Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Remove hardship from plan

   By Santo Gold, December 13, 2006
   • 7 replies
   • 3.7k views
   • 
   • JanetM
   • December 14, 2006

2. removing installments if one is in progress

   By AlbanyConsultant, December 20, 2017
   • 3 replies
   • 994 views
   • 
   • Mike Preston
   • December 21, 2017

3. removing plan loan provision

   By Guest Mike Kimball, January 27, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • January 27, 1999

4. Renegotiating a Principal Residence Loan

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

5. Renegotiating loan interest rate

   By PMC, July 15, 2008
   • 7 replies
   • 2k views
   • 
   • masteff
   • July 22, 2008

6. Renovation loan.... 15years?

   By K-t-F, March 31, 2005
   • 5 replies
   • 1.8k views
   • 
   • R. Butler
   • March 31, 2005

7. Repairing excess Rollover with Re-characterization?

   By oldscoop, February 3, 2016   

   • IRA
   • Rollover
   • (and 5 more)

     Tagged with:

     • IRA
     • Rollover
     • Excess
     • Distribution
     • Recharacterization
     • Contribution
     • Tax
   • 1 reply
   • 938 views
   • 
   • masteff
   • February 3, 2016

8. repay an old defaulted loan?

   By AlbanyConsultant, December 2, 2016
   • 4 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • December 9, 2016

9. Repaying Defaulted Loan

   By KateSmithPA, November 22, 2002
   • 2 replies
   • 1.3k views
   • 
   • KateSmithPA
   • November 22, 2002

10. Repayment by payroll deductions for a participant who terminated emplo

    By smm, October 9, 2002
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • October 10, 2002

11. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.7k views
    • 
    • Guest
    • December 29, 2004

12. Repayment of Deemed Distribution

    By Guest Statler, August 26, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2011

13. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne, August 28, 2003
    • 6 replies
    • 1.5k views
    • 
    • KJohnson
    • May 12, 2004

14. Repayment of Hardship money allowed?

    By Guest m.n.ouellette, May 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

15. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.7k views
    • 
    • dcoderre
    • February 17, 2011

16. Repayment of loan after termination of employee to avoid deemed distriution

    By rblum50, September 13, 2023
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • September 15, 2023

17. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick, May 2, 2016   

    • insurance
    • loan
    • (and 2 more)

      Tagged with:

      • insurance
      • loan
      • repayment
      • default
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • May 3, 2016

18. Repayment of loans in default

    By Felicia, May 2, 2001
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • May 9, 2001

19. Repayment of overpayment of distribution

    By Guest ypartridge, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Dan
    • April 24, 1999

20. Repayment schedule

    By Scuba 401, February 10, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 10, 2000

21. Repayments beyond 5 years

    By Guest Jennyb473, April 21, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • April 21, 2009

22. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.1k views
    • 
    • BeanCounterBlues
    • May 9, 2010

23. Repetitive Payments and After Tax contributions

    By Guest JEP, December 23, 2003
    • 1 reply
    • 950 views
    • 
    • FundeK
    • December 23, 2003

24. Replacement loans-how many times

    By Guest mparker2028, September 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • September 6, 2005

25. Reportable Distribution error...

    By Guest Carl C, January 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • jane123
    • January 27, 2003

26. Reporting a Bonus (partly deferred) Given to Retiree

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • July 27, 2009

27. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 992 views
    • 
    • Draper55
    • January 30, 2015

28. Reporting Defaulted Loan on a 1099R

    By Guest KSS, January 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2000

29. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lynn Campbell
    • July 21, 2003

30. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar, October 28, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1999

31. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.7k views
    • 
    • Bird
    • November 28, 2009

32. Reporting of Repaid Deemed Distribution

    By J. Bringhurst, September 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 10, 2010

33. Reporting Participant Loan Defaults on Form 5500

    By Guest Eprail, July 14, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 14, 2004

34. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 994 views
    • 
    • Larry Starr
    • February 11, 2020

35. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue, March 5, 2008
    • 1 reply
    • 995 views
    • 
    • eeyore
    • March 6, 2008

36. 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

37. Request for Determination Letter for a Qualified Plan rollover into

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 6.4k views
    • 
    • RCK
    • May 10, 2002

38. Require Letter of Testamentary for Distribution on Death?

    By tsrl01, December 9, 2020
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • December 9, 2020

39. Required Beginning Date

    By Lori H, February 4, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 5, 2013

40. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 9, 2013

41. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 9, 2011

42. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 6, 2003

43. Required Distribution - non 5 percent owener

    By luissaha, March 19, 2013
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • March 20, 2013

44. Required distribution forms for an alternate payee from a QDRO

    By Rai401k, March 22, 2004
    • 0 replies
    • 915 views
    • 
    • Rai401k
    • March 22, 2004

45. Required Distributions - Defined Contribution Plan

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

46. Required distributions in a 401(k) plan

    By Jim Chad, December 16, 2006
    • 22 replies
    • 5.2k views
    • 
    • KateSmithPA
    • November 28, 2012

47. Required Minimum Dist from 457 and IRA

    By Guest joebert, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 15, 2000

48. required minimum distribution

    By Santo Gold, December 23, 2008
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 23, 2008

49. Required Minimum Distribution

    By Guest Ed Walker, January 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2002

50. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.2k views
    • 
    • Chester
    • December 4, 1998