Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Death Distribution

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

2. 5 percent owner for RMD purposes

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

3. Renegotiating a Principal Residence Loan

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

4. EGTRRA change

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

5. ADP refunds - for $3 each

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

6. Tax withholding on corrective distribution

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

7. Re-deposit of funds from a hardship distribution

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

8. Segregating a Terminated Participant's vested benefit

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

9. Protected Benefit?

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

10. 72(t) periodic payments

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

11. Retired Participant & her distribution

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

12. ROTH funded plan... RMD rule

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

13. ISW from Integrated Plan?

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

14. Cleaning up Terminated & Paid-out Participants

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

15. Electronic Filing of Withholding on Distributions

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

16. Question RMD after date of death

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

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

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

18. RMD for 9/30 FYE Plan

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

19. Restrictions on Plan Distributions

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

20. 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

21. Loan Repayments after Pay Changes

    By erinak03, March 8, 2016
    • 8 replies
    • 1.1k views
    • 
    • erinak03
    • March 9, 2016

22. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia, September 28, 2022   

    • 401(a)(31); involuntary distribution; cash-out
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 5, 2022

23. Lease to Purchase

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

24. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST, December 4, 2024
    • 3 replies
    • 1.1k views
    • 
    • Roycal
    • December 6, 2024

25. Loan Interest Rates

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

26. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • Bird
    • February 22, 2021

27. 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

28. After tax rollover to Roth IRA

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

29. Withholding rules in Spanish

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

30. Paying Federal taxes with Form 945

    By perplexedbypensions, August 2, 2022
    • 5 replies
    • 1.1k views
    • 
    • WDIK
    • August 4, 2022

31. Are MRD elections still necessary

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

32. Participant Loan Pre Payment

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

33. Rollover into a trust?

    By Lori H, August 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • August 12, 2014

34. Loan Repayment - Commission Employee

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

35. 77 year-old participant and no RMDs

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

36. 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

37. pension

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

38. Distribution to illegal alien

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

39. 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

40. 2-parter

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

41. Distributions

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

42. RMD and Deferred Distribution

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

43. Loan Software

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

44. Hardship Withdrawals

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

45. 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

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

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

47. 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

48. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

    By Guest goaliemom, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • December 19, 2003

49. loan and alienation rules

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

50. Maximum Distribution Time Frame?

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