Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. RMD to alternate payee

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

2. RMD EXCEPTION R/O TO SAME EMPLOYER

   By Rob P, October 13, 2017
   • 2 replies
   • 1k views
   • 
   • ESOP Guy
   • October 13, 2017

3. RMD Question for 5% owner

   By Vlad401k, October 13, 2017
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • October 13, 2017

4. Loans made inconsistent with loan policly

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

5. 1099-R Code

   By msmith, October 11, 2017
   • 5 replies
   • 1.9k views
   • 
   • msmith
   • October 12, 2017

6. Living Trust as Beneficiary

   By Monica Barnard, October 11, 2017
   • 5 replies
   • 1.5k views
   • 
   • XTitan
   • October 11, 2017

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

   By Vlad401k, October 6, 2017
   • 3 replies
   • 1.6k views
   • 
   • Phil Royce
   • October 9, 2017

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

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

9. RMD after rollover

   By TPA2015, September 29, 2017   

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

10. 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
    • 2.2k views
    • 
    • CintiTwo
    • September 21, 2017

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

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

12. Loan payments and leave of absence

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

13. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 2.5k views
    • 
    • Luke Bailey
    • September 13, 2017

14. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper, September 9, 2017
    • 0 replies
    • 1.2k views
    • 
    • Snapper
    • September 9, 2017

15. Decline to be Beneficiary?

    By PMC, March 8, 2006
    • 13 replies
    • 6k views
    • 
    • QDROphile
    • September 2, 2017

16. 1099R filed twice

    By Santo Gold, August 30, 2017
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 30, 2017

17. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22, 2017
    • 5 replies
    • 1.6k 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
    • 1.8k views
    • 
    • Larry Starr
    • August 21, 2017

19. 1099-R and post age 55 distribution

    By pmacduff, August 9, 2017
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • August 9, 2017

20. Hardship and suspension of deferrals

    By BW, August 2, 2017
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • August 7, 2017

21. Hardship for home purchase, deal falls through

    By Belgarath, July 31, 2017
    • 15 replies
    • 16.7k views
    • 
    • TPAJake
    • August 2, 2017

22. Hardship - Foreclosure

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

23. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • July 28, 2017

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

    By AlbanyConsultant, July 24, 2017
    • 4 replies
    • 2.3k views
    • 
    • ESOP Guy
    • July 25, 2017

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

    By Scuba 401, June 7, 2017
    • 1 reply
    • 3.7k views
    • 
    • LANDO
    • July 24, 2017

26. New Loans to Terminated Participants

    By MNO, July 19, 2017   

    • loans
    • 11 replies
    • 7.8k views
    • 
    • ESOP Guy
    • July 24, 2017

27. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20, 2017
    • 4 replies
    • 3.7k views
    • 
    • CuseFan
    • July 21, 2017

28. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 11.5k views
    • 
    • MoJo
    • July 17, 2017

29. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • July 12, 2017

30. Retired Participant & her distribution

    By Pammie57, June 28, 2017
    • 4 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 6, 2017

31. Force out limits

    By K2retire, June 30, 2017   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 2.1k views
    • 
    • 401_noob
    • July 6, 2017

32. PBGC beneficiary

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

33. rollover on death

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

34. life insurance

    By R. Butler, June 12, 2017
    • 10 replies
    • 2.3k views
    • 
    • My 2 cents
    • June 29, 2017

35. penalties for failure to issue 1099

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

36. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.8k views
    • 
    • jpod
    • June 20, 2017

37. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.6k views
    • 
    • ESOP Guy
    • June 16, 2017

38. Hardship Distribution

    By Belgarath, June 14, 2017   

    • adult
    • non-dependent child
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • June 14, 2017

39. Loan headache

    By Eve Sav, June 9, 2017   

    • loans
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • June 13, 2017

40. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish, May 30, 2017
    • 8 replies
    • 1.7k views
    • 
    • Kevin C
    • June 12, 2017

41. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • June 8, 2017

42. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31, 2017
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • May 31, 2017

43. 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
    • 2k views
    • 
    • Peter Gulia
    • May 25, 2017

44. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 2.8k views
    • 
    • Dinosaur
    • May 24, 2017

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

    By BG5150, May 19, 2017
    • 6 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • May 19, 2017

46. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 5.9k views
    • 
    • BG5150
    • May 18, 2017

47. Retro-active amendment to allow in-service

    By cpc0506, May 17, 2017
    • 8 replies
    • 2k views
    • 
    • Mike Preston
    • May 18, 2017

48. Failure to withhold taxes

    By cpc0506, May 11, 2017   

    • taxes
    • 13 replies
    • 5k views
    • 
    • Bird
    • May 12, 2017

49. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

    • hardship notification requirements
    • 0 replies
    • 727 views
    • 
    • cpc0506
    • May 4, 2017

50. Maximum loan after loan default

    By bcmom, April 26, 2017   

    • plan loan default
    • 401(k)
    • 8 replies
    • 3.1k views
    • 
    • 401_noob
    • May 1, 2017