Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. What's the mandatory withholding?

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

2. order of withdrawal

   By Santo Gold, September 3, 2020
   • 3 replies
   • 1k views
   • 
   • Santo Gold
   • September 9, 2020

3. COVID loans

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

4. Missed RMD and balance rolled out of plan

   By khr, August 26, 2020
   • 8 replies
   • 2.2k views
   • 
   • Appleby
   • August 31, 2020

5. Loan of plan assets

   By ombskid, August 25, 2020
   • 6 replies
   • 1.1k views
   • 
   • BG5150
   • August 27, 2020

6. distribution to fired employee, who may be reinstated

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

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

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

8. periodic payments vs required minimum distributions

   By M Norton, August 18, 2020
   • 3 replies
   • 1.1k views
   • 
   • M Norton
   • August 19, 2020

9. Distribution code for COVID related distributions

   By Suellen Howard, August 13, 2020
   • 2 replies
   • 5.4k views
   • 
   • RatherBeGolfing
   • August 15, 2020

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

    By mming, May 27, 2020
    • 49 replies
    • 5.9k views
    • 
    • Appleby
    • August 15, 2020

11. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • August 14, 2020

12. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2.4k views
    • 
    • Luke Bailey
    • August 13, 2020

13. RMD from a terminating profit sharing plan

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

14. plan disqualification (tax conseqences)

    By Scuba 401, August 11, 2020
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • August 12, 2020

15. 20% withholding requirement

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

16. RMD for terminated plan 2019

    By Dennis G., July 30, 2020
    • 14 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 8, 2020

17. 2020 RMDs on a state level

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

18. RMD information was not provided

    By Jakyasar, July 13, 2020
    • 3 replies
    • 1k views
    • 
    • Jakyasar
    • July 30, 2020

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

    By Jakyasar, July 27, 2020
    • 2 replies
    • 1k views
    • 
    • Jakyasar
    • July 27, 2020

20. CARES act - existing loans

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

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

    By AlbanyConsultant, July 17, 2020
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • July 23, 2020

22. Participant to sign release before benefit is paid

    By DJL, July 17, 2020
    • 14 replies
    • 2.5k views
    • 
    • DJL
    • July 22, 2020

23. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.6k views
    • 
    • Bird
    • July 20, 2020

24. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 9.8k views
    • 
    • Ellie Lowder
    • July 18, 2020

25. Incarcerated Beneficiaries

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

26. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3.7k views
    • 
    • DPL
    • July 13, 2020

27. COVID DIstribution Repayment

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

28. Cancel Plan Loan, call it COVID Dist?

    By Basically, July 2, 2020
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • July 2, 2020

29. CV loan extenstion/reamortization

    By Bird, June 19, 2020
    • 16 replies
    • 2k views
    • 
    • Mike Preston
    • July 1, 2020

30. Another Plan Term Question... loan repayment

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

31. Notice 2020-51 and Roth

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

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

    By Jakyasar, June 30, 2020
    • 6 replies
    • 1.1k views
    • 
    • Jakyasar
    • July 1, 2020

33. COVID Distributions - Designations and Withholding

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

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

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

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

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.6k views
    • 
    • BG5150
    • June 29, 2020

36. Pooled funds distributions

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

37. COVID-related Distribution

    By RestAssured, June 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 22, 2020

38. Control group

    By scsfam, June 22, 2020
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • June 22, 2020

39. RMD for Spousal Beneficiary

    By Catch22PGM, June 19, 2020
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • June 19, 2020

40. RMD Rollover under CARES

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

41. removal of automatic force-out: cutback?

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

42. Correct Distribution Code for Loan Offset Due to Disability

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

43. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10, 2020
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • June 12, 2020

44. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.7k views
    • 
    • Luke Bailey
    • June 11, 2020

45. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.4k views
    • 
    • Larry Starr
    • June 11, 2020

46. Roth Disability Distribution

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

47. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 1, 2020

48. Qdro gone wrong, funds distributed incorrectly

    By Needhelp, May 16, 2020
    • 6 replies
    • 2k views
    • 
    • char Nahashon
    • May 31, 2020

49. Loan Repayment Delay

    By thepensionmaven, May 15, 2020
    • 4 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 20, 2020

50. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • May 20, 2020