Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Annuity purchase to pay non spousal beneficiaries

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

2. Roth Qualified Distribution

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

3. More RMD Issues

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

4. 1099-R help for me too!

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

5. 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

6. In-Plan Roth Conversion of merged MPP assets

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

7. Distributions made by Age 62 or Age 65?

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

8. When is first loan repayment due?

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

9. Rules on Loan Programs

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

10. Distribution in the mail and employer rehired employee

    By Kansas401k, August 16, 2023   

    • rehire distribution
    • 9 replies
    • 1.2k views
    • 
    • CuseFan
    • August 18, 2023

11. 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

12. Required Minimum Distributions

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

13. In-Service Provision and Loans

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

14. Diversification distribution from ESOP

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

15. Rollover from 401K to Roth IRA

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

16. In-service Distribution

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

17. 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

18. Loan

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

19. Disabled Participant Unable to Repay loan

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

20. 10% penalty

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

21. Incorrect Loan Payments

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

22. nontaxable portion of distribution

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

23. Any software recommendations for loan processing?

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

24. Minimum Distribution Adjustment

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

25. Withdrawal of Rollover $

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

26. Repayment of Deemed Distribution

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

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

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

28. 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

29. Non-Spouse Beneficiary Distribution

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

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

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

31. Gift to University

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

32. No beneficiary on file

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

33. Loan Repayment

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

34. 2004 W4-P

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

35. Rollovers of 'mandatory distributions'

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

36. Automatic IRA rollover

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

37. 2 plans... one an owner.. one an employee

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

38. no rollover allowed out of plans?

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

39. Distribution in Error

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

40. How Much Security for Loans -

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

41. Loan repayments and change of status

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

42. Plan Loan Default

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

43. Reporting of Repaid Deemed Distribution

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

44. COVID 19 and Hardship Distributions

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

45. Roth 401(k) rollover to Roth IRA

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

46. Fiduciary timing responsibilities for processing & forwarding dist

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

47. Loans defaulted, but no 1099-R's issued

    By BG5150, April 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • April 12, 2013

48. RMD--multiple beneficiaries

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

49. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

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

50. 401K distribution

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