Distributions and Loans, Other than QDROs

4,177 topics in this forum

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

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

2. CARES act - existing loans

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

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

   By AlbanyConsultant, July 17, 2020
   • 8 replies
   • 1.6k views
   • 
   • Larry Starr
   • July 23, 2020

4. Participant to sign release before benefit is paid

   By DJL, July 17, 2020
   • 14 replies
   • 2.1k views
   • 
   • DJL
   • July 22, 2020

5. 20% still required to be withheld from distributions?

   By Santo Gold, July 14, 2020
   • 12 replies
   • 2.3k views
   • 
   • Bird
   • July 20, 2020

6. Exception to early w/d penalty

   By Disco Stu, January 12, 2001
   • 8 replies
   • 7.6k views
   • 
   • Ellie Lowder
   • July 18, 2020

7. Incarcerated Beneficiaries

   By JustMe, July 13, 2020
   • 12 replies
   • 11.6k views
   • 
   • AKconsult
   • July 16, 2020

8. CARES RMD waiver - optional?

   By AlbanyConsultant, April 2, 2020
   • 27 replies
   • 3.2k views
   • 
   • DPL
   • July 13, 2020

9. COVID DIstribution Repayment

   By TN CPA, July 6, 2020
   • 1 reply
   • 705 views
   • 
   • RatherBeGolfing
   • July 6, 2020

10. Cancel Plan Loan, call it COVID Dist?

    By K-t-F, July 2, 2020
    • 5 replies
    • 807 views
    • 
    • Luke Bailey
    • July 2, 2020

11. CV loan extenstion/reamortization

    By Bird, June 19, 2020
    • 16 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 1, 2020

12. Another Plan Term Question... loan repayment

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

13. Notice 2020-51 and Roth

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

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

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

15. COVID Distributions - Designations and Withholding

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

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

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

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

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.3k views
    • 
    • BG5150
    • June 29, 2020

18. Pooled funds distributions

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

19. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • June 22, 2020

20. Control group

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

21. RMD for Spousal Beneficiary

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

22. RMD Rollover under CARES

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

23. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • June 18, 2020

24. Correct Distribution Code for Loan Offset Due to Disability

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

25. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10, 2020
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 12, 2020

26. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 11, 2020

27. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • June 11, 2020

28. Roth Disability Distribution

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

29. Qualified Loan Offset - oddball situation

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

30. Qdro gone wrong, funds distributed incorrectly

    By Needhelp, May 16, 2020
    • 6 replies
    • 1.7k views
    • 
    • char Nahashon
    • May 31, 2020

31. Loan Repayment Delay

    By thepensionmaven, May 15, 2020
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • May 20, 2020

32. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • May 20, 2020

33. Loan Default on 12/31/2020

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

34. COVID Residential Loan?

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

35. Missing Participant Due Over $5,000

    By mming, May 15, 2020
    • 13 replies
    • 2.4k views
    • 
    • Bill Presson
    • May 17, 2020

36. Non Required Minimum Distribution

    By DPSRich, May 13, 2020
    • 13 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 15, 2020

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

    By AlbanyConsultant, May 13, 2020
    • 12 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 14, 2020

38. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 4.5k views
    • 
    • Larry Starr
    • May 13, 2020

39. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • May 11, 2020

40. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.5k views
    • 
    • msmith
    • May 8, 2020

41. Loan Suspension - Was Qualified now maybe not?

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

42. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2.2k views
    • 
    • Larry Starr
    • May 1, 2020

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

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

44. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 1.1k views
    • 
    • Gilmore
    • April 29, 2020

45. CARES loan repay suspension

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

46. CARES loan suspension of less than 1 year?

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

47. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.3k views
    • 
    • Gilmore
    • April 23, 2020

48. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 23, 2020

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

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

50. Processing Distributions in 2020

    By Gilmore, April 16, 2020
    • 31 replies
    • 3.8k views
    • 
    • Bird
    • April 22, 2020