Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

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

2. Distribution to beneficiary & mandatory withholding

   By BG5150, December 9, 2008
   • 2 replies
   • 1.1k views
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   • rcline46
   • December 9, 2008

3. Funds accumulated for at least two years: meaning?

   By BG5150, June 13
   • 5 replies
   • 1.1k views
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   • david rigby
   • June 16

4. Minimum distribution IRA vs Profit Sharing Plan

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

5. Deceased Participant with Loan Balance

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

6. 72(t)

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

7. Maximum Number of Outstanding Loans

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

8. Rollover Dist.

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

9. Hardship Distribution

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

10. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.1k views
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    • Rob P
    • April 17, 2009

11. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • November 9, 2006

12. Employer Failure to repay loan correction method

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

13. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 0 replies
    • 1.1k views
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    • doombuggy
    • March 31, 2005

14. RMD due or not

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

15. Participant Paid From Corporate Account

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

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

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

17. Tax withholding on corrective distribution

    By Guest Judy S, April 11, 2008
    • 0 replies
    • 1.1k views
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    • Guest
    • April 11, 2008

18. Distributions processed - didn't follow plan document

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

19. Protected Benefit?

    By MarZDoates, January 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 8, 2013

20. Original Signed Promissory Note

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

21. Plan Terminated - outstanding QDRO

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

22. ISW from Integrated Plan?

    By JButtrick, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 7, 2007

23. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.1k views
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    • pmacduff
    • November 19, 2010

24. Renegotiating a Principal Residence Loan

    By DTH, July 3, 2003
    • 0 replies
    • 1.1k views
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    • DTH
    • July 3, 2003

25. distribution to rehired employee

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

26. Segregating a Terminated Participant's vested benefit

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

27. Withholding not deposited

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

28. distribution for employee receiving severence pay

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

29. EGTRRA change

    By Guest bergs, July 7, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • July 7, 2006

30. 5 percent owner for RMD purposes

    By Guest JBeck, March 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

31. Retired Participant & her distribution

    By Pammie57, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 6, 2017

32. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 7, 2020

33. Question RMD after date of death

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

34. Terminate PS/ESOP Plan

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

35. Electronic Filing of Withholding on Distributions

    By Guest SDS_, October 13, 2010
    • 2 replies
    • 1.1k views
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    • david rigby
    • October 14, 2010

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

    By thepensionmaven, October 28, 2021
    • 12 replies
    • 1.1k views
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    • Belgarath
    • November 29, 2021

37. RMDs - Lots of Owners, But No 5% Owners

    By lkpittman, November 21, 2002
    • 1 reply
    • 1.1k views
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    • Appleby
    • November 21, 2002

38. Restrictions on Plan Distributions

    By Guest arasalin, February 26, 2009
    • 1 reply
    • 1.1k views
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    • J Simmons
    • February 28, 2009

39. F945 and PTIN

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

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

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

41. Loan Interest Rates

    By Jilliandiz, May 4, 2006
    • 1 reply
    • 1.1k views
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    • Guest
    • May 4, 2006

42. After tax rollover to Roth IRA

    By perkinsran, March 21, 2015
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 23, 2015

43. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • January 13, 2005

44. RMDs after death - IRS guidance?

    By Bird, April 18, 2023
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • April 20, 2023

45. Age 55 Exception

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

46. Asset Sale, New Employer plan, Loan offset

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

47. Daily Value of interest

    By emmetttrudy, November 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 18, 2011

48. Lease to Purchase

    By Guest Donell, February 27, 2012
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 28, 2012

49. Required Tax Payment Schedule?

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

50. Participant Loan Pre Payment

    By Guest LKeener, August 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 13, 2008