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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By pmacduff,
    • 6 replies
    • 1.4k views

  2. 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
    • 737 views

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

    By M Norton,
    • 3 replies
    • 712 views

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

    By jkharvey,
    • 5 replies
    • 1k views

  5. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 1.8k views

  6. Plan Termination Distribution Election Form maintained on file

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

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

    By Peter Gulia,
    • 1 reply
    • 359 views

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

    By cheersmate,
    • 2 replies
    • 696 views

  9. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.4k views

  10. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1k views

  11. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 705 views

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

    By BG5150,
    • 2 replies
    • 706 views

  13. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 724 views

  14. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 1.6k views

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

    By Tom,
    • 7 replies
    • 1.6k views

  16. Notice 2022-53

    By Bird,
    • 2 replies
    • 559 views

  17. Distribution returned to plan

    By Basically,
    • 17 replies
    • 2.2k views

  18. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 648 views

  19. 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
    • 1.1k views

  20. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 961 views

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

    By TPApril,
    • 7 replies
    • 956 views

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

    By Nate S,   
    • 2 replies
    • 543 views

  23. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 509 views

  24. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 831 views

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

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

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

    By KMiller,
    • 4 replies
    • 771 views

  27. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 480 views

  28. Hardship Distributions - Rely on Employee Certification?

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

  29. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 717 views

  30. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 1.4k views

  31. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1k views

  32. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 5.2k views

  33. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 2.7k views

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

    By AlbanyConsultant,
    • 19 replies
    • 4.6k views

  35. New York State Withholding

    By DPSRich,
    • 2 replies
    • 489 views

  36. RMD For Owner

    By DPSRich,
    • 2 replies
    • 582 views

  37. Death Benefit, how is it taxed?

    By Basically,
    • 7 replies
    • 1.5k views

  38. 2022 RMD Waiver?

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

  39. 401k piggy bank

    By TPApril,
    • 9 replies
    • 958 views

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

    By Basically,
    • 7 replies
    • 898 views

  41. RMD Needed?

    By Basically,
    • 12 replies
    • 914 views

  42. Distribution Dilemma

    By bzorc,
    • 9 replies
    • 1k views

  43. participant paid out twice

    By Santo Gold,
    • 5 replies
    • 1.2k views

  44. Deceased Participant RMD

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

  45. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril,
    • 1 reply
    • 509 views

  46. Asset Sale, New Employer plan, Loan offset

    By K-t-F,
    • 15 replies
    • 1.1k views

  47. Inservice Withdrawal After A Period Certain

    By Lucky32,
    • 7 replies
    • 889 views

  48. Excess/Defaulted Loan

    By mming,
    • 5 replies
    • 1.3k views

  49. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias,
    • 5 replies
    • 652 views

  50. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

    By Steamboat,
    • 11 replies
    • 1.1k views
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