Distributions and Loans, Other than QDROs

4,169 topics in this forum

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

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

2. RMD for an as-needed employee

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

3. Distribution to U.S. citizen living abroad

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

4. Death Distribution to a Trust

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

5. RMD Required in light of WRERA

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

6. Exceptions

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

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

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

8. COVID-related Distribution

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

9. Termination Benefit Options

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

10. 401K withdrawal CARES discretion

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

11. In-service and 5 years participation

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

12. Distribution of insurance primer?

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

13. Repetitive Payments and After Tax contributions

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

14. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia, November 10, 2021   

    • minimum distribution
    • 4 replies
    • 967 views
    • 
    • Peter Gulia
    • November 12, 2021

15. Direct Rollover Option

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

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

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

17. Loan Default and Qulification Issues

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

18. 1099-R For Deceased Participant

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

19. Required minimum distributions (rmds)

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

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

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

21. Tax withholding remitted by ER

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

22. insurance premiums paid too early

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

23. 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
    • 962 views
    • 
    • masteff
    • February 3, 2016

24. Mandatory withholding on distribution of property

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

25. document issues involved re adding loan provision

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

26. Handling distribution checks - bonding or fiduciary issues?

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

27. Loan discrimination

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

28. Roth Distribution Question

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

29. Taxing Employee Con from Pension if Rolled Over

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

30. Partial distribution and the Doc says lump sum

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

31. Distribution code between 55 & 59 1/2

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

32. Loan Availability AFTAP < 80%

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

33. IRA: surviving spouse

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

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

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

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

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

36. 402(g) Excess distributed b/4 PYE when loss involved

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

37. Treatment of Participant Loan at Death

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

38. Allow distributions in cash or property

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

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

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

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

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

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

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

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

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

43. Force Out Rollovers

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

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

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

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

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

46. Distributions to charitable trust?

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

47. 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
    • 950 views
    • 
    • Guest
    • January 14, 2004

48. Reasonable Time locating missing

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

49. loan default and repayment

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

50. RMDs to non-employee elected officials?

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