Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. RMD after rollover

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

2. 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

3. inadequate RMD

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

4. loan admin fees

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

5. Life Insurance Change of Ownership / Distribution / RMD

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

6. Child Beneficiary - documentation?

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

7. Return Loan Payments to Participant?

   By cmick, October 19, 2016   

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

8. Mortgage company requesting plan doc

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

9. Beneficiary Rights

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

10. TPA distribution Fee

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

11. Participant loan refinancing during cure period

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

12. 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

13. Direct distribution changed to rollover

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

14. 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

15. paying 20% withholding on a distribution

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

16. J&S Outside U.S.

    By Nate X, August 30, 2016   

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

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

    By ErisaGooroo, August 29, 2016   

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

18. Consent of spouse?

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

19. Cash Out Threshold after partial distribution

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

20. Effect of Annulment on Joint & Survivor Annuity

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

21. Hardship "grossing up" questions

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

22. Inservice Distribution

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

23. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 17, 2021

24. Loan Offset timing

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

25. Withholding Requirement on Lump Sum Distribution to Estate

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

26. RMD to Surviving Spouse after RBD

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

27. Rollover to IRA fbo Trust

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

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

    By 401KLearner, August 3, 2016   

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

29. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 1.9k views
    • 
    • AMDG
    • August 3, 2016

30. Hardship distribution due to divorce

    By JPIngold, July 26, 2016
    • 20 replies
    • 5.2k views
    • 
    • jpod
    • July 28, 2016

31. Distribution to Participant who lives in Puerto Rico

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

32. Limit Number of Hardships Permissible?

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

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

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

34. 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
    • 807 views
    • 
    • hr for me
    • July 14, 2016

35. Hardship distribution from a merging plan

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

36. RMD from 401k with Roth and Traditional

    By Dougsbpc, July 5, 2016
    • 3 replies
    • 821 views
    • 
    • Tom Poje
    • July 6, 2016

37. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 30, 2016

38. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 4.6k views
    • 
    • GMK
    • June 23, 2016

39. Adding a Full Vesting Requirement to In-Service Distributions

    By ERISA1, June 21, 2016   

    • 411(d)(d)
    • 2 replies
    • 892 views
    • 
    • ESOP Guy
    • June 22, 2016

40. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

41. Hardship Documentation

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

42. RMD after In-Service

    By sam2012, June 10, 2016   

    • RMD
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • June 10, 2016

43. Involuntary Force out at Normal Retirement Age >$5,000

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.2k views
    • 
    • Belgarath
    • June 9, 2016

44. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2016

45. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

46. PS58 part of RMD?

    By drakecohen, May 26, 2016
    • 3 replies
    • 845 views
    • 
    • CMarkB
    • May 26, 2016

47. Account Balance to consider when taking a 2nd loan

    By jkharvey, May 20, 2016
    • 1 reply
    • 565 views
    • 
    • Lou S.
    • May 20, 2016

48. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates, May 19, 2016
    • 1 reply
    • 905 views
    • 
    • Mike Preston
    • May 20, 2016

49. Qualified Charitable Distributions from rollover IRA?

    By J Simmons, May 13, 2016
    • 1 reply
    • 690 views
    • 
    • lisam
    • May 23, 2016

50. Terminated participant Age 56 & premature distribution penalty

    By Pammie57, May 13, 2016
    • 5 replies
    • 884 views
    • 
    • Lou S.
    • May 13, 2016