Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099-R codes for Roth 401(k) and Employer monies distribution

   By bvhea, January 22, 2016
   • 2 replies
   • 2.9k views
   • 
   • bvhea
   • January 22, 2016

2. Prenup

   By Monica Barnard, January 19, 2016
   • 11 replies
   • 1.5k views
   • 
   • My 2 cents
   • January 21, 2016

3. IRA rollover in QP RMDs?

   By pompton, December 22, 2015   

   • IRA rollover
   • RMDs IRA in QP
   • 3 replies
   • 866 views
   • 
   • My 2 cents
   • December 23, 2015

4. "Sham" Transfer When Not Eligible for a Distribution

   By EPCRSGuru, December 18, 2015
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • December 23, 2015

5. To avoid extra 10% tax, who decides whether a participant is disabled?

   By Peter Gulia, December 15, 2015   

   • tax-reporting; disability
   • 15 replies
   • 1.8k views
   • 
   • Peter Gulia
   • December 16, 2015

6. Death of participant and beneficiary

   By Monica Barnard, December 12, 2015
   • 0 replies
   • 747 views
   • 
   • Monica Barnard
   • December 12, 2015

7. New Loan after Defaulted Loan

   By Dougsbpc, December 2, 2015
   • 3 replies
   • 1.5k views
   • 
   • 401_noob
   • December 3, 2015

8. RMDs

   By jpod, November 19, 2015
   • 4 replies
   • 1k views
   • 
   • masteff
   • December 2, 2015

9. Definition of "retire" for RMD

   By JJRetirement, November 24, 2015   

   • required beginning date
   • required minimum distribution
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • November 25, 2015

10. Loans from plan sponsor being merged with new company

    By Lori H, November 24, 2015
    • 4 replies
    • 876 views
    • 
    • QDROphile
    • November 24, 2015

11. Immediate Distributions - Cutback of benefits

    By WesleyT, November 24, 2015
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 24, 2015

12. Deceased Participant with Loan Balance

    By Vlad401k, November 23, 2015
    • 1 reply
    • 828 views
    • 
    • pmacduff
    • November 23, 2015

13. Distribution method protected benefit?

    By BG5150, February 6, 2015
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • November 17, 2015

14. Is it possible to transfer between employer's 2 plans

    By pam@bbm, October 29, 2015
    • 13 replies
    • 2.4k views
    • 
    • QDROphile
    • November 9, 2015

15. Owner Defaulted on Loan, PT?

    By erinak03, November 5, 2015
    • 5 replies
    • 1.4k views
    • 
    • erinak03
    • November 6, 2015

16. RMD in the year of death

    By K2retire, November 4, 2015
    • 1 reply
    • 614 views
    • 
    • QDROphile
    • November 4, 2015

17. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 3k views
    • 
    • My 2 cents
    • November 3, 2015

18. Lump Sum factor for participants at 415 limit

    By drakecohen, October 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • October 27, 2015

19. Excess contribution to IRA due to testing failure

    By Bird, October 26, 2015
    • 0 replies
    • 713 views
    • 
    • Bird
    • October 26, 2015

20. In-Service distributioin

    By Santo Gold, April 27, 2007
    • 9 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2015

21. ROTH distributions out of the country

    By TPAMan, October 20, 2015
    • 2 replies
    • 808 views
    • 
    • ESOP Guy
    • October 20, 2015

22. Rollover Distribution Check Lost

    By coleboy, October 19, 2015
    • 4 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 20, 2015

23. Participant loan for home construction

    By R. Butler, October 19, 2015
    • 1 reply
    • 730 views
    • 
    • BG5150
    • October 20, 2015

24. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen, October 19, 2015
    • 1 reply
    • 874 views
    • 
    • My 2 cents
    • October 19, 2015

25. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc, October 15, 2015   

    • QDRO
    • WA Divorce 1991
    • (and 1 more)

      Tagged with:

      • QDRO
      • WA Divorce 1991
      • Prudential Merged Retirement
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • October 19, 2015

26. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

    • RMDs
    • 5 replies
    • 997 views
    • 
    • My 2 cents
    • October 16, 2015

27. No Estate

    By BTG, October 12, 2015
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 14, 2015

28. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k, October 12, 2015
    • 1 reply
    • 822 views
    • 
    • ETA Consulting LLC
    • October 12, 2015

29. RMD from an IRA - Multiple Accounts

    By Vlad401k, October 5, 2015
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • October 6, 2015

30. auto-rollover... to employer's other plan?

