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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

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

    By Peter Gulia,
    • 7 replies
    • 3.7k views

  2. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 1.1k views

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

    By Basically,
    • 1 reply
    • 586 views

  4. 945 Filing

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

  5. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.6k views

  6. In Service Distribution

    By Basically,
    • 1 reply
    • 492 views

  7. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 515 views

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

    By BG5150,
    • 7 replies
    • 2.2k views

  9. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1.1k views

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

    By TPApril,
    • 4 replies
    • 1.3k views

  11. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 6.4k views

  12. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1.2k views

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

    By Luke Bailey,
    • 13 replies
    • 2.3k views

  14. Write off of small balances

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

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

    By pmacduff,
    • 6 replies
    • 3k views

  16. 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
    • 851 views

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

    By M Norton,
    • 3 replies
    • 903 views

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

    By jkharvey,
    • 5 replies
    • 1.5k views

  19. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 2.1k views

  20. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 1 reply
    • 456 views

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

    By cheersmate,
    • 2 replies
    • 817 views

  23. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.7k views

  24. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1.3k views

  25. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 817 views

  27. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 887 views

  28. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 2.1k views

  29. Mandatory Force-out for <$5,000 and attained NRA.

    By Tom,
    • 7 replies
    • 2.1k views

  30. Notice 2022-53

    By Bird,
    • 2 replies
    • 672 views

  31. Distribution returned to plan

    By Basically,
    • 17 replies
    • 3.3k views

  32. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 795 views

  33. 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
    • 1.6k views

  34. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 1.2k views

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

    By TPApril,
    • 7 replies
    • 1.2k views

  36. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S,   
    • 2 replies
    • 653 views

  37. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 623 views

  38. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 935 views

  39. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am,
    • 1 reply
    • 537 views

  40. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller,
    • 4 replies
    • 986 views

  41. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 577 views

  42. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am,
    • 2 replies
    • 771 views

  43. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 802 views

  44. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 1.8k views

  45. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1.4k views

  46. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 6.8k views

  47. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 3.1k views

  48. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant,
    • 19 replies
    • 5.7k views

  49. New York State Withholding

    By DPSRich,
    • 2 replies
    • 570 views

  50. RMD For Owner

    By DPSRich,
    • 2 replies
    • 694 views
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