Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. IRA rollover in QP RMDs?

   By pompton, December 22, 2015   

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

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

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

3. 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

4. Death of participant and beneficiary

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

5. New Loan after Defaulted Loan

   By Dougsbpc, December 2, 2015
   • 3 replies
   • 1.3k views
   • 
   • 401_noob
   • December 3, 2015

6. RMDs

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

7. 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

8. Loans from plan sponsor being merged with new company

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

9. Immediate Distributions - Cutback of benefits

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

10. Deceased Participant with Loan Balance

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

11. Distribution method protected benefit?

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

12. 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

13. Owner Defaulted on Loan, PT?

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

14. RMD in the year of death

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

15. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 2.9k views
    • 
    • My 2 cents
    • November 3, 2015

16. Lump Sum factor for participants at 415 limit

    By drakecohen, October 27, 2015
    • 2 replies
    • 1.4k views
    • 
    • Calavera
    • October 27, 2015

17. Excess contribution to IRA due to testing failure

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

18. In-Service distributioin

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

19. ROTH distributions out of the country

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

20. Rollover Distribution Check Lost

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

21. Participant loan for home construction

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

22. Payout to Substantial Owner in Defined Benefit Plan

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

23. 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

24. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

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

25. No Estate

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

26. Roth Distribution - Pro-Rata or Basis First

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

27. RMD from an IRA - Multiple Accounts

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

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

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

29. 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
    • 1.4k views
    • 
    • Mike Preston
    • September 29, 2015

30. s-corp

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

31. Life Insurance Proceeds Mysteriously Appear After Death of Participant

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

32. Excess Deferrals - 402(g) Exceeded

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

33. Casualty

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

34. 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

35. RMDs for rolled over money if still working?

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

36. Loan Repayment After Deemed Distribution

    By mming, September 10, 2015
    • 12 replies
    • 5k views
    • 
    • Tom Poje
    • September 15, 2015

37. Payment to joint account?

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

38. Traditional 401k Distribution to Roth IRA Rules

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

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

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

40. 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
    • 791 views
    • 
    • QDROphile
    • August 14, 2015

41. Loan payments after leave of absence

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

42. loan payments when missing work/limited income

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

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

    By Vlad401k, August 4, 2015
    • 22 replies
    • 3.3k views
    • 
    • Bird
    • August 10, 2015

44. Death Distribution to non-spousal beneficiaries

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

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

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

46. 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

47. loan default

    By thepensionmaven, July 29, 2015
    • 6 replies
    • 1.3k views
    • 
    • K2retire
    • July 30, 2015

48. Participant Loan Rollover Question-Asset Acquisition of Company

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

49. Roth Distribution - Fees and Roth Basis

    By Vlad401k, July 27, 2015
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 27, 2015

50. Distribution processed after participant is rehired

    By pam@bbm, July 17, 2015
    • 11 replies
    • 2.9k views
    • 
    • My 2 cents
    • July 21, 2015