Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. what is the loan limit if any for qualified plans?

   By Guest bobgio, October 13, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • October 13, 2003

2. Tax Reporting Defaulted Loans

   By DTH, November 20, 2002
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • November 20, 2002

3. Posted in DB plans, but more applicable here -

   By Erik Read, October 5, 2005
   • 0 replies
   • 1.2k views
   • 
   • Erik Read
   • October 5, 2005

4. RMD Requirements when participant can't be located

   By luissaha, July 24, 2007
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 27, 2007

5. Daily Value of interest

   By emmetttrudy, November 17, 2011
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • November 18, 2011

6. Deceased Participant - Spouse's Options

   By KateSmithPA, June 16, 2009
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • June 22, 2009

7. Expanded Availability For Inservice Distributions?

   By mming, September 2, 2021
   • 7 replies
   • 1.2k views
   • 
   • BG5150
   • September 7, 2021

8. Participant Overpaid

   By Dougsbpc, June 7, 2012
   • 2 replies
   • 1.2k views
   • 
   • MoJo
   • June 7, 2012

9. Deferral cap after hardship?

   By B21, February 13, 2015
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • February 13, 2015

10. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 17, 2002

11. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

12. RMD for owner

    By K-t-F, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 11, 2004

13. Loan from Rollover before becoming participant?

    By BG5150, May 18, 2018
    • 7 replies
    • 1.2k views
    • 
    • JackS
    • May 21, 2018

14. Required Minimum Distribution (70 1/2)

    By Guest Mindy, October 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • October 29, 2002

15. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • January 7, 2014

16. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Below Ground
    • March 12, 2020

17. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

18. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2009

19. 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
    • 1.2k views
    • 
    • Guest
    • January 11, 2013

20. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2006

21. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • December 9, 2008

22. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • December 29, 2010

23. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 7, 2020

24. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • April 17, 2009

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

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.2k views
    • 
    • Gruegen
    • April 16, 2020

26. participant terminates employment - plan has a life insurance policy

    By thepensionmaven, October 28, 2021
    • 12 replies
    • 1.2k views
    • 
    • Belgarath
    • November 29, 2021

27. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

28. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 1, 2003

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

    By Lori H, September 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • September 4, 2013

30. DC Plan Distribution Window

    By Blinky the 3-eyed Fish, February 27, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 27, 2007

31. Participant now excluded class--hardship available?

    By BG5150, June 2, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 2, 2014

32. Special Tax Notice

    By Guest Pensions in Paradise, March 9, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 9, 2006

33. Incorrect Loan Made

    By Archimage, June 25, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004

34. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 22, 2004

35. Waiver of RMDs - 2009

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

36. Independent Contractor

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

37. Distribution Timing

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

38. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE, August 23, 2018
    • 3 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • August 24, 2018

39. 2009 RMD suspension - what does "most" mean

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

40. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • HarleyBabe
    • November 11, 2010

41. Loans Taken but Not Allowed in Doc

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

42. Automatic Rollovers and After-tax Contributions

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

43. 72(t)

    By Guest KFLETT, March 26, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2003

44. Defaulted Loan not reported

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

45. 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

46. Plan Termination - unresponsive participants

    By Tom, December 11, 2023
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 12, 2023

47. RMD

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

48. QPSA and rollover

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

49. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 22, 2020

50. DB Beneficiary Deceased

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