Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Employer pays distributions

   By imchipbrown, March 19, 2018
   • 9 replies
   • 998 views
   • 
   • imchipbrown
   • March 20, 2018

2. 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
   • 694 views
   • 
   • Mike Preston
   • March 14, 2018

3. Rollover Check Refunded

   By WhatsESUP, February 28, 2018   

   • rollover
   • check
   • 8 replies
   • 2.9k views
   • 
   • ESOP Guy
   • March 2, 2018

4. hardship - possible changes due to law change

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

5. In Service Alternative Rollover?

   By SwimmingInBowelsOfERISA, February 14, 2018   

   • rollover
   • in-service
   • 20 replies
   • 3.3k views
   • 
   • Peter Gulia
   • February 16, 2018

6. Corrected 2013 1099R after rollover into IRA

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

7. Using rollover to repay loan

   By Belgarath, February 5, 2018
   • 14 replies
   • 14.6k views
   • 
   • Luke Bailey
   • February 5, 2018

8. Age 55 penalty tax exception

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

9. Loan payment following termination

   By pam@bbm, January 31, 2018
   • 10 replies
   • 2.7k views
   • 
   • CJ Allen
   • February 6, 2018

10. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA, January 31, 2018   

    • tcja
    • section 165(h)
    • 4 replies
    • 1.1k views
    • 
    • LANDO
    • February 1, 2018

11. in-service distribution

    By thepensionmaven, January 29, 2018   

    • in-service distribution
    • 12 replies
    • 2.5k views
    • 
    • david rigby
    • January 30, 2018

12. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • January 25, 2018

13. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.5k views
    • 
    • Peter Gulia
    • January 26, 2018

14. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S., January 22, 2018
    • 4 replies
    • 816 views
    • 
    • Mike Preston
    • January 22, 2018

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

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

16. 1099R coding of post-tax contribs cashed out

    By JulesInCNY, January 18, 2018   

    • post-tax
    • employer contributions
    • (and 2 more)

      Tagged with:

      • post-tax
      • employer contributions
      • 1099r
      • coding
    • 5 replies
    • 887 views
    • 
    • JulesInCNY
    • January 18, 2018

17. 402g excess

    By pmacduff, January 15, 2018
    • 3 replies
    • 1.5k views
    • 
    • pmacduff
    • January 16, 2018

18. Terminated Plan RMD

    By pmacduff, January 11, 2018
    • 10 replies
    • 3.2k views
    • 
    • pmacduff
    • January 17, 2018

19. 401k RMD after IRA rollover

    By legort69, January 9, 2018   

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

20. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

21. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.5k views
    • 
    • Albert F
    • January 8, 2018

22. Medical Hardship

    By 401_noob, January 4, 2018   

    • hardship
    • 401k
    • 1 reply
    • 1.1k views
    • 
    • card
    • January 4, 2018

23. Principal Residence Loan or Hardship Distribution?

    By Molly the cat, December 21, 2017   

    • principal residence
    • loans
    • (and 1 more)

      Tagged with:

      • principal residence
      • loans
      • hardship
    • 1 reply
    • 994 views
    • 
    • ratherbereading
    • December 21, 2017

24. removing installments if one is in progress

    By AlbanyConsultant, December 20, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • December 21, 2017

25. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 21, 2017

26. Partial Distribution

    By PFranckowiak, December 18, 2017
    • 7 replies
    • 1.6k views
    • 
    • PFranckowiak
    • December 20, 2017

27. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

28. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k, December 13, 2017
    • 5 replies
    • 2.1k views
    • 
    • Eve Sav
    • December 14, 2017

29. RMD Distribution

    By mjf06241972, December 12, 2017
    • 2 replies
    • 917 views
    • 
    • Tom Poje
    • December 13, 2017

30. QJSA Rules

    By ERISAAPPLE, December 11, 2017   

    • annuity
    • qjsa
    • (and 2 more)

