Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. 60-day rollover waiver

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

2. 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
   • 913 views
   • 
   • Larry Starr
   • March 23, 2020

3. Loan Repayments Admist COVID-19

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

4. Participant loans - no default?

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

5. Surviving Spouse and Disclaimer of Benefits

   By mal, March 15, 2020
   • 3 replies
   • 1.9k views
   • 
   • AKconsult
   • March 19, 2020

6. COVID 19 and Hardship Distributions

   By DKE, March 17, 2020
   • 5 replies
   • 1.6k views
   • 
   • Peter Gulia
   • March 18, 2020

7. Spousal Consent - USC 1746

   By Kevin C, March 12, 2020
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • March 13, 2020

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

   By rocknrolls2, February 24, 2020
   • 6 replies
   • 2.1k views
   • 
   • Luke Bailey
   • March 13, 2020

9. Determination of loan amount with market fluctuation

   By jsample, March 11, 2020
   • 4 replies
   • 1.3k views
   • 
   • jsample
   • March 13, 2020

10. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10, 2020
    • 2 replies
    • 1.9k views
    • 
    • Below Ground
    • March 12, 2020

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

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2.7k views
    • 
    • Luke Bailey
    • March 11, 2020

12. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 2.6k views
    • 
    • BG5150
    • March 5, 2020

13. taxation and witholding on beneficiary payouts

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

14. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 2.4k views
    • 
    • Bill Presson
    • March 4, 2020

15. RMDs to deceased participant with no beneficiaries

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

16. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 1.4k views
    • 
    • fmsinc
    • March 3, 2020

17. Defaulted loan Still on the Books

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

18. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 3.4k views
    • 
    • QDROphile
    • February 27, 2020

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

    By fmsinc, February 22, 2020
    • 4 replies
    • 2.2k views
    • 
    • fmsinc
    • February 24, 2020

20. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2.7k views
    • 
    • Appleby
    • February 12, 2020

21. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • JulesInCNY
    • February 12, 2020

22. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • February 11, 2020

23. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 1.3k views
    • 
    • Towanda
    • February 3, 2020

24. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • January 29, 2020

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

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 22, 2020

26. SECURE Act and credit card based loans

    By t.haley, January 21, 2020
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 21, 2020

27. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 3.8k views
    • 
    • Pam S.
    • January 21, 2020

28. rollover to spouse in same plan

    By M Norton, January 17, 2020   

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

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

    By mming, January 16, 2020
    • 3 replies
    • 4.3k views
    • 
    • Larry Starr
    • January 17, 2020

30. Funds available for Qualified Reservist Distribution

    By AKconsult, January 6, 2020
    • 2 replies
    • 1.1k views
    • 
    • AKconsult
    • January 10, 2020

31. Secure Act Death Benefit

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

32. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 2.4k views
    • 
    • fmsinc
    • January 9, 2020

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

    By BG5150, January 3, 2020
    • 11 replies
    • 5k views
    • 
    • Larry Starr
    • January 7, 2020

34. electronic filing of 1099-R forms

    By pmacduff, December 30, 2019
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • January 2, 2020

35. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • December 16, 2019

36. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 2.4k views
    • 
    • Luke Bailey
    • December 12, 2019

37. Denying a plan loan

    By Santo Gold, December 6, 2019
    • 34 replies
    • 3.7k views
    • 
    • Larry Starr
    • December 12, 2019

38. Taking a Distribution and Loan Offset

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

39. Can I get around an RMD this way?

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

40. RMD rollout of plan prior to termination and RBD

    By Tom, November 8, 2019   

    • rmd
    • 3 replies
    • 1k views
    • 
    • Mr Bagwell
    • December 10, 2019

41. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 1.4k views
    • 
    • LisaS
    • December 10, 2019

42. plan loan from pooled account

    By M Norton, December 3, 2019
    • 29 replies
    • 5.1k views
    • 
    • Larry Starr
    • December 9, 2019

43. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 2.6k views
    • 
    • Bird
    • December 9, 2019

44. RMD not sure if this person is an owner

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

45. Rollover to a UK plan?

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

46. Involuntary Distributions - Timing

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

47. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 1.5k views
    • 
    • Jakyasar
    • December 4, 2019

48. RMD to non-spousal beneficiary

    By Chippy, November 21, 2019
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • November 22, 2019

49. 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
    • 5.3k views
    • 
    • Bird
    • November 21, 2019

50. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 4.3k views
    • 
    • Luke Bailey
    • November 20, 2019