Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 941 and 945 deposits aggregated requiring EFTPS processing

   By Guest J. David Wright, March 19, 2004
   • 2 replies
   • 2.4k views
   • 
   • pmacduff
   • March 19, 2004

2. ROBS Plan - RMD?

   By justanotheradmin, October 31, 2022
   • 2 replies
   • 705 views
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   • Peter Gulia
   • November 2, 2022

3. Missing Participant Whose SS# is Unknown

   By mming, December 27, 2012
   • 2 replies
   • 1k views
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   • mbozek
   • December 29, 2012

4. Loan Repayment - Commission Employee

   By 52626, December 5, 2013
   • 2 replies
   • 1.1k views
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   • BG5150
   • December 5, 2013

5. MRD for member of a control group

   By Guest sritts, October 7, 2004
   • 2 replies
   • 953 views
   • 
   • Guest
   • October 7, 2004

6. Death benefit - subject to anti-cutback rules?

   By Guest Sieve, July 8, 2008
   • 2 replies
   • 2.1k views
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   • Guest
   • July 8, 2008

7. Money Purchase Pension Plan

   By Guest Sieve, January 8, 2009
   • 2 replies
   • 969 views
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   • Guest
   • January 8, 2009

8. 1096's on red or white paper

   By Jim Chad, February 3, 2009
   • 2 replies
   • 969 views
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   • Jim Chad
   • February 3, 2009

9. Tax withholding schedule of deposits - corporate vs. plan trust

   By legort69, January 26, 2005
   • 2 replies
   • 1k views
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   • GBurns
   • January 26, 2005

10. Is an involuntary cash-out provision a protected distribution option?

    By Guest Grumpy455, March 8, 2005
    • 2 replies
    • 1.8k views
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    • Guest
    • March 8, 2005

11. Loan not paid from payroll

    By doombuggy, October 27, 2006
    • 2 replies
    • 1.5k views
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    • doombuggy
    • November 1, 2006

12. RMD for 2009

    By pmacduff, September 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • September 1, 2009

13. S Corp to C Corp?

    By Guest Bill, December 3, 1998
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • December 8, 1998

14. RMD of Rollover after 70-1/2

    By Guest PGH.ERISA, January 9, 2008
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • January 9, 2008

15. Plan Term... non COVID related... 10% excise?

    By K-t-F, June 30, 2020
    • 2 replies
    • 503 views
    • 
    • K-t-F
    • June 30, 2020

16. STATE WITHHOLDING ON DISTRIBUTIONS

    By Guest TRUST53, December 11, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 17, 1998

17. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • December 18, 2003

18. Overpayment of lump sum payment from DB plan

    By katieinny, September 8, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • September 10, 2006

19. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 5, 2007

20. Missing Participants and State Law

    By Susan S., July 18, 2013
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • July 19, 2013

21. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 688 views
    • 
    • pmacduff
    • December 16, 2019

22. Life and Death Planning for Retirement Benefits, by Choate

    By Guest skrasney, December 17, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 18, 1998

23. Overpayment of Benefits & 1099-R Question

    By 415 Limit, March 7, 2012
    • 2 replies
    • 1.8k views
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    • 415 Limit
    • March 7, 2012

24. Death Disbursement - Pooled Account

    By mjf06241972, November 28, 2018
    • 2 replies
    • 756 views
    • 
    • Bird
    • November 28, 2018

25. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 3, 2009

26. RMD required when transferring between employers in a MEP?

    By C. B. Zeller, November 28, 2018
    • 2 replies
    • 684 views
    • 
    • C. B. Zeller
    • November 30, 2018

27. Equal periodic Payments - payments - monthly or annually

    By Guest jgarner, October 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 21, 2005

28. Disabled Participant and Loan Offset

    By Ananda, February 28, 2023
    • 2 replies
    • 812 views
    • 
    • Lou S.
    • April 19, 2023

29. Documentation for Loan on Principal Residence

    By Guest moore63, July 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 14, 2005

30. Lump Sum factor for participants at 415 limit

    By drakecohen, October 27, 2015
    • 2 replies
    • 1.4k views
    • 
    • Calavera
    • October 27, 2015

31. Loan default - out on workers comp, not termed

    By legort69, January 5, 2005
    • 2 replies
    • 5.3k views
    • 
    • FundeK
    • January 5, 2005

32. Use of Form W-4P

    By Guest Grumpy455, October 20, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 25, 2005

33. Loan Question

    By Madison71, May 2, 2018
    • 2 replies
    • 673 views
    • 
    • Mike Preston
    • May 6, 2018

34. Distribution of QDRO rollover

    By Richard Anderson, February 27, 2001
    • 2 replies
    • 2k views
    • 
    • Richard Anderson
    • February 27, 2001

35. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • November 9, 2001

36. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • April 17, 2003

37. loan admin fees

    By Santo Gold, October 8, 2004
    • 2 replies
    • 1k views
    • 
    • E as in ERISA
    • October 8, 2004

38. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • October 4, 2006

39. Loans in merged plan

    By Guest Sieve, March 22, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 22, 2010

40. Death distribution to a minor

    By Guest yvonne001, April 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • April 17, 2003

41. When does vesting occur?

    By Blackbirch, January 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • January 26, 2010

42. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha, August 4, 2016
    • 2 replies
    • 1.3k views
    • 
    • luissaha
    • August 4, 2016

43. Very Small - Under $10 - Balances

    By ljr, May 8, 2003
    • 2 replies
    • 1.5k views
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    • ljr
    • May 8, 2003

44. Hardship Withdrawal

    By Nassau, August 21, 2012
    • 2 replies
    • 2.5k views
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    • Guest
    • August 21, 2012

45. RMD... financial advisor did not withhold

    By Basically, April 4, 2022
    • 2 replies
    • 476 views
    • 
    • Basically
    • April 12, 2022

46. Distributions

    By Guest Sunny, October 22, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 24, 2002

47. loan payments made through payroll deduction but employer failed to send payments to trust account

    By eilano, October 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Lori Friedman
    • October 8, 2004

48. Hardship

    By cdavis25, October 18, 2013
    • 2 replies
    • 1.4k views
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    • cdavis25
    • October 22, 2013

49. Required QJSA Explanation

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

50. Do you check total of all outstanding loan balances when checking spou

    By John A, March 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • March 19, 2001