Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. 401K Overpayment Notice

   By cdogstu99, September 28, 2020
   • 13 replies
   • 6.8k views
   • 
   • cdogstu99
   • October 26, 2020

2. Loans Repayments and Sales Charges

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

3. CARES increased loan limits deadline

   By Dennis G., October 14, 2020
   • 6 replies
   • 1.8k views
   • 
   • MoJo
   • October 16, 2020

4. Money Sources & Taxes - does it matter

   By TPApril, October 14, 2020
   • 4 replies
   • 1.1k views
   • 
   • TPApril
   • October 15, 2020

5. Another COVID Loan question

   By bzorc, September 29, 2020
   • 6 replies
   • 1.8k views
   • 
   • Luke Bailey
   • September 30, 2020

6. 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
   • 3.1k views
   • 
   • DJL
   • September 30, 2020

7. Participant Owner With Two Businesses Seeks Distribution

   By Lucky32, September 20, 2020
   • 7 replies
   • 1.3k views
   • 
   • Lucky32
   • September 21, 2020

8. Can a Terminated Participant Request CRD?

   By cheersmate, September 18, 2020   

   • crd
   • terminated participant crd
   • 7 replies
   • 2.3k views
   • 
   • cheersmate
   • September 21, 2020

9. Opinions Please RE COVID loan

   By bzorc, September 16, 2020
   • 4 replies
   • 1.2k views
   • 
   • bzorc
   • September 18, 2020

10. SSA Notice- Benefit Due

    By 52626, September 3, 2020
    • 23 replies
    • 3.3k views
    • 
    • acm_acm
    • September 11, 2020

11. What's the mandatory withholding?

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

12. order of withdrawal

    By Santo Gold, September 3, 2020
    • 3 replies
    • 1.3k views
    • 
    • Santo Gold
    • September 9, 2020

13. COVID loans

    By thepensionmaven, August 3, 2020
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • September 8, 2020

14. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • August 31, 2020

15. Loan of plan assets

    By ombskid, August 25, 2020
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • August 27, 2020

16. distribution to fired employee, who may be reinstated

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

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

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

18. periodic payments vs required minimum distributions

    By M Norton, August 18, 2020
    • 3 replies
    • 1.2k views
    • 
    • M Norton
    • August 19, 2020

19. Distribution code for COVID related distributions

    By Suellen Howard, August 13, 2020
    • 2 replies
    • 5.7k views
    • 
    • RatherBeGolfing
    • August 15, 2020

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

    By mming, May 27, 2020
    • 49 replies
    • 7.2k views
    • 
    • Appleby
    • August 15, 2020

21. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • August 14, 2020

22. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2.9k views
    • 
    • Luke Bailey
    • August 13, 2020

23. RMD from a terminating profit sharing plan

    By Jakyasar, August 11, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • August 12, 2020

24. plan disqualification (tax conseqences)

    By Scuba 401, August 11, 2020
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 12, 2020

25. 20% withholding requirement

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

26. RMD for terminated plan 2019

    By Dennis G., July 30, 2020
    • 14 replies
    • 2k views
    • 
    • Larry Starr
    • August 8, 2020

27. 2020 RMDs on a state level

    By B21, August 5, 2020
    • 2 replies
    • 1.1k views
    • 
    • B21
    • August 6, 2020

28. RMD information was not provided

    By Jakyasar, July 13, 2020
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • July 30, 2020

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

    By Jakyasar, July 27, 2020
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • July 27, 2020

30. CARES act - existing loans

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

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

    By AlbanyConsultant, July 17, 2020
    • 8 replies
    • 2.3k views
    • 
    • Larry Starr
    • July 23, 2020

32. Participant to sign release before benefit is paid

    By DJL, July 17, 2020
    • 14 replies
    • 2.9k views
    • 
    • DJL
    • July 22, 2020

33. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 3k views
    • 
    • Bird
    • July 20, 2020

34. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 10.3k views
    • 
    • Ellie Lowder
    • July 18, 2020

35. Incarcerated Beneficiaries

    By JustMe, July 13, 2020
    • 12 replies
    • 13.8k views
    • 
    • AKconsult
    • July 16, 2020

36. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 4.6k views
    • 
    • DPL
    • July 13, 2020

37. COVID DIstribution Repayment

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

38. Cancel Plan Loan, call it COVID Dist?

    By Basically, July 2, 2020
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 2, 2020

39. CV loan extenstion/reamortization

    By Bird, June 19, 2020
    • 16 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 1, 2020

40. Another Plan Term Question... loan repayment

    By Basically, July 1, 2020
    • 1 reply
    • 963 views
    • 
    • Belgarath
    • July 1, 2020

41. Notice 2020-51 and Roth

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

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

    By Jakyasar, June 30, 2020
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • July 1, 2020

43. COVID Distributions - Designations and Withholding

    By D.J. Simonetti, June 30, 2020
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • June 30, 2020

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

    By Basically, June 30, 2020
    • 2 replies
    • 809 views
    • 
    • Basically
    • June 30, 2020

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

    By Vlad401k, June 26, 2020
    • 11 replies
    • 4.1k views
    • 
    • BG5150
    • June 29, 2020

46. Pooled funds distributions

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

47. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 22, 2020

48. Control group

    By scsfam, June 22, 2020
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • June 22, 2020

49. RMD for Spousal Beneficiary

    By Catch22PGM, June 19, 2020
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • June 19, 2020

50. RMD Rollover under CARES

    By Gruegen, June 15, 2020
    • 2 replies
    • 1k views
    • 
    • Gruegen
    • June 19, 2020