Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Qualified Settlement Fund

   By JRN, June 2, 2015
   • 0 replies
   • 1.8k views
   • 
   • JRN
   • June 2, 2015

2. 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
   • 3.2k views
   • 
   • mbozek
   • June 2, 2015

3. DB Loan Taxation

   By mctoe, May 29, 2015
   • 8 replies
   • 1.6k views
   • 
   • mctoe
   • June 1, 2015

4. Deceased Participant with no identifiable beneficiaries / estate

   By JButtrick, May 13, 2015
   • 6 replies
   • 2.7k views
   • 
   • mbozek
   • May 15, 2015

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

   By Flyboyjohn, May 8, 2015
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • May 9, 2015

6. Distribution and Management Fees Effect on Roth Basis

   By Vlad401k, May 8, 2015
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • May 8, 2015

7. RMD from Roth 401(k) Plans

   By MarZDoates, April 27, 2015
   • 1 reply
   • 1.8k views
   • 
   • Kevin C
   • May 8, 2015

8. 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
   • 4.3k views
   • 
   • msimpson
   • May 7, 2015

9. Death of Participant - No benficiary form

   By Vlad401k, May 6, 2015
   • 9 replies
   • 1.8k views
   • 
   • jpod
   • May 6, 2015

10. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 5 replies
    • 2.2k views
    • 
    • K2retire
    • May 5, 2015

11. Pre-mature 401(k) withdrawal

    By rcline46, May 4, 2015
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • May 5, 2015

12. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 4.6k views
    • 
    • dkamikawa
    • April 30, 2015

13. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • April 26, 2015

14. Roth Distribution Question

    By Vlad401k, April 21, 2015
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • April 21, 2015

15. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2.5k views
    • 
    • mbozek
    • April 16, 2015

16. 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
    • 3.4k views
    • 
    • JJRetirement
    • April 7, 2015

17. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 3.9k views
    • 
    • Appleby
    • April 5, 2015

18. 401k Rollover Requested (RMD Reqired)

    By Vlad401k, March 27, 2015
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • March 30, 2015

19. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 26, 2015

20. RMD or No RMD?

    By Lou S., March 25, 2015
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 25, 2015

21. 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
    • 7.3k views
    • 
    • mbozek
    • March 25, 2015

22. Forfeiture Buy Back

    By AJ North, March 23, 2015
    • 0 replies
    • 1.1k views
    • 
    • AJ North
    • March 23, 2015

23. After tax rollover to Roth IRA

    By perkinsran, March 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 23, 2015

24. Termination Benefit Options

    By Fielding Mellish, March 20, 2015
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • March 20, 2015

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

    By jkharvey, March 6, 2015
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • March 7, 2015

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

    By erisa parrot, March 3, 2015
    • 19 replies
    • 5.4k views
    • 
    • Kevin C
    • March 5, 2015

27. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 2.8k views
    • 
    • Bird
    • March 3, 2015

28. re-financed loan

    By Dougsbpc, February 25, 2015
    • 2 replies
    • 1.3k views
    • 
    • Dougsbpc
    • February 25, 2015

29. Inward rollovers TO a qualified plan by..

    By Jerry Erisa, February 25, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 25, 2015

30. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 17.1k views
    • 
    • mbozek
    • February 24, 2015

31. Hardship Request building a house

    By 52626, February 19, 2015
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • February 19, 2015

32. Double RMD required?

    By rosskeene, February 17, 2015
    • 3 replies
    • 1.8k views
    • 
    • rosskeene
    • February 19, 2015

33. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

    • Befuudled by RMD!!!
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • February 19, 2015

34. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • Lou S.
    • February 13, 2015

35. Abuse of Hardship provision???

    By Lori H, August 23, 2013
    • 6 replies
    • 2.1k views
    • 
    • ESOP Guy
    • February 6, 2015

36. Participant goes back to work; can min req distribs be stopped?

    By sf2699, February 5, 2015   

    • 409A
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • February 6, 2015

37. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.6k views
    • 
    • jpod
    • February 5, 2015

38. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • February 4, 2015

39. Hardship Withdrawals

    By Nassau, January 30, 2015
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • January 30, 2015

40. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 1.3k views
    • 
    • Draper55
    • January 30, 2015

41. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

42. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • January 15, 2015

43. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5.6k views
    • 
    • pmacduff
    • January 12, 2015

44. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.6k views
    • 
    • JKW
    • January 7, 2015

45. 430 Restrictions and Rollovers

    By rcline46, January 6, 2015
    • 0 replies
    • 1k views
    • 
    • rcline46
    • January 6, 2015

46. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • January 5, 2015

47. Failure to Take RMD After Five Years - Excise Tax?

    By EBECatty, December 23, 2014
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 29, 2014

48. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 23, 2014

49. Waiver of QJSA - Remaining Options

    By Guest Statler, December 19, 2014   

    • QJSA
    • Lump Sum
    • (and 1 more)

      Tagged with:

      • QJSA
      • Lump Sum
      • In-Service
    • 1 reply
    • 1.8k views
    • 
    • My 2 cents
    • December 22, 2014

50. encouraging terminated participants to take distribution

    By Nancy D, December 10, 2014
    • 3 replies
    • 2k views
    • 
    • Nancy D
    • December 19, 2014