Distributions and Loans, Other than QDROs

3,290 topics in this forum

1. Retired Participant & her distribution

   By Pammie57, 16 hours ago
   • 1 reply
   • 33 views
   • 
   • MoJo
   • 16 hours ago

2. penalties for failure to issue 1099

   By Belgarath, June 22
   • 0 replies
   • 132 views
   • 
   • Belgarath
   • June 22

3. Withhold on death bene paid to charitable NFP?

   By Pinefresh, June 19
   • 14 replies
   • 215 views
   • 
   • jpod
   • June 20

4. Required Minimum Distributions

   By Lori H, June 15
   • 6 replies
   • 220 views
   • 
   • ESOP Guy
   • June 16

5. Hardship Distribution

   By Belgarath, June 14   

   • adult
   • non-dependent child
   • 3 replies
   • 118 views
   • 
   • Belgarath
   • June 14

6. Loan headache

   By Eve Sav, June 9   

   • loans
   • 6 replies
   • 215 views
   • 
   • Bird
   • June 13

7. life insurance

   By R. Butler, June 12
   • 7 replies
   • 219 views
   • 
   • Bird
   • June 13

8. Any possible fix to this loan in default?

   By Blinky the 3-eyed Fish, May 30
   • 8 replies
   • 258 views
   • 
   • Kevin C
   • June 12

9. non-spouse beneficiary IRA to Plan OK?

   By Earl, June 8
   • 3 replies
   • 94 views
   • 
   • david rigby
   • June 8

10. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401, June 7
    • 0 replies
    • 146 views
    • 
    • Scuba 401
    • June 7

11. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31
    • 1 reply
    • 91 views
    • 
    • CuseFan
    • May 31

12. Participant loan errors as reportable prohibited transactions

    By BeckyMiller, May 24   

    • 408
    • loans
    • (and 1 more)

      Tagged with:

      • 408
      • loans
      • schedule g
    • 2 replies
    • 213 views
    • 
    • Fiduciary Guidance Counsel
    • May 25

13. 1099R Distribution Code

    By Dinosaur, May 23
    • 7 replies
    • 182 views
    • 
    • Dinosaur
    • May 24

14. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150, May 19
    • 6 replies
    • 296 views
    • 
    • RatherBeGolfing
    • May 19

15. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 3,029 views
    • 
    • BG5150
    • May 18

16. Retro-active amendment to allow in-service

    By cpc0506, May 17
    • 8 replies
    • 245 views
    • 
    • Mike Preston
    • May 18

17. Failure to withhold taxes

    By cpc0506, May 11   

    • taxes
    • 13 replies
    • 209 views
    • 
    • Bird
    • May 12

18. RMD due or not

    By cpc0506, May 9
    • 10 replies
    • 233 views
    • 
    • My 2 cents
    • May 11

19. New Guidance on Hardship distributions

    By cpc0506, May 4   

    • hardship notification requirements
    • 0 replies
    • 140 views
    • 
    • cpc0506
    • May 4

20. Maximum loan after loan default

    By bcmom, April 26   

    • plan loan default
    • 401(k)
    • 8 replies
    • 189 views
    • 
    • 401_noob
    • May 1

21. Multiple beneficiaries required minimum distribution

    By R. Butler, April 27
    • 1 reply
    • 169 views
    • 
    • Flyboyjohn
    • April 28

22. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24
    • 2 replies
    • 138 views
    • 
    • Bird
    • April 24

23. OFAC blocking a distribution

    By Kevin C, April 20
    • 9 replies
    • 205 views
    • 
    • Kevin C
    • April 21

24. Interest-only loan?

    By BG5150, April 18
    • 4 replies
    • 151 views
    • 
    • BG5150
    • April 18

25. Questioning Hardship amount that would be allowed

    By bpenfold, April 17   

    • hardship
    • amount allowed
    • 16 replies
    • 447 views
    • 
    • Lisa Robertson
    • April 18