Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship w/drawl question

   By Guest DeePA, November 4, 2004
   • 9 replies
   • 2.6k views
   • 
   • AmyR
   • December 17, 2004

2. No beneficiary

   By k man, May 5, 2006
   • 9 replies
   • 1.9k views
   • 
   • GBurns
   • May 9, 2006

3. Trust as beneficiary and separate accounts

   By smm, May 16, 2002
   • 9 replies
   • 3.3k views
   • 
   • mbozek
   • May 23, 2002

4. Distribution in the mail and employer rehired employee

   By Kansas401k, August 16, 2023   

   • rehire distribution
   • 9 replies
   • 1.1k views
   • 
   • CuseFan
   • August 18, 2023

5. Distribution Without Social Security Number

   By Randy Watson, January 19, 2008
   • 9 replies
   • 4.9k views
   • 
   • K2retire
   • November 20, 2010

6. Amendment to add loans and then amend to no longer allow it

   By pensionam, August 18, 2023
   • 9 replies
   • 1.6k views
   • 
   • Below Ground
   • August 22, 2023

7. 401(h) Disbursements

   By WDIK, January 24, 2006
   • 9 replies
   • 4.7k views
   • 
   • Guest
   • January 25, 2006

8. Uncashed Checks - All to traditional IRAs?

   By justanotheradmin, November 12, 2019
   • 9 replies
   • 1.9k views
   • 
   • justanotheradmin
   • November 13, 2019

9. 2008 Form 945

   By Anonymoose, November 9, 2010
   • 9 replies
   • 3.4k views
   • 
   • K2retire
   • November 15, 2010

10. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 4.3k views
    • 
    • GMK
    • June 23, 2016

11. Distribution Code for over 59 1/2 Deem Distribution

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • October 18, 2005

12. What maximum repayment period do you like for a participant’s principal-residence loan?

    By Peter Gulia, October 22
    • 9 replies
    • 861 views
    • 
    • Peter Gulia
    • October 28

13. loan admin fees

    By Beemer, October 27, 2016
    • 9 replies
    • 1.1k views
    • 
    • Beemer
    • October 28, 2016

14. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 9, 2013

15. Payment of Federal Tax Withholding During The Year

    By mming, February 21, 2019
    • 9 replies
    • 1.6k views
    • 
    • Earl
    • February 25, 2019

16. Receiving pension distribution and loan default discovered.

    By Guest goingbroke07, July 1, 2002
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2002

17. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 11.7k views
    • 
    • K2retire
    • June 25, 2009

18. Loan Defaults 101

    By thepensionmaven, September 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • WCC
    • October 25, 2018

19. Annuity Purchase 1099-R reporting

    By mefrancis1729, November 19, 2019   

    • 1099-r
    • annuity purchase
    • (and 1 more)

      Tagged with:

      • 1099-r
      • annuity purchase
      • cash balance
    • 9 replies
    • 2.9k views
    • 
    • Bird
    • November 21, 2019

20. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

21. Beneficiary changed before marriage

    By Josh, August 31, 2023
    • 9 replies
    • 2.2k views
    • 
    • fmsinc
    • September 2, 2023

22. Premature distribution exception - separation after age 55

    By Belgarath, November 12, 2013
    • 9 replies
    • 3k views
    • 
    • Kevin C
    • November 13, 2013

23. Age 70 1/2 Distribution

    By DP, May 5, 2011
    • 9 replies
    • 2k views
    • 
    • masteff
    • May 6, 2011

24. Hardship request to buy out principal residence from other owner

    By Pension Panda, May 30, 2018
    • 9 replies
    • 4.2k views
    • 
    • Adi
    • June 1, 2018

25. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 27, 2006

26. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 21, 2006

27. Death benefit to Non-Spouse Beneficiary - Tax Withholding

    By HarleyBabe, January 28, 2016
    • 9 replies
    • 3k views
    • 
    • HarleyBabe
    • January 29, 2016

28. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc, June 2
    • 9 replies
    • 1.5k views
    • 
    • Artie M
    • June 3

29. hardship restarting deferrals

    By JKW, March 16, 2016
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • March 18, 2016

30. Request for Determination Letter for a Qualified Plan rollover into

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 6.4k views
    • 
    • RCK
    • May 10, 2002

31. Owner wants to terminate employment to get plan assets

    By katieinny, August 1, 2018   

    • need help to dissuade him.
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • August 3, 2018

32. Former spouse distribution rights

    By Guest psgross, March 1, 2005
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2005

33. Termination to receive distribution and then rehired

    By Guest THess, November 5, 2003
    • 9 replies
    • 3.6k views
    • 
    • KJohnson
    • November 6, 2003

34. Beneficiary refuses to pension benefit

    By Guest Benefitsrock, July 29, 2009
    • 9 replies
    • 5.6k views
    • 
    • mbozek
    • August 7, 2009

35. Terminating Plan and RMD

    By perplexedbypensions, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • ldr
    • April 12, 2019

36. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2001

37. Participant died before rollover made

    By jane123, October 16, 2008
    • 9 replies
    • 4.2k views
    • 
    • GBurns
    • October 17, 2008

38. Any definite IRS authority on written amendment requirement for automatic rollover?

    By Guest LMalone, October 25, 2004
    • 9 replies
    • 1.5k views
    • 
    • smm
    • October 26, 2004

39. How to enforce RMD requirements?

    By Carol V. Calhoun, August 12, 2022
    • 9 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 15, 2022

40. OFAC blocking a distribution

    By Kevin C, April 20, 2017
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • April 21, 2017

41. Disability or Termination

    By TBob, May 23, 2006
    • 9 replies
    • 3k views
    • 
    • masteff
    • February 1, 2013

42. In-Service distributioin

    By Santo Gold, April 27, 2007
    • 9 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2015

43. 20% withholding

    By Santo Gold, January 23, 2013
    • 9 replies
    • 1.7k views
    • 
    • masteff
    • January 28, 2013

44. What is penalty for failure of plan to withhold 20% from non-rollover

    By Guest TrustMe401k, November 8, 2000
    • 9 replies
    • 4.8k views
    • 
    • Alan Simpson
    • November 14, 2000

45. Nonresident Alien Withholding - Effectively Connected Income

    By DTH, December 12, 2002
    • 9 replies
    • 2.4k views
    • 
    • mbozek
    • December 16, 2002

46. paying child support from PS plan

    By Santo Gold, May 24, 2006
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • January 3, 2011

47. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

48. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • February 22, 2002

49. Distribution Dilemma

    By bzorc, June 3, 2022
    • 9 replies
    • 1k views
    • 
    • Luke Bailey
    • June 3, 2022

50. Death of Participant - No benficiary form

    By Vlad401k, May 6, 2015
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • May 6, 2015