Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Funeral Home as Designated Beneficiary

   By luissaha, August 10, 2016
   • 6 replies
   • 3k views
   • 
   • Mike Preston
   • February 17, 2021

2. Distribution Hierarchy for Designated Roth Withdraws?

   By JOH, January 27, 2021
   • 2 replies
   • 1.4k views
   • 
   • JOH
   • February 8, 2021

3. Hardship for Medical Expense Date Range

   By k3mkim, February 5, 2021
   • 1 reply
   • 794 views
   • 
   • MoJo
   • February 5, 2021

4. 402(g) Limit - Roth - After Year End

   By Vlad401k, February 3, 2021
   • 1 reply
   • 529 views
   • 
   • Lou S.
   • February 3, 2021

5. Looking for 1099-R Software Recommendations

   By YY, December 11, 2020
   • 8 replies
   • 1.5k views
   • 
   • Susan S.
   • January 25, 2021

6. 401k loan default questions.

   By larrybhunter, January 21, 2021
   • 5 replies
   • 2k views
   • 
   • Bird
   • January 22, 2021

7. Who is the beneficiary?

   By Santo Gold, January 14, 2021
   • 7 replies
   • 1.1k views
   • 
   • Peter Gulia
   • January 19, 2021

8. Tax reporting excess contribution - 401(k) / IRA rollover

   By C Williams, January 15, 2021   

   • excess contribution
   • 1 reply
   • 855 views
   • 
   • Luke Bailey
   • January 19, 2021

9. Plan loan offset, rollover of net funds, repayment of plan loan

   By Jay Bobber, January 10, 2020
   • 10 replies
   • 4.5k views
   • 
   • Era
   • January 17, 2021

10. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar, January 15, 2021
    • 3 replies
    • 744 views
    • 
    • FORMER ESQ.
    • January 16, 2021

11. Loan Offset treated as RMD

    By Vlad401k, January 15, 2021
    • 1 reply
    • 725 views
    • 
    • Bri
    • January 15, 2021

12. forms 1096/1099-R hard copy filing address

    By pmacduff, January 14, 2021
    • 0 replies
    • 790 views
    • 
    • pmacduff
    • January 14, 2021

13. DB Plan termination, when is withholding due?

    By DMcGovern, January 12, 2021
    • 4 replies
    • 839 views
    • 
    • Lou S.
    • January 14, 2021

14. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 965 views
    • 
    • Lucky32
    • January 13, 2021

15. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 12, 2021

16. Federal Withholding Tax

    By Chippy, January 11, 2021
    • 1 reply
    • 565 views
    • 
    • C. B. Zeller
    • January 11, 2021

17. Interest rate used for COVID reamortization of loan

    By thepensionmaven, January 11, 2021
    • 2 replies
    • 828 views
    • 
    • C. B. Zeller
    • January 11, 2021

18. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • January 7, 2021

19. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.8k views
    • 
    • Bird
    • December 30, 2020

20. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 2.1k views
    • 
    • Peter Gulia
    • December 29, 2020

21. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31, 2020
    • 7 replies
    • 2k views
    • 
    • Peter Gulia
    • December 29, 2020

22. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2, December 11, 2020
    • 1 reply
    • 549 views
    • 
    • RatherBeGolfing
    • December 12, 2020

23. Death Claim and Spousal Assumption/Rollover

    By JOH, December 11, 2020
    • 0 replies
    • 475 views
    • 
    • JOH
    • December 11, 2020

24. Old Beneficiary Designation Effective?

    By kazoni, December 8, 2020   

    • beneficiary
    • distribution
    • (and 1 more)

      Tagged with:

      • beneficiary
      • distribution
      • estate
    • 12 replies
    • 2.8k views
    • 
    • Bill Presson
    • December 9, 2020

25. Loan percentage for borrowing from a pension plan

    By Jakyasar, December 6, 2020
    • 14 replies
    • 2.2k views
    • 
    • Luke Bailey
    • December 9, 2020

