Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. MRD before Lump sum Rollover Not Processed

   By Guest CJA, June 4, 2008
   • 10 replies
   • 2.9k views
   • 
   • BG5150
   • November 12, 2008

2. NUA Rollover

   By jane123, September 12, 2003
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • September 12, 2003

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

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

4. Loan/Spousal Consent

   By Gilmore, February 24, 2003
   • 16 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • February 26, 2003

5. Loan treatment in Chapter 7 Bankruptcy

   By jaemmons, September 6, 2002
   • 12 replies
   • 2.9k views
   • 
   • mbozek
   • September 13, 2002

6. Participant not cashing RMD checks

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

7. RMDs in Terminated Plan

   By DLavigne, October 26, 2015
   • 6 replies
   • 2.9k views
   • 
   • My 2 cents
   • November 3, 2015

8. Paying an RMD before exactly attaining age 70.5

   By AlbanyConsultant, April 25, 2013
   • 5 replies
   • 2.9k views
   • 
   • ESOP Guy
   • April 25, 2013

9. Distribution processed after participant is rehired

   By pam@bbm, July 17, 2015
   • 11 replies
   • 2.9k views
   • 
   • My 2 cents
   • July 21, 2015

10. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Earl
    • July 9, 2001

11. Is IRC 414(k) still in effect?

    By Guest Carol the Writer, November 30, 2004
    • 3 replies
    • 2.9k views
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    • SoCalActuary
    • December 17, 2004

12. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 2.9k views
    • 
    • Appleby
    • September 21, 2007

13. QJSA

    By Guest blabukiff, May 24, 2007
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2007

14. Hardship Distribution

    By chris, November 2, 2005
    • 6 replies
    • 2.9k views
    • 
    • Archimage
    • November 3, 2005

15. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright, May 11, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2004

16. In Service Rollover Distribution

    By Guest jetfaninmn, October 19, 2005
    • 4 replies
    • 2.8k views
    • 
    • JDuns
    • October 24, 2005

17. Hardships from Prevailing Wage Plan

    By JKW, December 1, 2016
    • 3 replies
    • 2.8k views
    • 
    • JKW
    • December 2, 2016

18. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 2.8k views
    • 
    • pmacduff
    • March 14, 2016

19. Terminated participant with outstanding loan balance

    By Guest pay, June 4, 1999
    • 2 replies
    • 2.8k views
    • 
    • Wessex
    • June 9, 1999

20. Hardship to prevent eviction from parent's house?

    By Guest ssmith, December 10, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • December 11, 2007

21. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea, January 22, 2016
    • 2 replies
    • 2.8k views
    • 
    • bvhea
    • January 22, 2016

22. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • June 7, 2008

23. Rollovers as Hardship Distributions

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

24. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • August 26, 2011

25. Distribution check not cashed - 1099R issued?

    By Guest apsgrazetti, January 26, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2010

26. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • May 6, 2005

27. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 2.8k views
    • 
    • Larry Starr
    • April 16, 2018

28. TEFRA Notices

    By Guest Bizitchie, June 14, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 11, 2006

29. in service distribution when NRA is 55

    By Santo Gold, February 13, 2009
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • March 25, 2009

30. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 2.8k views
    • 
    • KJohnson
    • April 18, 2003

31. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 2.8k views
    • 
    • Pam S.
    • January 21, 2020

32. Can death beneficiary's IRA hold deceased EE's participant loan as an asset?

    By J Simmons, May 4, 2009
    • 14 replies
    • 2.8k views
    • 
    • J Simmons
    • May 5, 2009

33. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 2.8k views
    • 
    • masteff
    • May 8, 2009

34. accounting for loans in default

    By k man, August 16, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 21, 2000

35. Interpleader--taxation upon deposit to court?

    By JWK, November 22, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 22, 2000

36. Convicted Felon wants to take a distribution

    By jmartin, April 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • August 5, 2013

37. accrual of interest on loans and defaults

    By Casey, August 26, 1998
    • 0 replies
    • 2.8k views
    • 
    • Casey
    • August 26, 1998

38. The end of the 8109?

    By AlbanyConsultant, July 17, 2007
    • 6 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • July 19, 2007

39. is spousal consent required for in service distribution?

    By mariemonroe, April 29, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 30, 2009

40. Deemed distributions - is loan still outstanding?

    By Guest jy12443, December 12, 2012
    • 2 replies
    • 2.8k views
    • 
    • masteff
    • December 12, 2012

41. Loan default, deemed, offset, tax withholding, balance payable

    By TPApril, May 7, 2011
    • 2 replies
    • 2.8k views
    • 
    • TPApril
    • May 9, 2011

42. Withholding on a hardship withdrawal

    By R. Butler, February 13, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 15, 2008

43. Death distribution to minor children

    By Guest Tom Freeman, April 15, 1999
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • April 23, 1999

44. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts

    By Guest TCP, March 3, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 10, 2008

45. Tax levy

    By Bird, March 24, 2010
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • March 28, 2010

46. paying off a deemed loan

    By Guest anne1, October 17, 2006
    • 1 reply
    • 2.8k views
    • 
    • Leopurrd
    • October 17, 2006

47. RMD... Bene a Trust

    By K-t-F, June 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Appleby
    • July 3, 2006

48. Tax reporting of deceased participant loan

    By Guest halka, April 28, 1999
    • 10 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • September 12, 2012

49. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 2.8k views
    • 
    • maverick
    • October 30, 2003

50. Risky Distribution w/o Annuity Waiver/Spousal Consent?

    By lkpittman, June 13, 2002
    • 14 replies
    • 2.8k views
    • 
    • lkpittman
    • June 13, 2002