Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. 1099 for 401(k) Plan Distribution

   By GrammieMame, March 30, 2015
   • 8 replies
   • 3.3k views
   • 
   • Appleby
   • April 5, 2015

2. 401k Rollover Requested (RMD Reqired)

   By Vlad401k, March 27, 2015
   • 6 replies
   • 1.6k views
   • 
   • ESOP Guy
   • March 30, 2015

3. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

   By mming, March 25, 2015
   • 8 replies
   • 1.9k views
   • 
   • Mike Preston
   • March 26, 2015

4. RMD or No RMD?

   By Lou S., March 25, 2015
   • 5 replies
   • 2k views
   • 
   • Mike Preston
   • March 25, 2015

5. 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
   • 5.5k views
   • 
   • mbozek
   • March 25, 2015

6. Forfeiture Buy Back

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

7. After tax rollover to Roth IRA

   By perkinsran, March 21, 2015
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • March 23, 2015

8. Termination Benefit Options

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

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

   By jkharvey, March 6, 2015
   • 2 replies
   • 1.5k views
   • 
   • Peter Gulia
   • March 7, 2015

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

    By erisa parrot, March 3, 2015
    • 19 replies
    • 3.8k views
    • 
    • Kevin C
    • March 5, 2015

11. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • March 3, 2015

12. re-financed loan

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

13. Inward rollovers TO a qualified plan by..

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

14. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 15.9k views
    • 
    • mbozek
    • February 24, 2015

15. Hardship Request building a house

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

16. Double RMD required?

    By rosskeene, February 17, 2015
    • 3 replies
    • 1.5k views
    • 
    • rosskeene
    • February 19, 2015

17. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

    • Befuudled by RMD!!!
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 19, 2015

18. Deferral cap after hardship?

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

19. Abuse of Hardship provision???

    By Lori H, August 23, 2013
    • 6 replies
    • 1.8k views
    • 
    • ESOP Guy
    • February 6, 2015

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

    By sf2699, February 5, 2015   

    • 409A
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • February 6, 2015

21. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.2k views
    • 
    • jpod
    • February 5, 2015

22. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

23. Hardship Withdrawals

    By Nassau, January 30, 2015
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • January 30, 2015

24. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • January 30, 2015

25. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

26. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • January 15, 2015

27. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5.2k views
    • 
    • pmacduff
    • January 12, 2015

28. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.2k views
    • 
    • JKW
    • January 7, 2015

29. 430 Restrictions and Rollovers

    By rcline46, January 6, 2015
    • 0 replies
    • 866 views
    • 
    • rcline46
    • January 6, 2015

30. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • January 5, 2015

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

    By EBECatty, December 23, 2014
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 29, 2014

32. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • December 23, 2014

33. 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
    • 1.5k views
    • 
    • My 2 cents
    • December 22, 2014

34. encouraging terminated participants to take distribution

    By Nancy D, December 10, 2014
    • 3 replies
    • 1.7k views
    • 
    • Nancy D
    • December 19, 2014

35. Invaild rollover contribution and subsequent distribution

    By buckaroo, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • December 17, 2014

36. Restrictions on Loans

    By Stash026, December 15, 2014
    • 4 replies
    • 946 views
    • 
    • BG5150
    • December 16, 2014

37. How to set up secondary beneficiaries in dC qjsa plan

    By TPApril, December 7, 2014
    • 6 replies
    • 1.2k views
    • 
    • mbozek
    • December 10, 2014

38. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • December 4, 2014

39. vesting and death benefit

    By pmacduff, December 2, 2014
    • 12 replies
    • 6.6k views
    • 
    • jpod
    • December 4, 2014

40. Loan from Rollover source before eligible

    By Vlad401k, November 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • ForksnKnives
    • December 1, 2014

41. Required QJSA Explanation

    By Fielding Mellish, November 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 21, 2014

42. Maximum amount available for loan--what is a related plan

    By jkharvey, November 14, 2014
    • 2 replies
    • 875 views
    • 
    • jkharvey
    • November 14, 2014

43. Refusal to reissue distribution check

    By dmwe, November 3, 2014
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 3, 2014

44. RMD - father of owner

    By doombuggy, October 27, 2014   

    • attribution rules
    • RMD
    • 2 replies
    • 1.6k views
    • 
    • doombuggy
    • October 27, 2014

45. RMD-former 5% owner

    By BTH, October 17, 2014
    • 3 replies
    • 4.2k views
    • 
    • Kevin C
    • October 24, 2014

46. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.6k views
    • 
    • mgcpension
    • October 23, 2014

47. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • October 21, 2014

48. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 11.7k views
    • 
    • Appleby
    • October 18, 2014

49. Loans - Two Bona Fide Leaves of Absence

    By DTH, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • October 16, 2014

50. PT loans, Form 5330, statute of limitations

    By wvbeachgirl, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • wvbeachgirl
    • October 16, 2014