Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 2024 RMD - Participant has Traditional and Roth Sources

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

2. Fiduciary liability

   By Guest turbodiesel39, April 15, 2002
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • April 15, 2002

3. Unabke to sign distribution paperwork

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

4. In-Service Dist as rollover?

   By Guest Commuter Rex, August 12, 2003
   • 1 reply
   • 1k views
   • 
   • QDROphile
   • August 12, 2003

5. Satisy judgement from Vested Profit Sharing?

   By Guest Peg H, January 28, 2000
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • January 29, 2000

6. Must a distribution election form include the dollar amount of the acc

   By Guest LMalone, November 29, 2000
   • 1 reply
   • 1.4k views
   • 
   • KIP KRAUS
   • November 29, 2000

7. Loan fee as % of loan amount

   By Guest Calimayhew, April 9, 2003
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • April 10, 2003

8. Pre 87 after tax contributions

   By Guest Retirement4Life, April 29, 2008
   • 1 reply
   • 5.2k views
   • 
   • jevd
   • April 29, 2008

9. Loan payment / refinance

   By jmartin, December 6, 2011
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • December 6, 2011

10. Loans Taken but Not Allowed in Doc

    By Dazednconfused, July 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • July 30, 2014

11. RMD and death

    By Cynchbeast, January 7, 2022
    • 1 reply
    • 473 views
    • 
    • BG5150
    • January 10, 2022

12. Proposed MRD rules disclaimer.

    By Guest, March 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • smm
    • March 13, 2001

13. Penalties for not withholding

    By Guest Suanne, August 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 18, 2004

14. Loans defaulted, but no 1099-R's issued

    By BG5150, April 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • April 12, 2013

15. Medical Hardship

    By 401_noob, January 4, 2018   

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

16. How is life expectancy determined for purposes of calculating maximum

    By Michael Devault, January 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • January 31, 2000

17. Loan in Default - accrued earnings

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

18. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.5k views
    • 
    • LANDO
    • July 24, 2017

19. Loan in Default - 1099R question

    By Guest DazedAndConfused, June 25, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • June 27, 2007

20. Donate part of minimum distribution

    By SheilaD, January 20, 2011
    • 1 reply
    • 854 views
    • 
    • david rigby
    • January 20, 2011

21. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k, October 12, 2015
    • 1 reply
    • 821 views
    • 
    • ETA Consulting LLC
    • October 12, 2015

22. Loan offset IRA rollover

    By B21, January 7, 2019
    • 1 reply
    • 686 views
    • 
    • ETA Consulting LLC
    • January 7, 2019

23. Re-employment after distribution

    By Guest Robert Lees, January 29, 2000
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • February 1, 2000

24. Can Beneficiary roll to IRA ever?

    By Guest irenes, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • August 16, 2000

25. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • November 28, 2001

26. Loan Offset Distributions and 402(f) notice requirements- please advis

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • February 20, 2001

27. Optional Form of Benefit Eliminated

    By Dougsbpc, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 15, 2003

28. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2007

29. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • August 28, 2007

30. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 24, 2009

31. Qualified Charitable Distributions from rollover IRA?

    By J Simmons, May 13, 2016
    • 1 reply
    • 682 views
    • 
    • lisam
    • May 23, 2016

32. new rules for 2004?

    By Guest lindamichals, December 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 15, 2003

33. Distribution Fee Paid by Participant?

    By emmetttrudy, September 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • September 21, 2009

34. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

35. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 16, 2006

36. ISW provision required to take more than RMD?

    By Guest Connie H, October 16, 2008
    • 1 reply
    • 840 views
    • 
    • Guest
    • October 16, 2008

37. Repayment schedule

    By Scuba 401, February 10, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 10, 2000

38. Rollover issue

    By Guest bergs, October 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • October 20, 2006

39. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62, March 30, 2012
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 30, 2012

40. RMD from Roth 401(k) Plans

    By MarZDoates, April 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • May 8, 2015

41. RMDs for beneficiaries

    By Guest Pat Metallic, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • November 6, 2001

42. TEFRA 242(b) election

    By FundeK, November 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • November 16, 2004

43. When must bene be paid from DC plan?

    By Jed Macy, October 3, 2013   

    • RMD
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 3, 2013

44. Do Employer Contribution Accounts have to be separate?

    By Guest sarasf, September 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 7, 2002

45. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 2k views
    • 
    • FundeK
    • January 26, 2005

46. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 850 views
    • 
    • david rigby
    • October 22, 2010

47. Maximum Loan Availability

    By Guest mmaggs, January 18, 2013
    • 1 reply
    • 946 views
    • 
    • ETA Consulting LLC
    • January 18, 2013

48. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 28, 2001

49. Age used for first RMD

    By dmb, February 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 12, 2002

50. Pension Distribution Forms Software

    By Guest Judy D, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Demosthenes
    • August 16, 2002