Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loan to Fund Retirement Plan

   By Jennifer D., November 9, 2017
   • 6 replies
   • 1.2k views
   • 
   • ESOP Guy
   • November 13, 2017

2. Waiver of RMDs - 2009

   By PJ2009, September 8, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 8, 2009

3. Independent Contractor

   By CLE401kGuy, April 24, 2012
   • 3 replies
   • 1.2k views
   • 
   • CLE401kGuy
   • April 24, 2012

4. Terminate PS/ESOP Plan

   By HarleyBabe, November 11, 2010
   • 0 replies
   • 1.2k views
   • 
   • HarleyBabe
   • November 11, 2010

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

   By Alan Simpson, March 3, 2004
   • 1 reply
   • 1.2k views
   • 
   • Lame Duck
   • March 4, 2004

6. Distribution Timing

   By Dazednconfused, December 17, 2010
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • December 18, 2010

7. Required Tax Payment Schedule?

   By K-t-F, May 14, 2018
   • 11 replies
   • 1.2k views
   • 
   • K-t-F
   • May 24, 2018

8. Loans Taken but Not Allowed in Doc

   By Dazednconfused, July 29, 2014
   • 1 reply
   • 1.2k views
   • 
   • Kevin C
   • July 30, 2014

9. 72(t)

   By Guest KFLETT, March 26, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • March 26, 2003

10. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

11. Special Tax Notice

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

12. Defaulted Loan not reported

    By Guest MEWilson, November 1, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 2, 2004

13. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • July 10, 2009

14. Cleaning up Terminated & Paid-out Participants

    By Basically, May 31, 2024
    • 7 replies
    • 1.2k views
    • 
    • Bri
    • June 4, 2024

15. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2006

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

    By Spencer, September 17, 2013   

    • defaulted loan
    • terminated participant
    • 2 replies
    • 1.2k views
    • 
    • ForksnKnives
    • September 18, 2013

17. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 6, 2008

18. Installment Change

    By DTH, March 9, 2007
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • March 9, 2007

19. Rollover Returned to Plan

    By BTG, March 22, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 23, 2009

20. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia, August 13, 2023
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • August 16, 2023

21. Minimum distribution timing for surviving spouse

    By pensiongeek, November 7, 2019
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • November 13, 2019

22. Plan Terminated - outstanding QDRO

    By kmciver, July 18, 2018
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • July 18, 2018

23. RMD

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

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

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

25. DB Beneficiary Deceased

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

26. Distribution to Japanese ex-pat

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

27. loan

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

28. corrective distributions under ppa

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

29. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik, November 15, 2020   

    • cares act tax
    • roth
    • (and 1 more)

      Tagged with:

      • cares act tax
      • roth
      • distubution
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 18, 2020

30. Original Signed Promissory Note

    By Guest KATHRYN01, August 31, 2010
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 1, 2010

31. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 17, 2011

32. 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

33. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD?

    By Alf, November 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • Alf
    • November 20, 2003

34. DB plan with empoloyee contributions

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

35. Open IRA in name of Decedent...

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

36. Hardship Withdrawal

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

37. RMD due or not

    By cpc0506, May 9, 2017
    • 12 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 24, 2018

38. Distributions processed - didn't follow plan document

    By TPAnnie, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • mming
    • December 3, 2009

39. Beneficiary Designation Issue

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

40. Trailing Distributions

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

41. Minimum distribution IRA vs Profit Sharing Plan

    By ombskid, April 30, 2007
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • May 1, 2007

42. Deceased Participant with Loan Balance

    By Guest Bizitchie, March 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Medusa
    • March 31, 2009

43. Prohibited Transaction?

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

44. 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

45. Benefit Distribution Paid from Wrong Account

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

46. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 24, 2012

47. Rollover Dist.

    By Guest moltengater, March 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2005

48. Age 55 Exception

    By bzorc, March 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 20, 2009

49. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 25, 2003

50. RMD for 9/30 FYE Plan

    By Basically, November 17, 2021
    • 7 replies
    • 1.1k views
    • 
    • Basically
    • November 18, 2021