Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Roth Distribution - Fees and Roth Basis

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

2. Distribution processed after participant is rehired

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

3. deemed distribution vs offset distribution

   By thepensionmaven, July 20, 2015   

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

4. RMD stock acquisition

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

5. Death Certificate - Not original

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

6. QDRO - investment earnings

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

7. In-Service Distribution Amendment

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

8. 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

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

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

10. Roth Loan Taxation Deemed Distribution

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

11. RMD non-owner Exception

    By Vlad401k, June 22, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2015

12. Impermissable Hardship Withdrawal

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

13. Cash Out & Fluctuating Account Balance

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

14. 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

15. Death Distribution to a Trust

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

16. Qualified Settlement Fund

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

17. 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

18. DB Loan Taxation

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

19. Deceased Participant with no identifiable beneficiaries / estate

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

20. 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

21. Distribution and Management Fees Effect on Roth Basis

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

22. RMD from Roth 401(k) Plans

    By MarZDoates, April 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • May 8, 2015

23. 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

24. Death of Participant - No benficiary form

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

25. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • K2retire
    • May 5, 2015

26. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 2 replies
    • 851 views
    • 
    • rcline46
    • May 5, 2015

27. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.8k views
    • 
    • dkamikawa
    • April 30, 2015

28. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.1k views
    • 
    • Appleby
    • April 26, 2015

29. Roth Distribution Question

    By Vlad401k, April 21, 2015
    • 1 reply
    • 961 views
    • 
    • Lou S.
    • April 21, 2015

30. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
    • 
    • mbozek
    • April 16, 2015

31. RMD - Partnership of Professional Corporations

    By JJRetirement, April 6, 2015   

    • Affiliated Service Group
    • required minimum distribution
    • (and 3 more)

      Tagged with:

      • Affiliated Service Group
      • required minimum distribution
      • partnership
      • professional corporation
      • 5% owner
    • 5 replies
    • 2.8k views
    • 
    • JJRetirement
    • April 7, 2015

32. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.6k views
    • 
    • Appleby
    • April 5, 2015

33. 401k Rollover Requested (RMD Reqired)

    By Vlad401k, March 27, 2015
    • 6 replies
    • 1.5k views
    • 
    • ESOP Guy
    • March 30, 2015

34. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2015

35. RMD or No RMD?

    By Lou S., March 25, 2015
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 25, 2015

36. Calendar year in which the employee retires from employment with the employer maintaining the plan.

    By pookah, March 19, 2015   

    • rmd
    • retirement
    • (and 1 more)

      Tagged with:

      • rmd
      • retirement
      • required beginning date
    • 21 replies
    • 4.4k views
    • 
    • mbozek
    • March 25, 2015

37. Forfeiture Buy Back

    By AJ North, March 23, 2015
    • 0 replies
    • 898 views
    • 
    • AJ North
    • March 23, 2015

38. After tax rollover to Roth IRA

    By perkinsran, March 21, 2015
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 23, 2015

39. Termination Benefit Options

    By Fielding Mellish, March 20, 2015
    • 1 reply
    • 972 views
    • 
    • My 2 cents
    • March 20, 2015

40. Definition of Primary Residence for hardshp casualty loss--

    By jkharvey, March 6, 2015
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 7, 2015

41. Loan Terms Originally for Primary Purchase But Deal Fell Through

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.2k views
    • 
    • Kevin C
    • March 5, 2015

42. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • March 3, 2015

43. re-financed loan

    By Dougsbpc, February 25, 2015
    • 2 replies
    • 994 views
    • 
    • Dougsbpc
    • February 25, 2015

44. Inward rollovers TO a qualified plan by..

    By Jerry Erisa, February 25, 2015
    • 2 replies
    • 839 views
    • 
    • david rigby
    • February 25, 2015

45. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 14.9k views
    • 
    • mbozek
    • February 24, 2015

46. Hardship Request building a house

    By 52626, February 19, 2015
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • February 19, 2015

47. Double RMD required?

    By rosskeene, February 17, 2015
    • 3 replies
    • 1.4k views
    • 
    • rosskeene
    • February 19, 2015

48. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

    • Befuudled by RMD!!!
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 19, 2015

49. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 13, 2015

50. Abuse of Hardship provision???

    By Lori H, August 23, 2013
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 6, 2015