Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Qualified Loan Offset - oddball situation

   By Belgarath, May 29, 2020
   • 4 replies
   • 1.4k views
   • 
   • Luke Bailey
   • June 1, 2020

2. Qdro gone wrong, funds distributed incorrectly

   By Needhelp, May 16, 2020
   • 6 replies
   • 2.1k views
   • 
   • char Nahashon
   • May 31, 2020

3. Loan Repayment Delay

   By thepensionmaven, May 15, 2020
   • 4 replies
   • 1.6k views
   • 
   • Luke Bailey
   • May 20, 2020

4. Spousal Consent in the Time of Social Distancing

   By EPCRSGuru, March 25, 2020
   • 7 replies
   • 2.2k views
   • 
   • RatherBeGolfing
   • May 20, 2020

5. Loan Default on 12/31/2020

   By Gilmore, May 13, 2020
   • 3 replies
   • 1.2k views
   • 
   • Luke Bailey
   • May 19, 2020

6. COVID Residential Loan?

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

7. Missing Participant Due Over $5,000

   By mming, May 15, 2020
   • 13 replies
   • 2.8k views
   • 
   • Bill Presson
   • May 17, 2020

8. Non Required Minimum Distribution

   By DPSRich, May 13, 2020
   • 13 replies
   • 2k views
   • 
   • Luke Bailey
   • May 15, 2020

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

   By AlbanyConsultant, May 13, 2020
   • 12 replies
   • 2.4k views
   • 
   • Luke Bailey
   • May 14, 2020

10. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 5.7k views
    • 
    • Larry Starr
    • May 13, 2020

11. Pooled Account Immediate Distribution?

    By AmyETPA, May 7, 2020
    • 8 replies
    • 2.3k views
    • 
    • Larry Starr
    • May 11, 2020

12. Loans under the CARES Act

    By msmith, May 5, 2020
    • 13 replies
    • 1.9k views
    • 
    • msmith
    • May 8, 2020

13. Loan Suspension - Was Qualified now maybe not?

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

14. Can CARES Act distributions exclude active employees?

    By AJC, April 29, 2020
    • 21 replies
    • 2.7k views
    • 
    • Larry Starr
    • May 1, 2020

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

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

16. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Gilmore
    • April 29, 2020

17. CARES loan repay suspension

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

18. CARES loan suspension of less than 1 year?

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

19. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.6k views
    • 
    • Gilmore
    • April 23, 2020

20. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 2.4k views
    • 
    • Bill Presson
    • April 23, 2020

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

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

22. Processing Distributions in 2020

    By Gilmore, April 16, 2020
    • 31 replies
    • 4.9k views
    • 
    • Bird
    • April 22, 2020

23. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • April 20, 2020

24. COVID Distributions and vesting

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

25. Terminated Participant - Loan extended due to COVID

    By Vlad401k, April 17, 2020
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 17, 2020

26. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 2.2k views
    • 
    • Luke Bailey
    • April 17, 2020

27. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

28. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21, April 16, 2020
    • 7 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • April 17, 2020

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

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.5k views
    • 
    • Gruegen
    • April 16, 2020

30. interim valuation used to measure distribution amount

    By mariemonroe, March 26, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 16, 2020

31. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.8k views
    • 
    • Larry Starr
    • April 14, 2020

32. Distribution onslaught due to Coronavirus

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

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

    By Gilmore, April 9, 2020
    • 25 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • April 10, 2020

34. tax notice for Cares Act Distributions

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

35. Loan Refinance under COVID Rules?

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

36. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1.5k views
    • 
    • EBECatty
    • April 7, 2020

37. Covid distribution if SPOUSE gets laid off

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

38. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 7, 2020

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

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

40. California Disaster Area Declaration Sufficient for Hardship

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

41. CARES Act--403(b)

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

42. 2019 MRD due today

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

43. Coronavirus-related Distribution scenario

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

44. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 1.4k views
    • 
    • JRSP533
    • April 1, 2020

45. CARES ACT Loans Delay of Payments

    By sdix401k, March 31, 2020
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • March 31, 2020

46. Hardship Distribution before In-Service

    By Vlad401k, March 25, 2020
    • 5 replies
    • 1.8k views
    • 
    • TPABob
    • March 27, 2020

47. Calculating 50% of account value for max loan

    By pensiongeek, March 26, 2020
    • 5 replies
    • 1.1k views
    • 
    • JOH
    • March 26, 2020

48. CAREST Act - RMD suspension

    By Jakyasar, March 24, 2020
    • 2 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 24, 2020

49. 60-day rollover waiver

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

50. 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
    • 878 views
    • 
    • Larry Starr
    • March 23, 2020