Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMD not processed before rollover

   By Vlad401k, March 12, 2019
   • 4 replies
   • 1.7k views
   • 
   • CJ Allen
   • March 15, 2019

2. RMD not sure if this person is an owner

   By ESOP Guy, December 6, 2019
   • 1 reply
   • 576 views
   • 
   • Larry Starr
   • December 7, 2019

3. RMD not taken by April 1, 2008

   By doombuggy, August 5, 2008
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • August 6, 2008

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

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

5. RMD Notification Requirements for Non-Owners

   By Guest jjonesocreel, February 28, 2006
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • February 28, 2006

6. RMD of inkind assets from DB plan

   By SoCalActuary, September 30, 2005
   • 2 replies
   • 1.6k views
   • 
   • No Name
   • October 3, 2005

7. RMD of Rollover after 70-1/2

   By Guest PGH.ERISA, January 9, 2008
   • 2 replies
   • 1.9k views
   • 
   • masteff
   • January 9, 2008

8. RMD on Transfer Balance?

   By Below Ground, February 19, 2015   

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

9. RMD on voluntary contribution account

   By thepensionmaven, August 26, 2019
   • 1 reply
   • 692 views
   • 
   • thepensionmaven
   • August 26, 2019

10. RMD Online Calculator for Defined Benefit Plans

    By Guest ERISAQUEEN, April 21, 2010
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • April 22, 2010

11. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • October 30, 2004

12. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.5k views
    • 
    • jevd
    • April 4, 2003

13. RMD or No RMD?

    By Lou S., March 25, 2015
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 25, 2015

14. RMD Participant Authorization

    By JKW, February 27, 2017
    • 5 replies
    • 1.4k views
    • 
    • JKW
    • February 28, 2017

15. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 981 views
    • 
    • Nassau
    • February 4, 2011

16. RMD plan terminated

    By 52626, October 8, 2014
    • 2 replies
    • 980 views
    • 
    • ESOP Guy
    • October 8, 2014

17. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • June 11, 2008

18. RMD Procedures -- Default Distribution For.

    By rocknrolls2, January 9, 2025
    • 6 replies
    • 1.5k views
    • 
    • rocknrolls2
    • January 15, 2025

19. RMD Question

    By Guest MichaelO, June 30, 2004
    • 0 replies
    • 915 views
    • 
    • Guest
    • June 30, 2004

20. RMD Question

    By Mr401k, January 29, 2014
    • 10 replies
    • 1.6k views
    • 
    • Mr401k
    • February 4, 2014

21. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 851 views
    • 
    • masteff
    • November 2, 2010

22. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 24, 2012

23. RMD Question for 5% owner

    By Vlad401k, October 13, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2017

24. RMD Required for now less than 5% owner?

    By Dougsbpc, September 9, 2021
    • 4 replies
    • 900 views
    • 
    • Peter Gulia
    • September 9, 2021

25. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 973 views
    • 
    • Kevin C
    • January 22, 2009

26. RMD Required In Order for Surviving Spouse to Assume IRA When Decedent

    By Guest lynne wakefield, March 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • March 21, 2002

27. RMD required when transferring between employers in a MEP?

    By C. B. Zeller, November 28, 2018
    • 2 replies
    • 713 views
    • 
    • C. B. Zeller
    • November 30, 2018

28. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007

29. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara, March 3, 2023
    • 4 replies
    • 638 views
    • 
    • Barbara
    • March 7, 2023

30. RMD requirements for a rehire

    By Guest LHaskell, September 27, 2011
    • 5 replies
    • 7k views
    • 
    • Guest
    • October 10, 2014

31. RMD Requirements when participant can't be located

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

32. RMD Retired 12/31/13

    By Just Me, November 12, 2014
    • 28 replies
    • 6.4k views
    • 
    • david rigby
    • March 1, 2019

33. RMD Rolled Over

    By Lou S., December 20, 2022
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • December 26, 2022

34. RMD rollout of plan prior to termination and RBD

    By Tom, November 8, 2019   

    • rmd
    • 3 replies
    • 717 views
    • 
    • Mr Bagwell
    • December 10, 2019

35. RMD Rollover Timing

    By Gilmore, December 20, 2024
    • 7 replies
    • 1.9k views
    • 
    • Gilmore
    • December 30, 2024

36. RMD Rollover under CARES

    By Gruegen, June 15, 2020
    • 2 replies
    • 622 views
    • 
    • Gruegen
    • June 19, 2020

37. RMD Rules

    By Guest lvegas, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 7, 2007

38. RMD should have occured in the past...

    By doombuggy, April 28, 2005
    • 4 replies
    • 1.4k views
    • 
    • doombuggy
    • July 8, 2005

39. RMD started in error?

    By James Shen, July 8, 2024
    • 2 replies
    • 690 views
    • 
    • James Shen
    • July 8, 2024

40. RMD started with no election, can method now change?

    By John A, December 2, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • December 3, 1999

41. RMD stock acquisition

    By R. Butler, July 17, 2015
    • 1 reply
    • 870 views
    • 
    • ESOP Guy
    • July 17, 2015

42. rmd table for db

    By abanky, December 7, 2007
    • 5 replies
    • 1.5k views
    • 
    • abanky
    • December 7, 2007

43. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 31, 2006

44. RMD Taxation

    By coleboy, November 4, 2021
    • 14 replies
    • 1.7k views
    • 
    • BG5150
    • November 10, 2021

45. RMD Timing

    By Dougsbpc, January 17, 2025
    • 2 replies
    • 1.6k views
    • 
    • CuseFan
    • January 22, 2025

46. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 22, 2014

47. RMD to Active Participant and Designated Beneficiary

    By Guest Grumpy455, October 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 4, 2005

48. RMD to alternate payee

    By Scuba 401, October 16, 2017
    • 0 replies
    • 520 views
    • 
    • Scuba 401
    • October 16, 2017

49. RMD to Charity

    By PFranckowiak, August 15, 2018
    • 3 replies
    • 576 views
    • 
    • CuseFan
    • August 15, 2018

50. RMD to charity?

    By Lori H, June 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 10, 2004