Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Hardship after the closing

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

2. Lump Sum then rolled over w/in 60 days - 1099-R

   By TPApril, September 8, 2022
   • 7 replies
   • 1k views
   • 
   • pmacduff
   • September 8, 2022

3. Rollover of after tax

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

4. Loan program violation, 2 loans issued

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

5. Ordering 1099-R Forms

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

6. removing installments if one is in progress

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

7. Rollover to Same Plan

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

8. Secure Act Death Benefit

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

9. RMD in year of death

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

10. 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

11. RMDS for Inherited ROTH 401(k)

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

12. LRB calc date if MRD is > DOT

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

13. RMDs

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

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

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

15. 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

16. Non-US beneficiary

    By Santo Gold, September 14, 2022
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • September 15, 2022

17. Loan issues

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

18. rollover to a Roth IRA

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

19. Loan payments after leave of absence

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

20. Who is responsible for the RMD?

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

21. State Withholding Form

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

22. Immediate Distributions - Cutback of benefits

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

23. In-Service Dist as rollover?

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

24. Paid before distribution determination date - correction options?

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

25. reporting accuracy on inkind rollover

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

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

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

27. VCP Application re Participant Loans

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

28. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 999 views
    • 
    • Guest
    • February 26, 2005

29. Now Part Time participant - eligible for distribution?

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

30. Disaster Relief Distributions - Withholding

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

31. Timing of Dsitribution Issue...

    By chris, October 19, 2004
    • 0 replies
    • 998 views
    • 
    • chris
    • October 19, 2004

32. Change distribution code?

    By Guest mikeak, November 24, 2003
    • 0 replies
    • 998 views
    • 
    • Guest
    • November 24, 2003

33. 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
    • 997 views
    • 
    • Peter Gulia
    • January 7, 2022

34. Minor Beneficiary: Tax Reporting

    By Guest 4Kicks, April 15, 2014
    • 0 replies
    • 997 views
    • 
    • Guest
    • April 15, 2014

35. RMD's

    By Guest Donell, November 16, 2012
    • 2 replies
    • 997 views
    • 
    • Kevin C
    • November 16, 2012

36. trust with spouse as sole beneficiary?

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

37. Partial withdrawals in excess of RMD

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

38. QDR

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

39. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

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

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

    By BG5150, March 23, 2021
    • 5 replies
    • 996 views
    • 
    • BG5150
    • March 23, 2021

41. What maximum repayment period do you like for a participant’s principal-residence loan?

    By Peter Gulia, October 22, 2025
    • 9 replies
    • 995 views
    • 
    • Peter Gulia
    • October 28, 2025

42. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 995 views
    • 
    • Lou S.
    • February 20, 2014

43. Changes in treatment of cash distributions to rollover

    By Guest PaulaRafferty, July 29, 2004
    • 3 replies
    • 995 views
    • 
    • MGB
    • July 29, 2004

44. PPA Distribution Notice requirements

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

45. Loan Refinance for Principal Home Plan Loan

    By Dazednconfused, June 7, 2010
    • 2 replies
    • 994 views
    • 
    • Dazednconfused
    • June 8, 2010

46. 72(t) distribution help

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

47. Beneficiary is owner already taking RMD's

    By TPAVP, June 12, 2003
    • 0 replies
    • 994 views
    • 
    • TPAVP
    • June 12, 2003

48. 401k piggy bank

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

49. Hardships from sources other than salary deferral

    By Guest ewhitmore, September 14, 2010
    • 2 replies
    • 993 views
    • 
    • masteff
    • September 14, 2010

50. re-financed loan

    By Dougsbpc, February 25, 2015
    • 2 replies
    • 992 views
    • 
    • Dougsbpc
    • February 25, 2015