Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099-R reporting on QUALIFIED dist from designated Roth account

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

2. Question on first RMD over age 70.5

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

3. allocating lost earnings on distribution overpayment

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

4. Loans after Default

   By Stash026, May 30, 2019
   • 7 replies
   • 1.5k views
   • 
   • Luke Bailey
   • June 17, 2019

5. Distribution paid too early to a terminated participant

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

6. late RMD - which age factor to use

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

7. RMD failure and corrections

   By Karen McIver, May 14, 2019
   • 2 replies
   • 1.2k views
   • 
   • justanotheradmin
   • May 15, 2019

8. Hardship Documenation

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

9. Hardship Availability

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

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

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

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

    By BG5150, May 1, 2019
    • 11 replies
    • 1.8k views
    • 
    • Appleby
    • May 6, 2019

12. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 1.9k views
    • 
    • chc93
    • April 25, 2019

13. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 22, 2019

14. "Odd" loan repays

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

15. Loss on unqualified Roth Distribution

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

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

    By ldr, April 5, 2019   

    • contributions
    • loans
    • 20 replies
    • 1.8k views
    • 
    • jpod
    • April 12, 2019

17. Mandatory Withholding

    By DPSRich, April 3, 2019   

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

18. Too Much Taken From Account

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

19. Operational Violation w/r/t Distributions?

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

20. Dumb Question about mandatory distribution?

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

21. Help with 945-X "Administrative Error"

    By Sleuth, March 25, 2019   

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

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

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

23. Beneficiary Determination

    By RatherBeGolfing, March 20, 2019
    • 21 replies
    • 2.3k views
    • 
    • Albert F
    • March 28, 2019

24. Participant Loan to Purchase Residence

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

25. W-4P and ADP Refund

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

26. RMD not processed before rollover

    By Vlad401k, March 12, 2019
    • 4 replies
    • 1.7k views
    • 
    • CJ Allen
    • March 15, 2019

27. Terminating Plan and RMD

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

28. Protected Benefit question

    By cpc0506, March 4, 2019
    • 2 replies
    • 484 views
    • 
    • Mike Preston
    • March 5, 2019

29. Force Out Rollovers

    By AF2019, February 28, 2019
    • 2 replies
    • 952 views
    • 
    • Kevin C
    • March 1, 2019

30. Loan was deemed twice

    By 401kLife, February 28, 2019
    • 3 replies
    • 412 views
    • 
    • chc93
    • March 7, 2019

31. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing, February 27, 2019
    • 7 replies
    • 1.6k views
    • 
    • card
    • March 7, 2019

32. Roth 401k Distribution if Terminated after 55

    By Vlad401k, February 26, 2019
    • 1 reply
    • 451 views
    • 
    • card
    • February 26, 2019

33. GoFundMe mitigating hardship?

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

34. One Hardship, Two Reasons

    By Fielding Mellish, February 25, 2019
    • 2 replies
    • 509 views
    • 
    • RAH401(k)
    • February 26, 2019

35. For minimum distribution, when is an employee retired?

    By Peter Gulia, February 22, 2019   

    • minimum distribution; severance from employment
    • 3 replies
    • 496 views
    • 
    • QDROphile
    • February 23, 2019

36. Payment of Federal Tax Withholding During The Year

    By mming, February 21, 2019
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • February 25, 2019

37. PPA Distribution Notice requirements

    By Belgarath, February 18, 2019
    • 4 replies
    • 994 views
    • 
    • chc93
    • February 19, 2019

38. In-service distribution periodic payment

    By s2mone, February 11, 2019   

    • in-service distribution
    • periodic payment
    • (and 3 more)

      Tagged with:

      • in-service distribution
      • periodic payment
      • annuity
      • 59.5
      • 70.5
    • 2 replies
    • 635 views
    • 
    • chc93
    • February 12, 2019

39. Overpaid distribution

    By ombskid, February 8, 2019
    • 8 replies
    • 3k views
    • 
    • QDROphile
    • February 14, 2019

40. RMD for active owner rolled balance

    By pmacduff, January 29, 2019
    • 6 replies
    • 865 views
    • 
    • pmacduff
    • January 30, 2019

41. Taxation of Annuities

    By ERISAAPPLE, January 26, 2019
    • 0 replies
    • 340 views
    • 
    • ERISAAPPLE
    • January 26, 2019

42. Hardship Withdrawal Request ROTH

    By Pammie57, January 23, 2019
    • 6 replies
    • 2k views
    • 
    • Luke Bailey
    • January 25, 2019

43. Do your clients’ retirement plans allow a participant to get her benefit in periodic payments?

    By Peter Gulia, January 22, 2019
    • 19 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 25, 2019

44. now charging annual loan fees to current loans?

    By AlbanyConsultant, January 11, 2019
    • 4 replies
    • 568 views
    • 
    • QDROphile
    • January 12, 2019

45. Plan Closing 12/31 - Trailing Distributions Trigger 1099-R next year?

    By RestAssured, January 9, 2019
    • 2 replies
    • 540 views
    • 
    • RestAssured
    • January 23, 2019

46. Loan offset IRA rollover

    By B21, January 7, 2019
    • 1 reply
    • 686 views
    • 
    • ETA Consulting LLC
    • January 7, 2019

47. Form 945: Do you complete Paid Preparer section?

    By pensionreview, December 24, 2018
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • December 26, 2018

48. Participant Loan - date vested balance is determined

    By JustnERPA, December 21, 2018
    • 1 reply
    • 578 views
    • 
    • JustnERPA
    • December 21, 2018

49. RMD Withholding

    By 401_noob, December 14, 2018   

    • rmd
    • tax withholding
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • December 20, 2018

50. Bypass a Trust?

    By Gilmore, December 14, 2018
    • 2 replies
    • 506 views
    • 
    • Gilmore
    • December 15, 2018