Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Conversion to Roth

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

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

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

3. hardship distribution question

   By BG5150, May 2, 2023
   • 8 replies
   • 1.1k views
   • 
   • BG5150
   • May 23, 2023

4. Taxation of After-Tax Amounts

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

5. Participant Suffers Reduced Distribution

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

6. Loan in Default - accrued earnings

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

7. Automatic Rollovers for those who do not respond

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

8. In-Service Distributions

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

9. Distribution to Non-US Citizen

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

10. Roth Hardship Withdrawals

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

11. residential loan amortization

    By wsp, July 30, 2007
    • 0 replies
    • 1.1k views
    • 
    • wsp
    • July 30, 2007

12. RMD Question for 5% owner

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

13. 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

14. Distribution Made in Error & 5330

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

15. Single sum of remainder of life certain annuity period

    By Guest flamingo, July 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 14, 2005

16. Beneficiary Rollover to IRA article

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

17. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 1, 2003

18. Decedent had no designated beneficiary

    By Tom, June 8, 2021
    • 7 replies
    • 1.1k views
    • 
    • JOH
    • June 9, 2021

19. disability and the 10% penalty

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

20. Suspension of Benefits on Re-Employment

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

21. Fees Charged to Participants

    By Dougsbpc, October 4, 2010
    • 3 replies
    • 1.1k views
    • 
    • Dougsbpc
    • October 4, 2010

22. Form of benefit allowed in doc but not at asset carrier

    By BG5150, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2011

23. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2003

24. estate as beneficiary

    By Scuba 401, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 30, 2011

25. Residence Loan

    By Guest KMP, February 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • February 7, 2004

26. Required Minimum Distribution from DB Plan

    By Dennis Povloski, March 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • March 13, 2006

27. loan policy effective date

    By Guest JWR, September 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 17, 2010

28. International Locator Services

    By Guest erisa15, May 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 9, 2003

29. RMD under 5-Year Rule

    By GMK, September 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 19, 2014

30. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2007

31. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

32. Endorsement Language

    By Guest yukon, February 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2004

33. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
    • 0 replies
    • 1.1k views
    • 
    • mschwechter
    • March 25, 2008

34. Can a plan administrator require distributions to be made via direct deposit?

    By mdm09, June 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • June 9, 2011

35. Loan default correction

    By Belgarath, May 11, 2021
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • August 26, 2021

36. first RMD TAX YEAR????

    By Lori H, March 27, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 27, 2014

37. Missing Participant in Active Plan (DB or DC)

    By JButtrick, October 15, 2014   

    • Missing participant
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • October 15, 2014

38. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 19, 2009

39. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • October 3, 2002

40. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k, June 17, 2021
    • 8 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 22, 2021

41. Loans and RMDs

    By CJS07, June 25, 2008
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • June 25, 2008

42. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

43. Can commuted value of annuity be an eligible rollover distribution

    By Guest kprhok, April 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2009

44. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

45. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 22, 2009

46. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 2, 2016

47. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • July 9, 2024

48. Beneficiary Designation of Accounts

    By LIBERTYKID, May 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 16, 2012

49. Loan Default Not Fault of Participants

    By waid10, January 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 8, 2010

50. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2016