Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Distributions less than $200

   By John A, October 14, 1999
   • 0 replies
   • 1.6k views
   • 
   • John A
   • October 14, 1999

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

   By Guest Amjones1, April 18, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 18, 2001

3. 1099 for "make up" MRD

   By KJohnson, October 15, 1999
   • 0 replies
   • 1.4k views
   • 
   • KJohnson
   • October 15, 1999

4. Covering a CDSC

   By Guest SPollock, September 1, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 1, 2000

5. spousal consent for participant loan

   By Guest Jane Freeman, May 7, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 7, 2004

6. allocation of basis on inservice distribution

   By M Norton, December 4, 2009
   • 0 replies
   • 897 views
   • 
   • M Norton
   • December 4, 2009

7. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

   By Guest slt, October 20, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 20, 1999

8. Terminate PS/ESOP Plan

   By HarleyBabe, November 11, 2010
   • 0 replies
   • 1.1k views
   • 
   • HarleyBabe
   • November 11, 2010

9. Paperless Loans and Check21 (Imaging)

   By Guest halka, May 3, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 3, 2005

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

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

11. RMD for DB Participant

    By Dougsbpc, December 18, 2007
    • 0 replies
    • 915 views
    • 
    • Dougsbpc
    • December 18, 2007

12. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2001

13. RMDs to non-employee elected officials?

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

14. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 8, 2009

15. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2001

16. RMD from PS plan with life insurance only major asset

    By Guest SteveD, June 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2004

17. NonSpouse Beneficiary and PPA

    By Guest lvegas, October 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2006

18. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 9, 2006

19. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 8, 2007

20. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

21. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 13, 2005

22. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2009

23. Loan payments and leave of absence

    By Belgarath, September 14, 2017
    • 0 replies
    • 407 views
    • 
    • Belgarath
    • September 14, 2017

24. forms 1096/1099-R hard copy filing address

    By pmacduff, January 14, 2021
    • 0 replies
    • 563 views
    • 
    • pmacduff
    • January 14, 2021

25. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar, October 28, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1999

26. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
    • 0 replies
    • 1.5k views
    • 
    • Lou S.
    • April 23, 2009

27. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 1999

28. Are check fees for a distribution permissable?

    By R. Butler, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • December 13, 2000

29. QJSA Requirements

    By Guest kowen, August 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

30. SCAM - link to 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.5k views
    • 
    • Erik Read
    • February 7, 2002

31. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2007

32. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 735 views
    • 
    • t.haley
    • April 7, 2014

33. Beneficiaries when change from QPSA to QJSA

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

34. New RMD Proposed Reg Questions Related to spouse more than 10 years yo

    By John A, April 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 19, 2001

35. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.3k views
    • 
    • Gruegen
    • October 11, 2002

36. loan payments for per diems

    By JKW, November 7, 2013
    • 0 replies
    • 795 views
    • 
    • JKW
    • November 7, 2013

37. Corrected 2013 1099R after rollover into IRA

    By Carri, February 14, 2018
    • 0 replies
    • 426 views
    • 
    • Carri
    • February 14, 2018

38. Loan to HCE

    By SMB, November 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • SMB
    • November 6, 1999

39. Separation from service

    By Guest Lex, September 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 2002

40. Modification of loans

    By k man, October 17, 2006
    • 0 replies
    • 2.7k views
    • 
    • k man
    • October 17, 2006

41. Distribution??? of annuity from qualifed??? plan

    By chris, May 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • May 11, 2001

42. Beneficiaries for Survivor Annuities

    By Guest wwest, November 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

43. Pre Retirement Distributions from Money Purchase Plan

    By Guest JD698, April 24, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 24, 2008

44. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • February 4, 2010

45. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 995 views
    • 
    • Lou S.
    • February 20, 2014

46. Loans and Frozen Plans

    By Guest Moreno, September 18, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 18, 2001

47. Post-EGTRRA Death Benefit when spouse is in same plan as participant?

    By John A, November 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 20, 2001

48. Restricted Employee Mysteries

    By Everett Moreland, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 16, 2001

49. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2005

50. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007