Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship criteria for Loan

   By Jennifer D., September 5, 2018
   • 14 replies
   • 1.4k views
   • 
   • Larry Starr
   • September 7, 2018

2. Rehired participant wants distribution

   By pam@bbm, September 5, 2018
   • 2 replies
   • 612 views
   • 
   • Larry Starr
   • September 6, 2018

3. Death before RBD - Multiple Beneficiaries with Different Distributions

   By Phlyers, August 16, 2018
   • 5 replies
   • 1.5k views
   • 
   • Phlyers
   • September 5, 2018

4. RMD factor below 1.0

   By TPATC, August 31, 2018   

   • rmd
   • mrd
   • (and 3 more)

     Tagged with:

     • rmd
     • mrd
     • factor below
     • minimum required
     • non-spouse
   • 8 replies
   • 1.7k views
   • 
   • Tom Poje
   • September 4, 2018

5. Unforeseeable Hardship- Funeral Expenses

   By DCRet24, August 29, 2018
   • 2 replies
   • 1.2k views
   • 
   • DCRet24
   • August 29, 2018

6. 401k RMD after IRA rollover

   By legort69, January 9, 2018   

   • 401k rmd rollover
   • 12 replies
   • 3.8k views
   • 
   • TPApril
   • August 28, 2018

7. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

   By ERISAAPPLE, August 23, 2018
   • 3 replies
   • 1.2k views
   • 
   • ERISAAPPLE
   • August 24, 2018

8. RMDS for Inherited ROTH 401(k)

   By ERISAAPPLE, August 22, 2018
   • 5 replies
   • 1k views
   • 
   • Luke Bailey
   • August 23, 2018

9. ad hoc distributions - protected benefit?

   By AlbanyConsultant, August 17, 2018
   • 4 replies
   • 3.6k views
   • 
   • Luke Bailey
   • August 17, 2018

10. RMD after termination

    By 52626, August 10, 2018
    • 31 replies
    • 5.4k views
    • 
    • Bird
    • August 17, 2018

11. RMD to Charity

    By PFranckowiak, August 15, 2018
    • 3 replies
    • 587 views
    • 
    • CuseFan
    • August 15, 2018

12. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant, August 9, 2018
    • 3 replies
    • 880 views
    • 
    • AlbanyConsultant
    • August 13, 2018

13. Prevailing Wage Plan

    By oldman63, August 10, 2018
    • 4 replies
    • 1.9k views
    • 
    • Larry Starr
    • August 10, 2018

14. RMD?

    By jpod, August 6, 2018
    • 6 replies
    • 951 views
    • 
    • jpod
    • August 7, 2018

15. Owner wants to terminate employment to get plan assets

    By katieinny, August 1, 2018   

    • need help to dissuade him.
    • 9 replies
    • 1.4k views
    • 
    • BG5150
    • August 3, 2018

16. hardships tied to financial wellness program participation

    By K2retire, August 2, 2018   

    • hardship rules
    • financial wellness
    • 5 replies
    • 847 views
    • 
    • Larry Starr
    • August 3, 2018

17. Rollover Check - disgruntled participant

    By Pammie57, August 1, 2018
    • 11 replies
    • 1.5k views
    • 
    • KED
    • August 2, 2018

18. Can a processed QDRO be appealed / reversed?

    By calexbraska, July 18, 2018
    • 15 replies
    • 4.8k views
    • 
    • Larry Starr
    • July 26, 2018

19. 402(g) Limit - Corrected After April 15

    By Vlad401k, July 25, 2018
    • 3 replies
    • 5.2k views
    • 
    • RatherBeGolfing
    • July 26, 2018

20. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified, October 5, 2017
    • 20 replies
    • 2.9k views
    • 
    • Mike Preston
    • July 25, 2018

21. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2.1k views
    • 
    • Luke Bailey
    • July 24, 2018

22. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit, July 18, 2018
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • July 20, 2018

23. Participant without SSN

    By Gilmore, July 13, 2018
    • 12 replies
    • 1.6k views
    • 
    • Gilmore
    • July 19, 2018

