Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. RMD EXCEPTION R/O TO SAME EMPLOYER

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

2. RMD Question for 5% owner

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

3. Loans made inconsistent with loan policly

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

4. 1099-R Code

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

5. Living Trust as Beneficiary

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

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

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

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

   By Vlad401k, October 6, 2017
   • 3 replies
   • 1.3k views
   • 
   • Phil Royce
   • October 9, 2017

8. Owner takes IRA RMD from his Profit Sharing Plan

   By kwalified, October 5, 2017
   • 20 replies
   • 2.9k views
   • 
   • Mike Preston
   • July 25, 2018

9. 401K Loan Default

   By bpowell, October 2, 2017
   • 12 replies
   • 6.2k views
   • 
   • TPAJake
   • October 18, 2017

10. RMD after rollover

    By TPA2015, September 29, 2017   

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

11. 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
    • 1.7k views
    • 
    • CintiTwo
    • September 21, 2017

12. Loan payments and leave of absence

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

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

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

14. Leave of Absence Missed Payments Before LOA Cure Period

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

15. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • September 13, 2017

16. 1099R filed twice

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

17. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • acm_acm
    • August 24, 2017

18. 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

19. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant, August 11, 2017
    • 19 replies
    • 5.1k views
    • 
    • ricopenthouse
    • July 4, 2022

20. 1099-R and post age 55 distribution

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

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

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 11.1k views
    • 
    • Mike Preston
    • May 10, 2018

22. Hardship and suspension of deferrals

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

23. Hardship for home purchase, deal falls through

    By Belgarath, July 31, 2017
    • 15 replies
    • 14.7k views
    • 
    • TPAJake
    • August 2, 2017

24. Hardship - Foreclosure

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

25. RMD after death

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

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

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

27. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 2.8k views
    • 
    • CuseFan
    • July 21, 2017

28. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 4.7k views
    • 
    • ESOP Guy
    • July 24, 2017

29. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19, 2017
    • 5 replies
    • 2.8k views
    • 
    • Bret Lee
    • June 3, 2024

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

    By BG5150, July 19, 2017
    • 22 replies
    • 7.5k views
    • 
    • K2retire
    • May 17, 2018

31. First RMD after age 70 1/2

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

32. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 9.5k views
    • 
    • MoJo
    • July 17, 2017

33. 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

34. rollover on death

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

35. Retired Participant & her distribution

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

36. PBGC beneficiary

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

37. penalties for failure to issue 1099

    By Belgarath, June 22, 2017
    • 0 replies
    • 708 views
    • 
    • Belgarath
    • June 22, 2017

38. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.3k views
    • 
    • jpod
    • June 20, 2017

39. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.2k views
    • 
    • ESOP Guy
    • June 16, 2017

40. Hardship Distribution

    By Belgarath, June 14, 2017   

    • adult
    • non-dependent child
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • June 14, 2017

41. life insurance

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

42. Loan headache

    By Eve Sav, June 9, 2017   

    • loans
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • June 13, 2017

43. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 848 views
    • 
    • david rigby
    • June 8, 2017

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

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.5k views
    • 
    • LANDO
    • July 24, 2017

45. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31, 2017
    • 1 reply
    • 888 views
    • 
    • CuseFan
    • May 31, 2017

46. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish, May 30, 2017
    • 8 replies
    • 1.4k views
    • 
    • Kevin C
    • June 12, 2017

47. Participant loan errors as reportable prohibited transactions

    By BeckyMiller, May 24, 2017   

    • 408
    • loans
    • (and 1 more)

      Tagged with:

      • 408
      • loans
      • schedule g
    • 2 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 25, 2017

48. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 2k views
    • 
    • Dinosaur
    • May 24, 2017

49. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150, May 19, 2017
    • 6 replies
    • 2k views
    • 
    • RatherBeGolfing
    • May 19, 2017

50. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 18, 2017