Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Periodic Payments

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

2. Death Distribution with Insurance!

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

3. RMD

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

4. Defaulted Loan

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

5. Failure to Make 945 Deposits

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

6. Default Beneficiary

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

7. after-tax distribution

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

8. Distribution Didn't Happen - probably an easy answer

   By RestAssured, March 28, 2024
   • 6 replies
   • 990 views
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   • RestAssured
   • April 22, 2024

9. Form 945

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

10. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant, March 1, 2021
    • 6 replies
    • 989 views
    • 
    • FormsRstillmylife
    • March 3, 2021

11. Distribution Debacle

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

12. hardship backup documentation

    By pmacduff, July 14, 2021
    • 1 reply
    • 989 views
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    • Peter Gulia
    • July 14, 2021

13. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 987 views
    • 
    • Jakyasar
    • December 4, 2019

14. Minimum distributions from inherited funds

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

15. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 987 views
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    • Towanda
    • February 3, 2020

16. 2009 RMD Notice 2009-82

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

17. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 986 views
    • 
    • ESOP Guy
    • March 3, 2016

18. 1099-R Question

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

19. Distribution Code - Death payout that was donated?

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

20. 1099R for post tax deferral distribution

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

21. Loan repayment

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

22. Spousal Consent

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

23. life insurance options for a terminating plan

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

24. Acquisition of portion of control group

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

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

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

26. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 984 views
    • 
    • Loves401(k)
    • April 13, 2018

27. Deemed distribution - loan payments never made

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

28. 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
    • 982 views
    • 
    • ratherbereading
    • December 21, 2017

29. RMD's

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

30. Money Purchase Pension Plan

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

31. 1096's on red or white paper

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

32. Participants who work part time

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

33. RMD Payments for a deceased participant

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

34. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 980 views
    • 
    • Tom Poje
    • August 21, 2019

35. Plan owned insurance policy, premiums paid by loan

    By kwalified, September 17, 2012
    • 3 replies
    • 980 views
    • 
    • Guest
    • September 20, 2012

36. ER Late Participant Loan

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

37. Profit-Sharing contribution followed by withdrawal

    By imchipbrown, August 7, 2014
    • 2 replies
    • 980 views
    • 
    • imchipbrown
    • August 7, 2014

38. MRD for member of a control group

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

39. RMD plan terminated

    By 52626, October 8, 2014
    • 2 replies
    • 980 views
    • 
    • ESOP Guy
    • October 8, 2014

40. 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
    • 979 views
    • 
    • Guest
    • May 14, 2004

41. RMD's & Prohibited loans

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

42. First time distribution with part of it being ROTH

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

43. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans

    By Guest cjk, October 7, 2004
    • 1 reply
    • 979 views
    • 
    • Appleby
    • October 7, 2004

44. Search service

    By Bird, September 17, 2020
    • 7 replies
    • 978 views
    • 
    • DataGuy
    • September 7, 2021

45. Employer pays distributions

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

46. Distribution Fees

    By Medusa, March 6, 2009
    • 0 replies
    • 977 views
    • 
    • Medusa
    • March 6, 2009

47. Defaulted Loan:

    By Guest Pennysaver, September 15, 2011
    • 1 reply
    • 977 views
    • 
    • Guest
    • September 16, 2011

48. Rollable portion of corrective distribution

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

49. Hardship from SIMPLE match

    By R. Butler, January 23, 2013
    • 1 reply
    • 977 views
    • 
    • masteff
    • January 23, 2013

50. Distribution from DC Plan Prior to Payout Date

    By Guest LCOLLINS, June 12, 2006
    • 0 replies
    • 976 views
    • 
    • Guest
    • June 12, 2006