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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 466 views

  2. W-4P or W-4R for RMDs?

    By BG5150,
    • 4 replies
    • 2.1k views

  3. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia,
    • 6 replies
    • 1.5k views

  4. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 883 views

  5. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 770 views

  6. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 529 views

  7. RMD Withholding Form W-4R or W-4P

    By Ananda,
    • 2 replies
    • 3.6k views

  8. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 2.9k views

  9. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 2.3k views

  10. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 1k views

  11. A Dumb Question

    By bzorc,
    • 3 replies
    • 918 views

  12. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 666 views

  13. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.6k views

  14. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 402 views

  15. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 983 views

  16. State withholding

    By Belgarath,
    • 4 replies
    • 924 views

  17. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia,
    • 7 replies
    • 5.3k views

  18. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 1.4k views

  19. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 700 views

  20. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 608 views
    • Tom
    • Tom

  21. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.9k views

  22. In Service Distribution

    By Basically,
    • 1 reply
    • 588 views

  23. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 635 views

  24. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 2.5k views

  25. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1.4k views

  26. RMD for recently deceased & 1099-R/1-person plan

    By TPApril,
    • 4 replies
    • 1.4k views

  27. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 7.4k views

  28. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1.3k views

  29. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 2.6k views

  30. Write off of small balances

    By Tom,
    • 1 reply
    • 706 views
    • Bri
    • Bri

  31. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff,
    • 6 replies
    • 3.9k views

  32. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 1k views

  33. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 1.1k views

  34. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey,
    • 5 replies
    • 1.8k views

  35. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 2.4k views

  36. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 1.2k views

  37. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia,
    • 1 reply
    • 541 views

  38. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

    By cheersmate,
    • 2 replies
    • 987 views

  39. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.9k views

  40. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1.6k views

  41. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 2.1k views

  42. Termed w/ Loan, took funds, now rehired

    By BG5150,
    • 2 replies
    • 973 views

  43. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 1.1k views

  44. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 2.3k views

  45. Notice 2022-53

    By Bird,
    • 2 replies
    • 823 views

  46. Distribution returned to plan

    By Basically,
    • 17 replies
    • 5.7k views

  47. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 911 views

  48. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia,   
    • 10 replies
    • 1.9k views

  49. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 1.5k views

  50. Lump Sum then rolled over w/in 60 days - 1099-R

    By TPApril,
    • 7 replies
    • 1.4k views
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