Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Repayment of Deemed Distribution

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

2. EGTRRA change

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

3. "Bridge" loans on plan termination

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

4. Beneficiary is owner already taking RMD's

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

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

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

6. Distribution to corporation owner

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

7. 1099-R excess contribution

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

8. penalties for failure to issue 1099

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

9. $5,000 cash out limit

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

10. Default & Prohibited transaction

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

11. Purchasing annuities

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

12. 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

13. minimum loan term

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

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

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

15. FSA reimbursement over multiple plan years

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

16. 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

17. 20% tax withholding

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

18. Safe Harbor Contributions

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

19. Paperless Loans/Takeover Plans

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

20. 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

21. Loan defaulted due to a company administration error

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

22. Traditional 401k Distribution to Roth IRA Rules

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

23. Procedures on defaulted loans

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

24. DC Plan Relative Value Disclosures

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

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

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

26. RMD for person on "disability"

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

27. Loan and Hardship distribution

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

28. 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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    • Guest
    • January 14, 2004

29. Return of withholding

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

30. Excess contribution to IRA due to testing failure

    By Bird, October 26, 2015
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    • 696 views
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    • Bird
    • October 26, 2015

31. Hardship Documenation

    By Vlad401k, May 9, 2019
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    • 459 views
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    • Vlad401k
    • May 9, 2019

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

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

33. Spousal consent for default election of direct rollover

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

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

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

35. Defaulted Loan

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

36. Severance from Employment

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

37. withholding on salary reduction taken as hardship withdrawl

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

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

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

39. Lost Earnings on Distribuion Error

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

40. Terminated profit sharing plans

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

41. 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

42. Check fee for distributions

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

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

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

44. 77 year-old participant and no RMDs

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

45. Plan Loan to Partner

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

46. Notice 99-5

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

47. Consequences of Rollover to Roth IRA?

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

48. Ten Year Forward Averaging

    By chris, July 30, 2001
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    • chris
    • July 30, 2001

49. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
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    • Appleby
    • October 3, 2002

50. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
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    • Guest
    • November 12, 2003