Distributions and Loans, Other than QDROs

4,177 topics in this forum

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

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

2. changing timing of force-outs

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

3. Hardship and Safe Harbor

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

4. RMD on voluntary contribution account

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

5. Direct rollover of loan note

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

6. uncashed distribution check - rev rul 2019-19

   By Tom Poje, August 20, 2019
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • August 21, 2019

7. Participant loan - not a segregated investment

   By RatherBeGolfing, August 16, 2019
   • 14 replies
   • 1.8k views
   • 
   • Tigerket
   • August 21, 2019

8. Uncashed Distribution Checks

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

9. Loan payroll deduction did not start

   By K-t-F, August 19, 2019
   • 7 replies
   • 2.8k views
   • 
   • Belgarath
   • August 20, 2019

10. 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
    • 731 views
    • 
    • Luke Bailey
    • August 19, 2019

11. 3(16) Services as a TPA

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

12. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • August 14, 2019

13. Force out participants to IRA institution owned by sponsor

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

14. Rollover of Participant Loan

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

15. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 6, 2019

16. Distribution

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

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

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • July 16, 2019

18. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 11.5k views
    • 
    • Clinton
    • July 14, 2019

19. Loan prepayment allowed?

    By Lou S., July 8, 2019
    • 21 replies
    • 4.6k views
    • 
    • AKconsult
    • July 12, 2019

20. force out distribution immediately upon separation of service

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

21. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 1k views
    • 
    • Ajillity
    • June 27, 2019

22. 1099-R reporting on QUALIFIED dist from designated Roth account

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

23. Question on first RMD over age 70.5

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

24. allocating lost earnings on distribution overpayment

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

25. Loans after Default

    By Stash026, May 30, 2019
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • June 17, 2019

26. Hardship Withdrawals - Timing of Medical Bills

    By Danny CPA, June 14, 2018
    • 25 replies
    • 25.9k views
    • 
    • Lillie
    • June 13, 2019

27. Distribution paid too early to a terminated participant

    By AlbanyConsultant, May 24, 2019
    • 11 replies
    • 2.3k views
    • 
    • Kevin C
    • May 30, 2019

28. late RMD - which age factor to use

    By M Norton, May 17, 2019
    • 1 reply
    • 823 views
    • 
    • spiritrider
    • May 17, 2019

29. RMD failure and corrections

    By Karen McIver, May 14, 2019
    • 2 replies
    • 1.3k views
    • 
    • justanotheradmin
    • May 15, 2019

30. Hardship Documenation

    By Vlad401k, May 9, 2019
    • 0 replies
    • 496 views
    • 
    • Vlad401k
    • May 9, 2019

31. Hardship Availability

    By 401kallday, May 7, 2019
    • 1 reply
    • 625 views
    • 
    • justanotheradmin
    • May 8, 2019

32. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

    By whitboston, May 6, 2019
    • 2 replies
    • 920 views
    • 
    • Earl
    • May 7, 2019

33. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150, May 1, 2019
    • 11 replies
    • 1.9k views
    • 
    • Appleby
    • May 6, 2019

34. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 2.1k views
    • 
    • chc93
    • April 25, 2019

35. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • April 22, 2019

36. Loss on unqualified Roth Distribution

    By Becky Schwing, April 15, 2019
    • 3 replies
    • 872 views
    • 
    • C. B. Zeller
    • April 18, 2019

37. "Odd" loan repays

    By pmacduff, April 15, 2019
    • 10 replies
    • 1.5k views
    • 
    • pmacduff
    • April 16, 2019

38. Terminating Plan and RMD

    By perplexedbypensions, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • ldr
    • April 12, 2019

39. Plan sponsor wants to pay a participant's loan

    By ldr, April 5, 2019   

    • contributions
    • loans
    • 20 replies
    • 1.9k views
    • 
    • jpod
    • April 12, 2019

40. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1, 2019
    • 10 replies
    • 1.7k views
    • 
    • G8Rs
    • April 9, 2019

41. Mandatory Withholding

    By DPSRich, April 3, 2019   

    • quadro
    • 6 replies
    • 742 views
    • 
    • DPSRich
    • April 5, 2019

42. Too Much Taken From Account

    By thepensionmaven, April 2, 2019
    • 4 replies
    • 620 views
    • 
    • chc93
    • April 4, 2019

43. Operational Violation w/r/t Distributions?

    By Biz Develop Consultant BJF, April 2, 2019
    • 2 replies
    • 824 views
    • 
    • Mike Preston
    • April 4, 2019

44. Beneficiary Determination

    By RatherBeGolfing, March 20, 2019
    • 21 replies
    • 2.5k views
    • 
    • Albert F
    • March 28, 2019

45. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured, March 20, 2019
    • 3 replies
    • 896 views
    • 
    • justanotheradmin
    • March 27, 2019

46. Help with 945-X "Administrative Error"

    By Sleuth, March 25, 2019   

    • 945-x
    • 1 reply
    • 583 views
    • 
    • Bird
    • March 26, 2019

47. Participant Loan to Purchase Residence

    By mjf06241972, March 17, 2019
    • 3 replies
    • 870 views
    • 
    • david rigby
    • March 18, 2019

48. W-4P and ADP Refund

    By Gilmore, March 12, 2019
    • 3 replies
    • 819 views
    • 
    • Gilmore
    • March 15, 2019

49. RMD not processed before rollover

    By Vlad401k, March 12, 2019
    • 4 replies
    • 1.8k views
    • 
    • CJ Allen
    • March 15, 2019

50. GoFundMe mitigating hardship?

    By AlbanyConsultant, February 26, 2019
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • March 14, 2019