Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 2020 RMD reclassified as Coronavirus-related Distribuiton

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

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

   By Vlad401k, April 15, 2020
   • 4 replies
   • 1.2k views
   • 
   • Gruegen
   • April 16, 2020

3. interim valuation used to measure distribution amount

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

4. NRA and Distributions

   By SEM, March 12, 2020
   • 7 replies
   • 1.4k views
   • 
   • Larry Starr
   • April 14, 2020

5. Distribution onslaught due to Coronavirus

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

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

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

7. tax notice for Cares Act Distributions

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

8. Loan Refinance under COVID Rules?

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

9. 3 year tax on COVID distribution

   By k man, April 7, 2020
   • 5 replies
   • 1.1k views
   • 
   • EBECatty
   • April 7, 2020

10. Covid distribution if SPOUSE gets laid off

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

11. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 7, 2020

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

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

13. California Disaster Area Declaration Sufficient for Hardship

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

14. CARES Act--403(b)

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

15. 2019 MRD due today

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

16. Coronavirus-related Distribution scenario

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

17. 401K withdrawal CARES discretion

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

18. CARES ACT Loans Delay of Payments

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

19. Hardship Distribution before In-Service

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

20. Calculating 50% of account value for max loan

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

21. CAREST Act - RMD suspension

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

22. 60-day rollover waiver

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

23. 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
    • 652 views
    • 
    • Larry Starr
    • March 23, 2020

24. Loan Repayments Admist COVID-19

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

25. Participant loans - no default?

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

26. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.5k views
    • 
    • AKconsult
    • March 19, 2020

27. COVID 19 and Hardship Distributions

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

28. Spousal Consent - USC 1746

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

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

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.6k views
    • 
    • Luke Bailey
    • March 13, 2020

30. Determination of loan amount with market fluctuation

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

31. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Below Ground
    • March 12, 2020

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

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

33. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 1.9k views
    • 
    • BG5150
    • March 5, 2020

34. taxation and witholding on beneficiary payouts

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

35. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 1.9k views
    • 
    • Bill Presson
    • March 4, 2020

36. RMDs to deceased participant with no beneficiaries

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

37. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 1k views
    • 
    • fmsinc
    • March 3, 2020

38. Defaulted loan Still on the Books

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

39. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 2.3k views
    • 
    • QDROphile
    • February 27, 2020

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

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

41. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2.1k views
    • 
    • Appleby
    • February 12, 2020

42. 1099-R For Missing Participants (Forced Rollover)

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

43. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • February 11, 2020

44. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 1k views
    • 
    • Towanda
    • February 3, 2020

45. RMD

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

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

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.2k views
    • 
    • Larry Starr
    • January 22, 2020

47. SECURE Act and credit card based loans

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

48. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3k views
    • 
    • Pam S.
    • January 21, 2020

49. rollover to spouse in same plan

    By M Norton, January 17, 2020   

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

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

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