Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Suspend RMDs

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

2. Deceased Participant - RMD to Beneficiary

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

3. How to correct loan violation for owner-employee

   By Guest phil2004, March 8, 2004
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   • Guest
   • March 8, 2004

4. Reporting Participant Loan Defaults on Form 5500

   By Guest Eprail, July 14, 2004
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   • Guest
   • July 14, 2004

5. Relative Value Statements - do Single participants or MRD's get them?

   By Guest crosseyetester, November 30, 2006
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   • 1.3k views
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   • Guest
   • November 30, 2006

6. EGTRRA - Elimination J&S and other optional forms

   By John A, July 12, 2001
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   • 1.4k views
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   • John A
   • July 12, 2001

7. Loan in excess of dollar max permitted

   By Trekker, March 19, 2013
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   • 798 views
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   • Trekker
   • March 19, 2013

8. Are hardship distributions from non-deferral sources eligible for roll

   By John A, July 6, 2000
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   • 1.5k views
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   • John A
   • July 6, 2000

9. IRS Examination- Qualification Issues

   By Guest Gumby, January 27, 2010
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   • Guest
   • January 27, 2010

10. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
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    • 980 views
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    • Nassau
    • February 4, 2011

11. document issues involved re adding loan provision

    By chris, November 13, 2003
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    • 960 views
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    • chris
    • November 13, 2003

12. Rollover Q

    By Guest lvegas, February 20, 2007
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    • Guest
    • February 20, 2007

13. What ever happened to the 1997 Florida loan tax on qualified plans?

    By RCK, February 28, 2001
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    • 1.3k views
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    • RCK
    • February 28, 2001

14. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
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    • 1.3k views
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    • Guest
    • September 9, 2001

15. Does any one know where there is a cite for the definition of the begi

    By Guest Philly1, May 10, 1999
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    • 1.5k views
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    • Guest
    • May 10, 1999

16. Death Benefit

    By Guest MC2, February 21, 2007
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    • 1.2k views
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    • Guest
    • February 21, 2007

17. Designated Roth accounts

    By Felicia, February 3, 2012
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    • 899 views
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    • Felicia
    • February 3, 2012

18. Coronavirus-related Distribution scenario

    By Gilmore, April 1, 2020
    • 0 replies
    • 423 views
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    • Gilmore
    • April 1, 2020

19. Roth 401(k) Distributions -- When are earnings tax free?

    By Jean, August 12, 2005
    • 0 replies
    • 1.2k views
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    • Jean
    • August 12, 2005
20. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)