Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Limitations on In-service withdrawals

   By Mel_1999, June 4, 2018
   • 10 replies
   • 2.3k views
   • 
   • Luke Bailey
   • June 6, 2018

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

   By Pension Panda, May 30, 2018
   • 9 replies
   • 4.7k views
   • 
   • Adi
   • June 1, 2018

3. Control Group Distribution

   By Biz Develop Consultant BJF, May 29, 2018   

   • distributable event
   • control group
   • 4 replies
   • 2k views
   • 
   • Doc Ument
   • May 30, 2018

4. Excess Loan Amounts

   By cathyw, May 24, 2018
   • 6 replies
   • 1k views
   • 
   • K2retire
   • May 30, 2018

5. Participant Loan - Military Leave of Absence

   By ErisaGooroo, May 24, 2018
   • 2 replies
   • 1.1k views
   • 
   • Luke Bailey
   • May 25, 2018

6. Form 945 Plan Termination

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

7. Required Tax Payment Schedule?

   By K-t-F, May 14, 2018
   • 11 replies
   • 1.3k views
   • 
   • K-t-F
   • May 24, 2018

8. [Resolved] RMD Calc For Lump Sum Distribution

   By JMT44, May 12, 2018
   • 20 replies
   • 4.7k views
   • 
   • Larry Starr
   • May 23, 2018

9. Loan from Rollover before becoming participant?

   By BG5150, May 18, 2018
   • 7 replies
   • 1.3k views
   • 
   • JackS
   • May 21, 2018

10. delinquent loan

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

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

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 1k views
    • 
    • AlbanyConsultant
    • May 17, 2018

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

    By BG5150, July 19, 2017
    • 22 replies
    • 8.1k views
    • 
    • K2retire
    • May 17, 2018

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

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 11.7k views
    • 
    • Mike Preston
    • May 10, 2018

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

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

15. Loan Question

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

16. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 4.5k views
    • 
    • card
    • May 2, 2018

17. Loan Interest Rate

    By oldman63, April 26, 2018
    • 8 replies
    • 1.7k views
    • 
    • Larry Starr
    • April 30, 2018

18. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.3k views
    • 
    • JKW
    • April 27, 2018

19. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25, 2018
    • 12 replies
    • 3.3k views
    • 
    • Doc Ument
    • April 26, 2018

20. Loan

    By cdavis25, April 20, 2018
    • 1 reply
    • 713 views
    • 
    • C. B. Zeller
    • April 23, 2018

21. RMD Calculations Pooled Accounts

    By ERISAAPPLE, April 19, 2018
    • 6 replies
    • 2.4k views
    • 
    • ERISAAPPLE
    • April 20, 2018

22. Net Unrealized Appreciation and Lump Sums

    By ERISAAPPLE, April 16, 2018
    • 7 replies
    • 844 views
    • 
    • ERISAAPPLE
    • April 19, 2018

23. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 3.1k views
    • 
    • Larry Starr
    • April 16, 2018

24. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 1.8k views
    • 
    • Kevin C
    • April 16, 2018

25. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 1.1k views
    • 
    • Loves401(k)
    • April 13, 2018

26. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.6k views
    • 
    • card
    • April 9, 2018

27. RMDs from 401(k) / Profit-Sharing Plan

    By imchipbrown, April 5, 2018
    • 4 replies
    • 3.5k views
    • 
    • imchipbrown
    • April 6, 2018

28. Loan Default and Correction

    By cs771, March 30, 2018
    • 1 reply
    • 1.1k views
    • 
    • justanotheradmin
    • April 4, 2018

29. RMD 401k deposited after year end

    By Earl, March 30, 2018
    • 2 replies
    • 660 views
    • 
    • jpod
    • March 30, 2018

30. roth in service over 59 1/2 but less than 5 years

    By pmacduff, March 26, 2018
    • 2 replies
    • 750 views
    • 
    • pmacduff
    • March 27, 2018

31. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 5.9k views
    • 
    • XTitan
    • March 26, 2018

32. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 14.4k views
    • 
    • card
    • March 24, 2018

33. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.4k views
    • 
    • Bird
    • March 21, 2018

34. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 1.1k views
    • 
    • imchipbrown
    • March 20, 2018

35. Rollover to Exempt Organizations

    By ERISAAPPLE, March 20, 2018
    • 0 replies
    • 491 views
    • 
    • ERISAAPPLE
    • March 20, 2018

36. calculating an RMD

    By K2retire, March 19, 2018
    • 1 reply
    • 860 views
    • 
    • Mike Preston
    • March 19, 2018

37. Cash Balance In Service Annuity

    By mefrancis1729, March 14, 2018   

    • annuity
    • inservice distribution
    • (and 1 more)

      Tagged with:

      • annuity
      • inservice distribution
      • cash balance
    • 1 reply
    • 763 views
    • 
    • Mike Preston
    • March 14, 2018

38. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 3.4k views
    • 
    • ESOP Guy
    • March 2, 2018

39. hardship - possible changes due to law change

    By Tom Poje, February 21, 2018
    • 3 replies
    • 746 views
    • 
    • Bird
    • February 21, 2018

40. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA, February 14, 2018   

    • rollover
    • in-service
    • 20 replies
    • 3.5k views
    • 
    • Peter Gulia
    • February 16, 2018

41. Corrected 2013 1099R after rollover into IRA

    By Carri, February 14, 2018
    • 0 replies
    • 490 views
    • 
    • Carri
    • February 14, 2018

42. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 3.1k views
    • 
    • CJ Allen
    • February 6, 2018

43. Using rollover to repay loan

    By Belgarath, February 5, 2018
    • 14 replies
    • 15.7k views
    • 
    • Luke Bailey
    • February 5, 2018

44. Age 55 penalty tax exception

    By Belgarath, February 1, 2018
    • 2 replies
    • 640 views
    • 
    • Belgarath
    • February 2, 2018

45. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA, January 31, 2018   

    • tcja
    • section 165(h)
    • 4 replies
    • 1.3k views
    • 
    • LANDO
    • February 1, 2018

46. in-service distribution

    By thepensionmaven, January 29, 2018   

    • in-service distribution
    • 12 replies
    • 2.6k views
    • 
    • david rigby
    • January 30, 2018

47. HIPPA & Hardship Withdrawals

    By Guest CSTS, May 14, 2009
    • 5 replies
    • 5.6k views
    • 
    • card
    • January 29, 2018

48. Florida Documentary Stamp Tax

    By Guest Yatahay, April 19, 2005
    • 12 replies
    • 5.8k views
    • 
    • justanotheradmin
    • January 26, 2018

49. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.7k views
    • 
    • Peter Gulia
    • January 26, 2018

50. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • January 25, 2018