Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. removal of automatic force-out: cutback?

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

2. Qualified Loan Offset - oddball situation

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

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

   By mming, May 27, 2020
   • 49 replies
   • 5k views
   • 
   • Appleby
   • August 15, 2020

4. Qdro gone wrong, funds distributed incorrectly

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

5. Loan Repayment Delay

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

6. Missing Participant Due Over $5,000

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

7. Loan Default on 12/31/2020

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

8. Non Required Minimum Distribution

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

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

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

10. Distributions and Unemployment Payments

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

11. Pooled Account Immediate Distribution?

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

12. Loans under the CARES Act

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

13. Loan Suspension - Was Qualified now maybe not?

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

14. Can CARES Act distributions exclude active employees?

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

15. CARES loan repay suspension

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

16. Methods of calculating minimum interest rates

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

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

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

18. CARES loan suspension of less than 1 year?

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

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

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

20. COVID Distribution - Partial Pay Back in 2020

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

21. Maryland Mandatory State Tax Rate

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

22. COVID Distributions and vesting

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

23. adding loans... and fee disclosure

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

24. Terminated Participant - Loan extended due to COVID

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

25. Processing Distributions in 2020

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

26. 2020 RMD reclassified as Coronavirus-related Distribuiton

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

27. Corrective Distribution to Deceased Participant

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

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

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

29. Distribution onslaught due to Coronavirus

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

30. COVID Residential Loan?

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

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

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

32. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1k views
    • 
    • EBECatty
    • April 7, 2020

33. Covid distribution if SPOUSE gets laid off

    By Belgarath, April 7, 2020
    • 1 reply
    • 468 views
    • 
    • Bill Presson
    • April 7, 2020

34. Does HIPAA Privacy Apply to a Coronavirus-Related Distribution?

    By rocknrolls2, April 6, 2020
    • 2 replies
    • 603 views
    • 
    • Mike Preston
    • April 7, 2020

35. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 7, 2020

36. tax notice for Cares Act Distributions

    By mattmc82, April 6, 2020
    • 2 replies
    • 724 views
    • 
    • AlbanyConsultant
    • April 8, 2020

37. California Disaster Area Declaration Sufficient for Hardship

    By Gilmore, April 3, 2020
    • 1 reply
    • 567 views
    • 
    • mattmc82
    • April 6, 2020

38. Loan Refinance under COVID Rules?

    By Gilmore, April 2, 2020
    • 4 replies
    • 680 views
    • 
    • Mike Preston
    • April 7, 2020

39. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

40. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3k views
    • 
    • DPL
    • July 13, 2020

41. Coronavirus-related Distribution scenario

    By Gilmore, April 1, 2020
    • 0 replies
    • 401 views
    • 
    • Gilmore
    • April 1, 2020

42. 2019 MRD due today

    By bzorc, April 1, 2020
    • 5 replies
    • 693 views
    • 
    • G8Rs
    • April 3, 2020

43. CARES Act--403(b)

    By Philip2, April 1, 2020
    • 2 replies
    • 606 views
    • 
    • JOH
    • April 3, 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. CARES ACT Loans Delay of Payments

    By sdix401k, March 31, 2020
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • March 31, 2020

46. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31, 2020
    • 7 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 29, 2020

47. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 955 views
    • 
    • JRSP533
    • April 1, 2020

48. interim valuation used to measure distribution amount

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

49. Calculating 50% of account value for max loan

    By pensiongeek, March 26, 2020
    • 5 replies
    • 732 views
    • 
    • JOH
    • March 26, 2020

50. Spousal Consent in the Time of Social Distancing

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