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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured,
    • 8 replies
    • 1.1k views
    • Tom
    • Tom

  2. 2nd Loan... have I been doing it wrong?

    By Basically,
    • 7 replies
    • 1.6k views

  3. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara,
    • 4 replies
    • 921 views

  4. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 3.3k views

  5. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 514 views

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

    By BG5150,
    • 4 replies
    • 2.2k views

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

    By Peter Gulia,
    • 6 replies
    • 1.6k views

  8. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 944 views

  9. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 840 views

  10. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 593 views

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

    By Ananda,
    • 2 replies
    • 3.7k views

  12. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 3k views

  13. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 2.4k views

  14. 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
    • 1.2k views

  15. A Dumb Question

    By bzorc,
    • 3 replies
    • 1k views

  16. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 737 views

  17. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.7k views

  18. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 442 views

  19. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 1k views

  20. State withholding

    By Belgarath,
    • 4 replies
    • 982 views

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

    By Peter Gulia,
    • 7 replies
    • 5.4k views

  22. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 1.4k views

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

    By Basically,
    • 1 reply
    • 763 views

  24. 945 Filing

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

  25. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 2.1k views

  26. In Service Distribution

    By Basically,
    • 1 reply
    • 656 views

  27. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 734 views

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

    By BG5150,
    • 7 replies
    • 2.7k views

  29. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1.5k views

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

    By TPApril,
    • 4 replies
    • 1.5k views

  31. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 7.7k views

  32. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1.4k views

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

    By Luke Bailey,
    • 13 replies
    • 2.8k views

  34. Write off of small balances

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

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

    By pmacduff,
    • 6 replies
    • 4.1k views

  36. 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
    • 1.1k views

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

    By M Norton,
    • 3 replies
    • 1.2k views

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

    By jkharvey,
    • 5 replies
    • 2k views

  39. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 2.5k views

  40. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 1 reply
    • 589 views

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

    By cheersmate,
    • 2 replies
    • 1.1k views

  43. RMDs and Rehire

    By BTG,
    • 4 replies
    • 2.1k views

  44. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1.8k views

  45. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 2.2k views

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

    By BG5150,
    • 2 replies
    • 1k views

  47. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 1.2k views

  48. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 2.4k views

  49. Notice 2022-53

    By Bird,
    • 2 replies
    • 921 views

  50. Distribution returned to plan

    By Basically,
    • 17 replies
    • 5.9k views
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