Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Commercial Locator Services

   By Tom Veal, Thursday at 06:36 PM
   • 2 replies
   • 242 views
   • 
   • Lou S.
   • Thursday at 09:20 PM

2. Loan for primary residence

   By Lou81, Thursday at 01:06 PM
   • 5 replies
   • 555 views
   • 
   • Lou81
   • Friday at 05:43 PM

3. Loan for someone on Leave

   By Lou S., October 30
   • 10 replies
   • 595 views
   • 
   • Lou S.
   • November 3

4. temporarily laid off

   By TPApril, October 29
   • 5 replies
   • 920 views
   • 
   • Artie M
   • October 30

5. Voluntary After Tax Contribution... Distribution

   By Basically, October 29
   • 2 replies
   • 239 views
   • 
   • Basically
   • October 30

6. What maximum repayment period do you like for a participant’s principal-residence loan?

   By Peter Gulia, October 22
   • 9 replies
   • 856 views
   • 
   • Peter Gulia
   • October 28

7. Rollover of After-Tax Employee Contributions to Roth IRA

   By Vlad401k, September 30
   • 1 reply
   • 634 views
   • 
   • CuseFan
   • September 30

8. 401k plan: taking a hardship withdrawal after taking a loan

   By Santo Gold, September 26
   • 3 replies
   • 570 views
   • 
   • ratherbereading
   • September 27

9. Beneficiary for an annuity held by the Trust by unmarried owner

   By TPApril, September 22
   • 2 replies
   • 929 views
   • 
   • Peter Gulia
   • September 24

10. crossing the line re "advice"?

    By AlbanyConsultant, August 27
    • 1 reply
    • 3.1k views
    • 
    • QDROphile
    • August 27

11. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley, August 20
    • 6 replies
    • 573 views
    • 
    • david rigby
    • August 22

12. re-amortize loan before default

    By WCC, August 18
    • 1 reply
    • 661 views
    • 
    • Lou S.
    • August 18

13. For minimum distribution, what date’s ownership counts to determine a 5%-owner?

    By Peter Gulia, August 15
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 16

14. Flexibility w/early in-service Roth w/drawals

    By TPApril, July 23
    • 4 replies
    • 4k views
    • 
    • FPGuy
    • July 24

15. Does a 'Designated Beneficiary' have to be designated in the plan?

    By TPApril, July 18
    • 5 replies
    • 810 views
    • 
    • G8Rs
    • July 19

16. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH, July 9
    • 1 reply
    • 598 views
    • 
    • Paul I
    • July 9

17. Funds accumulated for at least two years: meaning?

    By BG5150, June 13
    • 5 replies
    • 1.1k views
    • 
    • david rigby
    • June 16

18. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc, June 2
    • 9 replies
    • 1.5k views
    • 
    • Artie M
    • June 3

19. Participant loans - Promissory Note

    By Santo Gold, May 30
    • 8 replies
    • 1.6k views
    • 
    • thepensionmaven
    • June 4

20. RMD for participant who died in 2017

    By AlbanyConsultant, May 28
    • 5 replies
    • 1.3k views
    • 
    • Bruce1
    • June 12

21. Distribution via ACH - ACH verification tool

    By 401Katie, May 22
    • 1 reply
    • 1.4k views
    • 
    • ESOP Guy
    • May 22

22. EDB not 73, must RMDs start?

    By ACK, May 21
    • 4 replies
    • 1.3k views
    • 
    • Bruce1
    • June 12

23. Advice on handling a distribution via Power of Attorney

    By Santo Gold, May 20
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • May 22

24. apply distribution fees to very low balance twice ?

    By TPApril, May 17
    • 12 replies
    • 1.7k views
    • 
    • TPApril
    • May 20

25. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

    By cheersmate, April 17
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • April 21

26. State Tax Updates

    By cmartinez, April 8
    • 1 reply
    • 1.3k views
    • 
    • blguest
    • May 4

27. Age 55 Exception - Full Plan Termination

    By Vlad401k, April 2
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • April 29

28. Self-certification of H'ships--issues if done wrong?

    By BG5150, March 26
    • 6 replies
    • 1.9k views
    • 
    • fmsinc
    • March 27

29. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru, March 25
    • 2 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • March 26

30. Plan participant dies - has no designated beneficiary and no will

    By Tom, March 24
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • March 26

31. 1099-R questions... (unfortunately not filed)

    By Basically, March 20
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • March 20

32. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

    By Belgarath, March 17
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 17

33. Missing Partcipant and RMD

    By Lou S., March 12
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • March 13

34. Incorrect 401(k) Rollover to IRA

    By Kattdogg12, March 6
    • 3 replies
    • 1.5k views
    • 
    • Bruce1
    • April 17

35. RMD failure

    By MEPL, March 5
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • March 12

36. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc, March 5
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 6

37. Cash Out, Forfeiture, Repayment & Roth!

    By BTH, February 18
    • 2 replies
    • 1.8k views
    • 
    • casey72
    • February 19

38. 401(k) loan

    By Bruce1, February 10
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 10

39. Corrective Distribution Taxes

    By Vlad401k, February 4
    • 1 reply
    • 1.6k views
    • 
    • Artie M
    • February 5

40. Hardship Dist... taxes

    By Basically, February 3
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 10

41. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia, January 31
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7

42. Inherited IRA for Spousal Beneficiary

    By Vlad401k, January 29
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 4

43. Dist Amount Not Requireing Tax Withholding

    By Basically, January 27
    • 7 replies
    • 1.9k views
    • 
    • Basically
    • February 3

44. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S, January 22
    • 4 replies
    • 1.6k views
    • 
    • Paul I
    • January 23

45. Tax year for distributed loan balance?

    By Mleech, January 17
    • 2 replies
    • 1.5k views
    • 
    • Mleech
    • January 17

46. RMD Timing

    By Dougsbpc, January 17
    • 2 replies
    • 1.5k views
    • 
    • CuseFan
    • January 22

47. Penalty for Missed RMD

    By Dougsbpc, January 16
    • 5 replies
    • 2.3k views
    • 
    • Peter Gulia
    • January 16
48. Marital portion of pension

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

49. RMD Procedures -- Default Distribution For.

    By rocknrolls2, January 9
    • 6 replies
    • 1.4k views
    • 
    • rocknrolls2
    • January 15

50. For a US tax return or tax payment due today, one may take an extra day, to January 10.

    By Peter Gulia, January 9
    • 0 replies
    • 838 views
    • 
    • Peter Gulia
    • January 9