Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Another Plan Term Question... loan repayment

   By K-t-F, July 1, 2020
   • 1 reply
   • 529 views
   • 
   • Belgarath
   • July 1, 2020

2. Notice 2020-51 and Roth

   By Gruegen, June 29, 2020
   • 1 reply
   • 596 views
   • 
   • Belgarath
   • July 1, 2020

3. When is the first RMD due & what is the benefit to use

   By Jakyasar, June 30, 2020
   • 6 replies
   • 842 views
   • 
   • Jakyasar
   • July 1, 2020

4. COVID Distributions - Designations and Withholding

   By D.J. Simonetti, June 30, 2020
   • 1 reply
   • 626 views
   • 
   • C. B. Zeller
   • June 30, 2020

5. Plan Term... non COVID related... 10% excise?

   By K-t-F, June 30, 2020
   • 2 replies
   • 503 views
   • 
   • K-t-F
   • June 30, 2020

6. Mandatory Cash Out Amount - $1,000 limit

   By Vlad401k, June 26, 2020
   • 11 replies
   • 3.1k views
   • 
   • BG5150
   • June 29, 2020

7. Pooled funds distributions

   By Belgarath, June 22, 2020
   • 1 reply
   • 500 views
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   • Bill Presson
   • June 23, 2020

8. COVID-related Distribution

   By RestAssured, June 17, 2020
   • 5 replies
   • 936 views
   • 
   • Peter Gulia
   • June 22, 2020

9. Control group

   By scsfam, June 22, 2020
   • 2 replies
   • 803 views
   • 
   • Larry Starr
   • June 22, 2020

10. RMD for Spousal Beneficiary

    By Catch22PGM, June 19, 2020
    • 1 reply
    • 878 views
    • 
    • Luke Bailey
    • June 19, 2020

11. RMD Rollover under CARES

    By Gruegen, June 15, 2020
    • 2 replies
    • 603 views
    • 
    • Gruegen
    • June 19, 2020

12. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • June 18, 2020

13. Correct Distribution Code for Loan Offset Due to Disability

    By Vlad401k, June 12, 2020
    • 2 replies
    • 607 views
    • 
    • C. B. Zeller
    • June 12, 2020

14. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 12, 2020

15. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 11, 2020

16. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • June 11, 2020

17. Roth Disability Distribution

    By Vlad401k, June 5, 2020
    • 1 reply
    • 530 views
    • 
    • Luke Bailey
    • June 8, 2020

18. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 919 views
    • 
    • Luke Bailey
    • June 1, 2020

19. Qdro gone wrong, funds distributed incorrectly

    By Needhelp, May 16, 2020
    • 6 replies
    • 1.5k views
    • 
    • char Nahashon
    • May 31, 2020

20. Loan Repayment Delay

    By thepensionmaven, May 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 20, 2020

21. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • May 20, 2020

22. Loan Default on 12/31/2020

    By Gilmore, May 13, 2020
    • 3 replies
    • 871 views
    • 
    • Luke Bailey
    • May 19, 2020

23. COVID Residential Loan?

    By Gilmore, April 10, 2020
    • 5 replies
    • 564 views
    • 
    • Luke Bailey
    • May 19, 2020

24. Missing Participant Due Over $5,000

    By mming, May 15, 2020
    • 13 replies
    • 2.2k views
    • 
    • Bill Presson
    • May 17, 2020

25. Non Required Minimum Distribution

    By DPSRich, May 13, 2020
    • 13 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 15, 2020

26. Notice 2020-23: all loan repayments on hold?

    By AlbanyConsultant, May 13, 2020
    • 12 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 14, 2020

27. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 4k views
    • 
    • Larry Starr
    • May 13, 2020

28. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 11, 2020

29. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.4k views
    • 
    • msmith
    • May 8, 2020

30. Loan Suspension - Was Qualified now maybe not?

    By Gilmore, May 5, 2020
    • 2 replies
    • 562 views
    • 
    • Gilmore
    • May 5, 2020

31. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2k views
    • 
    • Larry Starr
    • May 1, 2020

32. RMD to older designated spouse beneficiary (death<2020)

    By TPApril, April 27, 2020
    • 1 reply
    • 414 views
    • 
    • Appleby
    • April 30, 2020

33. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 995 views
    • 
    • Gilmore
    • April 29, 2020

34. CARES loan repay suspension

    By pmacduff, April 28, 2020
    • 2 replies
    • 653 views
    • 
    • Ebplans
    • April 29, 2020

35. CARES loan suspension of less than 1 year?

    By AlbanyConsultant, April 23, 2020
    • 1 reply
    • 488 views
    • 
    • Larry Starr
    • April 23, 2020

36. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Gilmore
    • April 23, 2020

37. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 23, 2020

38. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k, April 23, 2020
    • 3 replies
    • 674 views
    • 
    • Larry Starr
    • April 23, 2020

39. Processing Distributions in 2020

    By Gilmore, April 16, 2020
    • 31 replies
    • 3.6k views
    • 
    • Bird
    • April 22, 2020

40. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • April 20, 2020

41. COVID Distributions and vesting

    By shERPA, April 17, 2020
    • 3 replies
    • 715 views
    • 
    • RatherBeGolfing
    • April 20, 2020

42. Terminated Participant - Loan extended due to COVID

    By Vlad401k, April 17, 2020
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 17, 2020

43. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

44. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 17, 2020

45. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21, April 16, 2020
    • 7 replies
    • 854 views
    • 
    • RatherBeGolfing
    • April 17, 2020

46. Excess Deferral (402(g) Limit) Distribution Deadline

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.1k views
    • 
    • Gruegen
    • April 16, 2020

47. interim valuation used to measure distribution amount

    By mariemonroe, March 26, 2020
    • 6 replies
    • 915 views
    • 
    • Luke Bailey
    • April 16, 2020

48. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 14, 2020

49. Distribution onslaught due to Coronavirus

    By JustMe, April 14, 2020
    • 3 replies
    • 533 views
    • 
    • ratherbereading
    • April 14, 2020

50. COVID Tax Relief when plan does not choose COVID Options

    By Gilmore, April 9, 2020
    • 25 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • April 10, 2020