Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Roth 401(k) rollover to Roth IRA

   By cdavis25, January 20, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 20, 2010

2. Incorrect Loan Made

   By Archimage, June 25, 2004
   • 4 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2004

3. DC Plan Distribution Window

   By Blinky the 3-eyed Fish, February 27, 2007
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • February 27, 2007

4. Whose responsibility for 1099?

   By BG5150, March 8, 2024
   • 3 replies
   • 1.1k views
   • 
   • Paul I
   • March 8, 2024

5. Special Tax Notice

   By Guest Pensions in Paradise, March 9, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 9, 2006

6. Waiver of RMDs - 2009

   By PJ2009, September 8, 2009
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 8, 2009

7. last check, tax reporting and withholding

   By Guest puzzled, January 11, 2013   

   • pension
   • withholding
   • (and 7 more)

     Tagged with:

     • pension
     • withholding
     • beneficiary
     • last check
     • final benefit payment
     • reissue
     • constructive
     • 1099-R
     • taxation
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 11, 2013

8. Can an RMD from a profit sharing plan be taken from an IRA?

   By Lori H, September 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • September 4, 2013

9. Distribution in the mail and employer rehired employee

   By Kansas401k, August 16, 2023   

   • rehire distribution
   • 9 replies
   • 1.1k views
   • 
   • CuseFan
   • August 18, 2023

10. Loan from Rollover before becoming participant?

    By BG5150, May 18, 2018
    • 7 replies
    • 1.1k views
    • 
    • JackS
    • May 21, 2018

11. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • January 7, 2014

12. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • December 18, 2010

13. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • January 31, 2006

14. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

15. Taxation of distribution to a beneficiary which is a trust

    By Alan Simpson, March 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • March 4, 2004

16. Defaulted Loan not reported

    By Guest MEWilson, November 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 2, 2004

17. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 3, 2008

18. Loans allowed only for hardship

    By Belgarath, June 2, 2023
    • 4 replies
    • 1.1k views
    • 
    • Paul I
    • June 2, 2023

19. Distribution to Japanese ex-pat

    By msmith, October 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 31, 2013

20. Expanded Availability For Inservice Distributions?

    By mming, September 2, 2021
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • September 7, 2021

21. Mandatory Cashouts

    By Purplemandinga, June 24, 2021
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • June 28, 2021

22. corrective distributions under ppa

    By Beemer, October 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • Beemer
    • October 18, 2006

23. Tax Reporting Defaulted Loans

    By DTH, November 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • November 20, 2002

24. Installment Change

    By DTH, March 9, 2007
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • March 9, 2007

25. Hardship Withdrawal

    By Nassau, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 22, 2012

26. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • November 6, 2008

27. Participant now excluded class--hardship available?

    By BG5150, June 2, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • June 2, 2014

28. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • July 10, 2009

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

    By sdgates, July 16, 2018
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • July 16, 2018

30. Independent Contractor

    By CLE401kGuy, April 24, 2012
    • 3 replies
    • 1.1k views
    • 
    • CLE401kGuy
    • April 24, 2012

31. Penatly(?) for not cashing out low balances

    By BG5150, May 29, 2014
    • 5 replies
    • 1.1k views
    • 
    • MoJo
    • May 29, 2014

32. DB plan with empoloyee contributions

    By Guest SuzieQNEC, August 21, 2009
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 4, 2009

33. loan

    By Guest greggi39, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 20, 2002

34. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2019

35. Loans Taken but Not Allowed in Doc

    By Dazednconfused, July 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • July 30, 2014

36. Rollover Returned to Plan

    By BTG, March 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 23, 2009

37. RMD from PS plan with life insurance only major asset

    By Guest SteveD, June 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2004

38. RMD

    By joel, August 7, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 7, 2013

39. Excess Deferral (402(g) Limit) Distribution Deadline

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.1k views
    • 
    • Gruegen
    • April 16, 2020

40. DB Beneficiary Deceased

    By Guest Relief, June 7, 2010
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • June 7, 2010

41. Prohibited Transaction?

    By mming, August 19, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2008

42. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 10, 2006

43. Open IRA in name of Decedent...

    By chris, March 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • jaemmons
    • March 11, 2003

44. Can a terminated participant take a distribution and then payback loan?

    By Spencer, September 17, 2013   

    • defaulted loan
    • terminated participant
    • 2 replies
    • 1.1k views
    • 
    • ForksnKnives
    • September 18, 2013

45. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004

    By maverick, January 22, 2004
    • 4 replies
    • 1.1k views
    • 
    • maverick
    • January 23, 2004

46. Beneficiary Designation Issue

    By chris, August 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • chris
    • August 5, 2003

47. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • February 4, 2010

48. Trailing Distributions

    By Guest Beth Handrick, August 27, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 27, 2009

49. hardship distribution, principal residence could be a duplex

    By Guest cbclark, May 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • May 23, 2012

50. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • July 16, 2019