24. Plan Terminated - outstanding QDRO

    By kmciver, July 18, 2018
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • July 18, 2018

25. Need to pay tax on a defaulted 401k distribution twice?

    By sdgates, July 16, 2018
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • July 16, 2018

26. eviction prevention hardship

    By 401_noob, July 12, 2018
    • 1 reply
    • 757 views
    • 
    • Larry Starr
    • July 12, 2018

27. Non-taxable loan

    By mctoe, July 4, 2018
    • 20 replies
    • 2.1k views
    • 
    • mctoe
    • July 9, 2018

28. Terminated Participant who wants to keep $$ in Plan

    By Pammie57, July 5, 2018
    • 4 replies
    • 942 views
    • 
    • Pammie57
    • July 9, 2018

29. Distributions - Protected Benefits

    By Stephanie, June 25, 2018
    • 5 replies
    • 3.2k views
    • 
    • ACK
    • July 2, 2018

30. 401K loan in default & 1099-R Received

    By Tijuana, May 1, 2018
    • 18 replies
    • 7.1k views
    • 
    • Bird
    • June 18, 2018

31. Wrong Loan Interest Rate

    By JKW, June 13, 2018
    • 14 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 15, 2018

32. RMDs for Non-Owners (In-Service Not Allowed)

    By Vlad401k, June 14, 2018
    • 8 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • June 15, 2018

33. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • June 13, 2018

34. 2017 1099-R never filed

    By Albany, June 7, 2018
    • 4 replies
    • 1.1k views
    • 
    • Kristina
    • June 7, 2018

35. Limitations on In-service withdrawals

    By Mel_1999, June 4, 2018
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 6, 2018

36. Hardship request to buy out principal residence from other owner

    By Pension Panda, May 30, 2018
    • 9 replies
    • 4.4k views
    • 
    • Adi
    • June 1, 2018

37. Control Group Distribution

    By Biz Develop Consultant BJF, May 29, 2018   

    • distributable event
    • control group
    • 4 replies
    • 1.9k views
    • 
    • Doc Ument
    • May 30, 2018

38. Excess Loan Amounts

    By cathyw, May 24, 2018
    • 6 replies
    • 905 views
    • 
    • K2retire
    • May 30, 2018

39. Participant Loan - Military Leave of Absence

    By ErisaGooroo, May 24, 2018
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • May 25, 2018

40. Form 945 Plan Termination

    By KoolLady4, May 24, 2018
    • 1 reply
    • 583 views
    • 
    • Larry Starr
    • May 24, 2018

41. Required Tax Payment Schedule?

    By K-t-F, May 14, 2018
    • 11 replies
    • 1.2k views
    • 
    • K-t-F
    • May 24, 2018

42. [Resolved] RMD Calc For Lump Sum Distribution

    By JMT44, May 12, 2018
    • 20 replies
    • 4.1k views
    • 
    • Larry Starr
    • May 23, 2018

43. Loan from Rollover before becoming participant?

    By BG5150, May 18, 2018
    • 7 replies
    • 1.2k views
    • 
    • JackS
    • May 21, 2018

44. delinquent loan

    By Tom, May 15, 2018
    • 2 replies
    • 823 views
    • 
    • Mike Preston
    • May 18, 2018

45. RMD - can you 'choose' non-QJ&S source?

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 907 views
    • 
    • AlbanyConsultant
    • May 17, 2018

46. Florida "stamp tax" for loans(?)

    By BG5150, July 19, 2017
    • 22 replies
    • 7.5k views
    • 
    • K2retire
    • May 17, 2018

47. Hardship - can you use the same invoice again?

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 11.1k views
    • 
    • Mike Preston
    • May 10, 2018

48. RMD for Sole Proprietor Starting Business at Age 73?

    By CuseFan, April 30, 2018
    • 4 replies
    • 828 views
    • 
    • C. B. Zeller
    • May 9, 2018

49. Loan Question

    By Madison71, May 2, 2018
    • 2 replies
    • 706 views
    • 
    • Mike Preston
    • May 6, 2018

50. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 4.2k views
    • 
    • card
    • May 2, 2018