Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Living Trust as Beneficiary

   By Below Ground, November 28, 2017   

   • death benefits
   • living trust
   • (and 1 more)

     Tagged with:

     • death benefits
     • living trust
     • beneficiary designation
   • 7 replies
   • 1.2k views
   • 
   • Below Ground
   • December 7, 2017

2. What code to use for a qualified hurricane distribution?

   By Vlad401k, October 6, 2017
   • 3 replies
   • 1.2k views
   • 
   • Phil Royce
   • October 9, 2017

3. CRD- CARES Act

   By Megan H, January 7, 2021
   • 10 replies
   • 1.2k views
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   • Luke Bailey
   • January 12, 2021

4. Non-qualified variable annuites

   By Guest davet, February 6, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 6, 2002

5. adding loans... and fee disclosure

   By AlbanyConsultant, April 17, 2020
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • April 20, 2020

6. Plan Termination Distribution

   By Guest Kevin1, October 14, 2009
   • 2 replies
   • 1.2k views
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   • david rigby
   • October 14, 2009

7. 1099-R coding for Rollover

   By Guest perplexedbypensions, January 22, 2014
   • 3 replies
   • 1.2k views
   • 
   • My 2 cents
   • January 23, 2014

8. Rollover amount in Loan calculation

   By Guest isg2013, August 1, 2013
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • August 1, 2013

9. Interim Valuations

   By J2D2, July 23, 2002
   • 1 reply
   • 1.2k views
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   • david rigby
   • July 23, 2002

10. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 24, 2012

11. 72(t) distribution and rollover account

    By Guest TDH, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 6, 2004

12. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2002

13. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Norman
    • August 28, 2006

14. COVID Distribution - Partial Pay Back in 2020

    By Gilmore, April 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Gilmore
    • April 23, 2020

15. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M], June 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2000

16. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

17. Loan Refinancing

    By Guest jkwok, November 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 28, 2002

18. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 11, 2011

19. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.2k views
    • 
    • J Simmons
    • February 6, 2009

20. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

21. How should on-going minimum required distributions be calculated when

    By John A, May 2, 2000
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 2, 2000

22. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2001

23. Loan from Rolover Account

    By PFranckowiak, November 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • November 23, 2011

24. Does it matter: QDRO before in pay status or after

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2011

25. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • May 2, 2006

26. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007

27. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

28. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

29. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 23, 2003

30. RMD in the year participant turns 70 1/2

    By jkharvey, January 2, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 2, 2008

31. Loans allowed only for hardship

    By Belgarath, June 2, 2023
    • 4 replies
    • 1.2k views
    • 
    • Paul I
    • June 2, 2023

32. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

    By Appleby, May 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • May 29, 2002

33. 2022 RMD Waiver?

    By R.J. Gage, June 16, 2022
    • 6 replies
    • 1.2k views
    • 
    • Lou S.
    • June 22, 2022

34. Max Loan Limit

    By Guest Celtics, August 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • August 15, 2013

35. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 3, 2010

36. Failure to make loan repayments

    By J. Bringhurst, December 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 19, 2003

37. Return of check issued for force payout

    By Guest bmurphy, January 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 9, 2003

38. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2002

39. Distributions and Loans

    By Lori H, August 10, 2004
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • August 11, 2004

40. Partial RMD

    By Guest Twinky, February 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007

41. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • stevena
    • February 28, 2005

42. Penalties for not withholding

    By Guest Suanne, August 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 18, 2004

43. Required Minimum Distributions - any guidance on how either 1987 regs

    By John A, March 14, 2002
    • 0 replies
    • 1.2k views
    • 
    • John A
    • March 14, 2002

44. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 4, 2003

45. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2009

46. Help - Severance Distribution and Bankrupty Court Order

    By Medusa, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 30, 2004

47. RMD from DC Plans and IRA's

    By Guest lindamichals, December 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

48. Found Asset in termed PS Plan

    By Guest zdarskyj, August 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 26, 2006

49. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 1, 2009

50. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • March 29, 2007