Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. Spousal Consent - USC 1746

   By Kevin C, March 12, 2020
   • 2 replies
   • 1.2k views
   • 
   • Kevin C
   • March 13, 2020

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

   By rocknrolls2, February 24, 2020
   • 6 replies
   • 1.8k views
   • 
   • Luke Bailey
   • March 13, 2020

3. Determination of loan amount with market fluctuation

   By jsample, March 11, 2020
   • 4 replies
   • 1.2k views
   • 
   • jsample
   • March 13, 2020

4. Trouble with "Qualifying" a Hardship Distribution

   By Below Ground, March 10, 2020
   • 2 replies
   • 1.7k views
   • 
   • Below Ground
   • March 12, 2020

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

   By rocknrolls2, February 19, 2020
   • 4 replies
   • 2.4k views
   • 
   • Luke Bailey
   • March 11, 2020

6. Time limit for paying out requested distribution

   By TPApril, February 27, 2020
   • 15 replies
   • 2.4k views
   • 
   • BG5150
   • March 5, 2020

7. taxation and witholding on beneficiary payouts

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

8. tax w/holding on fees too?

   By TPApril, March 3, 2020
   • 16 replies
   • 2.2k views
   • 
   • Bill Presson
   • March 4, 2020

9. RMDs to deceased participant with no beneficiaries

   By AlbanyConsultant, March 3, 2020
   • 3 replies
   • 1.1k views
   • 
   • Larry Starr
   • March 3, 2020

10. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 1.3k views
    • 
    • fmsinc
    • March 3, 2020

11. Defaulted loan Still on the Books

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

12. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 3.1k views
    • 
    • QDROphile
    • February 27, 2020

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

    By fmsinc, February 22, 2020
    • 4 replies
    • 2.1k views
    • 
    • fmsinc
    • February 24, 2020

14. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2.5k views
    • 
    • Appleby
    • February 12, 2020

15. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 1.1k views
    • 
    • JulesInCNY
    • February 12, 2020

16. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 11, 2020

17. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 1.2k views
    • 
    • Towanda
    • February 3, 2020

18. RMD

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

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

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 22, 2020

20. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • January 21, 2020

21. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3.6k views
    • 
    • Pam S.
    • January 21, 2020

22. rollover to spouse in same plan

    By M Norton, January 17, 2020   

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

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

    By mming, January 16, 2020
    • 3 replies
    • 4k views
    • 
    • Larry Starr
    • January 17, 2020

24. Funds available for Qualified Reservist Distribution

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

25. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Degrand
    • January 10, 2020

26. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 2.1k views
    • 
    • fmsinc
    • January 9, 2020

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

    By BG5150, January 3, 2020
    • 11 replies
    • 4.6k views
    • 
    • Larry Starr
    • January 7, 2020

28. electronic filing of 1099-R forms

    By pmacduff, December 30, 2019
    • 4 replies
    • 1.2k views
    • 
    • pmacduff
    • January 2, 2020

29. 1099R forms

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

30. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 2.3k views
    • 
    • Luke Bailey
    • December 12, 2019

31. Denying a plan loan

    By Santo Gold, December 6, 2019
    • 34 replies
    • 3.2k views
    • 
    • Larry Starr
    • December 12, 2019

32. Taking a Distribution and Loan Offset

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

33. Can I get around an RMD this way?

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

34. RMD rollout of plan prior to termination and RBD

    By Tom, November 8, 2019   

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

35. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1.2k views
    • 
    • LisaS
    • December 10, 2019

36. plan loan from pooled account

    By M Norton, December 3, 2019
    • 29 replies
    • 4.7k views
    • 
    • Larry Starr
    • December 9, 2019

37. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 2.3k views
    • 
    • Bird
    • December 9, 2019

38. RMD not sure if this person is an owner

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

39. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • December 7, 2019

40. Involuntary Distributions - Timing

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

41. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • December 4, 2019

42. RMD to non-spousal beneficiary

    By Chippy, November 21, 2019
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • November 22, 2019

43. 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
    • 5k views
    • 
    • Bird
    • November 21, 2019

44. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 4.1k views
    • 
    • Luke Bailey
    • November 20, 2019

45. RMD - plan year change

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

46. Distribution From Terminated Plan

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

47. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin, November 12, 2019
    • 9 replies
    • 2.2k views
    • 
    • justanotheradmin
    • November 13, 2019

48. Minimum distribution timing for surviving spouse

    By pensiongeek, November 7, 2019
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • November 13, 2019

49. Participant Plan Loan and taxation

    By Becky Schwing, November 4, 2019
    • 24 replies
    • 4.8k views
    • 
    • BenefitJack
    • November 7, 2019

50. Consolidating Loans

    By Stash026, November 4, 2019
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • November 7, 2019