Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. RMD - plan year change

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

2. Distribution From Terminated Plan

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

3. Uncashed Checks - All to traditional IRAs?

   By justanotheradmin, November 12, 2019
   • 9 replies
   • 2.4k views
   • 
   • justanotheradmin
   • November 13, 2019

4. Minimum distribution timing for surviving spouse

   By pensiongeek, November 7, 2019
   • 2 replies
   • 1.5k views
   • 
   • Appleby
   • November 13, 2019

5. Participant Plan Loan and taxation

   By Becky Schwing, November 4, 2019
   • 24 replies
   • 5.4k views
   • 
   • BenefitJack
   • November 7, 2019

6. Consolidating Loans

   By Stash026, November 4, 2019
   • 6 replies
   • 1.3k views
   • 
   • Larry Starr
   • November 7, 2019

7. non spouse bene will not respond

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

8. Loan for Hardship Reasons

   By Megandps, October 18, 2019
   • 11 replies
   • 3.7k views
   • 
   • Larry Starr
   • October 24, 2019

9. Distribution Lawsuit! - Estee Lauder plan

   By justanotheradmin, October 16, 2019
   • 13 replies
   • 2.4k views
   • 
   • Bill Presson
   • October 24, 2019

10. Inherited IRA

    By NJ Mike, October 21, 2019
    • 3 replies
    • 1.1k views
    • 
    • NJ Mike
    • October 23, 2019

11. Loan Repayments for Spin-off Plan

    By RayRay, October 14, 2019   

    • loan
    • spinoff
    • (and 1 more)

      Tagged with:

      • loan
      • spinoff
      • spin-off
    • 10 replies
    • 2.7k views
    • 
    • Luke Bailey
    • October 17, 2019

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

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

13. Terminating Plan - RMD Required?

    By Lou S., December 12, 2018
    • 14 replies
    • 6.6k views
    • 
    • ESOP Guy
    • October 16, 2019

14. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2, October 8, 2019
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • October 8, 2019

15. In-service withdrawal at Age 50 question

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

16. 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
    • 9.4k views
    • 
    • Luke Bailey
    • October 3, 2019

17. RMDs

    By oldman63, September 27, 2019
    • 3 replies
    • 1.1k views
    • 
    • Dave Baker
    • October 1, 2019

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

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

19. Partial Plan Termination

    By khn, September 25, 2019
    • 8 replies
    • 2.4k views
    • 
    • Larry Starr
    • September 25, 2019

20. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 3.4k views
    • 
    • Larry Starr
    • September 23, 2019

21. 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
    • 2.6k views
    • 
    • Kevin C
    • September 13, 2019

22. calculating RMD for spouse beneficiary

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

23. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4, 2019
    • 5 replies
    • 2.1k views
    • 
    • MoJo
    • September 9, 2019

24. too many loans taken - correction method?

    By jmartin, September 4, 2019
    • 3 replies
    • 1.3k views
    • 
    • CJ Allen
    • September 9, 2019

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

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

26. changing timing of force-outs

    By AlbanyConsultant, September 2, 2019
    • 5 replies
    • 1.2k views
    • 
    • AKowalski
    • September 3, 2019

27. Hardship and Safe Harbor

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

28. RMD on voluntary contribution account

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

29. Direct rollover of loan note

    By Belgarath, August 22, 2019
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • August 23, 2019

30. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • August 21, 2019

31. Participant loan - not a segregated investment

    By RatherBeGolfing, August 16, 2019
    • 14 replies
    • 2.3k views
    • 
    • Tigerket
    • August 21, 2019

32. Uncashed Distribution Checks

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

33. Loan payroll deduction did not start

    By Basically, August 19, 2019
    • 7 replies
    • 3.5k views
    • 
    • Belgarath
    • August 20, 2019

34. 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
    • 1k views
    • 
    • Luke Bailey
    • August 19, 2019

35. 3(16) Services as a TPA

    By mjf06241972, August 15, 2019
    • 3 replies
    • 1.1k views
    • 
    • mjf06241972
    • August 17, 2019

36. Too much withholding

    By Becky Schwing, August 13, 2019
    • 7 replies
    • 2.5k views
    • 
    • Luke Bailey
    • August 14, 2019

37. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller, August 12, 2019
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • August 13, 2019

38. Rollover of Participant Loan

    By Christopher Wilson, August 9, 2019
    • 3 replies
    • 1.1k views
    • 
    • chc93
    • August 13, 2019

39. In Service Distributions

    By mjf06241972, August 6, 2019
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 6, 2019

40. Distribution

    By pgold, July 15, 2019
    • 4 replies
    • 1.2k views
    • 
    • Pam Shoup
    • July 16, 2019

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

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • July 16, 2019

42. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 12.8k views
    • 
    • Clinton
    • July 14, 2019

43. Loan prepayment allowed?

    By Lou S., July 8, 2019
    • 21 replies
    • 6.5k views
    • 
    • AKconsult
    • July 12, 2019

44. force out distribution immediately upon separation of service

    By Santo Gold, July 8, 2019
    • 4 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2019

45. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 1.3k views
    • 
    • Ajillity
    • June 27, 2019

46. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath, June 24, 2019
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 24, 2019

47. Question on first RMD over age 70.5

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

48. allocating lost earnings on distribution overpayment

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

49. Loans after Default

    By Stash026, May 30, 2019
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • June 17, 2019

50. Hardship Withdrawals - Timing of Medical Bills

    By Danny CPA, June 14, 2018
    • 25 replies
    • 30.3k views
    • 
    • Lillie
    • June 13, 2019