Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. Participant changed his mind about rollover

   By Vlad401k, November 30, 2017
   • 14 replies
   • 4.2k views
   • 
   • RatherBeGolfing
   • December 4, 2017

2. Hardship - Dependent

   By WhatsESUP, November 28, 2017   

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

3. max plan loan reduction

   By jane murray, November 21, 2017
   • 19 replies
   • 1.4k views
   • 
   • Tom Poje
   • November 24, 2017

4. Accrued benefit offset at termination

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

5. RMD non owner - calendar year balance forward Plan

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

6. Distributions of one cent

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

7. 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
   • 3.2k views
   • 
   • ETA Consulting LLC
   • November 19, 2017

8. Loan to Fund Retirement Plan

   By Jennifer D., November 9, 2017
   • 6 replies
   • 1.1k views
   • 
   • ESOP Guy
   • November 13, 2017

9. Max loan ammount..

   By cjldad, November 7, 2017
   • 3 replies
   • 1.2k views
   • 
   • Mike Preston
   • November 12, 2017

10. Financial companies willing to issue small J&SAs

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

11. Mistakenly Aggregated 401k RMD

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

12. 2017 RMD taken in 2018

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

13. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski, April 1, 2016
    • 8 replies
    • 3.5k views
    • 
    • JPIngold
    • November 10, 2017

14. Takeover Loan Question

    By Vlad401k, October 28, 2017
    • 6 replies
    • 1.4k views
    • 
    • LANDO
    • October 31, 2017

15. RMD's and Excesses

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

16. 401K Loan Default

    By bpowell, October 2, 2017
    • 12 replies
    • 5.5k views
    • 
    • TPAJake
    • October 18, 2017

17. RMD to alternate payee

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

18. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P, October 13, 2017
    • 2 replies
    • 568 views
    • 
    • ESOP Guy
    • October 13, 2017

19. RMD Question for 5% owner

    By Vlad401k, October 13, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2017

20. Loans made inconsistent with loan policly

    By Nancy D, October 13, 2017
    • 2 replies
    • 600 views
    • 
    • Nancy D
    • October 13, 2017

21. 1099-R Code

    By msmith, October 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • msmith
    • October 12, 2017

22. Living Trust as Beneficiary

    By Monica Barnard, October 11, 2017
    • 5 replies
    • 1k views
    • 
    • XTitan
    • October 11, 2017

23. What code to use for a qualified hurricane distribution?

    By Vlad401k, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Phil Royce
    • October 9, 2017

24. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401, October 6, 2017
    • 4 replies
    • 581 views
    • 
    • Scuba 401
    • October 9, 2017

25. RMD after rollover

    By TPA2015, September 29, 2017   

    • rmd rollover
    • 3 replies
    • 628 views
    • 
    • CuseFan
    • September 29, 2017

26. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo, September 19, 2017   

    • profit sharing
    • escrow distributions
    • (and 1 more)

      Tagged with:

      • profit sharing
      • escrow distributions
      • annual valuation
    • 5 replies
    • 1.6k views
    • 
    • CintiTwo
    • September 21, 2017

27. Max loan from two plans, now plans are merging!

    By AlbanyConsultant, September 11, 2017
    • 3 replies
    • 662 views
    • 
    • formeractuary
    • September 19, 2017

28. Loan payments and leave of absence

    By Belgarath, September 14, 2017
    • 0 replies
    • 402 views
    • 
    • Belgarath
    • September 14, 2017

29. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 13, 2017

30. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper, September 9, 2017
    • 0 replies
    • 914 views
    • 
    • Snapper
    • September 9, 2017

31. Decline to be Beneficiary?

    By PMC, March 8, 2006
    • 13 replies
    • 5.3k views
    • 
    • QDROphile
    • September 2, 2017

32. 1099R filed twice

    By Santo Gold, August 30, 2017
    • 1 reply
    • 906 views
    • 
    • ETA Consulting LLC
    • August 30, 2017

33. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • acm_acm
    • August 24, 2017

34. Withholding on Corrective Distributions

    By 401_noob, August 21, 2017   

    • withholding
    • corrective distributions
    • (and 2 more)

      Tagged with:

      • withholding
      • corrective distributions
      • adp
      • acp
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 21, 2017

35. 1099-R and post age 55 distribution

    By pmacduff, August 9, 2017
    • 3 replies
    • 840 views
    • 
    • pmacduff
    • August 9, 2017

36. Hardship and suspension of deferrals

    By BW, August 2, 2017
    • 4 replies
    • 892 views
    • 
    • Belgarath
    • August 7, 2017

37. Hardship for home purchase, deal falls through

    By Belgarath, July 31, 2017
    • 15 replies
    • 14.2k views
    • 
    • TPAJake
    • August 2, 2017

38. Hardship - Foreclosure

    By luissaha, July 28, 2017
    • 1 reply
    • 707 views
    • 
    • Peter Gulia
    • July 28, 2017

39. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 860 views
    • 
    • Bird
    • July 28, 2017

40. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant, July 24, 2017
    • 4 replies
    • 2k views
    • 
    • ESOP Guy
    • July 25, 2017

41. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.4k views
    • 
    • LANDO
    • July 24, 2017

42. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 4.3k views
    • 
    • ESOP Guy
    • July 24, 2017

43. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 2.7k views
    • 
    • CuseFan
    • July 21, 2017

44. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 9.2k views
    • 
    • MoJo
    • July 17, 2017

45. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 12, 2017

46. Retired Participant & her distribution

    By Pammie57, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 6, 2017

47. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 1.5k views
    • 
    • 401_noob
    • July 6, 2017

48. PBGC beneficiary

    By Dave105, June 28, 2017
    • 3 replies
    • 692 views
    • 
    • Mike Preston
    • June 30, 2017

49. rollover on death

    By Earl, June 29, 2017
    • 3 replies
    • 489 views
    • 
    • Earl
    • June 29, 2017

50. life insurance

    By R. Butler, June 12, 2017
    • 10 replies
    • 1.8k views
    • 
    • My 2 cents
    • June 29, 2017