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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Distribution elections over the phone?

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

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

    By TPApril,
    • 4 replies
    • 1.1k views

  3. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4.5k views

  4. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1k views

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

    By Luke Bailey,
    • 13 replies
    • 1.9k views

  6. Write off of small balances

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

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

    By pmacduff,
    • 6 replies
    • 1.8k views

  8. 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
    • 774 views

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

    By M Norton,
    • 3 replies
    • 803 views

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

    By jkharvey,
    • 5 replies
    • 1.2k views

  11. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 1.9k views

  12. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 965 views

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

    By Peter Gulia,
    • 1 reply
    • 385 views

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

    By cheersmate,
    • 2 replies
    • 730 views

  15. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.5k views

  16. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1.1k views

  17. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 806 views

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

    By BG5150,
    • 2 replies
    • 741 views

  19. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 779 views

  20. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 1.8k views

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

    By Tom,
    • 7 replies
    • 1.8k views

  22. Notice 2022-53

    By Bird,
    • 2 replies
    • 594 views

  23. Distribution returned to plan

    By Basically,
    • 17 replies
    • 2.6k views

  24. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 690 views

  25. 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
    • 1.3k views

  26. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 1k views

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

    By TPApril,
    • 7 replies
    • 1k views

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

    By Nate S,   
    • 2 replies
    • 583 views

  29. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 552 views

  30. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 862 views

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

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

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

    By KMiller,
    • 4 replies
    • 841 views

  33. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 508 views

  34. Hardship Distributions - Rely on Employee Certification?

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

  35. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 743 views

  36. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 1.6k views

  37. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1.2k views

  38. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 6k views

  39. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 2.9k views

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

    By AlbanyConsultant,
    • 19 replies
    • 5.1k views

  41. New York State Withholding

    By DPSRich,
    • 2 replies
    • 522 views

  42. RMD For Owner

    By DPSRich,
    • 2 replies
    • 625 views

  43. Death Benefit, how is it taxed?

    By Basically,
    • 7 replies
    • 1.7k views

  44. 2022 RMD Waiver?

    By R.J. Gage,
    • 6 replies
    • 1.2k views

  45. 401k piggy bank

    By TPApril,
    • 9 replies
    • 1k views

  46. Vesting, what happens if a participant is given 100% by mistake?

    By Basically,
    • 7 replies
    • 947 views

  47. RMD Needed?

    By Basically,
    • 12 replies
    • 969 views

  48. Distribution Dilemma

    By bzorc,
    • 9 replies
    • 1.1k views

  49. participant paid out twice

    By Santo Gold,
    • 5 replies
    • 1.3k views

  50. Deceased Participant RMD

    By K-t-F,
    • 4 replies
    • 744 views
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