Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD to non-spousal beneficiary

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

2. Participant dies before distribution check is deposited

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

3. 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
   • 2.9k views
   • 
   • Bird
   • November 21, 2019

4. RMD - plan year change

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

5. Distribution From Terminated Plan

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

6. Uncashed Checks - All to traditional IRAs?

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

7. RMD rollout of plan prior to termination and RBD

   By Tom, November 8, 2019   

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

8. Minimum distribution timing for surviving spouse

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

9. Participant Plan Loan and taxation

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

10. non spouse bene will not respond

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

11. Consolidating Loans

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

12. Inherited IRA

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

13. Loan for Hardship Reasons

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

14. Distribution Lawsuit! - Estee Lauder plan

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

15. 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

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

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

17. Collectively Bargained Money Purchase Plan - Deemed Retirement

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

18. In-service withdrawal at Age 50 question

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

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

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

20. RMDs

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

21. Partial Plan Termination

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

22. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • September 23, 2019

23. 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
    • 6.2k views
    • 
    • Luke Bailey
    • October 3, 2019

24. calculating RMD for spouse beneficiary

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

25. 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
    • 1.8k views
    • 
    • Kevin C
    • September 13, 2019

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

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

27. too many loans taken - correction method?

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

28. After Tax Contributions and Mega Back Door Roth Contribution

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

29. changing timing of force-outs

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

30. RMD on voluntary contribution account

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

31. Hardship and Safe Harbor

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

32. Direct rollover of loan note

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

33. Uncashed Distribution Checks

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

34. uncashed distribution check - rev rul 2019-19

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

35. 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
    • 681 views
    • 
    • Luke Bailey
    • August 19, 2019

36. Loan payroll deduction did not start

    By K-t-F, August 19, 2019
    • 7 replies
    • 2.4k views
    • 
    • Belgarath
    • August 20, 2019

37. Participant loan - not a segregated investment

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

38. 3(16) Services as a TPA

    By mjf06241972, August 15, 2019
    • 3 replies
    • 745 views
    • 
    • mjf06241972
    • August 17, 2019

39. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 14, 2019

40. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller, August 12, 2019
    • 2 replies
    • 707 views
    • 
    • C. B. Zeller
    • August 13, 2019

41. Rollover of Participant Loan

    By Christopher Wilson, August 9, 2019
    • 3 replies
    • 882 views
    • 
    • chc93
    • August 13, 2019

42. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2019

43. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • July 16, 2019

44. Distribution

    By pgold, July 15, 2019
    • 4 replies
    • 785 views
    • 
    • Pam Shoup
    • July 16, 2019

45. force out distribution immediately upon separation of service

    By Santo Gold, July 8, 2019
    • 4 replies
    • 781 views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2019

46. Loan prepayment allowed?

    By Lou S., July 8, 2019
    • 21 replies
    • 3.9k views
    • 
    • AKconsult
    • July 12, 2019

47. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 952 views
    • 
    • Ajillity
    • June 27, 2019

48. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath, June 24, 2019
    • 2 replies
    • 784 views
    • 
    • Belgarath
    • June 24, 2019

49. Question on first RMD over age 70.5

    By CBenefits, June 19, 2019
    • 3 replies
    • 606 views
    • 
    • Tom Poje
    • June 19, 2019

50. allocating lost earnings on distribution overpayment

    By M Norton, June 14, 2019
    • 2 replies
    • 693 views
    • 
    • M Norton
    • June 18, 2019