Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Participant loan for home construction

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

2. Payout to Substantial Owner in Defined Benefit Plan

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

3. RMDs - nonowner and still employed

   By doombuggy, October 16, 2015   

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

4. 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

5. No Estate

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

6. Roth Distribution - Pro-Rata or Basis First

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

7. RMD from an IRA - Multiple Accounts

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

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

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

9. 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

10. s-corp

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

11. Excess Deferrals - 402(g) Exceeded

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

12. Casualty

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

13. RMDs for rolled over money if still working?

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

14. 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

15. Payment to joint account?

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

16. Loan Repayment After Deemed Distribution

    By mming, September 10, 2015
    • 12 replies
    • 5.2k views
    • 
    • Tom Poje
    • September 15, 2015

17. Traditional 401k Distribution to Roth IRA Rules

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

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

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

19. 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
    • 802 views
    • 
    • QDROphile
    • August 14, 2015

20. Loan payments after leave of absence

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

21. loan payments when missing work/limited income

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

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

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

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

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

24. loan default

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

25. Participant Loan Rollover Question-Asset Acquisition of Company

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

26. Roth Distribution - Fees and Roth Basis

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

27. deemed distribution vs offset distribution

    By thepensionmaven, July 20, 2015   

    • deemed vs offset
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • July 20, 2015

28. Distribution processed after participant is rehired

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

29. RMD stock acquisition

    By R. Butler, July 17, 2015
    • 1 reply
    • 878 views
    • 
    • ESOP Guy
    • July 17, 2015

30. Death Certificate - Not original

    By Vlad401k, July 16, 2015
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • July 17, 2015

31. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.9k views
    • 
    • mbozek
    • July 14, 2015

32. In-Service Distribution Amendment

    By Vlad401k, July 1, 2015
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • July 1, 2015

33. Must a RMD be withheld at termination and rollover?

    By K-t-F, June 29, 2015
    • 9 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 29, 2015

34. Beneficiary wants to split benefit with an alternate non-named beneficiary

    By CLE401kGuy, June 25, 2015
    • 8 replies
    • 963 views
    • 
    • MoJo
    • June 26, 2015

35. Roth Loan Taxation Deemed Distribution

    By 52626, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • June 24, 2015

36. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 13.9k views
    • 
    • card
    • March 24, 2018

37. RMD non-owner Exception

    By Vlad401k, June 22, 2015
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 23, 2015

38. Death Distribution to non-spousal beneficiaries

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

39. Cash Out & Fluctuating Account Balance

    By Susan S., June 10, 2015
    • 0 replies
    • 725 views
    • 
    • Susan S.
    • June 10, 2015

40. Can a participant with a deemed loan take a new loan?

    By lradimer, June 4, 2015   

    • loan
    • deemed
    • 4 replies
    • 3.5k views
    • 
    • NJ Mike
    • June 4, 2015

41. Qualified Settlement Fund

    By JRN, June 2, 2015
    • 0 replies
    • 1.7k views
    • 
    • JRN
    • June 2, 2015

42. Calculate RMD to Missing Participant Later Found

    By Atila, May 31, 2015   

    • RMD
    • Lost Participant
    • (and 1 more)

      Tagged with:

      • RMD
      • Lost Participant
      • Defined Benefit Plan
    • 3 replies
    • 2.8k views
    • 
    • mbozek
    • June 2, 2015

43. DB Loan Taxation

    By mctoe, May 29, 2015
    • 8 replies
    • 1.1k views
    • 
    • mctoe
    • June 1, 2015

44. Death Distribution to a Trust

    By Vlad401k, May 29, 2015
    • 3 replies
    • 981 views
    • 
    • K2retire
    • June 4, 2015

45. Impermissable Hardship Withdrawal

    By bzorc, May 21, 2015
    • 8 replies
    • 2.6k views
    • 
    • My 2 cents
    • June 10, 2015

46. Deceased Participant with no identifiable beneficiaries / estate

    By JButtrick, May 13, 2015
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • May 15, 2015

47. How many 1099-Rs for death benefit? Cash value portion is rolled over.

    By Flyboyjohn, May 8, 2015
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • May 9, 2015

48. Distribution and Management Fees Effect on Roth Basis

    By Vlad401k, May 8, 2015
    • 1 reply
    • 794 views
    • 
    • ETA Consulting LLC
    • May 8, 2015

49. How do you use Rev Rul 69-277 after Notice 2014-54?

    By msimpson, May 7, 2015   

    • after tax contributions
    • distributing after tax
    • 4 replies
    • 3.7k views
    • 
    • msimpson
    • May 7, 2015

50. Death of Participant - No benficiary form

    By Vlad401k, May 6, 2015
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • May 6, 2015