Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Now Part Time participant - eligible for distribution?

   By Guest SuzieQNEC, May 5, 2009
   • 4 replies
   • 1k views
   • 
   • david rigby
   • May 5, 2009

2. Minor Beneficiary: Tax Reporting

   By Guest 4Kicks, April 15, 2014
   • 0 replies
   • 1k views
   • 
   • Guest
   • April 15, 2014

3. Change distribution code?

   By Guest mikeak, November 24, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • November 24, 2003

4. Beneficiary is owner already taking RMD's

   By TPAVP, June 12, 2003
   • 0 replies
   • 1k views
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   • TPAVP
   • June 12, 2003

5. Loan Refinance for Principal Home Plan Loan

   By Dazednconfused, June 7, 2010
   • 2 replies
   • 1k views
   • 
   • Dazednconfused
   • June 8, 2010

6. Changes in treatment of cash distributions to rollover

   By Guest PaulaRafferty, July 29, 2004
   • 3 replies
   • 1k views
   • 
   • MGB
   • July 29, 2004

7. RMD's

   By Guest Donell, November 16, 2012
   • 2 replies
   • 1k views
   • 
   • Kevin C
   • November 16, 2012

8. re-financed loan

   By Dougsbpc, February 25, 2015
   • 2 replies
   • 1k views
   • 
   • Dougsbpc
   • February 25, 2015

9. New RMD Rules

   By Towanda, February 3, 2020
   • 4 replies
   • 1k views
   • 
   • Towanda
   • February 3, 2020

10. Hardships from sources other than salary deferral

    By Guest ewhitmore, September 14, 2010
    • 2 replies
    • 1k views
    • 
    • masteff
    • September 14, 2010

11. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 999 views
    • 
    • Lou S.
    • February 20, 2014

12. Default Beneficiary

    By Randy Watson, January 12, 2010
    • 1 reply
    • 999 views
    • 
    • david rigby
    • January 13, 2010

13. Periodic Payments

    By Guest ehe0219, January 23, 2013
    • 2 replies
    • 999 views
    • 
    • Guest
    • January 24, 2013

14. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 998 views
    • 
    • Bird
    • October 15, 2009

15. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 998 views
    • 
    • imchipbrown
    • March 20, 2018

16. Form 945

    By Bird, February 1, 2010
    • 0 replies
    • 996 views
    • 
    • Bird
    • February 1, 2010

17. Failure to Make 945 Deposits

    By Guest KFLETT, February 12, 2003
    • 2 replies
    • 996 views
    • 
    • Guest
    • February 15, 2003

18. RMD for an as-needed employee

    By Tom, October 25, 2023
    • 2 replies
    • 996 views
    • 
    • Paul I
    • October 30, 2023

19. Distribution Code - Death payout that was donated?

    By Guest h_nowicki, January 25, 2005
    • 0 replies
    • 996 views
    • 
    • Guest
    • January 25, 2005

20. RMD

    By Lori H, October 31, 2007
    • 1 reply
    • 996 views
    • 
    • masteff
    • October 31, 2007

21. Delayed distribution due to Custodian - Who is liable?

    By Guest chris4013, February 12, 2004
    • 1 reply
    • 995 views
    • 
    • mbozek
    • February 14, 2004

22. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 995 views
    • 
    • Santo Gold
    • November 2, 2011

23. 2009 RMD Notice 2009-82

    By Guest Peggy806, November 23, 2009
    • 1 reply
    • 995 views
    • 
    • Guest
    • November 23, 2009

24. Defaulted Loan

    By bzorc, March 29, 2014
    • 1 reply
    • 994 views
    • 
    • Jim Chad
    • March 31, 2014

25. Principal Residence Loan or Hardship Distribution?

    By Molly the cat, December 21, 2017   

    • principal residence
    • loans
    • (and 1 more)

      Tagged with:

      • principal residence
      • loans
      • hardship
    • 1 reply
    • 994 views
    • 
    • ratherbereading
    • December 21, 2017

26. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 994 views
    • 
    • doombuggy
    • January 19, 2011

27. Minimum distributions from inherited funds

    By Guest Ed Walker, January 28, 2004
    • 2 replies
    • 994 views
    • 
    • Appleby
    • January 29, 2004

28. 1099-R Question

    By Lucky32, January 19, 2022
    • 2 replies
    • 994 views
    • 
    • Lucky32
    • January 19, 2022

29. Acquisition of portion of control group

    By Guest tashasman, May 28, 2011
    • 1 reply
    • 992 views
    • 
    • Guest
    • May 28, 2011

30. Loan repayment

    By Guest JWR, June 18, 2010
    • 1 reply
    • 991 views
    • 
    • mbozek
    • June 18, 2010

31. RMD's & Prohibited loans

    By TPApril, March 5, 2016
    • 7 replies
    • 990 views
    • 
    • Peter Gulia
    • March 10, 2016

32. RMD's

    By kwalified, June 18, 2012
    • 1 reply
    • 990 views
    • 
    • ETA Consulting LLC
    • June 18, 2012

33. Required minimum distributions (rmds)

    By pmacduff, July 12, 2021
    • 6 replies
    • 990 views
    • 
    • C. B. Zeller
    • July 14, 2021

34. life insurance options for a terminating plan

    By Guest lindamichals, March 19, 2003
    • 0 replies
    • 989 views
    • 
    • Guest
    • March 19, 2003

35. Spousal Consent

    By Guest trainw, November 15, 2009
    • 1 reply
    • 989 views
    • 
    • J Simmons
    • November 15, 2009

36. Deemed distribution - loan payments never made

    By Guest terid, March 17, 2004
    • 1 reply
    • 989 views
    • 
    • FundeK
    • March 17, 2004

37. MRD for member of a control group

    By Guest sritts, October 7, 2004
    • 2 replies
    • 989 views
    • 
    • Guest
    • October 7, 2004

38. Premature Distribution Penalty/Tax still due on hardship withdrawals?

    By Pammie57, May 30, 2023
    • 4 replies
    • 988 views
    • 
    • BG5150
    • May 31, 2023

39. 1099R for post tax deferral distribution

    By Guest vtuhan, January 11, 2005
    • 1 reply
    • 988 views
    • 
    • JanetM
    • January 11, 2005

40. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 988 views
    • 
    • Ajillity
    • June 27, 2019

41. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 988 views
    • 
    • Guest
    • January 8, 2009

42. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 988 views
    • 
    • JRSP533
    • April 1, 2020

43. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan?

    By Guest rocnrols2, May 14, 2004
    • 1 reply
    • 987 views
    • 
    • Guest
    • May 14, 2004

44. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 987 views
    • 
    • david rigby
    • July 28, 2009

45. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
    • 0 replies
    • 987 views
    • 
    • Young Curmudgeon
    • June 2, 2008

46. First time distribution with part of it being ROTH

    By Jim Chad, February 25, 2009
    • 1 reply
    • 987 views
    • 
    • K2retire
    • February 26, 2009

47. 1096's on red or white paper

    By Jim Chad, February 3, 2009
    • 2 replies
    • 987 views
    • 
    • Jim Chad
    • February 3, 2009

48. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 986 views
    • 
    • Peter Gulia
    • June 22, 2020

49. ER Late Participant Loan

    By Guest LKeener, July 28, 2008
    • 1 reply
    • 986 views
    • 
    • K2retire
    • July 29, 2008

50. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 986 views
    • 
    • Nassau
    • February 4, 2011