Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Is it rolloverable

   By LIBERTYKID, June 24, 2014
   • 6 replies
   • 1.8k views
   • 
   • david rigby
   • June 24, 2014

2. 2022 RMD Waiver?

   By R.J. Gage, June 16, 2022
   • 6 replies
   • 1.2k views
   • 
   • Lou S.
   • June 22, 2022

3. Employee now considered "contract labor"

   By MarZDoates, January 2, 2013
   • 6 replies
   • 2.2k views
   • 
   • masteff
   • February 27, 2013

4. Withholding deposits

   By nancy, February 15, 1999
   • 6 replies
   • 2.3k views
   • 
   • nancy
   • February 18, 1999

5. RMD for deceased plan participant

   By Egold, August 1, 2023
   • 6 replies
   • 646 views
   • 
   • Egold
   • August 4, 2023

6. Distribution Didn't Happen - probably an easy answer

   By RestAssured, March 28, 2024
   • 6 replies
   • 992 views
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   • RestAssured
   • April 22, 2024

7. Age 55 Exception

   By BTH, March 28, 2011
   • 6 replies
   • 2.5k views
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   • Guest
   • April 28, 2011

8. Distribution check not cashed - 1099R issued?

   By Guest apsgrazetti, January 26, 2010
   • 6 replies
   • 2.9k views
   • 
   • Guest
   • January 27, 2010

9. RMD for active owner rolled balance

   By pmacduff, January 29, 2019
   • 6 replies
   • 866 views
   • 
   • pmacduff
   • January 30, 2019

10. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 6, 2010

11. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 8, 2007

12. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 21, 2011

13. Proposed Regulations Issued: Multiple Loans to a Plan Participant

    By Dave Baker, August 1, 2000
    • 6 replies
    • 2k views
    • 
    • k man
    • October 2, 2002

14. RMD for seasonal employee?

    By BG5150, December 2, 2024
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • December 3, 2024

15. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.2k views
    • 
    • J Simmons
    • February 6, 2009

16. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 17, 2020

17. pension protection against debts

    By Guest jesseg46, September 16, 2002
    • 6 replies
    • 1.6k views
    • 
    • kocak
    • September 17, 2002

18. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 4.2k views
    • 
    • Larry Starr
    • May 13, 2020

19. Plan loans

    By jkdoll2, July 29, 2011
    • 6 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 29, 2011

20. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • November 6, 2009

21. Can an owner, who no longer works for the company but is receiving W-2

    By Guest hpaine, February 6, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 19, 2003

22. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 17, 2021

23. Terminated participant receives lump sum payout and now wants to retur

    By Guest michaelv, May 24, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2001

24. Interim Valuation Procedure

    By chris, February 9, 2001
    • 6 replies
    • 2.7k views
    • 
    • chris
    • February 12, 2001

25. MPPP/PS Hardship Distribution

    By Guest EBBEETS, August 1, 2011
    • 6 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • August 2, 2011

26. Distribution from DB

    By Randy Watson, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • Randy Watson
    • May 24, 2006

27. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • September 22, 2008

28. RMD or No RMD?

    By Lou S., March 25, 2015
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 25, 2015

29. Living Trust as Beneficiary

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

30. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11, 2021
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • June 15, 2021

31. Death Benefit - No Designated Beneficiary

    By Guest wolfman, June 20, 2001
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • June 21, 2001

32. Loan fee change?

    By Guest PensionPrincess, November 30, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • December 2, 2009

33. Excess Roth Deferral with Losses

    By Vlad401k, February 23, 2016
    • 5 replies
    • 2.4k views
    • 
    • Lou S.
    • February 23, 2016

34. QDRO distribution in top heavy determination

    By Guest rewarmus, March 1, 2001
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 20, 2021

35. 1099-R Code

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

36. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood, December 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • AllThingsForGood
    • December 9, 2024

37. is this one loan or two??

    By maverick, August 5, 2002
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • August 9, 2002

38. RMDs and Plan Terminations

    By davef, July 14, 2006
    • 5 replies
    • 4.8k views
    • 
    • Bird
    • July 31, 2006

39. How are other employers implementing GATT -- what criteria to use in c

    By Dave Baker, June 8, 1999
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

40. Plan Termination - unresponsive participants

    By Tom, December 11, 2023
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 12, 2023

41. rmd table for db

    By abanky, December 7, 2007
    • 5 replies
    • 1.5k views
    • 
    • abanky
    • December 7, 2007

42. In-Service Distribution or Prohibited Transaction?

    By MGC1213, February 24, 2016   

    • Prohibited Transaction
    • In-Service Distribution
    • (and 1 more)

      Tagged with:

      • Prohibited Transaction
      • In-Service Distribution
      • Excise Taxes
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • February 24, 2016

43. Non-PBGC DB Plan Closedown. Spouse won't sign. Company being acquired.

    By Guest_Question, December 11, 2023
    • 5 replies
    • 764 views
    • 
    • Peter Gulia
    • December 12, 2023

44. Form W-4R for distributions under $200

    By Lauren3333, March 13, 2023
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • March 17, 2023

45. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton, March 13, 2023   

    • inservice distribution
    • distribution procedure
    • 5 replies
    • 682 views
    • 
    • Paul I
    • March 17, 2023

46. Alien Beneficiary

    By Below Ground, June 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Below Ground
    • June 12, 2008

47. Hardships for "Primary Residence"

    By Guest lwhittle, March 17, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 20, 2003

48. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 8, 2002

49. Loans - Does the Cure Period "Roll"?

    By Übernerd, May 31, 2012
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • June 1, 2012

50. DC plan: in-servce dist after plan term?

    By AlbanyConsultant, February 1, 2017
    • 5 replies
    • 619 views
    • 
    • Peter Gulia
    • February 3, 2017