Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Protected form of distribution?

   By Randy Watson, November 7, 2011
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   • 851 views
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   • Randy Watson
   • November 7, 2011

2. Taxation of Annuities

   By ERISAAPPLE, January 26, 2019
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   • 320 views
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   • ERISAAPPLE
   • January 26, 2019

3. Refinancing loans originally made for more than 5 years

   By kocak, October 7, 2004
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   • kocak
   • October 7, 2004

4. RMD to Surviving Spouse after RBD

   By Dougsbpc, August 4, 2016
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   • Dougsbpc
   • August 4, 2016

5. information on handling of loans

   By Guest EBC, September 6, 2001
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   • Guest
   • September 6, 2001

6. Defaulted loans

   By FAPInJax, June 3, 2002
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   • FAPInJax
   • June 3, 2002

7. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan?

   By Guest tcallow, September 30, 2003
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   • Guest
   • September 30, 2003

8. Suspension of Benefit

   By Guest t936, April 21, 2005
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   • Guest
   • April 21, 2005

9. Roth 401(k) -- Distributed to one beneficiary

   By Jean, March 8, 2006
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   • Jean
   • March 8, 2006

10. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

    • hardship notification requirements
    • 0 replies
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    • cpc0506
    • May 4, 2017

11. 945 PTIN

    By Zoey, October 1, 2011
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    • Zoey
    • October 1, 2011

12. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
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    • Guest
    • February 8, 1999

13. Election Change

    By Guest RCR266, July 11, 2006
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    • Guest
    • July 11, 2006

14. Accruing Interest on Late Loan Payments

    By Guest Dave Danziger, July 31, 2001
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    • Guest
    • July 31, 2001

15. Required distribution forms for an alternate payee from a QDRO

    By Rai401k, March 22, 2004
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    • 912 views
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    • Rai401k
    • March 22, 2004

16. Help--can a 501(c)(18) dist be rolled to an IRA?

    By Guest danmar, March 15, 1999
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    • Guest
    • March 15, 1999

17. Beneficiary for the non-QPSA portion of a benefit in a defined contrib

    By KJohnson, May 2, 2001
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    • KJohnson
    • May 2, 2001

18. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
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    • doombuggy
    • March 31, 2005

19. Final Final Regulations - Variable Annuity Contracts

    By DTH, November 17, 2005
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    • 1.5k views
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    • DTH
    • November 17, 2005

20. Distribution to non-terminated employee; taxes withheld

    By 401king, June 15, 2010
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    • 907 views
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    • 401king
    • June 15, 2010

21. loan payments on leave

    By JKW, August 20, 2014
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    • 706 views
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    • JKW
    • August 20, 2014

22. interpleader

    By Guest b2kates, December 2, 2002
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    • Guest
    • December 2, 2002

23. Single sum of remainder of life certain annuity period

    By Guest flamingo, July 14, 2005
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    • Guest
    • July 14, 2005

24. $5,000 Involuntary Cash-out Limit

    By Guest John Sample, November 14, 2000
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    • Guest
    • November 14, 2000

25. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
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    • Guest
    • April 23, 2002

26. Tax withholding on corrective distribution

    By Guest Judy S, April 11, 2008
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    • Guest
    • April 11, 2008

27. Worker's comepnsation & loan suspension

    By R. Butler, March 19, 2014
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    • 737 views
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    • R. Butler
    • March 19, 2014

28. can a trustee cite the distribution policy of a plan in the document a

    By MJ Hartman, January 19, 2001
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    • MJ Hartman
    • January 19, 2001

29. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, March 29, 1999
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    • 1.9k views
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    • jlf
    • March 29, 1999

30. Impact of Loans at Retirement

    By joel, December 26, 2001
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    • joel
    • December 26, 2001

31. Loan Offset timing

    By mrazny, August 8, 2016
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    • 765 views
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    • mrazny
    • August 8, 2016

32. For hardship withdrawal funeral expense purposes, who is a family memb

    By John A, October 23, 2000
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    • 2.5k views
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    • John A
    • October 23, 2000

33. Special Tax Notice

    By Guest Pensions in Paradise, March 9, 2006
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    • Guest
    • March 9, 2006

34. Proposed Regulations Issued: Loans Made While a Deemed Distribution Lo

    By Dave Baker, August 1, 2000
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    • 1.8k views
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    • Dave Baker
    • August 1, 2000

35. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
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    • Guest
    • December 29, 2000

36. Forfeiture Buy Back

    By AJ North, March 23, 2015
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    • AJ North
    • March 23, 2015

37. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury, August 10, 2005
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    • Guest
    • August 10, 2005

38. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!, April 21, 2010
    • 0 replies
    • 831 views
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    • Guest
    • April 21, 2010

39. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker, August 1, 2000
    • 0 replies
    • 2k views
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    • Dave Baker
    • August 1, 2000

40. International Locator Services

    By Guest erisa15, May 9, 2003
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    • Guest
    • May 9, 2003

41. Texas Man Loses Retirement Loan Tax Fight

    By Appleby, February 23, 2004
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    • 1.1k views
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    • Appleby
    • February 23, 2004

42. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
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    • Guest
    • June 7, 2007

43. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker, August 1, 2000
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    • 1.5k views
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    • Dave Baker
    • August 1, 2000

44. RMD definition of account balance

    By Guest Peggy806, May 19, 2010
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    • Guest
    • May 19, 2010

45. Final Regulations Issued: Accruing Interest on Defaulted Participant L

    By Dave Baker, August 1, 2000
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    • 1.7k views
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    • Dave Baker
    • August 1, 2000

46. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
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    • Guest
    • December 6, 2000

47. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker, August 1, 2000
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    • 1.6k views
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    • Dave Baker
    • August 1, 2000

48. Suspend RMDs

    By PMC, January 18, 2006
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    • 1.2k views
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    • PMC
    • January 18, 2006

49. Deceased Participant - RMD to Beneficiary

    By Vlad401k, August 2, 2024
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    • 543 views
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    • Vlad401k
    • August 2, 2024

50. How to correct loan violation for owner-employee

    By Guest phil2004, March 8, 2004
    • 0 replies
    • 1k views
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    • Guest
    • March 8, 2004