Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

   By ERISAAPPLE, August 23, 2018
   • 3 replies
   • 1.1k views
   • 
   • ERISAAPPLE
   • August 24, 2018

2. Distribution to illegal alien

   By Guest Thomas Pritchett, March 25, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • March 25, 2004

3. Loan Repayment - Commission Employee

   By 52626, December 5, 2013
   • 2 replies
   • 1.1k views
   • 
   • BG5150
   • December 5, 2013

4. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

   By rocknrolls2, January 22, 2020
   • 6 replies
   • 1.1k views
   • 
   • Larry Starr
   • January 22, 2020

5. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked?

   By legort69, July 6, 2005
   • 2 replies
   • 1.1k views
   • 
   • legort69
   • July 6, 2005

6. 72(t) periodic payments

   By Earl, October 27, 2006
   • 0 replies
   • 1.1k views
   • 
   • Earl
   • October 27, 2006

7. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008?

   By Guest PGH.ERISA, January 9, 2008
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • March 7, 2008

8. RMD and Deferred Distribution

   By AJ North, January 30, 2013
   • 5 replies
   • 1.1k views
   • 
   • AJ North
   • February 1, 2013

9. pension

   By Guest emmala, November 14, 2011
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 14, 2011

10. Death benefit and 5-year rule; failure to distribute

    By Spodie, November 2, 2016   

    • RMD
    • Distribution
    • (and 1 more)

      Tagged with:

      • RMD
      • Distribution
      • 5-year Rule Failure
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 3, 2016

11. 403b hardship

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

12. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 1, 2008

13. Are MRD elections still necessary

    By Guest crosseyedtester, December 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • December 16, 2004

14. 77 year-old participant and no RMDs

    By lexi, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • lexi
    • March 14, 2007

15. Timing of RBD due by 4/1/05

    By Guest mpark, November 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lynn Campbell
    • November 23, 2004

16. Hardship Withdrawals

    By Nassau, January 30, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • January 30, 2015

17. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA, January 31, 2018   

    • tcja
    • section 165(h)
    • 4 replies
    • 1.1k views
    • 
    • LANDO
    • February 1, 2018

18. 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

19. ROTH funded plan... RMD rule

    By K-t-F, February 7, 2022
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • February 7, 2022

20. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • June 30, 2010

21. Conversion to Roth

    By Earl, May 31, 2014
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 2, 2014

22. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • March 12, 2020

23. Withholding rules in Spanish

    By ombskid, August 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • August 15, 2013

24. Distributions

    By Guest datalife, February 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2010

25. Extension of Loan Term

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

26. Premature Distribution Penalty applicable to distribution from Disqualified Plan?

    By Guest Pennysaver, May 11, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 11, 2011

27. Employer Securities as part of in-plan Roth Rollovers

    By TD, July 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • Paul I
    • July 24, 2023

28. Loan Software

    By Guest JBarn1, November 11, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 23, 2002

29. Participant Suffers Reduced Distribution

    By TCWalker, July 1, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 5, 2005

30. Automatic Rollovers for those who do not respond

    By Guest EPS2, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • May 6, 2008

31. Cleaning up Terminated & Paid-out Participants

    By Basically, May 31, 2024
    • 7 replies
    • 1.1k views
    • 
    • Bri
    • June 4, 2024

32. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 17, 2008

33. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed

    By smm, November 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 8, 2004

34. Roth Hardship Withdrawals

    By Nassau, February 13, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • February 13, 2013

35. Loan in Default - accrued earnings

    By Guest DazedAndConfused, June 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 27, 2007

36. Distribution to Non-US Citizen

    By Dazednconfused, August 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 17, 2010

37. SECURE 2.0 overpayments

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

38. RMD Question for 5% owner

    By Vlad401k, October 13, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2017

39. Maximum Distribution Time Frame?

    By Guest FalynnDFW, January 12, 2005
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 12, 2005

40. disability and the 10% penalty

    By abanky, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • April 13, 2004

41. Minimum distribution timing for surviving spouse

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

42. Distribution Made in Error & 5330

    By CLE401kGuy, July 28, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

43. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2012

44. 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

45. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • jane123
    • October 15, 2003

46. RMD for 9/30 FYE Plan

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

47. Quick question and answer: Husband of owner needs RMD after 70.5?

    By Lori H, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 13, 2010

48. How many 1099-Rs for death benefit? Cash value portion is rolled over.

    By Flyboyjohn, May 8, 2015
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • May 9, 2015

49. Trust as bene no longer needed, maybe

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

50. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2009