Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Year End withholding - Form 945?

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

2. loan admin fees

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

3. Distribution Didn't Happen - probably an easy answer

   By RestAssured, March 28, 2024
   • 6 replies
   • 1k views
   • 
   • RestAssured
   • April 22, 2024

4. New 1099-R / 5498 Instructions

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

5. uncashed distribution check - rev rul 2019-19

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

6. RMD and minority interest discounts

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

7. RMDs

   By jpod, November 19, 2015
   • 4 replies
   • 1k views
   • 
   • masteff
   • December 2, 2015

8. Mother a primary beneficiary for hardship

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

9. Took loan, then terminated

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

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

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

11. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • December 11, 2018

12. Secure Act Death Benefit

    By Lou S., January 10, 2020
    • 2 replies
    • 1k views
    • 
    • Degrand
    • January 10, 2020

13. Hardship after the closing

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

14. Account ownership after death but before distribution

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

15. Hardship distribution used for non-hardship reasons

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

16. Loan amortized incorrectly

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

17. First RMD was 2020, when is 2021 due?

    By BG5150, March 23, 2021
    • 5 replies
    • 1k views
    • 
    • BG5150
    • March 23, 2021

18. Rollover of after tax

    By Guest sritts, October 12, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 12, 2004

19. Rollover to Same Plan

    By Randy Watson, October 7, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • October 7, 2008

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

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

21. Paid before distribution determination date - correction options?

    By AlbanyConsultant, August 4, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • August 6, 2014

22. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 1k views
    • 
    • Draper55
    • January 30, 2015

23. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 24, 2002

24. Partial withdrawals in excess of RMD

    By Susan S., June 15, 2021
    • 4 replies
    • 1k views
    • 
    • Susan S.
    • June 17, 2021

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

    By katieinny, November 3, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • November 3, 2009

26. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC, November 9, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 9, 2007

27. Loan program violation, 2 loans issued

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 7, 2010

28. Loan payments after leave of absence

    By Craig Garner, August 13, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 13, 2015

29. Roth 401(k)/403(b)

    By Felicia, November 1, 2007
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2007

30. RMD in year of death

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

31. Immediate Distributions - Cutback of benefits

    By WesleyT, November 24, 2015
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 24, 2015

32. PPA Distribution Notice requirements

    By Belgarath, February 18, 2019
    • 4 replies
    • 1k views
    • 
    • chc93
    • February 19, 2019

33. State Withholding Form

    By emmetttrudy, October 22, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • October 23, 2012

34. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 1k views
    • 
    • Loves401(k)
    • April 13, 2018

35. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 1k views
    • 
    • Lori H
    • July 15, 2011

36. 401k piggy bank

    By TPApril, June 16, 2022
    • 9 replies
    • 1k views
    • 
    • Retired, but still reading
    • June 21, 2022

37. rollover to a Roth IRA

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

38. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 1k views
    • 
    • fmsinc
    • March 3, 2020

39. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 26, 2005

40. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 1k views
    • 
    • Jakyasar
    • December 4, 2019

41. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

    • RMDs
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • October 16, 2015

42. In-Service Dist as rollover?

    By Guest Commuter Rex, August 12, 2003
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • August 12, 2003

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

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

44. Search service

    By Bird, September 17, 2020
    • 7 replies
    • 1k views
    • 
    • DataGuy
    • September 7, 2021

45. Timing of Dsitribution Issue...

    By chris, October 19, 2004
    • 0 replies
    • 1k views
    • 
    • chris
    • October 19, 2004

46. VCP Application re Participant Loans

    By Guest TaxedToDeath, March 26, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 28, 2012

47. hardship backup documentation

    By pmacduff, July 14, 2021
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • July 14, 2021

48. 72(t) distribution help

    By Guest MikeD, August 28, 2009
    • 1 reply
    • 1k views
    • 
    • jevd
    • August 28, 2009

49. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC, May 5, 2009
    • 4 replies
    • 1k views
    • 
    • david rigby
    • May 5, 2009

50. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant, March 1, 2021
    • 6 replies
    • 1k views
    • 
    • FormsRstillmylife
    • March 3, 2021