Distributions and Loans, Other than QDROs

4,173 topics in this forum

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

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

2. 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

3. loan default

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

4. Participant Loan Rollover Question-Asset Acquisition of Company

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

5. Roth Distribution - Fees and Roth Basis

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

6. Distribution processed after participant is rehired

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

7. deemed distribution vs offset distribution

   By thepensionmaven, July 20, 2015   

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

8. RMD stock acquisition

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

9. Death Certificate - Not original

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

10. QDRO - investment earnings

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

11. In-Service Distribution Amendment

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

12. 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

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

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

14. Roth Loan Taxation Deemed Distribution

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

15. RMD non-owner Exception

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

16. Impermissable Hardship Withdrawal

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

17. Cash Out & Fluctuating Account Balance

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

18. 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

19. Death Distribution to a Trust

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

20. Qualified Settlement Fund

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

21. 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

22. DB Loan Taxation

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

23. Deceased Participant with no identifiable beneficiaries / estate

    By JButtrick, May 13, 2015
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • May 15, 2015

24. 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

25. Distribution and Management Fees Effect on Roth Basis

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

26. RMD from Roth 401(k) Plans

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

27. 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
    • 3.8k views
    • 
    • msimpson
    • May 7, 2015

28. Death of Participant - No benficiary form

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

29. Pre-mature 401(k) withdrawal

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

30. Pre-mature 401(k) withdrawal

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

31. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.9k views
    • 
    • dkamikawa
    • April 30, 2015

32. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.2k views
    • 
    • Appleby
    • April 26, 2015

33. Roth Distribution Question

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

34. force out IRA options

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

35. 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

36. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • April 5, 2015

37. 401k Rollover Requested (RMD Reqired)

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

38. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 26, 2015

39. RMD or No RMD?

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

40. 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
    • 4.7k views
    • 
    • mbozek
    • March 25, 2015

41. Forfeiture Buy Back

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

42. After tax rollover to Roth IRA

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

43. Termination Benefit Options

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

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

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

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

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.4k views
    • 
    • Kevin C
    • March 5, 2015

46. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 2k views
    • 
    • Bird
    • March 3, 2015

47. re-financed loan

    By Dougsbpc, February 25, 2015
    • 2 replies
    • 1k views
    • 
    • Dougsbpc
    • February 25, 2015

48. Inward rollovers TO a qualified plan by..

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

49. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 15.3k views
    • 
    • mbozek
    • February 24, 2015

50. Hardship Request building a house

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