Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Installment Change

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

2. 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

3. Distribution to Japanese ex-pat

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

4. loan

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

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

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

6. corrective distributions under ppa

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

7. Hardship Withdrawal

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

8. Rollover Returned to Plan

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

9. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

   By jkharvey, July 8, 2022
   • 5 replies
   • 1.1k views
   • 
   • najamsoc
   • November 22, 2022

10. 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

11. DB plan with empoloyee contributions

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

12. In Service Distribution from individual 401k to SEP IRA

    By BT, September 19, 2018   

    • profit sharing plan
    • individual 401k
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • individual 401k
      • distribution
    • 10 replies
    • 1.1k views
    • 
    • BT
    • October 11, 2018

13. 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

14. Prohibited Transaction?

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

15. Minimum distribution IRA vs Profit Sharing Plan

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

16. Open IRA in name of Decedent...

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

17. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.1k views
    • 
    • JKW
    • April 27, 2018

18. Required Tax Payment Schedule?

    By K-t-F, May 14, 2018
    • 11 replies
    • 1.1k views
    • 
    • K-t-F
    • May 24, 2018

19. Asset Sale, New Employer plan, Loan offset

    By K-t-F, April 21, 2022
    • 15 replies
    • 1.1k views
    • 
    • Bird
    • May 26, 2022

20. Participant now in eligible class, can they take a loan?

    By BG5150, June 29, 2023
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • July 10, 2023

21. SECURE 2.0 overpayments

    By WCC, July 25, 2023
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • July 27, 2023

22. Beneficiary Designation Issue

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

23. 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

24. Deceased Participant with Loan Balance

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

25. 403b hardship

    By Santo Gold, November 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • November 10, 2021

26. Loan to Fund Retirement Plan

    By Jennifer D., November 9, 2017
    • 6 replies
    • 1.1k views
    • 
    • ESOP Guy
    • November 13, 2017

27. Rollover Dist.

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

28. F945 and PTIN

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

29. Plan Terminated - outstanding QDRO

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

30. Age 55 Exception

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

31. Benefit Distribution Paid from Wrong Account

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

32. Original Signed Promissory Note

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

33. Trailing Distributions

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

34. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2011

35. Distributions processed - didn't follow plan document

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

36. 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

37. Stopping installment payments?

    By BG5150, July 5, 2024
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • October 31, 2025

38. Participant Paid From Corporate Account

    By mming, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 19, 2009

39. 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

40. hardship distribution, principal residence could be a duplex

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

41. RMD due or not

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

42. Minimum distribution timing for surviving spouse

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

43. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • pbarrett
    • August 14, 2003

44. distribution for employee receiving severence pay

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

45. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Bird
    • January 7, 2021

46. How to set up secondary beneficiaries in dC qjsa plan

    By TPApril, December 7, 2014
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • December 10, 2014

47. Are mutual fund back end sales charges included on Schedule C?

    By legort69, August 18, 2005
    • 0 replies
    • 1.1k views
    • 
    • legort69
    • August 18, 2005

48. Extension of Loan Term

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

49. distribution to rehired employee

    By Belgarath, March 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 23, 2010

50. Hardship Distribution

    By Guest tdouglas@integrabc.com, September 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • September 13, 2010