Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. DB Plan Termination, withholding taxes on lump sum

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

2. Life Insurance death 1099R reporting

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

3. When Must Loan be Repaid if Plan Terminates?

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

4. Post Tax Distribution 1099 Code

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

5. 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

6. repay an old defaulted loan?

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

7. Hardships from Prevailing Wage Plan

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

8. Loan repayment from personal account

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

9. RMD / Retirement / RBD

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

10. RMD and asset acquisition

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

11. RMD

    By CJS07, November 15, 2016   

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

12. RMD before Roth Conversion Rule

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

13. Plan Participant Refuses Distribution

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

14. Plan Sponsor went AWOL & died

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

15. 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

16. RMD after rollover

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

17. inadequate RMD

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

18. loan admin fees

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

19. Life Insurance Change of Ownership / Distribution / RMD

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

20. Child Beneficiary - documentation?

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

21. Return Loan Payments to Participant?

    By cmick, October 19, 2016   

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

22. Mortgage company requesting plan doc

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

23. Beneficiary Rights

    By Fielding Mellish, October 12, 2016
    • 7 replies
    • 1.6k views
    • 
    • GMK
    • October 13, 2016

24. TPA distribution Fee

    By Jim Chad, October 3, 2016
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2016

25. Participant loan refinancing during cure period

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

26. 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
    • 1.1k views
    • 
    • ERISA11
    • September 28, 2016

27. Direct distribution changed to rollover

    By jpdrews, September 26, 2016
    • 19 replies
    • 1.8k views
    • 
    • jpdrews
    • September 28, 2016

28. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse, September 22, 2016   

    • hardship
    • premium
    • (and 2 more)

      Tagged with:

      • hardship
      • premium
      • health
      • medical
    • 7 replies
    • 3.1k views
    • 
    • My 2 cents
    • September 26, 2016

29. Military Distribution Protected Benefits?

    By DTH, April 21, 2016
    • 4 replies
    • 2.7k views
    • 
    • RatherBeGolfing
    • September 19, 2016

30. paying 20% withholding on a distribution

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

31. J&S Outside U.S.

    By Nate X, August 30, 2016   

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

32. Consent of spouse?

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

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

    By ErisaGooroo, August 29, 2016   

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

34. Cash Out Threshold after partial distribution

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

35. Effect of Annulment on Joint & Survivor Annuity

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

36. Hardship "grossing up" questions

    By AlbanyConsultant, August 11, 2016
    • 13 replies
    • 5.5k views
    • 
    • Peter Gulia
    • August 12, 2016

37. Inservice Distribution

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

38. Loan Offset timing

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

39. Withholding Requirement on Lump Sum Distribution to Estate

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

40. Hardship Documentation

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

41. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.2k views
    • 
    • JJRetirement
    • August 4, 2016

42. RMD to Surviving Spouse after RBD

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

43. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 1.8k views
    • 
    • AMDG
    • August 3, 2016

44. Loan Correction- How to correct 2nd Loan if Paid Mistakenly

    By 401KLearner, August 3, 2016   

    • Loan
    • Loan Correction
    • 0 replies
    • 497 views
    • 
    • 401KLearner
    • August 3, 2016

45. Hardship distribution due to divorce

    By JPIngold, July 26, 2016
    • 20 replies
    • 4.9k views
    • 
    • jpod
    • July 28, 2016

46. Limit Number of Hardships Permissible?

    By Fielding Mellish, July 18, 2016
    • 2 replies
    • 1k views
    • 
    • dashab
    • July 21, 2016

47. Distribution to Participant who lives in Puerto Rico

    By Vlad401k, July 19, 2016
    • 0 replies
    • 648 views
    • 
    • Vlad401k
    • July 19, 2016

48. Change to force-out timing: a cutback?

    By AlbanyConsultant, July 18, 2016
    • 2 replies
    • 649 views
    • 
    • Mike Preston
    • July 18, 2016

49. Loan to Participant with Zero Balance

    By John Feldt ERPA CPC QPA, July 14, 2016   

    • no balance
    • excess loan
    • (and 1 more)

      Tagged with:

      • no balance
      • excess loan
      • rollover
    • 3 replies
    • 783 views
    • 
    • hr for me
    • July 14, 2016

50. Hardship distribution from a merging plan

    By kwalified, July 14, 2016
    • 4 replies
    • 625 views
    • 
    • kwalified
    • July 14, 2016