Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship from SIMPLE match

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

2. Profit-Sharing contribution followed by withdrawal

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

3. RMD plan terminated

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

4. Distribution Fees

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

5. Distribution from DC Plan Prior to Payout Date

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

6. Plan owned insurance policy, premiums paid by loan

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

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

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

8. Mandatory withholding on distribution of property

   By JustMe, October 30, 2020
   • 3 replies
   • 983 views
   • 
   • imchipbrown
   • November 3, 2020

9. Distribution to U.S. citizen living abroad

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

10. Defaulted Loan:

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

11. Death Distribution to a Trust

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

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

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

13. Exceptions

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

14. RMD Required in light of WRERA

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

15. Termination Benefit Options

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

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

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

17. Distribution of insurance primer?

    By BG5150, January 14, 2022
    • 3 replies
    • 976 views
    • 
    • Bird
    • January 17, 2022

18. Reasons for Loan Denial Required under Fair Credit Reporting Act?

    By Guest halka, June 28, 2004
    • 0 replies
    • 975 views
    • 
    • Guest
    • June 28, 2004

19. Repetitive Payments and After Tax contributions

    By Guest JEP, December 23, 2003
    • 1 reply
    • 973 views
    • 
    • FundeK
    • December 23, 2003

20. Repairing excess Rollover with Re-characterization?

    By oldscoop, February 3, 2016   

    • IRA
    • Rollover
    • (and 5 more)

      Tagged with:

      • IRA
      • Rollover
      • Excess
      • Distribution
      • Recharacterization
      • Contribution
      • Tax
    • 1 reply
    • 973 views
    • 
    • masteff
    • February 3, 2016

21. In-service distribution of rollover account only

    By t.haley, April 8, 2021
    • 4 replies
    • 970 views
    • 
    • BG5150
    • April 8, 2021

22. Direct Rollover Option

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

23. 1099-R For Deceased Participant

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

24. Force Out Rollovers

    By AF2019, February 28, 2019
    • 2 replies
    • 970 views
    • 
    • Kevin C
    • March 1, 2019

25. Tax withholding remitted by ER

    By Guest jimmybeau, February 20, 2009
    • 1 reply
    • 970 views
    • 
    • GMK
    • February 20, 2009

26. Loan Default and Qulification Issues

    By Lou S., January 31, 2013
    • 2 replies
    • 970 views
    • 
    • masteff
    • January 31, 2013

27. RMD Needed?

    By Basically, June 2, 2022
    • 12 replies
    • 969 views
    • 
    • Basically
    • June 8, 2022

28. Should Reg Z loan disclosure include MF redemption fees?

    By Guest halka, December 18, 2003
    • 1 reply
    • 969 views
    • 
    • E as in ERISA
    • December 19, 2003

29. Can a participant pay Fed Ex costs with plan assets?

    By FundeK, April 7, 2004
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • April 7, 2004

30. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 968 views
    • 
    • Luke Bailey
    • June 1, 2020

31. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 968 views
    • 
    • R. Butler
    • October 28, 2010

32. loan default delay

    By TPApril, June 5, 2024
    • 3 replies
    • 967 views
    • 
    • CuseFan
    • June 5, 2024

33. IRA: surviving spouse

    By Felicia, March 21, 2003
    • 1 reply
    • 967 views
    • 
    • mbozek
    • March 22, 2003

34. Roth Distribution Question

    By Vlad401k, April 21, 2015
    • 1 reply
    • 967 views
    • 
    • Lou S.
    • April 21, 2015

35. RMD 5% owner under constructive ownership

    By AnnCK, December 30, 2022
    • 2 replies
    • 967 views
    • 
    • AnnCK
    • January 3, 2023

36. document issues involved re adding loan provision

    By chris, November 13, 2003
    • 0 replies
    • 967 views
    • 
    • chris
    • November 13, 2003

37. Partial distribution and the Doc says lump sum

    By Jim Chad, January 31, 2009
    • 1 reply
    • 966 views
    • 
    • K2retire
    • January 31, 2009

38. Distribution code between 55 & 59 1/2

    By doombuggy, December 2, 2009
    • 2 replies
    • 965 views
    • 
    • Guest
    • December 2, 2009

39. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark, November 17, 2022
    • 3 replies
    • 965 views
    • 
    • CuseFan
    • November 17, 2022

40. Loan discrimination

    By Guest P Williamson, June 16, 2009
    • 1 reply
    • 965 views
    • 
    • WDIK
    • June 16, 2009

41. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 965 views
    • 
    • Kevin C
    • February 13, 2009

42. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
    • 0 replies
    • 965 views
    • 
    • Guest
    • July 2, 2009

43. Handling distribution checks - bonding or fiduciary issues?

    By Guest crosseyetester, January 25, 2007
    • 0 replies
    • 964 views
    • 
    • Guest
    • January 25, 2007

44. Distributions to charitable trust?

    By kwalified, November 19, 2018
    • 4 replies
    • 964 views
    • 
    • kwalified
    • November 20, 2018

45. Beneficiary wants to split benefit with an alternate non-named beneficiary

    By CLE401kGuy, June 25, 2015
    • 8 replies
    • 963 views
    • 
    • MoJo
    • June 26, 2015

46. Loan Policy requiring loans to be paid back in less than 5 Years?

    By Guest nancy814, May 13, 2010
    • 2 replies
    • 962 views
    • 
    • Guest
    • May 14, 2010

47. Treatment of Participant Loan at Death

    By Guest t936, March 16, 2005
    • 0 replies
    • 960 views
    • 
    • Guest
    • March 16, 2005

48. Return from military leave

    By 30Rock, April 21, 2010
    • 1 reply
    • 960 views
    • 
    • RCK
    • April 28, 2010

49. Roth included in basis if doc excludes roth from h/s dist

    By Guest isg2013, September 10, 2013
    • 3 replies
    • 960 views
    • 
    • Bird
    • September 11, 2013

50. Allow distributions in cash or property

    By Jim Chad, August 12, 2008
    • 1 reply
    • 959 views
    • 
    • J Simmons
    • August 12, 2008