Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loan limit exceeded, what to do?

   By FundeK, April 14, 2004
   • 10 replies
   • 3.2k views
   • 
   • QDROphile
   • April 16, 2004

2. Deemed loan - 1099 Question

   By FundeK, March 23, 2004
   • 1 reply
   • 3.2k views
   • 
   • E as in ERISA
   • March 23, 2004

3. Penalty for Missed RMD

   By Dougsbpc, January 16, 2025
   • 5 replies
   • 3.1k views
   • 
   • Peter Gulia
   • January 16, 2025

4. Return of Hardship Distribution

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

5. Distribution from a Defined Benefit Plan with insurance

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

6. Death before RBD - Spousal options?

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

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

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

8. RMD and 5% owner test

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

9. 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

10. 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

11. 402f Special Tax Notice in Spanish

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

12. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 3.1k views
    • 
    • Just Tri
    • November 6, 2020

13. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3.1k views
    • 
    • DPL
    • July 13, 2020

14. Overpaid distribution

    By ombskid, February 8, 2019
    • 8 replies
    • 3.1k views
    • 
    • QDROphile
    • February 14, 2019

15. Defined Benefit Plan - Distribution Rules

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

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

    By Guest beccafaith, October 18, 2005
    • 20 replies
    • 3.1k views
    • 
    • Guest
    • October 19, 2005

17. Withholding On Death Benefit From Ps Plan

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

18. 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

19. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • February 19, 1999

20. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn, December 16, 2013
    • 2 replies
    • 3.1k views
    • 
    • Belgarath
    • December 17, 2013

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

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • August 4, 2009

22. severance vs termination from service/employment

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

23. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3.1k views
    • 
    • pmacduff
    • September 19, 2007

24. One contingent bene deceased, is other now 100%?

    By BG5150, January 3, 2020
    • 11 replies
    • 3.1k views
    • 
    • Larry Starr
    • January 7, 2020

25. In-Service distributioin

    By Santo Gold, April 27, 2007
    • 9 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2015

26. RMD and Cash Value of Life Insurance

    By Ananda, September 16, 2021
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • September 17, 2021

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

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

28. RMDs in Terminated Plan

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

29. 401k IRC 72p

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

30. 1099-R form for death benefit

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

31. 5 year repmt, practical considerations

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

32. Participant Loan 1999

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

33. Distribution to non-resident alien procedure

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

34. Self-Correction of "Accidental" Distribution

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

35. Distribution code for loan default

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

36. Procedure for death benefit payment to Mexican citizen.

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

37. Roth 401k non qualified distribution penalty

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

38. Disability or Termination

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

39. Loan reamortization w/change in payroll frequency

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

40. Force out distribution timing

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

41. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 3k views
    • 
    • Larry Starr
    • January 17, 2020

42. Participant not cashing RMD checks

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

43. RMD Online Calculator for Defined Benefit Plans

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

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

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

45. 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

46. Loan treatment in Chapter 7 Bankruptcy

    By jaemmons, September 6, 2002
    • 12 replies
    • 3k views
    • 
    • mbozek
    • September 13, 2002

47. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

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

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

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

49. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3k views
    • 
    • Pam S.
    • January 21, 2020

50. IRS Notice 2005-5 on automatic rollovers

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