Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. Funds received fter death of both participant and beneficiary

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

2. Substantially equal and eligible rollover contributions

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

3. Interest on participant loan from a pooled trust

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

4. 1099-R Code for under 59 1/2 from Roth Deferral

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

5. Hardship Distribution

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

6. 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
   • 3.6k views
   • 
   • RatherBeGolfing
   • January 9, 2017

7. Volunteer Firefighter Award Programs

   By dmwe, January 9, 2017   

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

8. DB Plan Termination, withholding taxes on lump sum

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

9. Life Insurance death 1099R reporting

   By Rai401k, January 5, 2017
   • 4 replies
   • 2k views
   • 
   • Bird
   • January 5, 2017

10. When Must Loan be Repaid if Plan Terminates?

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

11. Post Tax Distribution 1099 Code

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

12. Participant with loan wants to drain their account

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

13. repay an old defaulted loan?

    By AlbanyConsultant, December 2, 2016
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 9, 2016

14. Hardships from Prevailing Wage Plan

    By JKW, December 1, 2016
    • 3 replies
    • 2.9k views
    • 
    • JKW
    • December 2, 2016

15. Loan repayment from personal account

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

16. RMD / Retirement / RBD

    By JPIngold, November 17, 2016
    • 11 replies
    • 1.8k views
    • 
    • TPApril
    • November 23, 2016

17. RMD and asset acquisition

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

18. RMD

    By CJS07, November 15, 2016   

    • Must RMD be continued?
    • 8 replies
    • 1.5k views
    • 
    • CJS07
    • November 16, 2016

19. RMD before Roth Conversion Rule

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

20. Plan Participant Refuses Distribution

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

21. Plan Sponsor went AWOL & died

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

22. 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

23. RMD after rollover

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

24. inadequate RMD

    By K2retire, October 28, 2016
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • October 31, 2016

25. loan admin fees

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

26. Life Insurance Change of Ownership / Distribution / RMD

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

27. Child Beneficiary - documentation?

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

28. Return Loan Payments to Participant?

    By cmick, October 19, 2016   

    • loan
    • 3 replies
    • 714 views
    • 
    • cmick
    • October 19, 2016

29. Mortgage company requesting plan doc

    By TPApril, October 17, 2016
    • 6 replies
    • 985 views
    • 
    • K2retire
    • October 18, 2016

30. Beneficiary Rights

    By Fielding Mellish, October 12, 2016
    • 7 replies
    • 1.7k views
    • 
    • GMK
    • October 13, 2016

31. TPA distribution Fee

    By Jim Chad, October 3, 2016
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • October 4, 2016

32. Participant loan refinancing during cure period

    By Belgarath, September 29, 2016
    • 3 replies
    • 767 views
    • 
    • Bird
    • September 30, 2016

33. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11, September 27, 2016   

    • loan
    • rollover
    • (and 3 more)

      Tagged with:

      • loan
      • rollover
      • loan rollover
      • promissory note
      • rollover of promissory note
    • 4 replies
    • 1.2k views
    • 
    • ERISA11
    • September 28, 2016

34. Direct distribution changed to rollover

    By jpdrews, September 26, 2016
    • 19 replies
    • 1.9k views
    • 
    • jpdrews
    • September 28, 2016

35. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse, September 22, 2016   

    • hardship
    • premium
    • (and 2 more)

      Tagged with:

      • hardship
      • premium
      • health
      • medical
    • 7 replies
    • 3.2k views
    • 
    • My 2 cents
    • September 26, 2016

36. Military Distribution Protected Benefits?

    By DTH, April 21, 2016
    • 4 replies
    • 2.8k views
    • 
    • RatherBeGolfing
    • September 19, 2016

37. paying 20% withholding on a distribution

    By Santo Gold, September 12, 2016
    • 10 replies
    • 1.7k views
    • 
    • SOkrasinski
    • September 16, 2016

38. J&S Outside U.S.

    By Nate X, August 30, 2016   

    • J&S
    • spousal consent
    • 2 replies
    • 946 views
    • 
    • Nate X
    • August 31, 2016

39. Consent of spouse?

    By Lori H, August 26, 2016
    • 3 replies
    • 873 views
    • 
    • My 2 cents
    • August 30, 2016

40. Cure period - Does it apply to the last payment of 5 year loan term

    By ErisaGooroo, August 29, 2016   

    • Cure Period
    • 1 reply
    • 778 views
    • 
    • Bird
    • August 29, 2016

41. Cash Out Threshold after partial distribution

    By jkharvey, August 18, 2016
    • 1 reply
    • 762 views
    • 
    • Kevin C
    • August 19, 2016

42. Effect of Annulment on Joint & Survivor Annuity

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

43. Hardship "grossing up" questions

    By AlbanyConsultant, August 11, 2016
    • 13 replies
    • 5.6k views
    • 
    • Peter Gulia
    • August 12, 2016

44. Inservice Distribution

    By Pammie57, August 10, 2016
    • 2 replies
    • 930 views
    • 
    • Lou S.
    • August 10, 2016

45. Loan Offset timing

    By mrazny, August 8, 2016
    • 0 replies
    • 784 views
    • 
    • mrazny
    • August 8, 2016

46. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha, August 4, 2016
    • 2 replies
    • 1.3k views
    • 
    • luissaha
    • August 4, 2016

47. Hardship Documentation

    By JKW, June 14, 2016
    • 2 replies
    • 1.3k views
    • 
    • JKW
    • August 4, 2016

48. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.3k views
    • 
    • JJRetirement
    • August 4, 2016

49. RMD to Surviving Spouse after RBD

    By Dougsbpc, August 4, 2016
    • 0 replies
    • 681 views
    • 
    • Dougsbpc
    • August 4, 2016

50. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 2k views
    • 
    • AMDG
    • August 3, 2016