Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Must a RMD be withheld at termination and rollover?

   By K-t-F, June 29, 2015
   • 9 replies
   • 1.4k views
   • 
   • My 2 cents
   • June 29, 2015

2. 1099-R 945 and withholding not done?

   By Lou S., January 26, 2011
   • 9 replies
   • 2.5k views
   • 
   • Lou S.
   • December 22, 2011

3. In-Service Distribution Post Loan

   By chris, March 1, 2012
   • 9 replies
   • 3.2k views
   • 
   • GMK
   • June 27, 2012

4. Incoming rollover

   By Bird, March 9, 2007
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • March 15, 2007

5. No spousal consent in PS/401(k) Plans...

   By AlbanyConsultant, May 25, 2006
   • 9 replies
   • 6.1k views
   • 
   • SMB
   • May 25, 2006

6. Participant not cashing RMD checks

   By The Guru, October 1, 2018
   • 9 replies
   • 2.9k views
   • 
   • CJ Allen
   • October 3, 2018

7. Can loans be taken from rollover accounts prior to employee becoming a

   By John A, May 18, 2000
   • 9 replies
   • 2.1k views
   • 
   • pjkoehler
   • May 26, 2000

8. Death before RBD - Spousal options?

   By TBob, March 30, 2006
   • 9 replies
   • 3.1k views
   • 
   • jevd
   • March 31, 2006

9. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

   By Peter Gulia, July 19, 2024
   • 9 replies
   • 1.6k views
   • 
   • Belgarath
   • October 31, 2024

10. Death Benefit Payment

    By Jilliandiz, April 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • April 7, 2004

11. can QJ&S be waived in separation agreement?

    By AlbanyConsultant, May 9, 2023
    • 9 replies
    • 2.9k views
    • 
    • Peter Gulia
    • May 11, 2023

12. Who is an Owner for RBD

    By Guest BWORC, January 28, 2013
    • 9 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

13. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 5.5k views
    • 
    • Below Ground
    • February 26, 2009

14. Distribution... protection?

    By K-t-F, July 10, 2006
    • 9 replies
    • 1.9k views
    • 
    • K-t-F
    • July 11, 2006

15. 401k piggy bank

    By TPApril, June 16, 2022
    • 9 replies
    • 959 views
    • 
    • Retired, but still reading
    • June 21, 2022

16. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 3.6k views
    • 
    • masteff
    • April 20, 2007

17. Cashing loan check immediately after firing

    By rblum50, February 6, 2024
    • 9 replies
    • 1.3k views
    • 
    • Bird
    • February 8, 2024

18. loss on balance prior to final distribution

    By Guest GS1100, September 14, 2002
    • 9 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2002

19. is mother of owner entitled to defer 70 1/2 distribution?

    By k man, December 3, 2003
    • 9 replies
    • 3.6k views
    • 
    • GBurns
    • December 4, 2003

20. Plan Sponsor want to reallocate money from lost participants

    By Guest JimJ, August 21, 2001
    • 9 replies
    • 2.4k views
    • 
    • Belgarath
    • August 22, 2001

21. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • March 4, 2002

22. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 960 views
    • 
    • imchipbrown
    • March 20, 2018

23. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 4.2k views
    • 
    • card
    • May 2, 2018

24. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA, June 11, 2007
    • 9 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • June 12, 2012

25. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Bird
    • January 7, 2021

26. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2015

27. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit

    By TPAVP, May 27, 2004
    • 8 replies
    • 2.2k views
    • 
    • mbozek
    • May 27, 2004

28. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 12, 2009

29. Automatic rollover of mandatory distributions of after-tax money

    By Guest Mike Melnick, April 27, 2005
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • April 29, 2005

30. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.5k views
    • 
    • Scuba 401
    • January 30, 2003

31. Rollovers as Hardship Distributions

    By Guest William Lehman, June 9, 1999
    • 8 replies
    • 2.8k views
    • 
    • jlf
    • June 29, 1999

32. In-kind distribution from DB plan

    By Cloudy, December 8, 2018
    • 8 replies
    • 1.6k views
    • 
    • jpod
    • December 11, 2018

33. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.1k views
    • 
    • jpod
    • February 5, 2015

34. Distribution Buy Back or Restoration

    By Mr Bagwell, December 6, 2017   

    • distribution buy back
    • restoration
    • (and 1 more)

      Tagged with:

      • distribution buy back
      • restoration
      • taxes
    • 8 replies
    • 1.3k views
    • 
    • JamesK
    • December 11, 2017

35. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • April 5, 2015

36. New 1099 form for ESAs and 529 Plans

    By Appleby, February 7, 2003
    • 8 replies
    • 1.4k views
    • 
    • Appleby
    • July 13, 2004

37. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 18, 2017

38. Overpaid distribution

    By ombskid, February 8, 2019
    • 8 replies
    • 3k views
    • 
    • QDROphile
    • February 14, 2019

39. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • September 18, 2007

40. Single participant in a plan subject to QJSA requirements.

    By FundeK, December 5, 2003
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • December 8, 2003

41. Assuming a plan allows loans to be repaid over 5 years, what is the re

    By Guest SAG, July 28, 1999
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • August 13, 1999

42. DB Loan Taxation

    By mctoe, May 29, 2015
    • 8 replies
    • 1.1k views
    • 
    • mctoe
    • June 1, 2015

43. California Small Estate Affidavit

    By R. Butler, June 5, 2023
    • 8 replies
    • 3k views
    • 
    • DreamJob
    • June 6, 2023

44. RMD for deceased participant, can check be made payable to estate?

    By BG5150, December 14, 2021
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • December 22, 2021

45. RMD factor below 1.0

    By TPATC, August 31, 2018   

    • rmd
    • mrd
    • (and 3 more)

      Tagged with:

      • rmd
      • mrd
      • factor below
      • minimum required
      • non-spouse
    • 8 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 4, 2018

46. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k, June 17, 2021
    • 8 replies
    • 1k views
    • 
    • Luke Bailey
    • June 22, 2021

47. Form for Late 1099 Withholding

    By Guest, January 24, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2001

48. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 1.6k views
    • 
    • fmsinc
    • January 9, 2020

49. life expectancy option irrevocable or changeable

    By jane123, September 1, 2004
    • 8 replies
    • 1.5k views
    • 
    • Appleby
    • November 16, 2004

50. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 13, 2017