Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 242(b) election

   By thepensionmaven, February 21, 2013
   • 2 replies
   • 1k views
   • 
   • Bird
   • February 22, 2013

2. Investment house refused to make required minimum distribution

   By Oh so SIMPLE, January 11, 2009
   • 1 reply
   • 1k views
   • 
   • Bill Presson
   • January 12, 2009

3. Paperless Loans and Check21 (Imaging)

   By Guest halka, May 3, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 3, 2005

4. Loan to Party in Intererst

   By TPA Bob, December 17, 2010
   • 1 reply
   • 1k views
   • 
   • Ron Snyder
   • December 17, 2010

5. Real Estate as an RMD?

   By AlbanyConsultant, November 26, 2012
   • 3 replies
   • 1k views
   • 
   • Bird
   • November 26, 2012

6. Repayments beyond 5 years

   By Guest Jennyb473, April 21, 2009
   • 2 replies
   • 1k views
   • 
   • Bird
   • April 21, 2009

7. Delegating Loan Administration -- Foolish?

   By sloble@crowleyfleck.com, September 23, 2004
   • 1 reply
   • 1k views
   • 
   • R. Butler
   • September 24, 2004

8. Installment payments at Termination

   By Nassau, May 1, 2012
   • 1 reply
   • 1k views
   • 
   • mbozek
   • May 1, 2012

9. Loan taken before Plan adopted a loan policy

   By John Feldt ERPA CPC QPA, October 3, 2007
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • October 4, 2007

10. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1k views
    • 
    • Mary Kay Foss
    • July 15, 2003

11. How to correct loan violation for owner-employee

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

12. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1k views
    • 
    • GMK
    • December 4, 2014

13. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 7, 2013

14. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit

    By Guest 2stressed, November 24, 2004
    • 1 reply
    • 1k views
    • 
    • Lame Duck
    • November 24, 2004

15. 1099-R coding clarification

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

16. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007

17. 5329 Abatement

    By Guest bernie lomax, March 25, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 25, 2004

18. Who is responsible for the RMD?

    By rblum50, December 14, 2022
    • 2 replies
    • 1k views
    • 
    • msmith
    • December 15, 2022

19. Distribution of Rollover Contributions

    By Basically, January 19, 2024
    • 5 replies
    • 1k views
    • 
    • Basically
    • January 24, 2024

20. Methods of calculating minimum interest rates

    By matthny, April 28, 2020
    • 7 replies
    • 1k views
    • 
    • Gilmore
    • April 29, 2020

21. Loan Reamortization

    By Guest 401KBeacon, April 23, 2010
    • 1 reply
    • 1k views
    • 
    • ACox
    • April 23, 2010

22. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 8, 2007

23. Participant Loan - Military Leave of Absence

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

24. Reporting plan loan payments as contribution?

    By thepensionmaven, February 7, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • February 11, 2020

25. Living Trust as Beneficiary

    By Monica Barnard, October 11, 2017
    • 5 replies
    • 1k views
    • 
    • XTitan
    • October 11, 2017

26. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 29, 2007

27. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1k views
    • 
    • Bird
    • December 12, 2006

28. Limit Number of Hardships Permissible?

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

29. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1k views
    • 
    • jpod
    • December 5, 2002

30. Beneficiary for an annuity held by the Trust by unmarried owner

    By TPApril, September 22, 2025
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • September 24, 2025

31. Should we distribute?

    By Guest zora, May 21, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2007

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

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

33. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE, August 22, 2018
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • August 23, 2018

34. Required Beginning Date

    By Lori H, February 4, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 5, 2013

35. Employer Pays Distributions, Plan Reimburses Employer

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

36. RMD on Transfer Balance?

    By Below Ground, February 19, 2015   

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

37. Is it okay to continue periodic payments after the participant’s death?

    By Peter Gulia, January 4, 2022   

    • direct deposit; electronic funds transfer
    • 8 replies
    • 1k views
    • 
    • Peter Gulia
    • January 7, 2022

38. Reporting Rollovers from Qual Plans to Roth IRAs

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

39. Missing Participant Whose SS# is Unknown

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

40. Roth 401(k0 distribution - tax?

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

41. Leave of Absence Loan Payment Suspensions

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

42. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20, 2019
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • August 21, 2019

43. Overestimate of taxes in hardship

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

44. Loans in merged plan

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

45. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 1k views
    • 
    • ESOP Guy
    • March 3, 2016

46. removing installments if one is in progress

    By AlbanyConsultant, December 20, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • December 21, 2017

47. Minimum Required Distribution on After Tax Monies

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

48. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 1k views
    • 
    • Santo Gold
    • February 24, 2021

49. Disaster Relief Distributions - Withholding

    By Gilmore, October 29, 2024
    • 3 replies
    • 1k views
    • 
    • G8Rs
    • October 30, 2024

50. RMD in year of death

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