Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Profit Sharing Plan distribution when participant has a life insurance

   By maverick, January 22, 2002
   • 12 replies
   • 3.6k views
   • 
   • Belgarath
   • February 4, 2002

2. Termination to receive distribution and then rehired

   By Guest THess, November 5, 2003
   • 9 replies
   • 3.6k views
   • 
   • KJohnson
   • November 6, 2003

3. 1099-R reporting and withholding on reissued distribution checks

   By JDuns, February 20, 2001
   • 5 replies
   • 3.6k views
   • 
   • Wessex
   • February 27, 2001

4. 401k RMD after IRA rollover

   By legort69, January 9, 2018   

   • 401k rmd rollover
   • 12 replies
   • 3.6k views
   • 
   • TPApril
   • August 28, 2018

5. is mother of owner entitled to defer 70 1/2 distribution?

   By k man, December 3, 2003
   • 9 replies
   • 3.6k views
   • 
   • GBurns
   • December 4, 2003

6. Processing Distributions in 2020

   By Gilmore, April 16, 2020
   • 31 replies
   • 3.5k views
   • 
   • Bird
   • April 22, 2020

7. standard definition?

   By Guest mikeak, September 9, 2003
   • 3 replies
   • 3.5k views
   • 
   • MGB
   • September 9, 2003

8. Calculating Earnings for a Gap Period

   By Guest msxtrme, February 16, 2005
   • 4 replies
   • 3.5k views
   • 
   • Guest
   • February 17, 2005

9. In-kind Distribution a Protected Benefit?

   By Guest TortoraG, March 26, 1999
   • 1 reply
   • 3.5k views
   • 
   • Guest
   • March 26, 1999

10. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold, June 22, 2021
    • 5 replies
    • 3.5k views
    • 
    • Belgarath
    • June 29, 2021

11. What are stirpes?

    By Santo Gold, December 8, 2004
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • December 21, 2004

12. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 3.5k views
    • 
    • mbozek
    • November 29, 2010

13. ad hoc distributions - protected benefit?

    By AlbanyConsultant, August 17, 2018
    • 4 replies
    • 3.5k views
    • 
    • Luke Bailey
    • August 17, 2018

14. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski, April 1, 2016
    • 8 replies
    • 3.5k views
    • 
    • JPIngold
    • November 10, 2017

15. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 3.5k views
    • 
    • Kevin C
    • February 9, 2012

16. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 28, 2001

17. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek, February 8, 2001
    • 1 reply
    • 3.5k views
    • 
    • Alan Simpson
    • February 8, 2001

18. ROTH conversion process

    By Basically, December 7, 2023
    • 8 replies
    • 3.5k views
    • 
    • QDROphile
    • December 8, 2023

19. Accrued Interest on Participant Loan

    By Guest Ann, October 20, 1998
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • November 10, 1998

20. Participant Loan Upon Plan Termination

    By Randy Watson, April 20, 2006
    • 10 replies
    • 3.4k views
    • 
    • masteff
    • January 7, 2014

21. Spousal Rollover of death benefit into same plan

    By Craig Garner, December 1, 2014
    • 10 replies
    • 3.4k views
    • 
    • DP
    • May 19, 2016

22. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • November 19, 2005

23. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.4k views
    • 
    • LANDO
    • July 24, 2017

24. Distribution paid to plan sponsor?

    By Guest YvonneT, July 23, 2012
    • 16 replies
    • 3.4k views
    • 
    • mbozek
    • July 25, 2012

25. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA, June 11, 2007
    • 9 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • June 12, 2012

26. Participant wants to cease payroll withholding and default on loan

    By TPA Bob, January 4, 2017   

    • participant loans
    • default
    • (and 1 more)

      Tagged with:

      • participant loans
      • default
      • payroll withholding loan payments
    • 28 replies
    • 3.4k views
    • 
    • RatherBeGolfing
    • January 9, 2017

27. "Pending" cause of death prevents distribution to death beneficiary

    By Flyboyjohn, May 16, 2024
    • 7 replies
    • 3.4k views
    • 
    • Peter Gulia
    • May 17, 2024

28. Required minimum distribution (5% owner)

    By k man, March 18, 2013
    • 1 reply
    • 3.4k views
    • 
    • Belgarath
    • March 18, 2013

29. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • September 28, 2002

30. Inactive 401(k) participant deferring plan loans WITHOUT making loan payments or taking distributions.

    By Guest Richard Plant, March 23, 2004
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • April 1, 2004

31. Can a participant with a deemed loan take a new loan?

    By lradimer, June 4, 2015   

    • loan
    • deemed
    • 4 replies
    • 3.4k views
    • 
    • NJ Mike
    • June 4, 2015

32. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 21, 2009

33. RMD, in-kind distribution

    By emmetttrudy, September 22, 2014
    • 8 replies
    • 3.4k views
    • 
    • emmetttrudy
    • September 22, 2014

34. NUA election--can basis be rolled in kind???

    By Guest danmar, September 2, 1999
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 7, 1999

35. 70 1/2 Minimum Distribution

    By Guest Richelle, September 3, 1998
    • 7 replies
    • 3.4k views
    • 
    • Alonzo
    • November 4, 1998

36. Payment of benefits into court fund pending interpleader

    By Guest Jose Rosario, November 27, 2002
    • 7 replies
    • 3.4k views
    • 
    • mbozek
    • December 2, 2002

37. 2008 Form 945

    By Anonymoose, November 9, 2010
    • 9 replies
    • 3.4k views
    • 
    • K2retire
    • November 15, 2010

38. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 3.4k views
    • 
    • imchipbrown
    • January 21, 1999

39. New QOSA Rules

    By Guest Grumpy456, May 14, 2008
    • 9 replies
    • 3.4k views
    • 
    • Mike Preston
    • February 6, 2010

40. Defaulted Loan - 1099R Never issued

    By Guest JDK, January 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • July 18, 2011

41. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold, October 9, 2012
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 10, 2012

42. State Income Tax Withholding for Maryland on retirement plan distribut

    By Guest Kevin Plymyer, September 26, 2000
    • 6 replies
    • 3.4k views
    • 
    • Harwood
    • January 21, 2004

43. Due Date of 945 Tax Payment - FIT withholding on pension distributions

    By MarZDoates, June 20, 2014
    • 5 replies
    • 3.4k views
    • 
    • MarZDoates
    • June 20, 2014

44. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2005

45. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • stephen
    • March 21, 2006

46. Late RMDs: Is There a Notification Requirement?

    By Übernerd, November 21, 2005
    • 2 replies
    • 3.3k views
    • 
    • Übernerd
    • January 18, 2006

47. Trust as beneficiary and separate accounts

    By smm, May 16, 2002
    • 9 replies
    • 3.3k views
    • 
    • mbozek
    • May 23, 2002

48. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • January 20, 2005

49. Hardship Withdrawal from Match Source Only

    By kevind2010, November 29, 2012
    • 4 replies
    • 3.3k views
    • 
    • Bird
    • November 29, 2012

50. Hardship - Code Section 165 damage repair

    By jmartin, October 5, 2011
    • 1 reply
    • 3.3k views
    • 
    • masteff
    • October 6, 2011