Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Any good articles about in-service distributions?

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

2. Seeking references/articles detailing IRS Publication 504

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

3. terminating plan

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

4. Repayment of Deemed Distribution

   By Guest Statler, August 26, 2011
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   • August 26, 2011

5. EGTRRA change

   By Guest bergs, July 7, 2006
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   • July 7, 2006

6. "Bridge" loans on plan termination

   By JWK, June 15, 2000
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   • JWK
   • June 15, 2000

7. Beneficiary is owner already taking RMD's

   By TPAVP, June 12, 2003
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   • TPAVP
   • June 12, 2003

8. Principal Residence Loan - To Finance Construction of Home?

   By rocknrolls2, April 16, 2010
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   • rocknrolls2
   • April 16, 2010

9. Distribution to corporation owner

   By Guest Dook, November 4, 1998
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   • November 4, 1998

10. 1099-R excess contribution

    By pmacduff, November 19, 2009
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    • pmacduff
    • November 19, 2009

11. penalties for failure to issue 1099

    By Belgarath, June 22, 2017
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    • Belgarath
    • June 22, 2017

12. $5,000 cash out limit

    By dmb, July 27, 2000
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    • dmb
    • July 27, 2000

13. Default & Prohibited transaction

    By Guest jgordon, October 21, 2003
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    • Guest
    • October 21, 2003

14. Purchasing annuities

    By Guest llic, June 20, 2000
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    • Guest
    • June 20, 2000

15. Required Minimum Distributions - is election to defer trumped by 2001

    By John A, November 8, 2001
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    • John A
    • November 8, 2001

16. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
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    • January 7, 2003

17. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2, October 22, 2008
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    • Guest
    • October 22, 2008

18. FSA reimbursement over multiple plan years

    By Dennis G., November 14, 2012
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    • Dennis G.
    • November 14, 2012

19. Taxation of U.S. pension benefits paid to Canadian spouse upon death o

    By Guest ElizabethH, June 20, 2000
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    • Guest
    • June 20, 2000

20. 20% tax withholding

    By Guest Carol D, January 24, 2003
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    • Guest
    • January 24, 2003

21. Safe Harbor Contributions

    By Nassau, March 12, 2013
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    • Nassau
    • March 12, 2013

22. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
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    • Guest
    • December 3, 1998

23. Spousal ability to roll to IRA after deceased participant's required b

    By Guest lclark, June 22, 2000
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    • Guest
    • June 22, 2000

24. Loan defaulted due to a company administration error

    By Guest coleman24, June 15, 2001
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    • Guest
    • June 15, 2001

25. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k, September 2, 2015
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    • Vlad401k
    • September 2, 2015

26. Procedures on defaulted loans

    By Guest mwilson, December 4, 1998
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    • December 4, 1998

27. DC Plan Relative Value Disclosures

    By Guest ASmithKochCPA, January 12, 2006
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    • January 12, 2006

28. In a DC with lump sum only, may the distribution election/consent form

    By Guest LMalone, June 28, 2000
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    • June 28, 2000

29. RMD for person on "disability"

    By BG5150, December 29, 2010
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    • BG5150
    • December 29, 2010

30. Loan and Hardship distribution

    By Richard Anderson, June 30, 2000
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    • Richard Anderson
    • June 30, 2000

31. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age.

    By Guest picwrc, January 14, 2004
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    • January 14, 2004

32. Return of withholding

    By Guest Whatup, August 6, 2010
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    • Guest
    • August 6, 2010

33. Excess contribution to IRA due to testing failure

    By Bird, October 26, 2015
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    • Bird
    • October 26, 2015

34. Hardship Documenation

    By Vlad401k, May 9, 2019
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    • Vlad401k
    • May 9, 2019

35. Are ESOP shares counted to determine 5% owners?

    By jukeboy56, January 13, 2006
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    • jukeboy56
    • January 13, 2006

36. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
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    • Guest
    • February 10, 2006

37. Can't find thread...ER forgets to start loan payments.

    By TBob, March 19, 2004
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    • TBob
    • March 19, 2004

38. Defaulted Loan

    By KateSmithPA, September 28, 2001
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    • KateSmithPA
    • September 28, 2001

39. Severance from Employment

    By Randy Watson, March 7, 2006
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    • Randy Watson
    • March 7, 2006

40. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
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    • January 4, 1999

41. Participant Loans to Retirees (non party-in-interest)

    By Guest CJK, February 7, 2001
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    • February 7, 2001

42. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
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    • Guest
    • December 11, 2008

43. Terminated profit sharing plans

    By Guest Garynova, January 6, 1999
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    • January 6, 1999

44. Loan Correction- How to correct 2nd Loan if Paid Mistakenly

    By 401KLearner, August 3, 2016   

    • Loan
    • Loan Correction
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    • 401KLearner
    • August 3, 2016

45. Check fee for distributions

    By R. Butler, October 3, 2000
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    • R. Butler
    • October 3, 2000

46. Rollover from 401(k) plan to thrift plan.

    By R. Butler, June 18, 2001
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    • R. Butler
    • June 18, 2001

47. 77 year-old participant and no RMDs

    By lexi, March 14, 2007
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    • lexi
    • March 14, 2007

48. Plan Loan to Partner

    By SMB, December 5, 2000
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    • SMB
    • December 5, 2000

49. Notice 99-5

    By Guest greymann, January 26, 1999
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    • January 26, 1999

50. Consequences of Rollover to Roth IRA?

    By Guest boberlander, December 5, 2000
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    • Guest
    • December 5, 2000