Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. OFAC blocking a distribution

   By Kevin C, April 20, 2017
   • 9 replies
   • 1.1k views
   • 
   • Kevin C
   • April 21, 2017

2. Interest-only loan?

   By BG5150, April 18, 2017
   • 4 replies
   • 552 views
   • 
   • BG5150
   • April 18, 2017

3. Questioning Hardship amount that would be allowed

   By bpenfold, April 17, 2017   

   • hardship
   • amount allowed
   • 16 replies
   • 2.6k views
   • 
   • Lisa Robertson
   • April 18, 2017

4. SIMPLE IRA to regular 401(k) Plan

   By CLE401kGuy, April 10, 2017   

   • simple ira
   • 401k
   • (and 2 more)

     Tagged with:

     • simple ira
     • 401k
     • distribution
     • rollover
   • 2 replies
   • 534 views
   • 
   • Bird
   • April 11, 2017

5. RMD after stock sale

   By WCC, April 5, 2017
   • 3 replies
   • 603 views
   • 
   • K2
   • April 6, 2017

6. How to do RMD Account Value Calculation when Account Includes Participant Loan?

   By The 402"(G)", March 29, 2017
   • 24 replies
   • 6.2k views
   • 
   • K2
   • April 4, 2017

7. Defaulted loan for the owner - PT?

   By AlbanyConsultant, March 27, 2017
   • 4 replies
   • 584 views
   • 
   • Belgarath
   • March 28, 2017

8. Late RMDs and Failure to Elect Form of Benefit

   By AAS2, March 23, 2017   

   • rmd
   • 1 reply
   • 905 views
   • 
   • CuseFan
   • March 24, 2017

9. RMD for terminated participant who has rolled over her funds to an IRA

   By Pammie57, March 20, 2017
   • 2 replies
   • 571 views
   • 
   • chc93
   • March 21, 2017

10. Plan Changes Loan Provisions

    By Vlad401k, March 3, 2017
    • 3 replies
    • 684 views
    • 
    • CuseFan
    • March 6, 2017

11. RMD Participant Authorization

    By JKW, February 27, 2017
    • 5 replies
    • 1.3k views
    • 
    • JKW
    • February 28, 2017

12. Does a 1099-R force a paper 1040 filing?

    By AlbanyConsultant, February 23, 2017
    • 7 replies
    • 922 views
    • 
    • Bill Presson
    • February 24, 2017

13. De minimus payout

    By pmacduff, February 21, 2017
    • 7 replies
    • 876 views
    • 
    • Calavera
    • February 23, 2017

14. Estate required for trailing distribution?

    By benefitz, February 21, 2017
    • 10 replies
    • 1.9k views
    • 
    • K2retire
    • February 23, 2017

15. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • February 20, 2017

16. Distribution of Insurance in 401(k)

    By MjInvestments, February 14, 2017   

    • csv
    • cash surrender value
    • (and 1 more)

      Tagged with:

      • csv
      • cash surrender value
      • insurance
    • 3 replies
    • 762 views
    • 
    • ESOP Guy
    • February 14, 2017

17. No beneficiary on file

    By WCC, February 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • February 14, 2017

18. Eligible Rollover?

    By luissaha, February 13, 2017
    • 5 replies
    • 629 views
    • 
    • Mike Preston
    • February 13, 2017

19. IRA rollover to 401(k)

    By R. Butler, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • February 8, 2017

20. Loan provisions

    By Belgarath, February 3, 2017
    • 6 replies
    • 904 views
    • 
    • K2retire
    • February 3, 2017

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

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

22. Distribution Options for Leased Employees?

    By Susan S., January 31, 2017
    • 0 replies
    • 484 views
    • 
    • Susan S.
    • January 31, 2017

23. RBD and rollover

    By ombskid, January 31, 2017
    • 3 replies
    • 605 views
    • 
    • ombskid
    • January 31, 2017

24. Substantially equal and eligible rollover contributions

    By Belgarath, January 13, 2017
    • 3 replies
    • 940 views
    • 
    • Belgarath
    • January 13, 2017

25. Funds received fter death of both participant and beneficiary

    By R. Butler, January 13, 2017
    • 6 replies
    • 777 views
    • 
    • jpod
    • January 13, 2017

