Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. life insurance options for a terminating plan

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

2. 1099R for post tax deferral distribution

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

3. QDR

   By Coinscorner, February 26, 2020
   • 6 replies
   • 972 views
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   • fmsinc
   • March 3, 2020

4. RMD's

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

5. Participants who work part time

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

6. Distribution Code - Death payout that was donated?

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

7. ER Late Participant Loan

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

8. Distribution Fees

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

9. RMD's & Prohibited loans

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

10. 1099-R Question

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

11. Money Purchase Pension Plan

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

12. 1096's on red or white paper

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

13. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 968 views
    • 
    • Larry Starr
    • December 11, 2018

14. RMD plan terminated

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

15. 401k cash out after job loss for hardship

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

16. Rollable portion of corrective distribution

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

17. Determination of Vest % for 401(m) excess match contribution

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 966 views
    • 
    • Guest
    • January 6, 2012

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

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

19. New RMD Rules

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

20. 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
    • 965 views
    • 
    • Guest
    • May 14, 2004

21. RMD - attribution related

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

22. Distribution to U.S. citizen living abroad

    By Vlad401k, August 22, 2014
    • 2 replies
    • 965 views
    • 
    • ESOP Guy
    • August 22, 2014

23. Distribution from DC Plan Prior to Payout Date

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

24. First time distribution with part of it being ROTH

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

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

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

26. Death Distribution to a Trust

    By Vlad401k, May 29, 2015
    • 3 replies
    • 962 views
    • 
    • K2retire
    • June 4, 2015

27. Defaulted Loan:

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

28. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 962 views
    • 
    • K2retire
    • August 27, 2009

29. Non-US beneficiary

    By Santo Gold, September 14, 2022
    • 3 replies
    • 961 views
    • 
    • Santo Gold
    • September 15, 2022

30. 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
    • 961 views
    • 
    • ratherbereading
    • December 21, 2017

31. Death Benefit - Missouri

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

32. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 960 views
    • 
    • Kevin C
    • January 22, 2009

33. hardship backup documentation

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

34. Profit-Sharing contribution followed by withdrawal

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

35. Can't find thread...ER forgets to start loan payments.

    By TBob, March 19, 2004
    • 0 replies
    • 960 views
    • 
    • TBob
    • March 19, 2004

36. Employer pays distributions

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

37. Is it okay to continue periodic payments after the participant’s death?

    By Peter Gulia, January 4, 2022   

    • direct deposit; electronic funds transfer
    • 8 replies
    • 959 views
    • 
    • Peter Gulia
    • January 7, 2022

38. 401k piggy bank

    By TPApril, June 16, 2022
    • 9 replies
    • 959 views
    • 
    • Retired, but still reading
    • June 21, 2022

39. Acquisition of portion of control group

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

40. Termination Benefit Options

    By Fielding Mellish, March 20, 2015
    • 1 reply
    • 958 views
    • 
    • My 2 cents
    • March 20, 2015

41. Lump Sum then rolled over w/in 60 days - 1099-R

    By TPApril, September 8, 2022
    • 7 replies
    • 956 views
    • 
    • pmacduff
    • September 8, 2022

42. Disaster Relief Distributions - Withholding

    By Gilmore, October 29, 2024
    • 3 replies
    • 956 views
    • 
    • G8Rs
    • October 30, 2024

43. Direct Rollover Option

    By joel, December 5, 2009
    • 1 reply
    • 955 views
    • 
    • Belgarath
    • December 7, 2009

44. 1099-R For Deceased Participant

    By Stash026, January 6, 2014
    • 1 reply
    • 955 views
    • 
    • Flyboyjohn
    • January 6, 2014

45. 401K withdrawal CARES discretion

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

46. Hardship from SIMPLE match

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

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

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

48. Plan owned insurance policy, premiums paid by loan

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

49. MRD for member of a control group

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

50. In-service and 5 years participation

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