Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. PT loans, Form 5330, statute of limitations

   By wvbeachgirl, October 16, 2014
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   • wvbeachgirl
   • October 16, 2014

2. 401(k) loans to employees of non-US sub

   By Guest Chris O'Daniel, September 15, 1999
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   • Guest
   • September 15, 1999

3. Distributions after the later of Age 62 or NRA...

   By Leopurrd, June 14, 2006
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   • Leopurrd
   • June 14, 2006

4. Leave of Absence Missed Payments Before LOA Cure Period

   By Snapper, September 9, 2017
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   • Snapper
   • September 9, 2017

5. Changing participant elections after the annuity starting date.

   By Guest Do, September 17, 1999
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   • Guest
   • September 17, 1999

6. Loan online

   By Guest OscarD, June 4, 2003
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   • Guest
   • June 4, 2003

7. Loans - Two Bona Fide Leaves of Absence

   By DTH, October 16, 2014
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   • DTH
   • October 16, 2014

8. Excess Deferrals - 402(g) Exceeded

   By Vlad401k, September 22, 2015
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   • Vlad401k
   • September 22, 2015

9. Terminated Plan Distributions

   By Guest bssecrest, June 27, 2002
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   • Guest
   • June 27, 2002

10. 1099R Code for return of contributions to DB plan

    By Guest KLM, October 15, 2007
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    • Guest
    • October 15, 2007

11. Qualified Settlement Fund

    By JRN, June 2, 2015
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    • JRN
    • June 2, 2015

12. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
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    • Guest
    • May 19, 2008

13. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes, September 23, 1999
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    • Guest
    • September 23, 1999

14. Rollovers to a SIMPLE 401(k)

    By Guest ak, August 3, 2001
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    • Guest
    • August 3, 2001

15. 402(f) notice?

    By Richard Anderson, September 14, 2001
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    • Richard Anderson
    • September 14, 2001

16. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC, November 9, 2007
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    • Guest
    • November 9, 2007

17. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
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    • Dougsbpc
    • July 21, 2009

18. Required Minimum Distribution (SBJPA transition) issue.

    By Guest tgk, January 4, 2001
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    • Guest
    • January 4, 2001

19. Are mutual fund back end sales charges included on Schedule C?

    By legort69, August 18, 2005
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    • legort69
    • August 18, 2005

20. Hardship Withdrawal for Principal Residence

    By Nassau, September 12, 2011
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    • Nassau
    • September 12, 2011

21. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
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    • Guest
    • February 20, 2002

22. This is a question for TPAs, regarding the Automatic Rollover rules.

    By Guest sarnold, February 2, 2005
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    • Guest
    • February 2, 2005

23. KETRA

    By Guest tajcc, January 5, 2007
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    • Guest
    • January 5, 2007

24. Loan program violation, 2 loans issued

    By Guest Pension Girl, January 7, 2010
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    • Guest
    • January 7, 2010

25. Age 65 Distributions - 401(a)(14)

    By Guest Kiki, October 15, 2010
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    • Guest
    • October 15, 2010

26. 1099-R filed twice

    By Santo Gold, February 1, 2007
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    • Santo Gold
    • February 1, 2007

27. RMD

    By Nassau, September 12, 2011
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    • Nassau
    • September 12, 2011

28. 457 Distributions

    By Guest gstraker, April 30, 2002
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    • Guest
    • April 30, 2002

29. MRD notice

    By Guest Alison Putnam, October 5, 1999
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    • Guest
    • October 5, 1999

30. Must participants be given choice of how Required Minimum Distribution

    By John A, September 1, 2000
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    • John A
    • September 1, 2000

31. life insurance options for a terminating plan

    By Guest lindamichals, March 19, 2003
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    • Guest
    • March 19, 2003

32. 5329 Abatement

    By Guest bernie lomax, March 25, 2004
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    • Guest
    • March 25, 2004

33. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
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    • Guest
    • December 1, 2004

34. Prohibited Transaction or Ordinary Loan Default?

    By Guest LHart, July 21, 2010
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    • Guest
    • July 21, 2010

35. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene, October 7, 1999
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    • Guest
    • October 7, 1999

36. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
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    • mschwechter
    • March 25, 2008

37. Does a 1099R form need to be filed for a missing participant from a te

    By Guest PatLovett, November 21, 2000
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    • Guest
    • November 21, 2000

38. Nonspouse Rollover and WRERA

    By RTK, November 6, 2009
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    • RTK
    • November 6, 2009

39. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
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    • Lou S.
    • November 10, 2010

40. Offset loans in M/P

    By Ervin Barham, October 9, 1999
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    • Ervin Barham
    • October 9, 1999

41. Treatment of Participant Loan at Death

    By Guest t936, March 16, 2005
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    • Guest
    • March 16, 2005

42. Converting loan under old rules to loan under current rules?

    By John A, October 11, 1999
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    • John A
    • October 11, 1999

43. 1099-R coding clarification

    By Guest dyoder, December 21, 2004
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    • Guest
    • December 21, 2004

44. Non-qualified variable annuites

    By Guest davet, February 6, 2002
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    • Guest
    • February 6, 2002

45. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen, December 6, 2002
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    • Guest
    • December 6, 2002

46. Distribution Fees

    By Medusa, March 6, 2009
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    • Medusa
    • March 6, 2009

47. Distribution involving after tax contributions

    By Dennis Povloski, May 20, 2008
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    • Dennis Povloski
    • May 20, 2008

48. Distributions less than $200

    By John A, October 14, 1999
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    • John A
    • October 14, 1999

49. Emergency looking for help & direction. When is it good to ask fo

    By Guest Amjones1, April 18, 2001
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    • Guest
    • April 18, 2001

50. 1099 for "make up" MRD

    By KJohnson, October 15, 1999
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    • KJohnson
    • October 15, 1999