Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. In-Service Distribution from Merged MPP

   By DP, May 15, 2003
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • May 15, 2003

2. Non-Resident Alien Distribution

   By Nassau, June 18, 2013
   • 1 reply
   • 1.2k views
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   • BG5150
   • June 18, 2013

3. plan loans

   By mbozek, March 7, 2002
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • March 7, 2002

4. Delegating Loan Administration -- Foolish?

   By sloble@crowleyfleck.com, September 23, 2004
   • 1 reply
   • 1k views
   • 
   • R. Butler
   • September 24, 2004

5. Notary requirement for spousal consent on distribution form

   By NQS, June 23, 2010
   • 1 reply
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • June 23, 2010

6. loan default and repayment

   By thepensionmaven, February 14, 2013
   • 1 reply
   • 937 views
   • 
   • rcline46
   • February 14, 2013

7. Segregating a Terminated Participant's vested benefit

   By Guest PMiller, December 9, 2003
   • 1 reply
   • 1.1k views
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   • chris
   • December 9, 2003

8. 1099-R in name and TIN of deceased instead of beneficiary

   By jane123, February 22, 2005
   • 1 reply
   • 1.3k views
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   • Fredman
   • February 22, 2005

9. 1099R Box 12 & Box 15

   By Guest GordonJ, December 22, 2008
   • 1 reply
   • 2.8k views
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   • JanetM
   • December 22, 2008

10. Tax code on 1099R for defaulted loans

    By Guest terid, June 24, 2003
    • 1 reply
    • 9.1k views
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    • Harwood
    • June 24, 2003

11. More RMD Issues

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

12. Participant Loan

    By Jilliandiz, October 31, 2005
    • 1 reply
    • 1.4k views
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    • JanetM
    • October 31, 2005

13. December lump sum rates

    By Guest SuzieQNEC, January 16, 2009
    • 1 reply
    • 875 views
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    • david rigby
    • January 16, 2009

14. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • November 6, 2009

15. Loan

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

16. CARES act - existing loans

    By Scuba 401, July 24, 2020
    • 1 reply
    • 567 views
    • 
    • Luke Bailey
    • July 25, 2020

17. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp, December 9, 2003
    • 1 reply
    • 1.2k views
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    • pmacduff
    • December 10, 2003

18. Question RMD after date of death

    By MarZDoates, January 13, 2005
    • 1 reply
    • 1.1k views
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    • Belgarath
    • January 13, 2005

19. Election form signature over 90 days old

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

20. Plan Loan Question

    By Guest meeh3704, June 18, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • June 19, 2008

21. Notice of right to repayment under the cash-out rule.

    By Guest Thornton, August 28, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • March 5, 2002

22. Spousal Consent

    By Guest Henry P. Schneider, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • October 30, 2002

23. Maximum loan amount on multiple loans

    By Guest PensionAdministrator, May 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 15, 2003

24. hardship and in-service/notices?

    By EGB, October 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • February 16, 2001

25. RMD failure

    By MEPL, March 5
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • March 12

26. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.4k views
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    • jpod
    • May 20, 2009

27. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 4, 2003

28. Defaulted Participant Loan

    By Guest cease, July 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • July 17, 2003

29. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan?

    By Guest rocnrols2, May 14, 2004
    • 1 reply
    • 966 views
    • 
    • Guest
    • May 14, 2004

30. Amended 1099R - zero dollars

    By Guest lindamichals, December 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 21, 2004

31. Paying RMDs to incarcerated individual

    By msimpson, May 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Peter Gulia
    • May 4, 2011

32. rollover to a Roth IRA

    By betheeg, January 15, 2003
    • 1 reply
    • 995 views
    • 
    • Appleby
    • January 15, 2003

33. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

34. in-Service Withdrawal Employer Profit Sharing

    By Guest NeophiteTPA, July 18, 2007
    • 1 reply
    • 2k views
    • 
    • Jim Chad
    • July 18, 2007

35. Direct Rollover Option

    By joel, December 5, 2009
    • 1 reply
    • 955 views
    • 
    • Belgarath
    • December 7, 2009

36. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy, June 11, 2012
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • June 12, 2012

37. Loans from Retirement Plans and State Laws

    By Guest DennisT, October 22, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 25, 1999

38. Ghost of Participant Past Redux

    By Medusa, March 3, 2003
    • 1 reply
    • 894 views
    • 
    • MGB
    • March 3, 2003

39. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 20, 2003

40. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • December 14, 2010

41. Paid too much to a participant plus didn't withhold for taxes - what t

    By Guest MEGary, January 26, 2001
    • 1 reply
    • 1.4k views
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    • RCK
    • January 26, 2001

42. Joint and Survivor Annuities

    By MarZDoates, December 6, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 6, 2002

43. Death after failure to take RMD

    By PMC, July 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 25, 2006

44. INternational taxation of 401K distributions

    By Guest joan sterling, January 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 21, 2002

45. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

46. Account ownership after death but before distribution

    By Guest Susan Keys, February 10, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 10, 2004

47. Required Minimum Dist from 457 and IRA

    By Guest joebert, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 15, 2000

48. Deceased Participant With Outstanding Loan

    By bzorc, July 25, 2006
    • 1 reply
    • 1.6k views
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    • RTK
    • July 25, 2006

49. Loan Default Not Fault of Participants

    By waid10, January 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 8, 2010

50. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 28, 2010