      Tagged with:

      • annuity
      • qjsa
      • commercial
      • insurance
    • 13 replies
    • 2.7k views
    • 
    • Luke Bailey
    • December 14, 2017

31. Deemed Distribution Reversal

    By CurlyBert, December 8, 2017   

    • loans
    • deemed distribution
    • (and 1 more)

      Tagged with:

      • loans
      • deemed distribution
      • 401k
    • 1 reply
    • 946 views
    • 
    • Bird
    • December 11, 2017

32. Reduce Automatic Rollover threshold to $0

    By Trisports, December 8, 2017   

    • automatic rollover
    • threshold
    • 16 replies
    • 3.1k views
    • 
    • Just Tri
    • November 6, 2020

33. Excess Deferral Tax Treatment

    By Vlad401k, December 6, 2017
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 13, 2017

34. Distribution Buy Back or Restoration

    By Mr Bagwell, December 6, 2017   

    • distribution buy back
    • restoration
    • (and 1 more)

      Tagged with:

      • distribution buy back
      • restoration
      • taxes
    • 8 replies
    • 1.3k views
    • 
    • JamesK
    • December 11, 2017

35. Participant changed his mind about rollover

    By Vlad401k, November 30, 2017
    • 14 replies
    • 4.4k views
    • 
    • RatherBeGolfing
    • December 4, 2017

36. Living Trust as Beneficiary

    By Below Ground, November 28, 2017   

    • death benefits
    • living trust
    • (and 1 more)

      Tagged with:

      • death benefits
      • living trust
      • beneficiary designation
    • 7 replies
    • 1.3k views
    • 
    • Below Ground
    • December 7, 2017

37. Hardship - Dependent

    By WhatsESUP, November 28, 2017   

    • hardship
    • 3 replies
    • 957 views
    • 
    • card
    • November 30, 2017

38. max plan loan reduction

    By jane murray, November 21, 2017
    • 19 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 24, 2017

39. RMD non owner - calendar year balance forward Plan

    By pmacduff, November 21, 2017
    • 1 reply
    • 647 views
    • 
    • Mike Preston
    • November 21, 2017

40. Accrued benefit offset at termination

    By rblum50, November 21, 2017
    • 4 replies
    • 771 views
    • 
    • rblum50
    • November 22, 2017

41. Distributions of one cent

    By michael519, November 20, 2017
    • 3 replies
    • 922 views
    • 
    • Bird
    • November 20, 2017

42. Mandatory distribution less than $1,000

    By LLM, November 17, 2017   

    • mandatory distribution
    • automatic rollover
    • (and 1 more)

      Tagged with:

      • mandatory distribution
      • automatic rollover
      • cash out
    • 4 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • November 19, 2017

43. Loan to Fund Retirement Plan

    By Jennifer D., November 9, 2017
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • November 13, 2017

44. Financial companies willing to issue small J&SAs

    By J Simmons, November 7, 2017
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • November 12, 2017

45. Max loan ammount..

    By cjldad, November 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • November 12, 2017

46. 2017 RMD taken in 2018

    By Scuba 401, November 1, 2017
    • 7 replies
    • 949 views
    • 
    • Mike Preston
    • November 10, 2017

47. Mistakenly Aggregated 401k RMD

    By jvajjm750, October 31, 2017
    • 1 reply
    • 451 views
    • 
    • Mike Preston
    • November 10, 2017

48. Takeover Loan Question

    By Vlad401k, October 28, 2017
    • 6 replies
    • 1.5k views
    • 
    • LANDO
    • October 31, 2017

49. RMD's and Excesses

    By pjbaer, October 25, 2017
    • 1 reply
    • 717 views
    • 
    • ETA Consulting LLC
    • October 25, 2017

50. RMD to alternate payee

    By Scuba 401, October 16, 2017
    • 0 replies
    • 524 views
    • 
    • Scuba 401
    • October 16, 2017