Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Distribution Options for Leased Employees?

   By Susan S., January 31, 2017
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   • 496 views
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   • Susan S.
   • January 31, 2017

2. Restricted payout from a DB plan to the surviving spouse of a top 25 e

   By JDuns, December 28, 2001
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   • JDuns
   • December 28, 2001

3. Required Minimum Distribution from DB Plan

   By Dennis Povloski, March 13, 2006
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   • Dennis Povloski
   • March 13, 2006

4. Distributions to Annuitant after death

   By Guest Quinn, June 15, 1999
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   • Guest
   • June 15, 1999

5. Distribution Fees and Residual Distributions

   By Guest CindyB, April 6, 2006
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   • Guest
   • April 6, 2006

6. new minimum distribution rules- separate accounts

   By card, February 10, 2001
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   • card
   • February 10, 2001

7. Can participants still be given option to defer RBD after end of GUST

   By John A, November 13, 2001
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   • John A
   • November 13, 2001

8. refunds paid by participant - IRS 1099R

   By Guest anomi, January 27, 2007
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   • Guest
   • January 27, 2007

9. QPSA Lump Sum Payment to Nonresident Alien

   By RTK, February 13, 2024
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   • 393 views
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   • RTK
   • February 13, 2024

10. Plan Rollovers by Estates to Inherited IRAs

    By Guest Bob:, September 12, 2013   

    • Estate
    • Rollover
    • (and 5 more)

      Tagged with:

      • Estate
      • Rollover
      • Inherited
      • IRA
      • Transfer
      • Direct
      • Qualified
    • 0 replies
    • 4k views
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    • Guest
    • September 12, 2013

11. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp, July 22, 1999
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    • Guest
    • July 22, 1999

12. Loans and Bankruptcy

    By Guest Moreno, August 23, 2001
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    • 1.3k views
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    • Guest
    • August 23, 2001

13. IRS Lien

    By waid10, January 3, 2013   

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

14. ESOP distributions - not enough cash to withhold 20% and required state withholding

    By Guest fore01k, February 17, 2005
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    • 2k views
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    • Guest
    • February 17, 2005

15. Forms

    By Egold, December 13, 2023
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    • 452 views
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    • Egold
    • December 13, 2023

16. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
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    • 1.4k views
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    • Felicia
    • December 5, 2003

17. Corrective distribution = revocation of 5 year annuity election?

    By Guest JPCMPLS, March 22, 2001
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    • 1.4k views
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    • Guest
    • March 22, 2001

18. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
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    • 1.3k views
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    • SRM
    • December 16, 2004

19. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
    • 0 replies
    • 292 views
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    • Santo Gold
    • April 14, 2022

20. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
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    • 1.2k views
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    • Guest
    • December 28, 2001

21. RMD to alternate payee

    By Scuba 401, October 16, 2017
    • 0 replies
    • 518 views
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    • Scuba 401
    • October 16, 2017

22. Tax withholding on distributions not eligible for rollover

    By Guest bmurphy, December 28, 2001
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    • 1.6k views
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    • Guest
    • December 28, 2001

23. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
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    • 1k views
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    • Guest
    • April 23, 2003

24. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
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    • 1.3k views
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    • jlf
    • August 11, 1999

25. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
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    • 1.6k views
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    • Guest
    • October 11, 2007

26. IRS Notice 2010 945

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

27. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2k views
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    • Guest
    • November 3, 2006

28. Applying Loan Repayments to Sources

    By Guest Ken_Systems, August 17, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • August 17, 1999

29. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 23, 2001

30. Conversion from C to S Corp.

    By Guest, August 18, 1999
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    • 1.5k views
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    • Guest
    • August 18, 1999

31. RMD

    By Guest forum4, December 20, 2005
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    • Guest
    • December 20, 2005

32. Form 945

    By Bird, February 1, 2010
    • 0 replies
    • 989 views
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    • Bird
    • February 1, 2010

33. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.2k views
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    • sam2012
    • February 7, 2014

34. Distribution from DC Plan Prior to Payout Date

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

35. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
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    • 1.5k views
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    • Guest
    • August 23, 1999

36. Required Minimum Distributions for rehired employees

    By Guest jdw, December 5, 2003
    • 0 replies
    • 1.7k views
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    • Guest
    • December 5, 2003

37. MRD and Asset sale

    By PMC, December 12, 2007
    • 0 replies
    • 856 views
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    • PMC
    • December 12, 2007

38. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.2k views
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    • Rob P
    • April 17, 2009

39. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.4k views
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    • Ervin Barham
    • August 26, 1999

40. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S., December 12, 2024
    • 0 replies
    • 513 views
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    • Lou S.
    • December 12, 2024

41. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
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    • 1.4k views
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    • Guest
    • March 18, 2003

42. Are non-owner rmd elections required? can they be changed?

    By Guest crosseyetester, July 13, 2007
    • 0 replies
    • 908 views
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    • Guest
    • July 13, 2007

43. Posted in DB plans, but more applicable here -

    By Erik Read, October 5, 2005
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    • 1.2k views
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    • Erik Read
    • October 5, 2005

44. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 28, 1999
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    • 1.3k views
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    • jlf
    • August 28, 1999

45. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
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    • 1.4k views
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    • dmb
    • February 13, 2001

46. Plan Loan - distribution following leave

    By Guest DTromb, January 30, 2007
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    • 1.4k views
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    • Guest
    • January 30, 2007

47. loan policy effective date

    By Guest JWR, September 17, 2010
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    • 1.1k views
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    • Guest
    • September 17, 2010

48. Do you have to provide a 402(f) notice before processing a loan offset?

    By FundeK, March 24, 2004
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    • 1.3k views
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    • FundeK
    • March 24, 2004

49. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
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    • 1.3k views
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    • Guest
    • January 4, 2001

50. Beneficiary Designation Issue

    By chris, August 5, 2003
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    • 1.1k views
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    • chris
    • August 5, 2003