Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution of insurance primer?

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

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

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

3. document issues involved re adding loan provision

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

4. Repetitive Payments and After Tax contributions

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

5. Roth Distribution Question

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

6. Taxing Employee Con from Pension if Rolled Over

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

7. Partial distribution and the Doc says lump sum

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

8. insurance premiums paid too early

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

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

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

10. Handling distribution checks - bonding or fiduciary issues?

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

11. Distribution code between 55 & 59 1/2

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

12. Tax withholding remitted by ER

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

13. RMD for an as-needed employee

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

14. Search service

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

15. IRA: surviving spouse

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

16. RMD Payments for a deceased participant

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

17. Allow distributions in cash or property

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

18. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
    • 0 replies
    • 944 views
    • 
    • blue
    • December 4, 2008

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

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

20. Loan Default and Qulification Issues

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

21. Treatment of Participant Loan at Death

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

22. Can a lay off be considered a leave of absence

    By R. Butler, August 21, 2009
    • 0 replies
    • 943 views
    • 
    • R. Butler
    • August 21, 2009

23. Can an UTMA custodian rollover into an inherited IRA?

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 942 views
    • 
    • Guest
    • February 17, 2009

24. In Svc Distributions for a 4k Safe Harbor Plan

    By Guest DNH, May 22, 2009
    • 1 reply
    • 941 views
    • 
    • PensionPro
    • May 23, 2009

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

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

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

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

27. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age.

    By Guest picwrc, January 14, 2004
    • 0 replies
    • 940 views
    • 
    • Guest
    • January 14, 2004

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

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

29. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia, August 13, 2023
    • 7 replies
    • 939 views
    • 
    • CuseFan
    • August 16, 2023

30. Reasonable Time locating missing

    By Guest AdminFL, April 3, 2003
    • 0 replies
    • 939 views
    • 
    • Guest
    • April 3, 2003

31. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 939 views
    • 
    • 30Rock
    • July 29, 2010

32. Loan Availability AFTAP < 80%

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

33. 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
    • 938 views
    • 
    • masteff
    • February 3, 2016

34. Substantially equal and eligible rollover contributions

    By Belgarath, January 13, 2017
    • 3 replies
    • 938 views
    • 
    • Belgarath
    • January 13, 2017

35. Who is responsible for the RMD?

    By rblum50, December 14, 2022
    • 2 replies
    • 937 views
    • 
    • msmith
    • December 15, 2022

36. Missing Participants search options

    By Guest bernverd, November 19, 2012
    • 1 reply
    • 937 views
    • 
    • david rigby
    • November 19, 2012

37. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 936 views
    • 
    • Peter Gulia
    • July 9, 2024

38. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 936 views
    • 
    • rocknrolls2
    • October 31, 2007

39. Mandatory withholding on distribution of property

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

40. Do corrective ACP refunds offset MRDs?

    By Guest TaxedToDeath, March 13, 2012
    • 3 replies
    • 936 views
    • 
    • Guest
    • March 15, 2012

41. loan default and repayment

    By thepensionmaven, February 14, 2013
    • 1 reply
    • 935 views
    • 
    • rcline46
    • February 14, 2013

42. RMDs to non-employee elected officials?

    By EGB, July 18, 2007
    • 0 replies
    • 935 views
    • 
    • EGB
    • July 18, 2007

43. Maximum Loan Availability

    By Guest mmaggs, January 18, 2013
    • 1 reply
    • 935 views
    • 
    • ETA Consulting LLC
    • January 18, 2013

44. COVID-related Distribution

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

45. Electronic deposit of withholding

    By jkharvey, February 13, 2012
    • 5 replies
    • 934 views
    • 
    • Bird
    • February 14, 2012

46. Distribution involving after tax contributions

    By Dennis Povloski, May 20, 2008
    • 0 replies
    • 934 views
    • 
    • Dennis Povloski
    • May 20, 2008

47. Refinancing loans originally made for more than 5 years

    By kocak, October 7, 2004
    • 0 replies
    • 934 views
    • 
    • kocak
    • October 7, 2004

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

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

49. Notice of Availbalilty of Rollover Treatment

    By Guest KennyH, November 16, 2007
    • 0 replies
    • 932 views
    • 
    • Guest
    • November 16, 2007

50. What year is loan taxable?

    By Jim Chad, March 16, 2016
    • 4 replies
    • 932 views
    • 
    • Mike Preston
    • March 17, 2016