26. Require Letter of Testamentary for Distribution on Death?

    By tsrl01, December 9, 2020
    • 3 replies
    • 1.5k views
    • 
    • hr for me
    • December 9, 2020

27. Participant dies and beneficiaries are sisters

    By Jakyasar, December 3, 2020
    • 8 replies
    • 1k views
    • 
    • Jakyasar
    • December 6, 2020

28. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k, November 13, 2020
    • 1 reply
    • 620 views
    • 
    • Luke Bailey
    • November 18, 2020

29. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik, November 15, 2020   

    • cares act tax
    • roth
    • (and 1 more)

      Tagged with:

      • cares act tax
      • roth
      • distubution
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 18, 2020

30. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 3.8k views
    • 
    • Just Tri
    • November 6, 2020

31. Is an offset a distribution?

    By JAS76, November 5, 2020
    • 1 reply
    • 635 views
    • 
    • Luke Bailey
    • November 5, 2020

32. CARES Act Loan Deferment

    By cathgrace, November 2, 2020   

    • cares act
    • loans
    • 1 reply
    • 549 views
    • 
    • ESOPMomma
    • November 3, 2020

33. Mandatory withholding on distribution of property

    By JustMe, October 30, 2020
    • 3 replies
    • 1.2k views
    • 
    • imchipbrown
    • November 3, 2020

34. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM, November 2, 2020   

    • waiver
    • sample amendment
    • (and 1 more)

      Tagged with:

      • waiver
      • sample amendment
      • rmds
    • 1 reply
    • 914 views
    • 
    • Peter Gulia
    • November 2, 2020

35. DB RMD (>72) DOT=12/31

    By TPApril, October 28, 2020
    • 4 replies
    • 860 views
    • 
    • Luke Bailey
    • October 29, 2020

36. Code M for Loan Offsets

    By Vlad401k, October 28, 2020
    • 1 reply
    • 651 views
    • 
    • C. B. Zeller
    • October 28, 2020

37. 401K Overpayment Notice

    By cdogstu99, September 28, 2020
    • 13 replies
    • 6k views
    • 
    • cdogstu99
    • October 26, 2020

38. Loans Repayments and Sales Charges

    By JOH, October 16, 2020
    • 1 reply
    • 546 views
    • 
    • Bird
    • October 19, 2020

39. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.2k views
    • 
    • MoJo
    • October 16, 2020

40. Money Sources & Taxes - does it matter

    By TPApril, October 14, 2020
    • 4 replies
    • 666 views
    • 
    • TPApril
    • October 15, 2020

41. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

42. CARES Act and Loan Offset

    By DJL, September 21, 2020   

    • cares act
    • crd
    • (and 1 more)

      Tagged with:

      • cares act
      • crd
      • loan offset
    • 15 replies
    • 2.3k views
    • 
    • DJL
    • September 30, 2020

43. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32, September 20, 2020
    • 7 replies
    • 927 views
    • 
    • Lucky32
    • September 21, 2020

44. Can a Terminated Participant Request CRD?

    By cheersmate, September 18, 2020   

    • crd
    • terminated participant crd
    • 7 replies
    • 2k views
    • 
    • cheersmate
    • September 21, 2020

45. Opinions Please RE COVID loan

    By bzorc, September 16, 2020
    • 4 replies
    • 714 views
    • 
    • bzorc
    • September 18, 2020

46. SSA Notice- Benefit Due

    By 52626, September 3, 2020
    • 23 replies
    • 2.6k views
    • 
    • acm_acm
    • September 11, 2020

47. What's the mandatory withholding?

    By JAS76, September 3, 2020
    • 1 reply
    • 586 views
    • 
    • JOH
    • September 9, 2020

48. order of withdrawal

    By Santo Gold, September 3, 2020
    • 3 replies
    • 975 views
    • 
    • Santo Gold
    • September 9, 2020

49. COVID loans

    By thepensionmaven, August 3, 2020
    • 4 replies
    • 828 views
    • 
    • Lou S.
    • September 8, 2020

50. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 2k views
    • 
    • Appleby
    • August 31, 2020