Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. RMD's & Prohibited loans

   By TPApril, March 5, 2016
   • 7 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 10, 2016

2. Loan Repayments after Pay Changes

   By erinak03, March 8, 2016
   • 8 replies
   • 1.2k views
   • 
   • erinak03
   • March 9, 2016

3. RMD Distribution in wrong year

   By tuna524, March 2, 2016   

   • RMD Taxability
   • 7 replies
   • 1.3k views
   • 
   • ESOP Guy
   • March 3, 2016

4. HS to buy house-what if closing falls thru?

   By doombuggy, February 29, 2016   

   • hardship
   • 1 reply
   • 847 views
   • 
   • GMK
   • February 29, 2016

5. In-Service Distribution or Prohibited Transaction?

   By MGC1213, February 24, 2016   

   • Prohibited Transaction
   • In-Service Distribution
   • (and 1 more)

     Tagged with:

     • Prohibited Transaction
     • In-Service Distribution
     • Excise Taxes
   • 5 replies
   • 1.7k views
   • 
   • My 2 cents
   • February 24, 2016

6. Excess Roth Deferral with Losses

   By Vlad401k, February 23, 2016
   • 5 replies
   • 2.6k views
   • 
   • Lou S.
   • February 23, 2016

7. H1 Visa-withdrawal options

   By kmoniz@jhancock.com, February 23, 2016
   • 0 replies
   • 553 views
   • 
   • kmoniz@jhancock.com
   • February 23, 2016

8. Returned distribution checks

   By JKW, February 11, 2016
   • 4 replies
   • 943 views
   • 
   • GMK
   • February 22, 2016

9. Hardship after the closing

   By JPIngold, February 19, 2016
   • 3 replies
   • 1.1k views
   • 
   • JPIngold
   • February 22, 2016

10. Refinanced Loans

    By sam2012, February 13, 2016   

    • Loans
    • Refinancings
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • February 15, 2016

11. Distribution of Deferrals on Post Severance Comp

    By Vlad401k, January 27, 2016
    • 2 replies
    • 683 views
    • 
    • Vlad401k
    • February 8, 2016

12. Hardship for family member to prevent foreclosure

    By pam@bbm, February 3, 2016
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • February 4, 2016

13. RMD for 75 year old owner with new ps plan

    By UtahCPA-APA, February 2, 2016   

    • RMD
    • profit sharing
    • (and 1 more)

      Tagged with:

      • RMD
      • profit sharing
      • Required beginning date
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • February 3, 2016

14. Repairing excess Rollover with Re-characterization?

    By oldscoop, February 3, 2016   

    • IRA
    • Rollover
    • (and 5 more)

      Tagged with:

      • IRA
      • Rollover
      • Excess
      • Distribution
      • Recharacterization
      • Contribution
      • Tax
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 3, 2016

15. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 2k views
    • 
    • masteff
    • February 3, 2016

16. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • February 2, 2016

17. Death benefit to Non-Spouse Beneficiary - Tax Withholding

    By HarleyBabe, January 28, 2016
    • 9 replies
    • 3.4k views
    • 
    • HarleyBabe
    • January 29, 2016

18. DC plan deceased participant with no beneficiary

    By doombuggy, December 7, 2015
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 28, 2016

19. Taxable Interest Income on Loan Offset

    By legort69, November 6, 2015
    • 5 replies
    • 1.6k views
    • 
    • smermal
    • January 26, 2016

20. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea, January 22, 2016
    • 2 replies
    • 3k views
    • 
    • bvhea
    • January 22, 2016

21. Prenup

    By Monica Barnard, January 19, 2016
    • 11 replies
    • 1.6k views
    • 
    • My 2 cents
    • January 21, 2016

22. IRA rollover in QP RMDs?

    By pompton, December 22, 2015   

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

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

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • December 23, 2015

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

    By Peter Gulia, December 15, 2015   

    • tax-reporting; disability
    • 15 replies
    • 2.2k views
    • 
    • Peter Gulia
    • December 16, 2015

25. Death of participant and beneficiary

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

26. New Loan after Defaulted Loan

    By Dougsbpc, December 2, 2015
    • 3 replies
    • 1.8k views
    • 
    • 401_noob
    • December 3, 2015

27. RMDs

    By jpod, November 19, 2015
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • December 2, 2015

28. Definition of "retire" for RMD

    By JJRetirement, November 24, 2015   

    • required beginning date
    • required minimum distribution
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • November 25, 2015

29. Loans from plan sponsor being merged with new company

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

30. Immediate Distributions - Cutback of benefits

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

31. Deceased Participant with Loan Balance

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

32. Distribution method protected benefit?

    By BG5150, February 6, 2015
    • 3 replies
    • 2.3k views
    • 
    • Kevin C
    • November 17, 2015

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

    By pam@bbm, October 29, 2015
    • 13 replies
    • 2.6k views
    • 
    • QDROphile
    • November 9, 2015

34. Owner Defaulted on Loan, PT?

    By erinak03, November 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • erinak03
    • November 6, 2015

35. RMD in the year of death

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

36. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 3.3k views
    • 
    • My 2 cents
    • November 3, 2015

37. Lump Sum factor for participants at 415 limit

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

38. Excess contribution to IRA due to testing failure

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

39. In-Service distributioin

    By Santo Gold, April 27, 2007
    • 9 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2015

40. ROTH distributions out of the country

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

41. Rollover Distribution Check Lost

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

42. Participant loan for home construction

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

43. Payout to Substantial Owner in Defined Benefit Plan

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

44. 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
    • 1.7k views
    • 
    • jpod
    • October 19, 2015

45. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

    • RMDs
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • October 16, 2015

46. No Estate

    By BTG, October 12, 2015
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 14, 2015

47. Roth Distribution - Pro-Rata or Basis First

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

48. RMD from an IRA - Multiple Accounts

    By Vlad401k, October 5, 2015
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • October 6, 2015

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

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

50. 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