Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Plan Sponsor went AWOL & died

   By Earl, November 9, 2016
   • 1 reply
   • 765 views
   • 
   • Lou S.
   • November 9, 2016

2. Loans in Balance Forward Plans

   By Archimage, December 11, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • December 11, 2003

3. Roth RMD

   By Guest emtee, August 28, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • August 30, 2006

4. RMD Requirements when participant can't be located

   By luissaha, July 24, 2007
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 27, 2007

5. RMD if they have 401(k) AND ROTH 401(k) Question

   By Guest kchadwell, January 30, 2008
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • January 30, 2008

6. Distribution Timing

   By Dazednconfused, December 17, 2010
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • December 18, 2010

7. RMD Beginning Date - owner only plan + Plan Terminating

   By Basically, November 3, 2021
   • 1 reply
   • 443 views
   • 
   • C. B. Zeller
   • November 3, 2021

8. RRSP Plans

   By Guest sheilamarie, November 21, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mary Kay Foss
   • November 23, 2003

9. Infrequent dists... small plans...EFTPS....

   By K-t-F, August 28, 2006
   • 1 reply
   • 1.2k views
   • 
   • Jim Norman
   • August 28, 2006

10. Loans and RMDs

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

11. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 924 views
    • 
    • QDROphile
    • May 17, 2013

12. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

13. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 22, 2005

14. minimum distributions

    By Belgarath, June 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

15. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

16. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • November 19, 2010

17. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 10, 2001

18. Distribution of Gold and Silver

    By imchipbrown, August 14, 2015   

    • Real Property
    • Gold
    • (and 2 more)

      Tagged with:

      • Real Property
      • Gold
      • silver
      • Hard Assets
    • 1 reply
    • 788 views
    • 
    • QDROphile
    • August 14, 2015

19. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 867 views
    • 
    • Mike Preston
    • August 25, 2010

20. hardship backup documentation

    By pmacduff, July 14, 2021
    • 1 reply
    • 960 views
    • 
    • Peter Gulia
    • July 14, 2021

21. Recovery of portion of distribution?

    By chris, March 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • March 30, 2001

22. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

23. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000

24. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • September 24, 2001

25. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002

26. Delayed distribution due to Custodian - Who is liable?

    By Guest chris4013, February 12, 2004
    • 1 reply
    • 966 views
    • 
    • mbozek
    • February 14, 2004

27. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • March 31, 2008

28. DB Plan RMDs, Marriage Status Unknown

    By JRG, June 4, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2010

29. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 17, 2011

30. 2021 RMD for over 72 Participant

    By Vlad401k, January 7, 2022
    • 1 reply
    • 774 views
    • 
    • CuseFan
    • January 7, 2022

31. disaster relief - April tornadoes in Alabama, etc.

    By M Norton, May 6, 2011
    • 1 reply
    • 774 views
    • 
    • Bill Presson
    • May 6, 2011

32. Can participant loans be treated as plan investments where interest re

    By John A, February 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • February 20, 2001

33. Required Minimum Distribution

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

34. DB minimum distribution for 03

    By Guest Rae, November 24, 2003
    • 1 reply
    • 930 views
    • 
    • Guest
    • November 24, 2003

35. Participant Suffers Reduced Distribution

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

36. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 27, 2006

37. RMD calculated using spouse even if spouse not the beneficiary?

    By John A, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 2000

38. Loan payments and participant on strike.

    By FundeK, March 15, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 15, 2004

39. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2001

40. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 971 views
    • 
    • david rigby
    • July 28, 2009

41. Home Purchase

    By Guest Donell, March 29, 2012
    • 1 reply
    • 848 views
    • 
    • GBurns
    • March 29, 2012

42. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004

43. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 4, 2008

44. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • lkpittman
    • November 21, 2002

45. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 27, 2006

46. Unforseeable Emergency (457)

    By Felicia, April 29, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 30, 2009

47. RMD for beneficiary of spouse of deceased participant

    By TPApril, April 19, 2023
    • 1 reply
    • 486 views
    • 
    • EBP
    • April 19, 2023

48. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k, July 2, 2024
    • 1 reply
    • 521 views
    • 
    • Tom Veal
    • July 3, 2024

49. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 15, 2002

50. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 14, 2002