Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. tax notice for Cares Act Distributions

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

2. Loan Refinance under COVID Rules?

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

3. 3 year tax on COVID distribution

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

4. Covid distribution if SPOUSE gets laid off

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

5. CARES ACT - Loan Repayment Terms

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

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

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

7. California Disaster Area Declaration Sufficient for Hardship

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

8. CARES Act--403(b)

   By Philip2, April 1, 2020
   • 2 replies
   • 606 views
   • 
   • JOH
   • April 3, 2020

9. 2019 MRD due today

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

10. Coronavirus-related Distribution scenario

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

11. 401K withdrawal CARES discretion

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

12. CARES ACT Loans Delay of Payments

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

13. Hardship Distribution before In-Service

    By Vlad401k, March 25, 2020
    • 5 replies
    • 1.3k views
    • 
    • TPABob
    • March 27, 2020

14. Calculating 50% of account value for max loan

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

15. CAREST Act - RMD suspension

    By Jakyasar, March 24, 2020
    • 2 replies
    • 794 views
    • 
    • Jakyasar
    • March 24, 2020

16. 60-day rollover waiver

    By B21, March 23, 2020
    • 2 replies
    • 430 views
    • 
    • Peter Gulia
    • March 23, 2020

17. Lump Sum Cash Distribution Returned to the Plan - Corrected 1099-R?

    By Chris.Y, March 23, 2020   

    • 1099-r
    • lump sum distributions
    • (and 1 more)

      Tagged with:

      • 1099-r
      • lump sum distributions
      • correction
    • 3 replies
    • 630 views
    • 
    • Larry Starr
    • March 23, 2020

18. Loan Repayments Admist COVID-19

    By JOH, March 23, 2020
    • 3 replies
    • 559 views
    • 
    • Larry Starr
    • March 23, 2020

19. Participant loans - no default?

    By Tom, March 23, 2020
    • 2 replies
    • 510 views
    • 
    • JOH
    • March 23, 2020

20. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • AKconsult
    • March 19, 2020

21. COVID 19 and Hardship Distributions

    By DKE, March 17, 2020
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 18, 2020

22. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 720 views
    • 
    • Kevin C
    • March 13, 2020

23. Can Money Purchase Plan Be Amended to Allow Distribution in Final stages of cancer??

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • March 13, 2020

24. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 890 views
    • 
    • jsample
    • March 13, 2020

25. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • March 12, 2020

26. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • March 11, 2020

27. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 1.7k views
    • 
    • BG5150
    • March 5, 2020

28. taxation and witholding on beneficiary payouts

    By K2, March 4, 2020
    • 1 reply
    • 677 views
    • 
    • justanotheradmin
    • March 4, 2020

29. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 4, 2020

30. RMDs to deceased participant with no beneficiaries

    By AlbanyConsultant, March 3, 2020
    • 3 replies
    • 885 views
    • 
    • Larry Starr
    • March 3, 2020

31. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 972 views
    • 
    • fmsinc
    • March 3, 2020

32. Defaulted loan Still on the Books

    By thepensionmaven, February 27, 2020
    • 1 reply
    • 429 views
    • 
    • JackS
    • February 27, 2020

33. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 2.2k views
    • 
    • QDROphile
    • February 27, 2020

34. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc, February 22, 2020
    • 4 replies
    • 1.8k views
    • 
    • fmsinc
    • February 24, 2020

35. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2k views
    • 
    • Appleby
    • February 12, 2020

36. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 815 views
    • 
    • JulesInCNY
    • February 12, 2020

37. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 996 views
    • 
    • Larry Starr
    • February 11, 2020

38. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 967 views
    • 
    • Towanda
    • February 3, 2020

39. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 636 views
    • 
    • CuseFan
    • January 29, 2020

40. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 22, 2020

41. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 848 views
    • 
    • Peter Gulia
    • January 21, 2020

42. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 2.8k views
    • 
    • Pam S.
    • January 21, 2020

43. rollover to spouse in same plan

    By M Norton, January 17, 2020   

    • reporting in-plan rollover
    • 1 reply
    • 504 views
    • 
    • C. B. Zeller
    • January 17, 2020

44. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming, January 16, 2020
    • 3 replies
    • 2.7k views
    • 
    • Larry Starr
    • January 17, 2020

45. Funds available for Qualified Reservist Distribution

    By AKconsult, January 6, 2020
    • 2 replies
    • 637 views
    • 
    • AKconsult
    • January 10, 2020

46. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 991 views
    • 
    • Degrand
    • January 10, 2020

47. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 1.6k views
    • 
    • fmsinc
    • January 9, 2020

48. One contingent bene deceased, is other now 100%?

    By BG5150, January 3, 2020
    • 11 replies
    • 2.6k views
    • 
    • Larry Starr
    • January 7, 2020

49. electronic filing of 1099-R forms

    By pmacduff, December 30, 2019
    • 4 replies
    • 828 views
    • 
    • pmacduff
    • January 2, 2020

50. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 688 views
    • 
    • pmacduff
    • December 16, 2019