Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. 1099R forms

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

2. Loans from only 100% vested sources?

   By BG5150, December 11, 2019
   • 14 replies
   • 1.9k views
   • 
   • Luke Bailey
   • December 12, 2019

3. Denying a plan loan

   By Santo Gold, December 6, 2019
   • 34 replies
   • 2.4k views
   • 
   • Larry Starr
   • December 12, 2019

4. Taking a Distribution and Loan Offset

   By Vlad401k, December 11, 2019
   • 1 reply
   • 776 views
   • 
   • Larry Starr
   • December 11, 2019

5. Can I get around an RMD this way?

   By BG5150, December 11, 2019
   • 2 replies
   • 628 views
   • 
   • BG5150
   • December 11, 2019

6. RMD rollout of plan prior to termination and RBD

   By Tom, November 8, 2019   

   • rmd
   • 3 replies
   • 703 views
   • 
   • Mr Bagwell
   • December 10, 2019

7. Cash out rules and Money Purchase

   By LisaS, December 2, 2019
   • 2 replies
   • 1k views
   • 
   • LisaS
   • December 10, 2019

8. plan loan from pooled account

   By M Norton, December 3, 2019
   • 29 replies
   • 3.3k views
   • 
   • Larry Starr
   • December 9, 2019

9. RMD Mistake, help!

   By Rgoose27, December 4, 2019
   • 10 replies
   • 1.7k views
   • 
   • Bird
   • December 9, 2019

10. RMD not sure if this person is an owner

    By ESOP Guy, December 6, 2019
    • 1 reply
    • 557 views
    • 
    • Larry Starr
    • December 7, 2019

11. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 883 views
    • 
    • Larry Starr
    • December 7, 2019

12. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 684 views
    • 
    • Luke Bailey
    • December 5, 2019

13. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 973 views
    • 
    • Jakyasar
    • December 4, 2019

14. RMD to non-spousal beneficiary

    By Chippy, November 21, 2019
    • 3 replies
    • 831 views
    • 
    • Bird
    • November 22, 2019

15. Annuity Purchase 1099-R reporting

    By mefrancis1729, November 19, 2019   

    • 1099-r
    • annuity purchase
    • (and 1 more)

      Tagged with:

      • 1099-r
      • annuity purchase
      • cash balance
    • 9 replies
    • 3k views
    • 
    • Bird
    • November 21, 2019

16. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 3.1k views
    • 
    • Luke Bailey
    • November 20, 2019

17. RMD - plan year change

    By Jakyasar, November 19, 2019
    • 1 reply
    • 672 views
    • 
    • Bird
    • November 19, 2019

18. Distribution From Terminated Plan

    By pgold, November 15, 2019
    • 3 replies
    • 671 views
    • 
    • TPA for Sale or Merge
    • November 19, 2019

19. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin, November 12, 2019
    • 9 replies
    • 1.9k views
    • 
    • justanotheradmin
    • November 13, 2019

20. Minimum distribution timing for surviving spouse

    By pensiongeek, November 7, 2019
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • November 13, 2019

21. Participant Plan Loan and taxation

    By Becky Schwing, November 4, 2019
    • 24 replies
    • 2.6k views
    • 
    • BenefitJack
    • November 7, 2019

22. Consolidating Loans

    By Stash026, November 4, 2019
    • 6 replies
    • 883 views
    • 
    • Larry Starr
    • November 7, 2019

23. non spouse bene will not respond

    By hileman, November 4, 2019
    • 1 reply
    • 609 views
    • 
    • fmsinc
    • November 5, 2019

24. Loan for Hardship Reasons

    By Megandps, October 18, 2019
    • 11 replies
    • 2.7k views
    • 
    • Larry Starr
    • October 24, 2019

25. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin, October 16, 2019
    • 13 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 24, 2019

26. Inherited IRA

    By NJ Mike, October 21, 2019
    • 3 replies
    • 790 views
    • 
    • NJ Mike
    • October 23, 2019

27. Loan Repayments for Spin-off Plan

    By RayRay, October 14, 2019   

    • loan
    • spinoff
    • (and 1 more)

      Tagged with:

      • loan
      • spinoff
      • spin-off
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • October 17, 2019

28. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 11, 2019
    • 3 replies
    • 691 views
    • 
    • Luke Bailey
    • October 16, 2019

29. Terminating Plan - RMD Required?

    By Lou S., December 12, 2018
    • 14 replies
    • 5.5k views
    • 
    • ESOP Guy
    • October 16, 2019

30. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2, October 8, 2019
    • 3 replies
    • 717 views
    • 
    • Luke Bailey
    • October 8, 2019

31. In-service withdrawal at Age 50 question

    By BG5150, October 7, 2019
    • 3 replies
    • 668 views
    • 
    • Kevin C
    • October 7, 2019

32. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr, September 18, 2019
    • 17 replies
    • 6.4k views
    • 
    • Luke Bailey
    • October 3, 2019

33. RMDs

    By oldman63, September 27, 2019
    • 3 replies
    • 777 views
    • 
    • Dave Baker
    • October 1, 2019

34. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant, September 27, 2019
    • 2 replies
    • 659 views
    • 
    • Peter Gulia
    • September 27, 2019

35. Partial Plan Termination

    By khn, September 25, 2019
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 25, 2019

36. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.6k views
    • 
    • Larry Starr
    • September 23, 2019

37. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA, September 12, 2019   

    • rmd
    • spouse
    • (and 1 more)

      Tagged with:

      • rmd
      • spouse
      • minimum distribution
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • September 13, 2019

38. calculating RMD for spouse beneficiary

    By M Norton, September 12, 2019
    • 1 reply
    • 620 views
    • 
    • Lou S.
    • September 13, 2019

39. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4, 2019
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • September 9, 2019

40. too many loans taken - correction method?

    By jmartin, September 4, 2019
    • 3 replies
    • 866 views
    • 
    • CJ Allen
    • September 9, 2019

41. Non-Qual Plan: Payout of account upon same yr of death

    By 007inTraining, September 4, 2019
    • 1 reply
    • 423 views
    • 
    • Luke Bailey
    • September 6, 2019

42. changing timing of force-outs

    By AlbanyConsultant, September 2, 2019
    • 5 replies
    • 794 views
    • 
    • AKowalski
    • September 3, 2019

43. Hardship and Safe Harbor

    By mjf06241972, August 26, 2019
    • 2 replies
    • 709 views
    • 
    • rr_sphr
    • August 27, 2019

44. RMD on voluntary contribution account

    By thepensionmaven, August 26, 2019
    • 1 reply
    • 673 views
    • 
    • thepensionmaven
    • August 26, 2019

45. Direct rollover of loan note

    By Belgarath, August 22, 2019
    • 3 replies
    • 776 views
    • 
    • Belgarath
    • August 23, 2019

46. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 887 views
    • 
    • Tom Poje
    • August 21, 2019

47. Participant loan - not a segregated investment

    By RatherBeGolfing, August 16, 2019
    • 14 replies
    • 1.6k views
    • 
    • Tigerket
    • August 21, 2019

48. Uncashed Distribution Checks

    By fmsinc, August 20, 2019
    • 0 replies
    • 334 views
    • 
    • fmsinc
    • August 20, 2019

49. Loan payroll deduction did not start

    By K-t-F, August 19, 2019
    • 7 replies
    • 2.5k views
    • 
    • Belgarath
    • August 20, 2019

50. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19, 2019   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 685 views
    • 
    • Luke Bailey
    • August 19, 2019