Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Hardship Distribution before In-Service

   By Vlad401k, March 25, 2020
   • 5 replies
   • 2k views
   • 
   • TPABob
   • March 27, 2020

2. Calculating 50% of account value for max loan

   By pensiongeek, March 26, 2020
   • 5 replies
   • 1.3k views
   • 
   • JOH
   • March 26, 2020

3. CAREST Act - RMD suspension

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

4. 60-day rollover waiver

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

5. 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
   • 956 views
   • 
   • Larry Starr
   • March 23, 2020

6. Loan Repayments Admist COVID-19

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

7. Participant loans - no default?

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

8. Surviving Spouse and Disclaimer of Benefits

   By mal, March 15, 2020
   • 3 replies
   • 2.1k views
   • 
   • AKconsult
   • March 19, 2020

9. COVID 19 and Hardship Distributions

   By DKE, March 17, 2020
   • 5 replies
   • 1.7k views
   • 
   • Peter Gulia
   • March 18, 2020

10. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • March 13, 2020

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

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 2.2k views
    • 
    • Luke Bailey
    • March 13, 2020

12. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • March 13, 2020

13. Trouble with "Qualifying" a Hardship Distribution

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

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

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2.8k views
    • 
    • Luke Bailey
    • March 11, 2020

15. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 2.9k views
    • 
    • BG5150
    • March 5, 2020

16. taxation and witholding on beneficiary payouts

    By K2, March 4, 2020
    • 1 reply
    • 1.2k views
    • 
    • justanotheradmin
    • March 4, 2020

17. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 2.6k views
    • 
    • Bill Presson
    • March 4, 2020

18. RMDs to deceased participant with no beneficiaries

    By AlbanyConsultant, March 3, 2020
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 3, 2020

19. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 1.5k views
    • 
    • fmsinc
    • March 3, 2020

20. Defaulted loan Still on the Books

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

21. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 3.7k views
    • 
    • QDROphile
    • February 27, 2020

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

    By fmsinc, February 22, 2020
    • 4 replies
    • 2.4k views
    • 
    • fmsinc
    • February 24, 2020

23. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2.9k views
    • 
    • Appleby
    • February 12, 2020

24. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 1.4k views
    • 
    • JulesInCNY
    • February 12, 2020

25. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • February 11, 2020

26. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 1.5k views
    • 
    • Towanda
    • February 3, 2020

27. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • January 29, 2020

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

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.9k views
    • 
    • Larry Starr
    • January 22, 2020

29. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 21, 2020

30. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3.9k views
    • 
    • Pam S.
    • January 21, 2020

31. rollover to spouse in same plan

    By M Norton, January 17, 2020   

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

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

    By mming, January 16, 2020
    • 3 replies
    • 4.5k views
    • 
    • Larry Starr
    • January 17, 2020

33. Funds available for Qualified Reservist Distribution

    By AKconsult, January 6, 2020
    • 2 replies
    • 1.2k views
    • 
    • AKconsult
    • January 10, 2020

34. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 1.3k views
    • 
    • Degrand
    • January 10, 2020

35. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 2.6k views
    • 
    • fmsinc
    • January 9, 2020

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

    By BG5150, January 3, 2020
    • 11 replies
    • 5.3k views
    • 
    • Larry Starr
    • January 7, 2020

37. electronic filing of 1099-R forms

    By pmacduff, December 30, 2019
    • 4 replies
    • 1.5k views
    • 
    • pmacduff
    • January 2, 2020

38. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • December 16, 2019

39. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 2.6k views
    • 
    • Luke Bailey
    • December 12, 2019

40. Denying a plan loan

    By Santo Gold, December 6, 2019
    • 34 replies
    • 4k views
    • 
    • Larry Starr
    • December 12, 2019

41. Taking a Distribution and Loan Offset

    By Vlad401k, December 11, 2019
    • 1 reply
    • 1.1k views
    • 
    • Larry Starr
    • December 11, 2019

42. Can I get around an RMD this way?

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

43. RMD rollout of plan prior to termination and RBD

    By Tom, November 8, 2019   

    • rmd
    • 3 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • December 10, 2019

44. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1.5k views
    • 
    • LisaS
    • December 10, 2019

45. plan loan from pooled account

    By M Norton, December 3, 2019
    • 29 replies
    • 5.6k views
    • 
    • Larry Starr
    • December 9, 2019

46. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 2.9k views
    • 
    • Bird
    • December 9, 2019

47. RMD not sure if this person is an owner

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

48. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 7, 2019

49. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 5, 2019

50. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 1.6k views
    • 
    • Jakyasar
    • December 4, 2019