Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. "Interest" During "Cure Period"

   By Guest cjk, March 31, 2003
   • 1 reply
   • 1.4k views
   • 
   • E as in ERISA
   • April 1, 2003

2. RMD and minority interest discounts

   By Guest JPIngold, July 9, 2012
   • 1 reply
   • 1k views
   • 
   • mbozek
   • July 11, 2012

3. Calculating Hardship Withdrawals

   By Guest Suanne, January 8, 1999
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • January 8, 1999

4. Death Benefits

   By Guest jetfaninmn, September 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • R. Butler
   • September 29, 2005

5. Proper Tax Year for Loan Default

   By Bruddah Kimo, January 9, 2008
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • January 9, 2008

6. EPCRS Death RMD & Proposed Regs

   By DTH, December 18, 2011
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • December 19, 2011

7. 2023 1099R was issued on a Distribution that was never made

   By Teresa Delarosa, May 23, 2024
   • 1 reply
   • 542 views
   • 
   • Appleby
   • May 25, 2024

8. EGTRRA cash out rules

   By Guest Katharine Jungkind, September 6, 2001
   • 1 reply
   • 1.9k views
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   • Bob R
   • September 17, 2001

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

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

10. Non-spouse Beneficiary rollovers

    By KJohnson, March 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 14, 2007

11. Delinquent Loan not defaulted

    By Tom, July 28, 2023
    • 1 reply
    • 503 views
    • 
    • Lou S.
    • July 28, 2023

12. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • July 30, 2003

13. In-Kind Distribution of Real Estate

    By Guest pm01, April 10, 2008
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • April 10, 2008

14. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.5k views
    • 
    • GMK
    • July 27, 2011

15. Special Tax Notice

    By RCK, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2001

16. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 9, 2003

17. 2009 RMD Notice 2009-82

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

18. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

19. Lost Participant

    By Guest Thornton, January 21, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 28, 1999

20. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • October 30, 2004

21. Death Benefit Payable to Trust

    By Guest KMP, January 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • January 17, 2006

22. RMD

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

23. Spousal Waiver

    By Guest lvegas, December 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 27, 2006

24. Processing Fee for Loan

    By Guest dott, April 20, 2010
    • 1 reply
    • 926 views
    • 
    • QDROphile
    • April 20, 2010

25. Another Plan Term Question... loan repayment

    By K-t-F, July 1, 2020
    • 1 reply
    • 548 views
    • 
    • Belgarath
    • July 1, 2020

26. Small minimum distribution amount

    By Guest, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 28, 2000

27. Replacement loans-how many times

    By Guest mparker2028, September 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • September 6, 2005

28. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 9, 1999

29. 1099-R for Prior Year?

    By Guest boberlander, February 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

30. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • November 1, 2010

31. distribution of over-deposited deferrals - options?

    By AlbanyConsultant, October 1, 2024
    • 1 reply
    • 556 views
    • 
    • Gina Alsdorf
    • October 7, 2024

32. Disclosure for returning employee

    By SoCalActuary, August 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • August 3, 2004

33. RMD not taken one year, does it affect next year's?

    By BG5150, December 12, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 12, 2008

34. Restrictions on Plan Distributions

    By Guest arasalin, February 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 28, 2009

35. Plan Termination with Deceased Participant (No Bene)

    By Guest Marianne, October 3, 2011
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 3, 2011

36. Required minimum distribution/installment payments

    By pmacduff, March 8, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

37. is a minimum distribution required for a participant who is rolling hi

    By MR, August 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • pjkoehler
    • August 25, 2000

38. Beneficiary found check issued years ago, what to do?

    By FundeK, March 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2005

39. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1k views
    • 
    • Mary Kay Foss
    • July 15, 2003

40. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.6k views
    • 
    • Randy Watson
    • February 10, 2006

41. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 2, 2009

42. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

    By Guest Howard Schlesinger, March 10, 1999
    • 1 reply
    • 2.7k views
    • 
    • Disco Stu
    • March 11, 1999

43. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am, August 26, 2022
    • 1 reply
    • 447 views
    • 
    • Will.I.Am
    • August 26, 2022

44. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 1, 2003

45. Failure to make loan repayments

    By J. Bringhurst, December 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 19, 2003

46. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • DTH
    • March 20, 2008

47. Designated Vs. Default Beneficiary

    By flosfur, September 4, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • September 4, 2008

48. Cash Balance In Service Annuity

    By mefrancis1729, March 14, 2018   

    • annuity
    • inservice distribution
    • (and 1 more)

      Tagged with:

      • annuity
      • inservice distribution
      • cash balance
    • 1 reply
    • 681 views
    • 
    • Mike Preston
    • March 14, 2018

49. 401(k) distribution-deceased participant/estate closed

    By Guest Martha A. Hayner, September 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 10, 2002

50. Exception to 60 day rule for rollovers

    By katieinny, April 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 29, 2003