Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Withholding

   By Guest Sieve, January 16, 2012
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • January 16, 2012

2. Roth 401(k) -- Distributed to one beneficiary

   By Jean, March 8, 2006
   • 0 replies
   • 1.1k views
   • 
   • Jean
   • March 8, 2006

3. Distribution Form Requirements

   By MoJo, September 7, 2012
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • September 7, 2012

4. Separate Accounts for Beneficiaries

   By Felicia, January 16, 2003
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • January 16, 2003

5. After-Tax Withdrawals

   By Nassau, May 23, 2013
   • 2 replies
   • 1.1k views
   • 
   • joel
   • May 23, 2013

6. Distribution fees paid by participants

   By ljr, January 23, 2004
   • 0 replies
   • 1.1k views
   • 
   • ljr
   • January 23, 2004

7. In-Service Distribution of Merged MPP Money

   By DP, April 26, 2004
   • 3 replies
   • 1.1k views
   • 
   • DP
   • April 26, 2004

8. RMD definition of account balance

   By Guest Peggy806, May 19, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 19, 2010

9. RMD - Lost 242b notice?

   By jmartin, November 9, 2011
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 9, 2011

10. Loan Repayments after Pay Changes

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

11. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 22, 2011

12. Loan Refinance

    By RPP2001, October 1, 2014
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 1, 2014

13. Form 1099-R

    By retbenser, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • August 22, 2012

14. Required Distribution - non 5 percent owener

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

15. minimum distribution needed?

    By Santo Gold, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 17, 2007

16. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • April 21, 2017

17. force out at NRA

    By K2retire, December 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 20, 2012

18. When to start repaying a loan

    By Santo Gold, January 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 26, 2007

19. DB Plan RMDs, Marriage Status Unknown

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

20. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 7, 2003

21. Attaining age 59 1/2 for SEPP purposes

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • July 3, 2003

22. Disclosure for returning employee

    By SoCalActuary, August 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • August 3, 2004

23. DB Loan Taxation

    By mctoe, May 29, 2015
    • 8 replies
    • 1.1k views
    • 
    • mctoe
    • June 1, 2015

24. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 3, 2009

25. 100% withholding - eligible rollover distribution

    By Guest wolfman, November 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Jean
    • November 14, 2002

26. Hardship Distributions

    By Archimage, June 18, 2008
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 18, 2008

27. Required Minimum Distribution

    By Jilliandiz, January 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 25, 2007

28. RO From DB To IRA - Is RMD Needed?

    By mming, May 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 21, 2009

29. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 19, 2004

30. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 18, 2008

31. 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

32. Early withdrawal Penalty (10% exception)

    By Nassau, December 19, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • December 19, 2012

33. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • October 16, 2020

34. Signing off on hardships

    By Guest newport, December 7, 2010
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

35. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • November 4, 2004

36. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.1k views
    • 
    • Laura Harrington
    • July 20, 2009

37. Life of the Participant

    By Guest Twinky, January 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 12, 2007

38. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.1k views
    • 
    • jpod
    • February 5, 2015

39. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates, October 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 21, 2016

40. State Tax withholding ?

    By Guest sjpilger, December 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 23, 2003

41. Plan loan to owner

    By John Feldt ERPA CPC QPA, May 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • May 15, 2012

42. Plan Loan to Former Employee now back in service

    By Guest newtobenefits, March 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 20, 2009

43. Texas Man Loses Retirement Loan Tax Fight

    By Appleby, February 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 23, 2004

44. Confused about hardship w/d sources

    By Guest dhall, June 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 6, 2008

45. RMD

    By SMB, March 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • March 23, 2010

46. 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

47. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

    By Steamboat, May 5, 2022
    • 11 replies
    • 1.1k views
    • 
    • CuseFan
    • May 10, 2022

48. Spousal Consent

    By Guest WPJoeC, August 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2012

49. RMd

    By Guest Susan M., June 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Monica Barnard
    • July 12, 2011

50. Medical Hardship

    By 401_noob, January 4, 2018   

    • hardship
    • 401k
    • 1 reply
    • 1.1k views
    • 
    • card
    • January 4, 2018