Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. minimum distributions for parents of 5% owners

   By Guest landgcpas, February 1, 2001
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   • Guest
   • February 1, 2001

2. Employer wants to "clean up" 350 defaulted participant loans

   By Guest CJK, February 21, 2001
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   • Guest
   • February 21, 2001

3. Rollover of non-employer-stock investments to money purchase plan esta

   By Dave Baker, July 20, 2000
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   • Dave Baker
   • July 20, 2000

4. residential loan amortization

   By wsp, July 30, 2007
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   • wsp
   • July 30, 2007

5. Loan default correction

   By Belgarath, May 11, 2021
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   • Belgarath
   • May 11, 2021

6. Interpleader and Withholding

   By Guest HCD, April 25, 2001
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   • Guest
   • April 25, 2001

7. Distribution election forms for 401(k) & 403(b) plans

   By Guest dani_o, August 13, 2001
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   • Guest
   • August 13, 2001

8. Distribution to Participant who lives in Puerto Rico

   By Vlad401k, July 19, 2016
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   • Vlad401k
   • July 19, 2016

9. Roth Conversion of After Tax Basis in Deemed Distribution

   By ERISA1, February 13, 2023
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   • ERISA1
   • February 13, 2023

10. 2 or more penalty free exceptions from same IRA?

    By Guest Sherry Gordon, May 17, 2001
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    • Guest
    • May 17, 2001

11. QDRO/Earliest Retirement Age

    By KJohnson, August 1, 2005
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    • KJohnson
    • August 1, 2005

12. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
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    • Dougsbpc
    • November 24, 2007

13. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy, March 10, 2000
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    • Guest
    • March 10, 2000

14. Software--RMDs, etc.

    By lkpittman, September 12, 2000
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    • lkpittman
    • September 12, 2000

15. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
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    • Guest
    • August 29, 2007

16. Premature Distribution Penalty applicable to distribution from Disqualified Plan?

    By Guest Pennysaver, May 11, 2011
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    • Guest
    • May 11, 2011

17. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
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    • Fred Payne
    • January 25, 2002

18. Loan issues

    By Lori H, July 15, 2011
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    • Lori H
    • July 15, 2011

19. Cares Act - Repayment

    By Scuba 401, September 17, 2021
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    • 340 views
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    • Scuba 401
    • September 17, 2021

20. Continuation of periodic payments after re-hire following a good-faith

    By gle3186, September 9, 2002
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    • 1.2k views
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    • gle3186
    • September 9, 2002

21. Renegotiating a Principal Residence Loan

    By DTH, July 3, 2003
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    • DTH
    • July 3, 2003

22. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
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    • Guest
    • March 2, 2004

23. disability leave and vesting

    By Kimberly S, October 17, 2008
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    • 929 views
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    • Kimberly S
    • October 17, 2008

24. Form 945

    By Dougsbpc, June 13, 2011
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    • Dougsbpc
    • June 13, 2011

25. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
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    • Young Curmudgeon
    • June 2, 2008

26. loans from multiple plans.

    By Guest, April 4, 2000
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    • Guest
    • April 4, 2000

27. Are you required to send a tax notice & more?

    By FundeK, February 17, 2004
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    • FundeK
    • February 17, 2004

28. Loan note for an laid off participant

    By Santo Gold, December 22, 2010
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    • 829 views
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    • Santo Gold
    • December 22, 2010

29. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
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    • Guest
    • November 7, 2001

30. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
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    • Guest
    • April 14, 2005

31. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

    By Appleby, May 29, 2002
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    • Appleby
    • May 29, 2002

32. Distributions

    By Guest datalife, February 15, 2010
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    • Guest
    • February 15, 2010

33. installment payments from pooled DC Plan - beneficiary

    By pmacduff, September 15, 2023
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    • 486 views
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    • pmacduff
    • September 15, 2023

34. Divorce decree changes periodic payments

    By M Norton, June 9, 2010
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    • 786 views
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    • M Norton
    • June 9, 2010

35. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
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    • dmb
    • March 22, 2011

36. Puerto Rican reporting

    By Guest, April 7, 2000
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    • Guest
    • April 7, 2000

37. Defaulted Prior Year Loans

    By Guest lrusso, August 14, 2003
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    • Guest
    • August 14, 2003

38. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
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    • 876 views
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    • Jim Chad
    • December 22, 2010

39. Restricted Distributions

    By DTH, March 27, 2003
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    • DTH
    • March 27, 2003

40. Installment Change

    By DTH, March 9, 2007
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    • DTH
    • March 9, 2007

41. Death Claim and Spousal Assumption/Rollover

    By JOH, December 11, 2020
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    • 374 views
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    • JOH
    • December 11, 2020

42. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
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    • Guest
    • June 12, 2001

43. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
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    • Guest
    • January 18, 2007

44. Loans/ UCC

    By Felicia, April 14, 2000
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    • Felicia
    • April 14, 2000

45. Loans and seasonal workers

    By John A, August 15, 2001
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    • John A
    • August 15, 2001

46. paperless loans

    By k man, September 4, 2001
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    • k man
    • September 4, 2001

47. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
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    • Guest
    • November 29, 2001

48. ADP failure for 2008...

    By jkharvey, February 22, 2009
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    • jkharvey
    • February 22, 2009

49. Loan Leave Suspension - One Year Cumulative?

    By Guest Mauiorbust, August 3, 2010
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    • Guest
    • August 3, 2010

50. Loss of Earnings...

    By Guest JasonElliott, April 17, 2000
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    • Guest
    • April 17, 2000