Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Rollover from an IRA to an eligible plan

   By Lori Friedman, July 30, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • August 2, 2004

2. RMD and Rollovers

   By Guest Pete Joachim, February 18, 2004
   • 5 replies
   • 1.2k views
   • 
   • Appleby
   • February 19, 2004

3. RMD's

   By kwalified, November 15, 2012
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • November 15, 2012

4. Death Benefit

   By Guest MC2, February 21, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 21, 2007

5. Loans - Two Bona Fide Leaves of Absence

   By DTH, October 16, 2014
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • October 16, 2014

6. Income offset by charitable deduction?

   By chris, August 13, 2004
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • August 13, 2004

7. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k

   By Guest rslagle224, March 3, 2005
   • 1 reply
   • 1.2k views
   • 
   • stevena
   • March 5, 2005

8. KETRA

   By Guest tajcc, January 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 5, 2007

9. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan?

   By Guest CTBenefitsLaw, March 2, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 2, 2004

10. Daily Value of interest

    By emmetttrudy, November 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 18, 2011

11. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

    • RBD for spouse
    • 2 replies
    • 1.2k views
    • 
    • Craig Schiller
    • March 29, 2013

12. An in-service loan from a governmental DB plan

    By joel, December 14, 2002
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 16, 2002

13. When is a loan considered "repaid"?

    By Lori H, March 19, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • March 20, 2014

14. CARES ACT - Loan Repayment Terms

    By roundlou, April 6, 2020
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 7, 2020

15. Tax Reporting Defaulted Loans

    By DTH, November 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • November 20, 2002

16. RMD Requirements when participant can't be located

    By luissaha, July 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 27, 2007

17. Overpayment

    By 52626, August 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • 52626
    • August 14, 2014

18. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed?

    By Guest oxdougw, February 24, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2004

19. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • February 22, 2021

20. what is the loan limit if any for qualified plans?

    By Guest bobgio, October 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 13, 2003

21. Participant now in eligible class, can they take a loan?

    By BG5150, June 29, 2023
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • July 10, 2023

22. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

23. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2009

24. Excess Deferral (402(g) Limit) Distribution Deadline

    By Vlad401k, April 15, 2020
    • 4 replies
    • 1.2k views
    • 
    • Gruegen
    • April 16, 2020

25. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • December 9, 2008

26. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.2k views
    • 
    • JKW
    • April 27, 2018

27. SECURE 2.0 overpayments

    By WCC, July 25, 2023
    • 6 replies
    • 1.2k views
    • 
    • Bri
    • July 27, 2023

28. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 22, 2009

29. Post-Secondary Education

    By Guest Donell, March 21, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 21, 2012

30. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

31. Participant Overpaid

    By Dougsbpc, June 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • June 7, 2012

32. RMD Due - Balance is death benefit rollover

    By jmartin, April 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • jmartin
    • April 9, 2014

33. Required Minimum Distribution (70 1/2)

    By Guest Mindy, October 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • October 29, 2002

34. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

35. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 17, 2002

36. RMD for owner

    By K-t-F, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 11, 2004

37. Posted in DB plans, but more applicable here -

    By Erik Read, October 5, 2005
    • 0 replies
    • 1.2k views
    • 
    • Erik Read
    • October 5, 2005

38. Deferral cap after hardship?

    By B21, February 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 13, 2015

39. last check, tax reporting and withholding

    By Guest puzzled, January 11, 2013   

    • pension
    • withholding
    • (and 7 more)

      Tagged with:

      • pension
      • withholding
      • beneficiary
      • last check
      • final benefit payment
      • reissue
      • constructive
      • 1099-R
      • taxation
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 11, 2013

40. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia, August 13, 2023
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • August 16, 2023

41. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • April 17, 2009

42. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • January 7, 2014

43. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • December 29, 2010

44. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • January 7, 2021

45. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2006

46. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 1, 2003

47. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 22, 2004

48. Can an RMD from a profit sharing plan be taken from an IRA?

    By Lori H, September 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • September 4, 2013

49. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2009

50. Incorrect Loan Made

    By Archimage, June 25, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2004