Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 1099-R and 945 not done

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

2. Disclosure for returning employee

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

3. Distribution allowed even though rehired?

   By Guest TaxedToDeath, October 11, 2012
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • October 12, 2012

4. Hardship Distributions

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

5. CARES Act distribution repayment - source?

   By WCC, April 25, 2024
   • 2 replies
   • 1.1k views
   • 
   • Paul I
   • April 26, 2024

6. RMD

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

7. Required Minimum Distribution

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

8. COVID distributions

   By pmacduff, August 12, 2020
   • 3 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • August 14, 2020

9. Form 1099-R

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

10. PS Plan is issued a 1099-R

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

11. Attaining age 59 1/2 for SEPP purposes

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

12. DB Plan RMDs, Marriage Status Unknown

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

13. Corrrective 401(a)(9) distribution

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

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

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

15. Distribution elections over the phone?

    By The 401k Whisperer, December 14, 2022
    • 6 replies
    • 1.1k views
    • 
    • The 401k Whisperer
    • December 19, 2022

16. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey, July 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 11, 2024

17. Signing off on hardships

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

18. RMd

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

19. Disaster Relief Distribution - Declared Disaster

    By Gilmore, October 29, 2024
    • 8 replies
    • 1.1k views
    • 
    • Gilmore
    • October 29, 2024

20. Hardships taken from incorrect source

    By Guest doh5557, January 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 13, 2012

21. Loan never defaulted, now wants new loan

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

22. Sub-S Corp & loan

    By alexa, January 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 31, 2003

23. 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

24. Life of the Participant

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

25. Plan loan to owner

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

26. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia, February 22, 2023
    • 6 replies
    • 1.1k views
    • 
    • david rigby
    • February 24, 2023

27. State Tax withholding ?

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

28. 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

29. Loan #2: took too much

    By doombuggy, October 19, 2010
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • October 19, 2010

30. RMD for recently deceased & 1099-R/1-person plan

    By TPApril, December 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • Appleby
    • December 17, 2022

31. Texas Man Loses Retirement Loan Tax Fight

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

32. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1.1k views
    • 
    • Everett Moreland
    • April 9, 2009

33. Spousal Consent

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

34. Tax withholding schedule of deposits - corporate vs. plan trust

    By legort69, January 26, 2005
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • January 26, 2005

35. Loan payment / refinance

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

36. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2007

37. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2007

38. Uniform table for RMD's?

    By Guest RONNIE WASEL, November 12, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 13, 2002

39. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 6, 2009

40. Confused about hardship w/d sources

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

41. 2nd Loan... have I been doing it wrong?

    By K-t-F, March 6, 2023
    • 7 replies
    • 1.1k views
    • 
    • BenefitJack
    • March 13, 2023

42. Loan online

    By Guest OscarD, June 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2003

43. Distribution Dilemma

    By bzorc, June 3, 2022
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 3, 2022

44. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2, October 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

45. EPCRS Death RMD & Proposed Regs

    By DTH, December 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 19, 2011

46. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • October 30, 2004

47. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.1k views
    • 
    • TPAnnie
    • April 28, 2011

48. Loan Refinance of Primary Residence

    By Guest frosty, May 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • May 20, 2010

49. Authority to process distribs after resigning

    By MSN, June 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • June 12, 2007

50. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1.1k views
    • 
    • CJS07
    • November 4, 2009