Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099R with no Social Security number

   By Guest Judy S, January 18, 2005
   • 5 replies
   • 3.4k views
   • 
   • Guest
   • January 20, 2005

2. RMD above minimum (in-service not allowed)

   By Vlad401k, August 4, 2015
   • 22 replies
   • 3.4k views
   • 
   • Bird
   • August 10, 2015

3. Hardship distribution documentation

   By Dan, March 21, 2006
   • 3 replies
   • 3.4k views
   • 
   • stephen
   • March 21, 2006

4. Late RMDs: Is There a Notification Requirement?

   By Übernerd, November 21, 2005
   • 2 replies
   • 3.4k views
   • 
   • Übernerd
   • January 18, 2006

5. Motorhome principal residence

   By R. Butler, September 19, 2022
   • 12 replies
   • 3.3k views
   • 
   • Peter Gulia
   • July 31, 2024

6. Hardship - Code Section 165 damage repair

   By jmartin, October 5, 2011
   • 1 reply
   • 3.3k views
   • 
   • masteff
   • October 6, 2011

7. Refusal to take Minimum Required Distribution

   By Guest crosseyedtester, July 8, 2004
   • 7 replies
   • 3.3k views
   • 
   • Guest
   • July 12, 2004

8. Broker makes distribution without authorization...?

   By chris, May 20, 2005
   • 21 replies
   • 3.3k views
   • 
   • chris
   • June 1, 2005

9. forged spousal consent

   By Guest dbvail, December 18, 2008
   • 7 replies
   • 3.3k views
   • 
   • Guest
   • December 22, 2008

10. Minimum Lump Sums under PPA

    By Guest Grumpy456, January 23, 2008
    • 11 replies
    • 3.3k views
    • 
    • Guest
    • January 25, 2008

11. Distribution Code for over 59 1/2 Deem Distribution

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • October 18, 2005

12. Is "purchase land for primary residence" permitted as a hardship withdrawal?

    By Guest Commuter Rex, September 29, 2003
    • 2 replies
    • 3.3k views
    • 
    • mbozek
    • October 8, 2003

13. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 24, 2009

14. Rollover in from England Pension Scheme

    By Guest oxdougw, August 31, 2004
    • 14 replies
    • 3.3k views
    • 
    • PensionPro
    • September 6, 2008

15. QJSA and QPSA rules regarding common law spouse

    By Guest Mike Melnick, September 6, 2000
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • September 7, 2000

16. commercial locator service

    By R. Butler, July 17, 2013
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • July 18, 2013

17. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 3.3k views
    • 
    • Luke Bailey
    • November 20, 2019

18. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA, February 14, 2018   

    • rollover
    • in-service
    • 20 replies
    • 3.3k views
    • 
    • Peter Gulia
    • February 16, 2018

19. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.3k views
    • 
    • david rigby
    • April 26, 2005

20. Life Insurance and RMD

    By KateSmithPA, September 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • March 14, 2017

21. In-Service Distribution Post Loan

    By chris, March 1, 2012
    • 9 replies
    • 3.3k views
    • 
    • GMK
    • June 27, 2012

22. RMDs from 401(k) / Profit-Sharing Plan

    By imchipbrown, April 5, 2018
    • 4 replies
    • 3.3k views
    • 
    • imchipbrown
    • April 6, 2018

23. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP, July 28, 2009
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • August 4, 2009

24. Participant Loans on Plan Merger

    By MoShawn, February 5, 2010
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • February 5, 2010

25. 1099-R ESOP diversification distribution

    By Guest crosseyetester, January 16, 2007
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2007

26. Mandatory distribution less than $1,000

    By LLM, November 17, 2017   

    • mandatory distribution
    • automatic rollover
    • (and 1 more)

      Tagged with:

      • mandatory distribution
      • automatic rollover
      • cash out
    • 4 replies
    • 3.2k views
    • 
    • ETA Consulting LLC
    • November 19, 2017

27. Defaulted loan, deemed distribution, then rehire

    By Spencer, September 9, 2011
    • 4 replies
    • 3.2k views
    • 
    • QDROphile
    • September 9, 2011

28. Loan Terms Originally for Primary Purchase But Deal Fell Through

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.2k views
    • 
    • Kevin C
    • March 5, 2015

29. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • April 25, 2007

30. Terminated Plan RMD

    By pmacduff, January 11, 2018
    • 10 replies
    • 3.2k views
    • 
    • pmacduff
    • January 17, 2018

31. Company "forgot" to payroll deduct loan payments

    By maverick, September 7, 2002
    • 14 replies
    • 3.2k views
    • 
    • maverick
    • October 10, 2002

32. crossing the line re "advice"?

    By AlbanyConsultant, August 27, 2025
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • August 27, 2025

33. Rollover from deceased spouse's account and top-heavy status

    By lcollins300, October 24, 2018   

    • unrelated rollover
    • top-heavy
    • (and 1 more)

      Tagged with:

      • unrelated rollover
      • top-heavy
      • related rollover
    • 31 replies
    • 3.2k views
    • 
    • Luke Bailey
    • October 31, 2018

34. California Small Estate Affidavit

    By R. Butler, June 5, 2023
    • 8 replies
    • 3.2k views
    • 
    • DreamJob
    • June 6, 2023

35. Premature distribution exception - separation after age 55

    By Belgarath, November 12, 2013
    • 9 replies
    • 3.2k views
    • 
    • Kevin C
    • November 13, 2013

36. Who is responsible to deem a participant loan?

    By Guest CJJ, May 18, 2006
    • 11 replies
    • 3.2k views
    • 
    • FormsRstillmylife
    • June 7, 2006

37. Is there such a thing as a "loan rollover"?

    By FundeK, March 3, 2004
    • 5 replies
    • 3.2k views
    • 
    • E as in ERISA
    • March 5, 2004

38. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 27, 2006

39. Mandatory Cash Out Amount - $1,000 limit

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.2k views
    • 
    • BG5150
    • June 29, 2020

40. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.2k views
    • 
    • Belgarath
    • August 27, 2001

41. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse, September 22, 2016   

    • hardship
    • premium
    • (and 2 more)

      Tagged with:

      • hardship
      • premium
      • health
      • medical
    • 7 replies
    • 3.2k views
    • 
    • My 2 cents
    • September 26, 2016

42. Distributions - Protected Benefits

    By Stephanie, June 25, 2018
    • 5 replies
    • 3.2k views
    • 
    • ACK
    • July 2, 2018

43. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.2k views
    • 
    • mbozek
    • June 30, 2005

44. RMD Required In Order for Surviving Spouse to Assume IRA When Decedent

    By Guest lynne wakefield, March 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • March 21, 2002

45. Annuity Purchase 1099-R reporting

    By mefrancis1729, November 19, 2019   

    • 1099-r
    • annuity purchase
    • (and 1 more)

      Tagged with:

      • 1099-r
      • annuity purchase
      • cash balance
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • November 21, 2019

46. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.1k views
    • 
    • Appleby
    • April 26, 2015

47. Deemed loan - 1099 Question

    By FundeK, March 23, 2004
    • 1 reply
    • 3.1k views
    • 
    • E as in ERISA
    • March 23, 2004

48. age 55 exception 10% penalty

    By Lori H, February 4, 2013
    • 9 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 6, 2013

49. Direct Rollover Gone Stale: Taxable Distribution?

    By Guest 1950, May 8, 2001
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • May 9, 2001

50. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period?

    By R. Butler, September 8, 2004
    • 20 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 13, 2004