Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. One Hardship, Two Reasons

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

2. Roth 401k Distribution if Terminated after 55

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

3. Payment of Federal Tax Withholding During The Year

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

4. Loan Default, 1099-R & Age 59 1/2

   By TPApril, January 19, 2018
   • 12 replies
   • 4.8k views
   • 
   • Martine Benne
   • February 23, 2019

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

   By Peter Gulia, February 22, 2019   

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

6. PPA Distribution Notice requirements

   By Belgarath, February 18, 2019
   • 4 replies
   • 1k views
   • 
   • chc93
   • February 19, 2019

7. Overpaid distribution

   By ombskid, February 8, 2019
   • 8 replies
   • 3.1k views
   • 
   • QDROphile
   • February 14, 2019

8. 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
   • 653 views
   • 
   • chc93
   • February 12, 2019

9. RMD for active owner rolled balance

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

10. Taxation of Annuities

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

11. Hardship Withdrawal Request ROTH

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

12. 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

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

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

14. now charging annual loan fees to current loans?

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

15. RMD due date when rolling over account

    By Santo Gold, September 21, 2018
    • 27 replies
    • 4.4k views
    • 
    • cheersmate
    • January 11, 2019

16. Loan offset IRA rollover

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

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

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

18. Participant Loan - date vested balance is determined

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

19. RMD Withholding

    By 401_noob, December 14, 2018   

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

20. Bypass a Trust?

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

21. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • December 11, 2018

22. In-kind distribution from DB plan

    By Cloudy, December 8, 2018
    • 8 replies
    • 1.7k views
    • 
    • jpod
    • December 11, 2018

23. Partic dies in year of first RMD

    By BG5150, December 6, 2018
    • 10 replies
    • 1.3k views
    • 
    • jsample
    • December 11, 2018

24. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 5, 2018

25. Distribution timing when participant is re-hired

    By Kansas401k, November 29, 2018   

    • distribution
    • timing
    • (and 2 more)

      Tagged with:

      • distribution
      • timing
      • re-hire
      • rehire
    • 7 replies
    • 2.5k views
    • 
    • CJ Allen
    • December 4, 2018

26. RMD required when transferring between employers in a MEP?

    By C. B. Zeller, November 28, 2018
    • 2 replies
    • 723 views
    • 
    • C. B. Zeller
    • November 30, 2018

27. Loan not defaulted

    By Bird, November 27, 2018
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 29, 2018

28. Incorrect Loan Payments

    By bevfair, November 29, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • November 29, 2018

29. Death Disbursement - Pooled Account

    By mjf06241972, November 28, 2018
    • 2 replies
    • 777 views
    • 
    • Bird
    • November 28, 2018

30. RMD in Plan with ROTH and non-ROTH

    By Lou S., November 21, 2018
    • 2 replies
    • 859 views
    • 
    • Luke Bailey
    • November 26, 2018

31. Distributions to charitable trust?

    By kwalified, November 19, 2018
    • 4 replies
    • 964 views
    • 
    • kwalified
    • November 20, 2018

32. Reasonable loan interest rate for 1-person plan

    By TPApril, November 17, 2018
    • 7 replies
    • 1.1k views
    • 
    • imchipbrown
    • November 19, 2018

33. RMD 403b plan

    By Santo Gold, November 9, 2018
    • 8 replies
    • 1.7k views
    • 
    • JamesK
    • November 13, 2018

34. Housing Allowance & RMD

    By ErisaGooroo, November 2, 2018
    • 19 replies
    • 4.6k views
    • 
    • Kevin C
    • November 8, 2018

35. <Nothing to see here>

    By Nood1e, October 31, 2018
    • 3 replies
    • 663 views
    • 
    • Nood1e
    • November 7, 2018

36. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers, November 6, 2018
    • 4 replies
    • 713 views
    • 
    • Larry Starr
    • November 7, 2018

37. Distribution to U.S. Citizen living abroad

    By Vlad401k, November 5, 2018
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 7, 2018

38. Top heavy vesting in owner only plan

    By shERPA, November 1, 2018
    • 2 replies
    • 625 views
    • 
    • shERPA
    • November 2, 2018

39. Rollover from deceased spouse's account and top-heavy status

    By lcollins300, October 24, 2018   

    • unrelated rollover
    • top-heavy
    • (and 1 more)

      Tagged with:

      • unrelated rollover
      • top-heavy
      • related rollover
    • 31 replies
    • 3.3k views
    • 
    • Luke Bailey
    • October 31, 2018

40. Is it discriminatory to charge higher distribution fee for smaller accounts?

    By jkharvey, October 30, 2018
    • 5 replies
    • 946 views
    • 
    • Larry Starr
    • October 30, 2018

41. Loan Defaults 101

    By thepensionmaven, September 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • WCC
    • October 25, 2018

42. In Service Distribution from individual 401k to SEP IRA

    By BT, September 19, 2018   

    • profit sharing plan
    • individual 401k
    • (and 1 more)

      Tagged with:

      • profit sharing plan
      • individual 401k
      • distribution
    • 10 replies
    • 1.2k views
    • 
    • BT
    • October 11, 2018

43. Participant not cashing RMD checks

    By The Guru, October 1, 2018
    • 9 replies
    • 3k views
    • 
    • CJ Allen
    • October 3, 2018

44. loan offsets New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops, September 27, 2018   

    • 1099r reporting
    • 1 reply
    • 4.9k views
    • 
    • Kristina
    • September 28, 2018

45. QJSA in Plan want to remove

    By TPA Bob, July 23, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • September 28, 2018

46. Rollover and Taxable 101

    By thepensionmaven, September 24, 2018
    • 1 reply
    • 604 views
    • 
    • C. B. Zeller
    • September 24, 2018

47. Rollout of Life Insurance - Tax Impact

    By EBECatty, September 19, 2018
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 21, 2018

48. Loan Repayment Frequency

    By Stash026, September 17, 2018
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • September 19, 2018

49. let a distribution check stale date on purpose?

    By WCC, September 5, 2018
    • 13 replies
    • 2.5k views
    • 
    • Appleby
    • September 11, 2018

50. My Boss Screwed Up, Now I'm Screwed (and so is my employer I assume)

    By smg, September 4, 2018
    • 31 replies
    • 2.1k views
    • 
    • Belgarath
    • September 11, 2018