Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. When Must Loan be Repaid if Plan Terminates?

   By Susan S., December 27, 2016
   • 1 reply
   • 932 views
   • 
   • ETA Consulting LLC
   • December 27, 2016

2. Notice of Availbalilty of Rollover Treatment

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

3. Excess Deferrals - 402(g) Exceeded

   By Vlad401k, September 22, 2015
   • 0 replies
   • 931 views
   • 
   • Vlad401k
   • September 22, 2015

4. Beneficiary for an annuity held by the Trust by unmarried owner

   By TPApril, September 22
   • 2 replies
   • 931 views
   • 
   • Peter Gulia
   • September 24

5. Non-Spousal Rollovers

   By PJ2009, May 29, 2009
   • 1 reply
   • 931 views
   • 
   • PensionPro
   • May 30, 2009

6. disability leave and vesting

   By Kimberly S, October 17, 2008
   • 0 replies
   • 931 views
   • 
   • Kimberly S
   • October 17, 2008

7. 2017 RMD taken in 2018

   By Scuba 401, November 1, 2017
   • 7 replies
   • 930 views
   • 
   • Mike Preston
   • November 10, 2017

8. DB minimum distribution for 03

   By Guest Rae, November 24, 2003
   • 1 reply
   • 930 views
   • 
   • Guest
   • November 24, 2003

9. Loan Program

   By BG5150, June 6, 2012
   • 2 replies
   • 929 views
   • 
   • Bird
   • June 7, 2012

10. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 929 views
    • 
    • QDROphile
    • April 5, 2011

11. Distributions to charitable trust?

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

12. Military Leave

    By Guest PJW, March 31, 2003
    • 1 reply
    • 928 views
    • 
    • MGB
    • March 31, 2003

13. IRS Notice 2010 945

    By DP, June 5, 2012
    • 0 replies
    • 927 views
    • 
    • DP
    • June 5, 2012

14. Lost participants again

    By Bird, May 28, 2010
    • 1 reply
    • 927 views
    • 
    • david rigby
    • May 28, 2010

15. IRS Examination- Qualification Issues

    By Guest Gumby, January 27, 2010
    • 0 replies
    • 927 views
    • 
    • Guest
    • January 27, 2010

16. Loan discrimination

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

17. Can beneficiary roll distribution into participant's 401k

    By Effen, December 28, 2010
    • 4 replies
    • 926 views
    • 
    • Appleby
    • December 29, 2010

18. Beneficiary Rollover

    By DTH, December 10, 2013
    • 1 reply
    • 926 views
    • 
    • ETA Consulting LLC
    • December 11, 2013

19. temporarily laid off

    By TPApril, October 29
    • 5 replies
    • 925 views
    • 
    • Artie M
    • October 30

20. Help in finding a private letter ruling or individual PTE re:participant loans

    By Guest BrianF, March 12, 2004
    • 0 replies
    • 925 views
    • 
    • Guest
    • March 12, 2004

21. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
    • 0 replies
    • 925 views
    • 
    • rocknrolls2
    • February 1, 2008

22. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 924 views
    • 
    • GMK
    • May 5, 2011

23. Required minimum distributions (rmds)

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

24. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 924 views
    • 
    • QDROphile
    • May 17, 2013

25. Force Out Rollovers

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

26. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 0 replies
    • 923 views
    • 
    • Jilliandiz
    • July 24, 2007

27. Hardship taken after other distibs & loans

    By BG5150, November 26, 2008
    • 1 reply
    • 922 views
    • 
    • Belgarath
    • November 26, 2008

28. Tax deposit coupons for 2011

    By Anonymoose, July 27, 2010
    • 0 replies
    • 922 views
    • 
    • Anonymoose
    • July 27, 2010

29. Does a 1099-R force a paper 1040 filing?

    By AlbanyConsultant, February 23, 2017
    • 7 replies
    • 922 views
    • 
    • Bill Presson
    • February 24, 2017

30. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 922 views
    • 
    • BG5150
    • December 8, 2008

31. Distribution of Benefits - how often must we commence?

    By waid10, November 17, 2009
    • 1 reply
    • 922 views
    • 
    • Kevin C
    • November 17, 2009

32. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 920 views
    • 
    • dmb
    • March 22, 2011

33. Qualified Loan Offset - oddball situation

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

34. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 918 views
    • 
    • masteff
    • December 16, 2010

35. hardship withdrawal - withholding

    By Santo Gold, July 27, 2021
    • 2 replies
    • 918 views
    • 
    • Santo Gold
    • July 27, 2021

36. Plan Termination Distribution Election Form maintained on file

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

37. Deemed Distribution Reversal

    By CurlyBert, December 8, 2017   

    • loans
    • deemed distribution
    • (and 1 more)

      Tagged with:

      • loans
      • deemed distribution
      • 401k
    • 1 reply
    • 916 views
    • 
    • Bird
    • December 11, 2017

38. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 916 views
    • 
    • jmartin
    • April 9, 2013

39. EPCRS Procedures - Is this eligible for SCP?

    By emmetttrudy, January 15, 2013
    • 2 replies
    • 916 views
    • 
    • Kevin C
    • January 16, 2013

40. IRS Lien

    By waid10, January 3, 2013   

    • Required to withhold?
    • 0 replies
    • 915 views
    • 
    • waid10
    • January 3, 2013

41. POA no longer in force

    By DMcGovern, September 20, 2012
    • 1 reply
    • 915 views
    • 
    • ETA Consulting LLC
    • September 20, 2012

42. RMD?

    By jpod, August 6, 2018
    • 6 replies
    • 915 views
    • 
    • jpod
    • August 7, 2018

43. interim valuation used to measure distribution amount

    By mariemonroe, March 26, 2020
    • 6 replies
    • 915 views
    • 
    • Luke Bailey
    • April 16, 2020

44. Required distribution forms for an alternate payee from a QDRO

    By Rai401k, March 22, 2004
    • 0 replies
    • 915 views
    • 
    • Rai401k
    • March 22, 2004

45. Return from military leave

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

46. RMD Needed?

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

47. Hardship - Dependent

    By WhatsESUP, November 28, 2017   

    • hardship
    • 3 replies
    • 914 views
    • 
    • card
    • November 30, 2017

48. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150, October 7, 2021
    • 1 reply
    • 913 views
    • 
    • C. B. Zeller
    • October 7, 2021

49. J&S Outside U.S.

    By Nate X, August 30, 2016   

    • J&S
    • spousal consent
    • 2 replies
    • 911 views
    • 
    • Nate X
    • August 31, 2016

50. Processing Fee for Loan

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