Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period?

   By R. Butler, September 8, 2004
   • 20 replies
   • 3.1k views
   • 
   • E as in ERISA
   • September 13, 2004

2. Defined Benefit Plan - Distribution Rules

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

3. Loan Terms Originally for Primary Purchase But Deal Fell Through

   By erisa parrot, March 3, 2015
   • 19 replies
   • 3.1k views
   • 
   • Kevin C
   • March 5, 2015

4. Withholding On Death Benefit From Ps Plan

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

5. Loan limit exceeded, what to do?

   By FundeK, April 14, 2004
   • 10 replies
   • 3k views
   • 
   • QDROphile
   • April 16, 2004

6. severance vs termination from service/employment

   By Guest bobolink, April 28, 2010
   • 1 reply
   • 3k views
   • 
   • QDROphile
   • April 28, 2010

7. Motorhome principal residence

   By R. Butler, September 19, 2022
   • 12 replies
   • 3k views
   • 
   • Peter Gulia
   • July 31, 2024

8. In-Service distributioin

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

9. FAILURE TO WITHHOLD

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

10. Premature distribution exception - separation after age 55

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

11. 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

12. Overpaid distribution

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

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
    • 3k views
    • 
    • BG5150
    • October 3, 2013

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

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

15. 1099-R forms for loan

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

16. California Small Estate Affidavit

    By R. Butler, June 5, 2023
    • 8 replies
    • 3k views
    • 
    • DreamJob
    • June 6, 2023

17. 1099-R form for death benefit

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

18. Participant Loan 1999

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

19. 401k IRC 72p

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

20. 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

21. CARES RMD waiver - optional?

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

22. 5 year repmt, practical considerations

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

23. 1099-R Requirements for Life Insurance Proceeds

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

24. RMD Online Calculator for Defined Benefit Plans

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

25. 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

26. Self-Correction of "Accidental" Distribution

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

27. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

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

28. Force out distribution timing

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

29. Disability or Termination

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

30. Loan reamortization w/change in payroll frequency

    By Guest mo again, August 21, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 23, 2000

31. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • January 19, 2005

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

    By KJohnson, December 1, 1999
    • 3 replies
    • 2.9k views
    • 
    • KJohnson
    • December 2, 1999

33. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 2.9k views
    • 
    • WCC
    • October 11, 2013

34. 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

35. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 8, 2001

36. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 2.9k views
    • 
    • Belgarath
    • December 31, 2004

37. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Nassau
    • February 9, 2011

38. Correction of ineligible Hardship Distribution

    By Bruddah Kimo, August 30, 2012
    • 5 replies
    • 2.9k views
    • 
    • masteff
    • August 31, 2012

39. Taxation of After Tax Distributions

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

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

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

41. STATE WITHHOLDING ON DISTRIBUTIONS

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

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

    By M Norton, October 26, 2010
    • 3 replies
    • 2.9k views
    • 
    • M Norton
    • October 26, 2010

43. Timing of Distributions - Protected Benefit?

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

44. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 2.9k views
    • 
    • Just Tri
    • November 6, 2020

45. RMD Account Balance

    By Guest nlmc18, November 18, 2003
    • 3 replies
    • 2.9k views
    • 
    • Harwood
    • November 21, 2003

46. MRD to a rehired participant in pay status

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

47. Withdrawal of Pre-1987 "After Tax" Employee Contributions

    By Guest EMC, May 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2000

48. paying child support from PS plan

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

49. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 2.9k views
    • 
    • Brian Gallagher
    • October 31, 2003

50. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 2.9k views
    • 
    • BG5150
    • November 12, 2008