Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Taxation of employee contributions distributed from DB plan

   By Guest JSK, March 14, 2001
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   • Guest
   • March 14, 2001

2. defaulted loan

   By eilano, August 30, 2005
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   • eilano
   • August 30, 2005

3. Loan Rollover and New Loan

   By Guest SCUDDESLER, September 25, 2003
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   • Guest
   • September 25, 2003

4. Plan Loan Default

   By waid10, October 20, 2009
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   • waid10
   • October 20, 2009

5. Question answered

   By Guest unregistered, October 20, 2008
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   • Guest
   • October 20, 2008

6. Year of death minimum required distribution - 1099R

   By Guest irenes, December 1, 2000
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   • Guest
   • December 1, 2000

7. Required Minimum Distributions - any guidance on how either 1987 regs

   By John A, March 14, 2002
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   • John A
   • March 14, 2002

8. Correction of Delayed Distribution

   By Guest Bud, February 26, 2002
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   • Guest
   • February 26, 2002

9. Beneficiary wants to keep money in plan

   By Guest lindamichals, October 26, 2007
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   • Guest
   • October 26, 2007

10. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
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    • Guest
    • September 4, 2001

11. Failure to Remit Loan Payments

    By Guest Jimmy B, January 6, 2003
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    • Guest
    • January 6, 2003

12. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
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    • 950 views
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    • Guest
    • July 2, 2009

13. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
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    • Guest
    • January 10, 2006

14. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
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    • WCC
    • October 11, 2013

15. loan for sole prop from rollover money

    By Guest dubya, April 5, 2004
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    • 802 views
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    • Guest
    • April 5, 2004

16. Outstanding 401(k) Loan when Participant Dies

    By Guest progressivejoe, September 5, 2006
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    • Guest
    • September 5, 2006

17. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
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    • Guest
    • August 16, 2001

18. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
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    • 275 views
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    • Cindy Anderson
    • August 24, 2020

19. Revised 401(a)(9) Model Amendment for Defined Benefit Plans

    By smm, August 23, 2004
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    • smm
    • August 23, 2004

20. Distribution Code - Death payout that was donated?

    By Guest h_nowicki, January 25, 2005
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    • 969 views
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    • Guest
    • January 25, 2005

21. Rehires and RMDs

    By Guest Serena, July 7, 2010
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    • 932 views
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    • Guest
    • July 7, 2010

22. Death of participant and beneficiary

    By Monica Barnard, December 12, 2015
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    • 736 views
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    • Monica Barnard
    • December 12, 2015

23. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
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    • Richard Anderson
    • November 30, 2010

24. Death Benefit Distribution options for non-spouse beneficiary.

    By Guest Mike Visse, May 17, 2000
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    • Guest
    • May 17, 2000

25. Rollover Dist.

    By Guest moltengater, March 4, 2005
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    • Guest
    • March 4, 2005

26. Distributions made by Age 62 or Age 65?

    By Guest mam, May 22, 2000
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    • Guest
    • May 22, 2000

27. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
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    • TCWalker
    • August 4, 2005

28. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
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    • stormoj1
    • November 30, 2010

29. accrual of interest on loans and defaults

    By Casey, August 26, 1998
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    • 2.8k views
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    • Casey
    • August 26, 1998

30. Lump Sum Distributions And 401(a)(9)

    By Guest Donaldson, March 28, 2003
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    • Guest
    • March 28, 2003

31. Excess Deferral Processed After 4/15

    By DTH, October 18, 2005
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    • DTH
    • October 18, 2005

32. Hardship distribution of rollover money.

    By k man, October 19, 2000
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    • k man
    • October 19, 2000

33. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
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    • Guest
    • December 28, 2010

34. Additional fee for in-kind tranfer?

    By k man, August 22, 2000
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    • 1.4k views
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    • k man
    • August 22, 2000

35. Safe Harbor Hardship Provision

    By Guest wolfman, July 6, 2001
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    • Guest
    • July 6, 2001

36. Automatic Rollovers

    By Guest kmvr, December 12, 2005
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    • Guest
    • December 12, 2005

37. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
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    • Medusa
    • April 7, 2008

38. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
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    • Guest
    • April 30, 2014

39. 10 year averaging question....

    By Guest mab, January 3, 2005
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    • Guest
    • January 3, 2005

40. 72(t) periodic payments

    By Earl, October 27, 2006
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    • Earl
    • October 27, 2006

41. Pre prop reg loan now in default -- advice on effective date of prop r

    By Guest Matthew Newman, October 6, 1998
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    • Guest
    • October 6, 1998

42. Hardship withdrawal from "frozen" account

    By Guest IPound, June 2, 2000
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    • Guest
    • June 2, 2000

43. Need help on Q on revocability and liability of election by beneficiar

    By Guest Matthew Smith, July 26, 2000
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    • Guest
    • July 26, 2000

44. Retaining The Tax-Deferral by Non-Spouse Beneficiaries

    By jlf, December 4, 2000
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    • jlf
    • December 4, 2000

45. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M], June 8, 2000
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    • Guest
    • June 8, 2000

46. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
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    • Guest
    • August 16, 2001

47. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
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    • Guest
    • November 11, 2003

48. Any good articles about in-service distributions?

    By Guest danmar, October 28, 1998
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    • Guest
    • October 28, 1998

49. Seeking references/articles detailing IRS Publication 504

    By Guest [Pat M], June 12, 2000
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    • Guest
    • June 12, 2000

50. terminating plan

    By k man, December 4, 2000
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    • k man
    • December 4, 2000