Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Return of Hardship Distribution

   By Guest msprice, November 20, 2006
   • 10 replies
   • 3.1k views
   • 
   • QDROphile
   • November 29, 2006

2. Death before RBD - Spousal options?

   By TBob, March 30, 2006
   • 9 replies
   • 3.1k views
   • 
   • jevd
   • March 31, 2006

3. RMD and 5% owner test

   By Guest amybu99, December 23, 2002
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • December 26, 2002

4. Is there a statute of limitations on RMDs?

   By Guest Kathleen Fouquet, October 25, 2001
   • 2 replies
   • 3.1k views
   • 
   • Mary Kay Foss
   • October 25, 2001

5. In-service withdrawals of employee after-tax contributions

   By Nassau, August 16, 2013   

   • 6 month suspension
   • 2 replies
   • 3.1k views
   • 
   • masteff
   • August 17, 2013

6. Loan limit exceeded, what to do?

   By FundeK, April 14, 2004
   • 10 replies
   • 3.1k views
   • 
   • QDROphile
   • April 16, 2004

7. 1099-R mega backdoor Roth

   By Santo Gold, February 9, 2024
   • 4 replies
   • 3.1k views
   • 
   • Platinum
   • November 21, 2024

8. 402f Special Tax Notice in Spanish

   By Guest mickiemurphy, June 11, 2012
   • 1 reply
   • 3.1k views
   • 
   • Belgarath
   • June 12, 2012

9. Distribution from a Defined Benefit Plan with insurance

   By Guest fresno, May 18, 2006
   • 12 replies
   • 3.1k views
   • 
   • Belgarath
   • May 22, 2006

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

    By HarleyBabe, January 28, 2016
    • 9 replies
    • 3.1k views
    • 
    • HarleyBabe
    • January 29, 2016

11. Defined Benefit Plan - Distribution Rules

    By Guest slt, December 20, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • December 21, 1999

12. Withholding On Death Benefit From Ps Plan

    By dmb, March 28, 2003
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • March 28, 2003

13. Can a Plan add a stipulation that to take a Harship Distbribution, any outstanding Loans must be paid off first?

    By Guest heatherrfr, October 2, 2013   

    • Distributions
    • Loans
    • (and 1 more)

      Tagged with:

      • Distributions
      • Loans
      • Harships
    • 4 replies
    • 3.1k views
    • 
    • BG5150
    • October 3, 2013

14. severance vs termination from service/employment

    By Guest bobolink, April 28, 2010
    • 1 reply
    • 3.1k views
    • 
    • QDROphile
    • April 28, 2010

15. Overpaid distribution

    By ombskid, February 8, 2019
    • 8 replies
    • 3k views
    • 
    • QDROphile
    • February 14, 2019

16. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3k views
    • 
    • DPL
    • July 13, 2020

17. Can a partial termination be for less than a 20% reduction?

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 4, 2009

18. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3k views
    • 
    • Guest
    • February 19, 1999

19. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 3k views
    • 
    • Just Tri
    • November 6, 2020

20. In-Service distributioin

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

21. when plan loan balance is close or equals contributions on file

    By Guest beccafaith, October 18, 2005
    • 20 replies
    • 3k views
    • 
    • Guest
    • October 19, 2005

22. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3k views
    • 
    • pmacduff
    • September 19, 2007

23. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn, December 16, 2013
    • 2 replies
    • 3k views
    • 
    • Belgarath
    • December 17, 2013

24. 1099-R form for death benefit

    By pmacduff, November 14, 2007
    • 3 replies
    • 3k views
    • 
    • Bird
    • November 15, 2007

25. 401k IRC 72p

    By Guest TrustButVerify, June 21, 2007
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 22, 2007

26. Participant Loan 1999

    By Guest csdavis, April 10, 2007
    • 5 replies
    • 3k views
    • 
    • hr for me
    • April 16, 2007

27. 5 year repmt, practical considerations

    By wvbeachgirl, November 12, 2007
    • 6 replies
    • 3k views
    • 
    • masteff
    • July 13, 2014

28. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 3k views
    • 
    • Bird
    • January 19, 2005

29. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 3k views
    • 
    • Guest
    • August 8, 2001

30. Self-Correction of "Accidental" Distribution

    By billfgrady, February 24, 2004
    • 9 replies
    • 3k views
    • 
    • billfgrady
    • February 25, 2004

31. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 3k views
    • 
    • My 2 cents
    • November 3, 2015

32. Disability or Termination

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

33. Loan reamortization w/change in payroll frequency

    By Guest mo again, August 21, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 23, 2000

34. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 3k views
    • 
    • WCC
    • October 11, 2013

35. RMD Online Calculator for Defined Benefit Plans

    By Guest ERISAQUEEN, April 21, 2010
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • April 22, 2010

36. Force out distribution timing

    By Kimberly S, March 28, 2007
    • 3 replies
    • 3k views
    • 
    • J Simmons
    • March 29, 2007

37. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 3k views
    • 
    • Nassau
    • February 9, 2011

38. Whether a fee for processing a lump sum is part of the taxable amount or does it "occur" prior to distribution and hence should not be taxable

    By Guest lowellsm, September 29, 2003
    • 2 replies
    • 3k views
    • 
    • maverick
    • September 29, 2003

39. can QJ&S be waived in separation agreement?

    By AlbanyConsultant, May 9, 2023
    • 9 replies
    • 3k views
    • 
    • Peter Gulia
    • May 11, 2023

40. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

    By Guest Ed Walker, June 5, 2002
    • 7 replies
    • 3k views
    • 
    • mbozek
    • June 11, 2002

41. TEFRA 242(b)(2) Election and Rollovers

    By KJohnson, December 1, 1999
    • 3 replies
    • 3k views
    • 
    • KJohnson
    • December 2, 1999

42. What does "retired" mean for purposes of RMD?

    By M Norton, October 26, 2010
    • 3 replies
    • 3k views
    • 
    • M Norton
    • October 26, 2010

43. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • December 31, 2004

44. Correction of ineligible Hardship Distribution

    By Bruddah Kimo, August 30, 2012
    • 5 replies
    • 3k views
    • 
    • masteff
    • August 31, 2012

45. Participant not cashing RMD checks

    By The Guru, October 1, 2018
    • 9 replies
    • 2.9k views
    • 
    • CJ Allen
    • October 3, 2018

46. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 2.9k views
    • 
    • Mike Preston
    • May 20, 2008

47. Required Minimum Distribution Account Balance (Non-calendar Year Plans

    By Guest wolfman, June 8, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 11, 2001

48. STATE WITHHOLDING ON DISTRIBUTIONS

    By Guest TRUST53, December 11, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 17, 1998

49. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek, September 9, 2008
    • 10 replies
    • 2.9k views
    • 
    • J Simmons
    • September 9, 2008

50. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 2.9k views
    • 
    • ccassetty
    • December 2, 2005