17, 2004

16. Plan Loan Default

    By waid10, October 20, 2009
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • October 20, 2009

17. How Much Security for Loans -

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

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

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

19. Successor Beneficiary of an Inherited IRA

    By 52626, July 1, 2024
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • July 7, 2024

20. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • J Simmons
    • January 23, 2009

21. 2 plans... one an owner.. one an employee

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

22. Loan Repayment

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

23. 2004 W4-P

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

24. 401K distribution

    By Guest sethf123, February 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mary Kay Foss
    • February 18, 2003

25. Automatic IRA rollover

    By Cynchbeast, January 22, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 22, 2013

26. RMD--multiple beneficiaries

    By Felicia, December 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • December 22, 2003

27. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen, December 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 6, 2002

28. latest permissible term date

    By ccassetty, June 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • ccassetty
    • June 6, 2003

29. Regulation for restricting distributions until termination or 59 1/2

    By Guest ckreut, May 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2005

30. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan, December 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • December 14, 2004

31. Reporting of Repaid Deemed Distribution

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

32. Distribution Code Chart

    By Guest Netminder, March 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2005

33. Form W-4R for distributions under $200

    By Lauren3333, March 13, 2023
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • March 17, 2023

34. Divorce and Outdated Beni Designation

    By Christine Roberts, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 25, 2003

35. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 16, 2006

36. COVID 19 and Hardship Distributions

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

37. RMD failure and corrections

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

38. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 9, 2006

39. Defaulted Loan Reported as Deemed Distribution

    By Übernerd, May 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 21, 2012

40. Proper Tax Year for Loan Default

    By Bruddah Kimo, January 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 9, 2008

41. Life insurance policy distribution

    By Santo Gold, August 12, 2023
    • 10 replies
    • 1.2k views
    • 
    • Roycal
    • August 15, 2023

42. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 8, 2005

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. Distributions after retirement age, but before actual retirement

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

45. Election form signature over 90 days old

    By Guest padmin, March 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • March 16, 2005

46. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 17, 2014

47. Failure to Remit Loan Payments

    By Guest Jimmy B, January 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2003

48. RMD's

    By kwalified, November 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • November 15, 2012

49. 945 forms

    By pmacduff, March 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • MARYMM
    • April 23, 2010

50. Rollover from DC Plan to DB Plan

    By Guest TedMunice, June 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2006