Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

   By Steamboat, May 5, 2022
   • 11 replies
   • 1.1k views
   • 
   • CuseFan
   • May 10, 2022

2. Hardship Distribution for short sale?

   By Lou S., January 21, 2009
   • 11 replies
   • 1.6k views
   • 
   • Lou S.
   • January 22, 2009

3. Beneficiary Designation

   By Guest sextonro, August 8, 2003
   • 11 replies
   • 2.2k views
   • 
   • mbozek
   • August 14, 2003

4. Who is responsible to deem a participant loan?

   By Guest CJJ, May 18, 2006
   • 11 replies
   • 3.2k views
   • 
   • FormsRstillmylife
   • June 7, 2006

5. Rollover Check - disgruntled participant

   By Pammie57, August 1, 2018
   • 11 replies
   • 1.3k views
   • 
   • KED
   • August 2, 2018

6. Mandatory Federal Withholding

   By Dougsbpc, January 11, 2022
   • 11 replies
   • 1k views
   • 
   • EBECatty
   • January 13, 2022

7. Successful methods for locating lost participants???

   By Guest pjg, March 25, 2003
   • 11 replies
   • 2.2k views
   • 
   • rosskeene
   • March 24, 2004

8. Beneficiary Rollovers

   By Felicia, July 27, 2007
   • 11 replies
   • 2k views
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   • WDIK
   • August 10, 2007

9. Plan participant dies - has no designated beneficiary and no will

   By Tom, March 24
   • 11 replies
   • 1.9k views
   • 
   • ESOP Guy
   • March 26

10. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 2.5k views
    • 
    • mbozek
    • March 4, 2012

11. RMD / Retirement / RBD

    By JPIngold, November 17, 2016
    • 11 replies
    • 1.7k views
    • 
    • TPApril
    • November 23, 2016

12. Participant used loan money for a different reason that originally stated.

    By Guest tracys, February 17, 2004
    • 11 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 18, 2004

13. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150, May 1, 2019
    • 11 replies
    • 1.8k views
    • 
    • Appleby
    • May 6, 2019

14. alternate payee beneficiary

    By Earl, June 30, 2006
    • 11 replies
    • 5.4k views
    • 
    • Kirk Maldonado
    • July 13, 2006

15. Spouse portion of DC plan balance based on 50% J&S annuity purchase

    By Guest crosseyedtester, April 24, 2004
    • 11 replies
    • 2.2k views
    • 
    • david rigby
    • April 28, 2004

16. Loan for Hardship Reasons

    By Megandps, October 18, 2019
    • 11 replies
    • 2.7k views
    • 
    • Larry Starr
    • October 24, 2019

17. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 1.6k views
    • 
    • K2retire
    • April 14, 2009

18. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.7k views
    • 
    • K2retire
    • October 21, 2008

19. Mandatory Cash Out Amount - $1,000 limit

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.1k views
    • 
    • BG5150
    • June 29, 2020

20. Eliminate QJSA as normal form under PSP?

    By Guest Kathleen Meagher, September 15, 2004
    • 11 replies
    • 2.4k views
    • 
    • rlb64
    • September 20, 2004

21. RMD - 402f notice not needed?

    By AlbanyConsultant, May 31, 2021
    • 11 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 2, 2021

22. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.2k views
    • 
    • Bird
    • March 21, 2018

23. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.6k views
    • 
    • TPAnnie
    • December 1, 2009

24. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 5, 2018

25. Tax withholding before or after check delivery fees?

    By bcmom, May 8, 2014   

    • distributions
    • tax withholding
    • 11 replies
    • 2.5k views
    • 
    • Belgarath
    • May 9, 2014

26. Distribution processed after participant is rehired

    By pam@bbm, July 17, 2015
    • 11 replies
    • 2.9k views
    • 
    • My 2 cents
    • July 21, 2015

27. Plan Termination and the distribution

    By Guest jetfaninmn, May 3, 2006
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • May 16, 2006

28. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 1.5k views
    • 
    • 401_noob
    • July 6, 2017

29. Spousal waiver when there is a Marital Settlement Agreement

    By Bird, February 9, 2024
    • 10 replies
    • 22.6k views
    • 
    • Peter Gulia
    • February 13, 2024

30. Tax reporting of deceased participant loan

    By Guest halka, April 28, 1999
    • 10 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • September 12, 2012

31. Partic dies in year of first RMD

    By BG5150, December 6, 2018
    • 10 replies
    • 1.2k views
    • 
    • jsample
    • December 11, 2018

32. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

33. In-Service Distribution with Outstanding Loan

    By Randy Watson, August 3, 2011
    • 10 replies
    • 4.2k views
    • 
    • Bird
    • August 4, 2011

34. Life insurance policy distribution

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

35. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek, September 9, 2008
    • 10 replies
    • 2.9k views
    • 
    • J Simmons
    • September 9, 2008

36. Distribution timing - withdrawal date or check date?

    By Guest Emiman, December 16, 2004
    • 10 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 17, 2004

37. Loan Fee and 50% Loan Limit

    By Gadgetfreak, July 17, 2012
    • 10 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • July 17, 2012

38. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 2.5k views
    • 
    • CJ Allen
    • February 6, 2018

39. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1, 2019
    • 10 replies
    • 1.7k views
    • 
    • G8Rs
    • April 9, 2019

40. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • February 18, 2014

41. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 12, 2021

42. Required Minimum Distribution?

    By Guest jgordon, March 24, 2004
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

43. Prohibited Distribution of Deferrals

    By Below Ground, April 20, 2009
    • 10 replies
    • 1.5k views
    • 
    • Below Ground
    • April 22, 2009

44. 30% withholding

    By Guest 401kproman, November 14, 2002
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

45. Hardship available to rent apartment?

    By BG5150, July 10, 2014
    • 10 replies
    • 12.9k views
    • 
    • Bird
    • July 11, 2014

46. Loan limit exceeded, what to do?

    By FundeK, April 14, 2004
    • 10 replies
    • 3k views
    • 
    • QDROphile
    • April 16, 2004

47. latest possible loan repayment start date

    By justanotheradmin, July 11, 2014
    • 10 replies
    • 3.6k views
    • 
    • BG5150
    • July 15, 2014

48. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • November 1, 2004

49. Legally separated spouse's consent??

    By chris, September 20, 2002
    • 10 replies
    • 4k views
    • 
    • chris
    • September 22, 2002

50. 401(a)(9) distributions from rollover in DB Plan

    By JAY21, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • August 28, 2009