Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Default IRA Custodians

   By Dougsbpc, April 4, 2023
   • 1 reply
   • 389 views
   • 
   • Lou S.
   • April 4, 2023

2. Defaulted Loan:

   By Guest Pennysaver, September 15, 2011
   • 1 reply
   • 962 views
   • 
   • Guest
   • September 16, 2011

3. Hardship and Loan distribution

   By Guest Jeff Hewett, July 1, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 1, 2002

4. Required signatures on retirement forms

   By Guest meggie, June 7, 2004
   • 1 reply
   • 1.9k views
   • 
   • FundeK
   • June 8, 2004

5. Income offset by charitable deduction?

   By chris, August 13, 2004
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • August 13, 2004

6. Taxation of non-periodic payments after the Annuity Start Date

   By Guest Bob Collins, November 24, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • November 30, 1999

7. IRA: surviving spouse

   By Felicia, March 21, 2003
   • 1 reply
   • 946 views
   • 
   • mbozek
   • March 22, 2003

8. Distribution to Husband/participant; Wife back in Mexico

   By Guest PenProTx, November 1, 2005
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • November 1, 2005

9. IRC Sec 72(p) has been amended several times since the early 1980's.

   By Moe Howard, September 6, 2000
   • 1 reply
   • 1.9k views
   • 
   • MWeddell
   • September 7, 2000

10. paying off a deemed loan

    By Guest anne1, October 17, 2006
    • 1 reply
    • 2.8k views
    • 
    • Leopurrd
    • October 17, 2006

11. Land Purchase

    By Guest Donell, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 17, 2012

12. Deceased Participant with Loan Balance

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

13. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test

    By Everett Moreland, February 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 4, 2005

14. Correcting a defaulted loan

    By katieinny, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2007

15. Prohibited Transaction?

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

16. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 19, 2004

17. Gain on excess annual additions

    By Guest ktyler, November 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

18. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 22, 2006

19. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 924 views
    • 
    • GMK
    • May 5, 2011

20. Installment payments at Termination

    By Nassau, May 1, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 1, 2012

21. rollover to spouse in same plan

    By M Norton, January 17, 2020   

    • reporting in-plan rollover
    • 1 reply
    • 504 views
    • 
    • C. B. Zeller
    • January 17, 2020

22. RMDs and Rollover to IRA

    By Archimage, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Earl
    • February 8, 2002

23. No Withholding on Distribution in Stock and Cash

    By GMK, February 28, 2008
    • 1 reply
    • 1.6k views
    • 
    • GMK
    • March 4, 2008

24. RMD in year of death

    By BG5150, February 21, 2013
    • 1 reply
    • 998 views
    • 
    • ETA Consulting LLC
    • February 21, 2013

25. Deceased Participant with Loan Balance

    By Vlad401k, November 23, 2015
    • 1 reply
    • 816 views
    • 
    • pmacduff
    • November 23, 2015

26. Alternate payee ( from QDRO) age or original participant age used for

    By John A, January 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 10, 2001

27. Interest on Retro Payments

    By Guest lvegas, April 19, 2004
    • 1 reply
    • 2k views
    • 
    • MGB
    • April 21, 2004

28. Avoiding 10% 59-1/2 penalty tax

    By drakecohen, December 7, 2012
    • 1 reply
    • 819 views
    • 
    • ETA Consulting LLC
    • December 7, 2012

29. Roth 401k Distribution if Terminated after 55

    By Vlad401k, February 26, 2019
    • 1 reply
    • 431 views
    • 
    • card
    • February 26, 2019

30. RMD was missed

    By Renee H, August 30, 2023
    • 1 reply
    • 673 views
    • 
    • CuseFan
    • August 31, 2023

31. Hardship for Tuition.

    By FundeK, January 5, 2004
    • 1 reply
    • 1.5k views
    • 
    • chris
    • January 5, 2004

32. Prohibited Transaction ?

    By Guest AlyssaC, June 21, 2007
    • 1 reply
    • 1.2k views
    • 
    • wsp
    • June 21, 2007

33. Hardships taken from incorrect source

    By Guest doh5557, January 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 13, 2012

34. Distributions

    By Guest Kevin1, October 23, 2012
    • 1 reply
    • 908 views
    • 
    • ETA Consulting LLC
    • October 23, 2012

35. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 8, 2001

36. Loan for a Principal Residence

    By Archimage, June 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • June 30, 2005

37. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn, March 4, 2022
    • 1 reply
    • 373 views
    • 
    • Luke Bailey
    • March 18, 2022

38. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 5, 2005

39. Number of loans

    By PMC, May 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 22, 2007

40. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • September 24, 2010

41. Withholding on non-5% owners

    By pbarrett, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 8, 1999

42. Distribution via ACH - ACH verification tool

    By 401Katie, May 22
    • 1 reply
    • 1.4k views
    • 
    • ESOP Guy
    • May 22

43. Participant Dies after LS Election

    By kocak, December 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 12, 2002

44. 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

45. Multiple Hardship Distributions

    By chris, September 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • September 20, 2005

46. Default Beneficiary

    By Randy Watson, January 12, 2010
    • 1 reply
    • 978 views
    • 
    • david rigby
    • January 13, 2010

47. Hardship Withdrawls: Are they Federally Regulated?

    By Guest rjpower, March 8, 2001
    • 1 reply
    • 2.5k views
    • 
    • MWeddell
    • March 9, 2001

48. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2002

49. Valuation of insurance policies

    By Guest death and taxes, April 20, 2004
    • 1 reply
    • 904 views
    • 
    • ljr
    • April 20, 2004

50. Any software recommendations for loan processing?

    By mwyatt, June 30, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 11, 2005