Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Death Claim and Spousal Assumption/Rollover

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

2. Old Beneficiary Designation Effective?

   By kazoni, December 8, 2020   

   • beneficiary
   • distribution
   • (and 1 more)

     Tagged with:

     • beneficiary
     • distribution
     • estate
   • 12 replies
   • 2k views
   • 
   • Bill Presson
   • December 9, 2020

3. Loan percentage for borrowing from a pension plan

   By Jakyasar, December 6, 2020
   • 14 replies
   • 1.7k views
   • 
   • Luke Bailey
   • December 9, 2020

4. Require Letter of Testamentary for Distribution on Death?

   By tsrl01, December 9, 2020
   • 3 replies
   • 1.3k views
   • 
   • hr for me
   • December 9, 2020

5. Participant dies and beneficiaries are sisters

   By Jakyasar, December 3, 2020
   • 8 replies
   • 870 views
   • 
   • Jakyasar
   • December 6, 2020

6. Distribution Code for Excess Roth Contributions after April 15

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

7. 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
   • 1.1k views
   • 
   • Luke Bailey
   • November 18, 2020

8. Reduce Automatic Rollover threshold to $0

   By Trisports, December 8, 2017   

   • automatic rollover
   • threshold
   • 16 replies
   • 3k views
   • 
   • Just Tri
   • November 6, 2020

9. Is an offset a distribution?

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

10. CARES Act Loan Deferment

    By cathgrace, November 2, 2020   

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

11. Mandatory withholding on distribution of property

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

12. 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
    • 767 views
    • 
    • Peter Gulia
    • November 2, 2020

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

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

14. Code M for Loan Offsets

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

15. 401K Overpayment Notice

    By cdogstu99, September 28, 2020
    • 13 replies
    • 5k views
    • 
    • cdogstu99
    • October 26, 2020

16. Loans Repayments and Sales Charges

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

17. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • October 16, 2020

18. Money Sources & Taxes - does it matter

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

19. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

20. 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
    • 2.1k views
    • 
    • DJL
    • September 30, 2020

21. Participant Owner With Two Businesses Seeks Distribution

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

22. Can a Terminated Participant Request CRD?

    By cheersmate, September 18, 2020   

    • crd
    • terminated participant crd
    • 7 replies
    • 1.8k views
    • 
    • cheersmate
    • September 21, 2020

23. Opinions Please RE COVID loan

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

24. SSA Notice- Benefit Due

    By 52626, September 3, 2020
    • 23 replies
    • 2.1k views
    • 
    • acm_acm
    • September 11, 2020

25. What's the mandatory withholding?

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

26. order of withdrawal

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

27. COVID loans

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

28. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 1.8k views
    • 
    • Appleby
    • August 31, 2020

29. Loan of plan assets

    By ombskid, August 25, 2020
    • 6 replies
    • 792 views
    • 
    • BG5150
    • August 27, 2020

30. distribution to fired employee, who may be reinstated

    By Santo Gold, August 24, 2020
    • 1 reply
    • 643 views
    • 
    • Madison71
    • August 24, 2020

31. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 0 replies
    • 289 views
    • 
    • Cindy Anderson
    • August 24, 2020

32. periodic payments vs required minimum distributions

    By M Norton, August 18, 2020
    • 3 replies
    • 872 views
    • 
    • M Norton
    • August 19, 2020

33. Distribution code for COVID related distributions

    By Suellen Howard, August 13, 2020
    • 2 replies
    • 5k views
    • 
    • RatherBeGolfing
    • August 15, 2020

34. Can A CRD Be Directly Rolled Over To A Roth IRA?

    By mming, May 27, 2020
    • 49 replies
    • 5.1k views
    • 
    • Appleby
    • August 15, 2020

35. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 14, 2020

36. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2k views
    • 
    • Luke Bailey
    • August 13, 2020

37. RMD from a terminating profit sharing plan

    By Jakyasar, August 11, 2020
    • 3 replies
    • 737 views
    • 
    • Larry Starr
    • August 12, 2020

38. plan disqualification (tax conseqences)

    By Scuba 401, August 11, 2020
    • 5 replies
    • 899 views
    • 
    • Larry Starr
    • August 12, 2020

39. 20% withholding requirement

    By Jakyasar, August 11, 2020
    • 1 reply
    • 607 views
    • 
    • Lou S.
    • August 11, 2020

40. RMD for terminated plan 2019

    By Dennis G., July 30, 2020
    • 14 replies
    • 1.1k views
    • 
    • Larry Starr
    • August 8, 2020

41. 2020 RMDs on a state level

    By B21, August 5, 2020
    • 2 replies
    • 622 views
    • 
    • B21
    • August 6, 2020

42. RMD information was not provided

    By Jakyasar, July 13, 2020
    • 3 replies
    • 839 views
    • 
    • Jakyasar
    • July 30, 2020

43. DB plan RMD - paid out more that the required amount

    By Jakyasar, July 27, 2020
    • 2 replies
    • 887 views
    • 
    • Jakyasar
    • July 27, 2020

44. CARES act - existing loans

    By Scuba 401, July 24, 2020
    • 1 reply
    • 589 views
    • 
    • Luke Bailey
    • July 25, 2020

45. ex-spouse holding up plan term - ideas?

    By AlbanyConsultant, July 17, 2020
    • 8 replies
    • 1.5k views
    • 
    • Larry Starr
    • July 23, 2020

46. Participant to sign release before benefit is paid

    By DJL, July 17, 2020
    • 14 replies
    • 2k views
    • 
    • DJL
    • July 22, 2020

47. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.2k views
    • 
    • Bird
    • July 20, 2020

48. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 7.2k views
    • 
    • Ellie Lowder
    • July 18, 2020

49. Incarcerated Beneficiaries

    By JustMe, July 13, 2020
    • 12 replies
    • 10.2k views
    • 
    • AKconsult
    • July 16, 2020

50. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3k views
    • 
    • DPL
    • July 13, 2020