Distributions and Loans, Other than QDROs

4,191 topics in this forum

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

   By AlbanyConsultant, May 13, 2020
   • 12 replies
   • 2k views
   • 
   • Luke Bailey
   • May 14, 2020

2. Distributions and Unemployment Payments

   By Gilmore, May 11, 2020
   • 6 replies
   • 5.1k views
   • 
   • Larry Starr
   • May 13, 2020

3. Pooled Account Immediate Distribution?

   By AmyETPA, May 7, 2020
   • 8 replies
   • 2.1k views
   • 
   • Larry Starr
   • May 11, 2020

4. Loans under the CARES Act

   By msmith, May 5, 2020
   • 13 replies
   • 1.6k views
   • 
   • msmith
   • May 8, 2020

5. Loan Suspension - Was Qualified now maybe not?

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

6. Can CARES Act distributions exclude active employees?

   By AJC, April 29, 2020
   • 21 replies
   • 2.4k views
   • 
   • Larry Starr
   • May 1, 2020

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

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

8. Methods of calculating minimum interest rates

   By matthny, April 28, 2020
   • 7 replies
   • 1.2k views
   • 
   • Gilmore
   • April 29, 2020

9. CARES loan repay suspension

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

10. CARES loan suspension of less than 1 year?

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

11. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.4k views
    • 
    • Gilmore
    • April 23, 2020

12. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 2.1k views
    • 
    • Bill Presson
    • April 23, 2020

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

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

14. Processing Distributions in 2020

    By Gilmore, April 16, 2020
    • 31 replies
    • 4.3k views
    • 
    • Bird
    • April 22, 2020

15. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • April 20, 2020

16. COVID Distributions and vesting

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

17. Terminated Participant - Loan extended due to COVID

    By Vlad401k, April 17, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 17, 2020

18. Corrective Distribution to Deceased Participant

    By EBECatty, April 15, 2020
    • 9 replies
    • 2k views
    • 
    • Luke Bailey
    • April 17, 2020

19. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 17, 2020

20. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21, April 16, 2020
    • 7 replies
    • 1k views
    • 
    • RatherBeGolfing
    • April 17, 2020

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

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • Gruegen
    • April 16, 2020

22. interim valuation used to measure distribution amount

    By mariemonroe, March 26, 2020
    • 6 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 16, 2020

23. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 14, 2020

24. Distribution onslaught due to Coronavirus

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

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

    By Gilmore, April 9, 2020
    • 25 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • April 10, 2020

26. tax notice for Cares Act Distributions

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

27. Loan Refinance under COVID Rules?

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

28. 3 year tax on COVID distribution

    By k man, April 7, 2020
    • 5 replies
    • 1.2k views
    • 
    • EBECatty
    • April 7, 2020

29. Covid distribution if SPOUSE gets laid off

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

30. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2020

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

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

32. California Disaster Area Declaration Sufficient for Hardship

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

33. CARES Act--403(b)

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

34. 2019 MRD due today

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

35. Coronavirus-related Distribution scenario

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

36. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 1.1k views
    • 
    • JRSP533
    • April 1, 2020

37. CARES ACT Loans Delay of Payments

    By sdix401k, March 31, 2020
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • March 31, 2020

38. Hardship Distribution before In-Service

    By Vlad401k, March 25, 2020
    • 5 replies
    • 1.6k views
    • 
    • TPABob
    • March 27, 2020

39. Calculating 50% of account value for max loan

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

40. CAREST Act - RMD suspension

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

41. 60-day rollover waiver

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

42. 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
    • 733 views
    • 
    • Larry Starr
    • March 23, 2020

43. Loan Repayments Admist COVID-19

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

44. Participant loans - no default?

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

45. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.7k views
    • 
    • AKconsult
    • March 19, 2020

46. COVID 19 and Hardship Distributions

    By DKE, March 17, 2020
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 18, 2020

47. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 1k views
    • 
    • Kevin C
    • March 13, 2020

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

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.7k views
    • 
    • Luke Bailey
    • March 13, 2020

49. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 1k views
    • 
    • jsample
    • March 13, 2020

50. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.6k views
    • 
    • Below Ground
    • March 12, 2020