Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. RMD for terminated plan 2019

   By Dennis G., July 30, 2020
   • 14 replies
   • 1.2k views
   • 
   • Larry Starr
   • August 8, 2020

2. 2020 RMDs on a state level

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

3. RMD information was not provided

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

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

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

5. CARES act - existing loans

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

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

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

7. Participant to sign release before benefit is paid

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

8. 20% still required to be withheld from distributions?

   By Santo Gold, July 14, 2020
   • 12 replies
   • 2.4k views
   • 
   • Bird
   • July 20, 2020

9. Exception to early w/d penalty

   By Disco Stu, January 12, 2001
   • 8 replies
   • 7.9k views
   • 
   • Ellie Lowder
   • July 18, 2020

10. Incarcerated Beneficiaries

    By JustMe, July 13, 2020
    • 12 replies
    • 11.9k views
    • 
    • AKconsult
    • July 16, 2020

11. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3.3k views
    • 
    • DPL
    • July 13, 2020

12. COVID DIstribution Repayment

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

13. Cancel Plan Loan, call it COVID Dist?

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

14. CV loan extenstion/reamortization

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

15. Another Plan Term Question... loan repayment

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

16. Notice 2020-51 and Roth

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

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

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

18. COVID Distributions - Designations and Withholding

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

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

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

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

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.4k views
    • 
    • BG5150
    • June 29, 2020

21. Pooled funds distributions

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

22. COVID-related Distribution

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

23. Control group

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

24. RMD for Spousal Beneficiary

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

25. RMD Rollover under CARES

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

26. removal of automatic force-out: cutback?

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

27. Correct Distribution Code for Loan Offset Due to Disability

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

28. Cares Act $100,000 Distribution Limit

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

29. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 11, 2020

30. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.2k views
    • 
    • Larry Starr
    • June 11, 2020

31. Roth Disability Distribution

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

32. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 1, 2020

33. Qdro gone wrong, funds distributed incorrectly

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

34. Loan Repayment Delay

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

35. Spousal Consent in the Time of Social Distancing

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

36. Loan Default on 12/31/2020

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

37. COVID Residential Loan?

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

38. Missing Participant Due Over $5,000

    By mming, May 15, 2020
    • 13 replies
    • 2.5k views
    • 
    • Bill Presson
    • May 17, 2020

39. Non Required Minimum Distribution

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

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

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

41. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 4.7k views
    • 
    • Larry Starr
    • May 13, 2020

42. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • May 11, 2020

43. Loans under the CARES Act

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

44. Loan Suspension - Was Qualified now maybe not?

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

45. Can CARES Act distributions exclude active employees?

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

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

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

47. Methods of calculating minimum interest rates

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

48. CARES loan repay suspension

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

49. CARES loan suspension of less than 1 year?

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

50. COVID Distribution - Partial Pay Back in 2020

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