26. Interest on participant loan from a pooled trust

    By BG5150, January 12, 2017
    • 12 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • January 13, 2017

27. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150, January 11, 2017
    • 2 replies
    • 523 views
    • 
    • BG5150
    • January 11, 2017

28. Hardship Distribution

    By PFranckowiak, January 11, 2017
    • 2 replies
    • 907 views
    • 
    • hr for me
    • January 11, 2017

29. Volunteer Firefighter Award Programs

    By dmwe, January 9, 2017   

    • how to handle distributions
    • 0 replies
    • 505 views
    • 
    • dmwe
    • January 9, 2017

30. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern, January 5, 2017
    • 4 replies
    • 874 views
    • 
    • DMcGovern
    • January 5, 2017

31. Life Insurance death 1099R reporting

    By Rai401k, January 5, 2017
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • January 5, 2017

32. Participant wants to cease payroll withholding and default on loan

    By TPA Bob, January 4, 2017   

    • participant loans
    • default
    • (and 1 more)

      Tagged with:

      • participant loans
      • default
      • payroll withholding loan payments
    • 28 replies
    • 3.4k views
    • 
    • RatherBeGolfing
    • January 9, 2017

33. When Must Loan be Repaid if Plan Terminates?

    By Susan S., December 27, 2016
    • 1 reply
    • 932 views
    • 
    • ETA Consulting LLC
    • December 27, 2016

34. Post Tax Distribution 1099 Code

    By PFranckowiak, December 19, 2016
    • 1 reply
    • 823 views
    • 
    • ETA Consulting LLC
    • December 19, 2016

35. Participant with loan wants to drain their account

    By Lori H, December 15, 2016
    • 4 replies
    • 766 views
    • 
    • John Feldt ERPA CPC QPA
    • December 16, 2016

36. repay an old defaulted loan?

    By AlbanyConsultant, December 2, 2016
    • 4 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 9, 2016

37. Loan repayment from personal account

    By ombskid, December 1, 2016
    • 6 replies
    • 908 views
    • 
    • hr for me
    • December 2, 2016

38. Hardships from Prevailing Wage Plan

    By JKW, December 1, 2016
    • 3 replies
    • 2.8k views
    • 
    • JKW
    • December 2, 2016

39. RMD and asset acquisition

    By R. Butler, November 21, 2016
    • 1 reply
    • 864 views
    • 
    • Bill Presson
    • November 21, 2016

40. RMD / Retirement / RBD

    By JPIngold, November 17, 2016
    • 11 replies
    • 1.7k views
    • 
    • TPApril
    • November 23, 2016

41. RMD

    By CJS07, November 15, 2016   

    • Must RMD be continued?
    • 8 replies
    • 1.4k views
    • 
    • CJS07
    • November 16, 2016

42. RMD before Roth Conversion Rule

    By Yesnam, November 11, 2016
    • 2 replies
    • 700 views
    • 
    • Yesnam
    • November 11, 2016

43. Plan Participant Refuses Distribution

    By pgold, November 10, 2016
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • November 10, 2016

44. Plan Sponsor went AWOL & died

    By Earl, November 9, 2016
    • 1 reply
    • 765 views
    • 
    • Lou S.
    • November 9, 2016

45. RMD after rollover

    By ombskid, November 3, 2016
    • 4 replies
    • 908 views
    • 
    • Lou S.
    • November 3, 2016

46. Death benefit and 5-year rule; failure to distribute

    By Spodie, November 2, 2016   

    • RMD
    • Distribution
    • (and 1 more)

      Tagged with:

      • RMD
      • Distribution
      • 5-year Rule Failure
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 3, 2016

47. inadequate RMD

    By K2retire, October 28, 2016
    • 4 replies
    • 1k views
    • 
    • K2retire
    • October 31, 2016

48. loan admin fees

    By Beemer, October 27, 2016
    • 9 replies
    • 1.1k views
    • 
    • Beemer
    • October 28, 2016

49. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates, October 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 21, 2016

50. Child Beneficiary - documentation?

    By jmartin, October 20, 2016
    • 1 reply
    • 620 views
    • 
    • david rigby
    • October 20, 2016