Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMD in Year of Termination

   By rblum50, February 6, 2020
   • 6 replies
   • 2k views
   • 
   • Appleby
   • February 12, 2020

2. PS-58's impact on rollovers

   By Santo Gold, January 16, 2009
   • 7 replies
   • 2k views
   • 
   • Bird
   • January 19, 2009

3. Hardship standards in an AccuDraft doc

   By doombuggy, May 8, 2008
   • 5 replies
   • 2k views
   • 
   • masteff
   • May 9, 2008

4. Historical Applicable Federal Rates

   By Guest TheBadger, December 5, 2004
   • 2 replies
   • 2k views
   • 
   • GBurns
   • December 5, 2004

5. Subtantially equal payments impossible.

   By imchipbrown, January 31, 2001
   • 3 replies
   • 2k views
   • 
   • Michael Devault
   • February 1, 2001

6. Can a plan add a mandatory cashout provision if it has not had one bef

   By Guest WMW, October 19, 2000
   • 1 reply
   • 2k views
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   • Dave Baker
   • October 20, 2000

7. RMD for deceased participant, can check be made payable to estate?

   By BG5150, December 14, 2021
   • 8 replies
   • 2k views
   • 
   • Luke Bailey
   • December 22, 2021

8. 401(k) death benefit

   By pmacduff, September 19, 2013
   • 7 replies
   • 2k views
   • 
   • pmacduff
   • September 20, 2013

9. Who is an Owner for RBD

   By Guest BWORC, January 28, 2013
   • 9 replies
   • 2k views
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   • ETA Consulting LLC
   • January 31, 2013

10. Loan Rollover

    By Guest Beachgirl, July 26, 2006
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • July 26, 2006

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

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

12. Profit Sharing Plans - Forfeiture of Small Balances

    By Guest Peter Riggins, January 9, 2001
    • 2 replies
    • 2k views
    • 
    • RCK
    • January 10, 2001

13. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

14. In-Service Dist.... penalty free?

    By K-t-F, April 7, 2008
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • April 8, 2008

15. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

16. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • December 14, 2010

17. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 9, 2006

18. Spousal Consent exceptions?

    By Guest agordon, October 19, 2004
    • 4 replies
    • 2k views
    • 
    • david rigby
    • October 19, 2004

19. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 21, 2006

20. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2k views
    • 
    • Lori H
    • June 10, 2013

21. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • July 24, 2018

22. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2k views
    • 
    • masteff
    • October 14, 2009

23. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • March 11, 2020

24. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2k views
    • 
    • Christine Roberts
    • March 6, 1999

25. Old Beneficiary Designation Effective?

    By kazoni, December 8, 2020   

    • beneficiary
    • distribution
    • (and 1 more)

      Tagged with:

      • beneficiary
      • distribution
      • estate
    • 12 replies
    • 2k views
    • 
    • Bill Presson
    • December 9, 2020

26. IRS Notice 2020-62

    By Belgarath, August 12, 2020
    • 10 replies
    • 2k views
    • 
    • Luke Bailey
    • August 13, 2020

27. Plan participant dies - has no designated beneficiary and no will

    By Tom, March 24, 2025
    • 11 replies
    • 2k views
    • 
    • ESOP Guy
    • March 26, 2025

28. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • December 21, 2004

29. 1099 for return of excess deferrals

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 22, 2002

30. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
    • 
    • saabraa
    • November 11, 2005

31. in-Service Withdrawal Employer Profit Sharing

    By Guest NeophiteTPA, July 18, 2007
    • 1 reply
    • 2k views
    • 
    • Jim Chad
    • July 18, 2007

32. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 2, 2010

33. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 8, 1998

34. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
    • 
    • mbozek
    • April 16, 2015

35. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

36. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

    By Guest cstrong, August 23, 2004
    • 3 replies
    • 2k views
    • 
    • pmacduff
    • May 16, 2005

37. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2k views
    • 
    • Guest
    • June 27, 2003

38. Need help fighting former employer to pay my 401(k) account balance

    By Guest Jennifer Porter, November 14, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 5, 2000

39. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

40. Missing Partcipant and RMD

    By Lou S., March 12, 2025
    • 4 replies
    • 2k views
    • 
    • Paul I
    • March 13, 2025

41. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea, May 7, 2021
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • May 11, 2021

42. loan and hardship at same time

    By Guest mam, October 21, 1999
    • 6 replies
    • 2k views
    • 
    • MWeddell
    • October 25, 1999

43. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 5, 1999

44. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2k views
    • 
    • K2retire
    • November 13, 2009

45. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 19, 2001

46. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 31, 2011

47. Distribution of QDRO rollover

    By Richard Anderson, February 27, 2001
    • 2 replies
    • 2k views
    • 
    • Richard Anderson
    • February 27, 2001

48. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • September 3, 2009

49. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons, August 11, 2016
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • August 15, 2016

50. disability payout

    By Guest lip, April 16, 2008
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • April 17, 2008