Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. 402(g) excess discovered after 4/15 in off-calendar year plan

   By 415 Limit, July 18, 2018
   • 4 replies
   • 2.5k views
   • 
   • Luke Bailey
   • July 20, 2018

2. Participant without SSN

   By Gilmore, July 13, 2018
   • 12 replies
   • 2.2k views
   • 
   • Gilmore
   • July 19, 2018

3. Plan Terminated - outstanding QDRO

   By kmciver, July 18, 2018
   • 2 replies
   • 1.4k views
   • 
   • Larry Starr
   • July 18, 2018

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

   By sdgates, July 16, 2018
   • 4 replies
   • 1.7k views
   • 
   • BG5150
   • July 16, 2018

5. eviction prevention hardship

   By 401_noob, July 12, 2018
   • 1 reply
   • 1.1k views
   • 
   • Larry Starr
   • July 12, 2018

6. Non-taxable loan

   By mctoe, July 4, 2018
   • 20 replies
   • 3k views
   • 
   • mctoe
   • July 9, 2018

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

   By Pammie57, July 5, 2018
   • 4 replies
   • 1.6k views
   • 
   • Pammie57
   • July 9, 2018

8. Distributions - Protected Benefits

   By Stephanie, June 25, 2018
   • 5 replies
   • 3.7k views
   • 
   • ACK
   • July 2, 2018

9. 401K loan in default & 1099-R Received

   By Tijuana, May 1, 2018
   • 18 replies
   • 9.1k views
   • 
   • Bird
   • June 18, 2018

10. Wrong Loan Interest Rate

    By JKW, June 13, 2018
    • 14 replies
    • 3.4k views
    • 
    • Larry Starr
    • June 15, 2018

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

    By Vlad401k, June 14, 2018
    • 8 replies
    • 2.1k views
    • 
    • Mr Bagwell
    • June 15, 2018

12. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 2.3k views
    • 
    • pmacduff
    • June 13, 2018

13. 2017 1099-R never filed

    By Albany, June 7, 2018
    • 4 replies
    • 1.4k views
    • 
    • Kristina
    • June 7, 2018

14. Limitations on In-service withdrawals

    By Mel_1999, June 4, 2018
    • 10 replies
    • 2.7k views
    • 
    • Luke Bailey
    • June 6, 2018

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

    By Pension Panda, May 30, 2018
    • 9 replies
    • 5.3k views
    • 
    • Adi
    • June 1, 2018

16. Control Group Distribution

    By Biz Develop Consultant BJF, May 29, 2018   

    • distributable event
    • control group
    • 4 replies
    • 2.2k views
    • 
    • Doc Ument
    • May 30, 2018

17. Excess Loan Amounts

    By cathyw, May 24, 2018
    • 6 replies
    • 1.3k views
    • 
    • K2retire
    • May 30, 2018

18. Participant Loan - Military Leave of Absence

    By ErisaGooroo, May 24, 2018
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 25, 2018

19. Form 945 Plan Termination

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

20. Required Tax Payment Schedule?

    By Basically, May 14, 2018
    • 11 replies
    • 1.7k views
    • 
    • Basically
    • May 24, 2018

21. [Resolved] RMD Calc For Lump Sum Distribution

    By JMT44, May 12, 2018
    • 20 replies
    • 5.6k views
    • 
    • Larry Starr
    • May 23, 2018

22. Loan from Rollover before becoming participant?

    By BG5150, May 18, 2018
    • 7 replies
    • 1.6k views
    • 
    • JackS
    • May 21, 2018

23. delinquent loan

    By Tom, May 15, 2018
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 18, 2018

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

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • May 17, 2018

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

    By BG5150, July 19, 2017
    • 22 replies
    • 8.9k views
    • 
    • K2retire
    • May 17, 2018

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

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 12.5k views
    • 
    • Mike Preston
    • May 10, 2018

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

    By CuseFan, April 30, 2018
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • May 9, 2018

28. Loan Question

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

29. Loans before Hardship Withdrawal

    By Nassau, November 21, 2012
    • 9 replies
    • 4.8k views
    • 
    • card
    • May 2, 2018

30. Loan Interest Rate

    By oldman63, April 26, 2018
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • April 30, 2018

31. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.5k views
    • 
    • JKW
    • April 27, 2018

32. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25, 2018
    • 12 replies
    • 3.9k views
    • 
    • Doc Ument
    • April 26, 2018

33. Loan

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

34. RMD Calculations Pooled Accounts

    By ERISAAPPLE, April 19, 2018
    • 6 replies
    • 2.7k views
    • 
    • ERISAAPPLE
    • April 20, 2018

35. Net Unrealized Appreciation and Lump Sums

    By ERISAAPPLE, April 16, 2018
    • 7 replies
    • 1k views
    • 
    • ERISAAPPLE
    • April 19, 2018

36. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 3.5k views
    • 
    • Larry Starr
    • April 16, 2018

37. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 2.2k views
    • 
    • Kevin C
    • April 16, 2018

38. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 1.4k views
    • 
    • Loves401(k)
    • April 13, 2018

39. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.9k views
    • 
    • card
    • April 9, 2018

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

    By imchipbrown, April 5, 2018
    • 4 replies
    • 3.8k views
    • 
    • imchipbrown
    • April 6, 2018

41. Loan Default and Correction

    By cs771, March 30, 2018
    • 1 reply
    • 1.3k views
    • 
    • justanotheradmin
    • April 4, 2018

42. RMD 401k deposited after year end

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

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

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

44. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 6.3k views
    • 
    • XTitan
    • March 26, 2018

45. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 14.9k views
    • 
    • card
    • March 24, 2018

46. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.8k views
    • 
    • Bird
    • March 21, 2018

47. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 20, 2018

48. Rollover to Exempt Organizations

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

49. calculating an RMD

    By K2retire, March 19, 2018
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 19, 2018

50. 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
    • 970 views
    • 
    • Mike Preston
    • March 14, 2018