    By AlbanyConsultant, October 2, 2015
    • 0 replies
    • 667 views
    • 
    • AlbanyConsultant
    • October 2, 2015

31. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin, September 26, 2015   

    • prohibited transaction
    • distribution
    • (and 2 more)

      Tagged with:

      • prohibited transaction
      • distribution
      • fiduciary
      • 401k
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • September 29, 2015

32. s-corp

    By Zorro1k, September 25, 2015
    • 4 replies
    • 792 views
    • 
    • Zorro1k
    • September 29, 2015

33. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris, August 27, 2014
    • 18 replies
    • 2.1k views
    • 
    • GBurns
    • September 24, 2015

34. Excess Deferrals - 402(g) Exceeded

    By Vlad401k, September 22, 2015
    • 0 replies
    • 940 views
    • 
    • Vlad401k
    • September 22, 2015

35. Casualty

    By cdavis25, September 18, 2015
    • 3 replies
    • 699 views
    • 
    • cdavis25
    • September 21, 2015

36. Okay to make distribution from a 401(k) to son?

    By katieinny, September 16, 2015   

    • Whereabouts of spouse unknown
    • 5 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

37. RMDs for rolled over money if still working?

    By drakecohen, September 17, 2015
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • September 18, 2015

38. Loan Repayment After Deemed Distribution

    By mming, September 10, 2015
    • 12 replies
    • 5.1k views
    • 
    • Tom Poje
    • September 15, 2015

39. Payment to joint account?

    By Carol V. Calhoun, September 11, 2015
    • 3 replies
    • 875 views
    • 
    • david rigby
    • September 13, 2015

40. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k, September 2, 2015
    • 0 replies
    • 775 views
    • 
    • Vlad401k
    • September 2, 2015

41. RMD Calculation and Money in Limbo at End of Year

    By Susan S., August 18, 2015
    • 2 replies
    • 880 views
    • 
    • Susan S.
    • August 18, 2015

42. Distribution of Gold and Silver

    By imchipbrown, August 14, 2015   

    • Real Property
    • Gold
    • (and 2 more)

      Tagged with:

      • Real Property
      • Gold
      • silver
      • Hard Assets
    • 1 reply
    • 796 views
    • 
    • QDROphile
    • August 14, 2015

43. Loan payments after leave of absence

    By Craig Garner, August 13, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 13, 2015

44. loan payments when missing work/limited income

    By Lori H, August 13, 2015
    • 1 reply
    • 691 views
    • 
    • QDROphile
    • August 13, 2015

45. RMD above minimum (in-service not allowed)

    By Vlad401k, August 4, 2015
    • 22 replies
    • 3.4k views
    • 
    • Bird
    • August 10, 2015

46. Death Distribution to non-spousal beneficiaries

    By Vlad401k, June 11, 2015
    • 6 replies
    • 2.2k views
    • 
    • QDROphile
    • August 6, 2015

47. Merged MP - still uses MP inservice wdl rules?

    By AlbanyConsultant, August 4, 2015
    • 2 replies
    • 749 views
    • 
    • AlbanyConsultant
    • August 6, 2015

48. A participant with a loan balance wants an inservice dist.

    By Lori H, July 14, 2014
    • 7 replies
    • 1.3k views
    • 
    • nicole_m
    • July 30, 2015

49. loan default

    By thepensionmaven, July 29, 2015
    • 6 replies
    • 1.4k views
    • 
    • K2retire
    • July 30, 2015

50. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates, July 28, 2015
    • 6 replies
    • 2.1k views
    • 
    • mphs77
    • July 28, 2015