Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 2nd Loan... have I been doing it wrong?

   By K-t-F, March 6, 2023
   • 7 replies
   • 1k views
   • 
   • BenefitJack
   • March 13, 2023

2. Basis Exceeds Amount of Refund

   By Guest CRC02, July 10, 2003
   • 1 reply
   • 1k views
   • 
   • Mary Kay Foss
   • July 15, 2003

3. How to correct loan violation for owner-employee

   By Guest phil2004, March 8, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 8, 2004

4. Death Benefit - Missouri

   By justanotheradmin, December 9, 2024
   • 4 replies
   • 1k views
   • 
   • ESOP Guy
   • December 10, 2024

5. Plan document or Will?

   By DMcGovern, February 7, 2013   

   • no beneficiary designation
   • 3 replies
   • 1k views
   • 
   • masteff
   • February 7, 2013

6. 5329 Abatement

   By Guest bernie lomax, March 25, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 25, 2004

7. Delegating Loan Administration -- Foolish?

   By sloble@crowleyfleck.com, September 23, 2004
   • 1 reply
   • 1k views
   • 
   • R. Butler
   • September 24, 2004

8. 1099-R coding clarification

   By Guest dyoder, December 21, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 21, 2004

9. RMD applicable balance for terminee prior to contribution deposit

   By Guest crosseyetester, January 8, 2007
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 8, 2007

10. Who can be the beneficiary of a beneficiary?

    By Santo Gold, December 12, 2024
    • 3 replies
    • 1k views
    • 
    • david rigby
    • December 13, 2024

11. Should we distribute?

    By Guest zora, May 21, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2007

12. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 29, 2007

13. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1k views
    • 
    • Bird
    • December 12, 2006

14. Loan Reamortization

    By Guest 401KBeacon, April 23, 2010
    • 1 reply
    • 1k views
    • 
    • ACox
    • April 23, 2010

15. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1k views
    • 
    • GMK
    • December 4, 2014

16. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1k views
    • 
    • jpod
    • December 5, 2002

17. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1k views
    • 
    • LisaS
    • December 10, 2019

18. Real Estate as an RMD?

    By AlbanyConsultant, November 26, 2012
    • 3 replies
    • 1k views
    • 
    • Bird
    • November 26, 2012

19. Missing Participant Whose SS# is Unknown

    By mming, December 27, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2012

20. Required Beginning Date

    By Lori H, February 4, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 5, 2013

21. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1k views
    • 
    • masteff
    • January 12, 2012

22. in-service withdrawal from PS plan with integrated formula

    By AKconsult, June 20, 2012
    • 3 replies
    • 1k views
    • 
    • AKconsult
    • June 21, 2012

23. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue, March 5, 2008
    • 1 reply
    • 1k views
    • 
    • eeyore
    • March 6, 2008

24. Limit Number of Hardships Permissible?

    By Fielding Mellish, July 18, 2016
    • 2 replies
    • 1k views
    • 
    • dashab
    • July 21, 2016

25. Roth 401(k0 distribution - tax?

    By doombuggy, March 3, 2010
    • 2 replies
    • 1k views
    • 
    • doombuggy
    • March 5, 2010

26. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2012

27. Does default 10% withholding apply to RMD?

    By BG5150, May 18, 2021
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • May 18, 2021

28. Overestimate of taxes in hardship

    By BG5150, June 4, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • June 4, 2009

29. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

    • Befuudled by RMD!!!
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 19, 2015

30. Minimum Required Distribution on After Tax Monies

    By Guest terric, October 22, 2004
    • 1 reply
    • 1k views
    • 
    • MGB
    • October 22, 2004

31. Distribution of Rollover Contributions

    By Basically, January 19, 2024
    • 5 replies
    • 1k views
    • 
    • Basically
    • January 24, 2024

32. RMD in year of death

    By Guest RAA, December 16, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 16, 2003

33. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 28, 2010

34. Loans in merged plan

    By Guest Sieve, March 22, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 22, 2010

35. Participant Loan - Military Leave of Absence

    By ErisaGooroo, May 24, 2018
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • May 25, 2018

36. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • February 11, 2020

37. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 1k views
    • 
    • Gilmore
    • April 29, 2020

38. RMD and minority interest discounts

    By Guest JPIngold, July 9, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • July 11, 2012

39. Participant paying for distribution fees out of pocket?

    By AlbanyConsultant, July 1, 2010
    • 2 replies
    • 1k views
    • 
    • AlbanyConsultant
    • July 1, 2010

40. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 23, 2003

41. Took loan, then terminated

    By Monica Barnard, January 18, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • January 18, 2010

42. loan admin fees

    By Santo Gold, October 8, 2004
    • 2 replies
    • 1k views
    • 
    • E as in ERISA
    • October 8, 2004

43. RMD not taken one year, does it affect next year's?

    By BG5150, December 12, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 12, 2008

44. Living Trust as Beneficiary

    By Monica Barnard, October 11, 2017
    • 5 replies
    • 1k views
    • 
    • XTitan
    • October 11, 2017

45. Hardship distribution used for non-hardship reasons

    By jmartin, March 28, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

46. Mother a primary beneficiary for hardship

    By Guest Holly Foster, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • K2retire
    • December 17, 2008

47. Is Spousal Consent Req'd in this case?

    By BG5150, September 8, 2014
    • 3 replies
    • 1k views
    • 
    • BG5150
    • September 8, 2014

48. Account ownership after death but before distribution

    By Guest Susan Keys, February 10, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 10, 2004

49. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 1k views
    • 
    • Santo Gold
    • February 24, 2021

50. Hardship after the closing

    By JPIngold, February 19, 2016
    • 3 replies
    • 1k views
    • 
    • JPIngold
    • February 22, 2016