Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. inadequate RMD

   By K2retire, October 28, 2016
   • 4 replies
   • 1k views
   • 
   • K2retire
   • October 31, 2016

2. Buy plan asset at plan termination

   By ombskid, March 10, 2010
   • 2 replies
   • 1k views
   • 
   • jpod
   • March 11, 2010

3. Minimum Required Distribution on After Tax Monies

   By Guest terric, October 22, 2004
   • 1 reply
   • 1k views
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   • MGB
   • October 22, 2004

4. Missing Participant Whose SS# is Unknown

   By mming, December 27, 2012
   • 2 replies
   • 1k views
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   • mbozek
   • December 29, 2012

5. RMD and minority interest discounts

   By Guest JPIngold, July 9, 2012
   • 1 reply
   • 1k views
   • 
   • mbozek
   • July 11, 2012

6. Limit Number of Hardships Permissible?

   By Fielding Mellish, July 18, 2016
   • 2 replies
   • 1k views
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   • dashab
   • July 21, 2016

7. Overestimate of taxes in hardship

   By BG5150, June 4, 2009
   • 2 replies
   • 1k views
   • 
   • Guest
   • June 4, 2009

8. Loans in merged plan

   By Guest Sieve, March 22, 2010
   • 2 replies
   • 1k views
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   • Guest
   • March 22, 2010

9. RMD in year of death

   By Guest RAA, December 16, 2003
   • 2 replies
   • 1k views
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   • Guest
   • December 16, 2003

10. 1099-R coding clarification

    By Guest dyoder, December 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 21, 2004

11. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1k views
    • 
    • masteff
    • January 12, 2012

12. in-service withdrawal from PS plan with integrated formula

    By AKconsult, June 20, 2012
    • 3 replies
    • 1k views
    • 
    • AKconsult
    • June 21, 2012

13. Stopping installment payments?

    By BG5150, July 5, 2024
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • October 31

14. How to correct loan violation for owner-employee

    By Guest phil2004, March 8, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 8, 2004

15. Participant Loan - Military Leave of Absence

    By ErisaGooroo, May 24, 2018
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • May 25, 2018

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

    By TPApril, December 6, 2022
    • 4 replies
    • 1k views
    • 
    • Appleby
    • December 17, 2022

17. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

    • Befuudled by RMD!!!
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 19, 2015

18. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 28, 2010

19. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 23, 2003

20. Roth 401(k0 distribution - tax?

    By doombuggy, March 3, 2010
    • 2 replies
    • 1k views
    • 
    • doombuggy
    • March 5, 2010

21. Account ownership after death but before distribution

    By Guest Susan Keys, February 10, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 10, 2004

22. Hardship distribution used for non-hardship reasons

    By jmartin, March 28, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

23. Mother a primary beneficiary for hardship

    By Guest Holly Foster, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • K2retire
    • December 17, 2008

24. Loan Default and Correction

    By cs771, March 30, 2018
    • 1 reply
    • 1k views
    • 
    • justanotheradmin
    • April 4, 2018

25. loan admin fees

    By Santo Gold, October 8, 2004
    • 2 replies
    • 1k views
    • 
    • E as in ERISA
    • October 8, 2004

26. Hardship after the closing

    By JPIngold, February 19, 2016
    • 3 replies
    • 1k views
    • 
    • JPIngold
    • February 22, 2016

27. Is Spousal Consent Req'd in this case?

    By BG5150, September 8, 2014
    • 3 replies
    • 1k views
    • 
    • BG5150
    • September 8, 2014

28. RMD not taken one year, does it affect next year's?

    By BG5150, December 12, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 12, 2008

29. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2012

30. Participant paying for distribution fees out of pocket?

    By AlbanyConsultant, July 1, 2010
    • 2 replies
    • 1k views
    • 
    • AlbanyConsultant
    • July 1, 2010

31. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 999 views
    • 
    • Guest
    • December 24, 2002

32. Loan amortized incorrectly

    By JKW, February 3, 2014
    • 1 reply
    • 998 views
    • 
    • masteff
    • February 4, 2014

33. RMD in year of death

    By BG5150, February 21, 2013
    • 1 reply
    • 998 views
    • 
    • ETA Consulting LLC
    • February 21, 2013

34. Took loan, then terminated

    By Monica Barnard, January 18, 2010
    • 1 reply
    • 998 views
    • 
    • Bird
    • January 18, 2010

35. Loan program violation, 2 loans issued

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 997 views
    • 
    • Guest
    • January 7, 2010

36. Rollover to Same Plan

    By Randy Watson, October 7, 2008
    • 2 replies
    • 996 views
    • 
    • Guest
    • October 7, 2008

37. rollover to a Roth IRA

    By betheeg, January 15, 2003
    • 1 reply
    • 995 views
    • 
    • Appleby
    • January 15, 2003

38. RMDs

    By jpod, November 19, 2015
    • 4 replies
    • 995 views
    • 
    • masteff
    • December 2, 2015

39. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue, March 5, 2008
    • 1 reply
    • 995 views
    • 
    • eeyore
    • March 6, 2008

40. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 995 views
    • 
    • Lori H
    • July 15, 2011

41. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 995 views
    • 
    • Gilmore
    • April 29, 2020

42. Real Estate as an RMD?

    By AlbanyConsultant, November 26, 2012
    • 3 replies
    • 994 views
    • 
    • Bird
    • November 26, 2012

43. Status of loan when payments are withheld but not submitted

    By Guest MarthaAdmin, November 4, 2004
    • 1 reply
    • 994 views
    • 
    • mbozek
    • November 4, 2004

44. removing installments if one is in progress

    By AlbanyConsultant, December 20, 2017
    • 3 replies
    • 994 views
    • 
    • Mike Preston
    • December 21, 2017

45. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 994 views
    • 
    • Larry Starr
    • February 11, 2020

46. Living Trust as Beneficiary

    By Monica Barnard, October 11, 2017
    • 5 replies
    • 993 views
    • 
    • XTitan
    • October 11, 2017

47. Can the Employer limit the assets available for a loan to elective deferrals only?

    By katieinny, November 3, 2009
    • 2 replies
    • 993 views
    • 
    • Bird
    • November 3, 2009

48. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC, November 9, 2007
    • 0 replies
    • 993 views
    • 
    • Guest
    • November 9, 2007

49. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 993 views
    • 
    • LisaS
    • December 10, 2019

50. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 992 views
    • 
    • Santo Gold
    • February 24, 2021