Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. Deceased Participant RMD

   By K-t-F, April 12, 2022
   • 4 replies
   • 752 views
   • 
   • K-t-F
   • June 1, 2022

2. Death after RBD - then Designated Beneficiary/Participant dies after RBD

   By TPApril, May 29, 2022
   • 1 reply
   • 559 views
   • 
   • Peter Gulia
   • May 30, 2022

3. Asset Sale, New Employer plan, Loan offset

   By K-t-F, April 21, 2022
   • 15 replies
   • 1.2k views
   • 
   • Bird
   • May 26, 2022

4. Inservice Withdrawal After A Period Certain

   By Lucky32, May 13, 2022
   • 7 replies
   • 960 views
   • 
   • chc93
   • May 20, 2022

5. Excess/Defaulted Loan

   By mming, March 4, 2022
   • 5 replies
   • 1.4k views
   • 
   • mming
   • May 19, 2022

6. Adjusted ADP test creates overpaid corrective distributions - what to do?

   By MrsMacias, May 2, 2022
   • 5 replies
   • 697 views
   • 
   • Bri
   • May 13, 2022

7. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

   By Steamboat, May 5, 2022
   • 11 replies
   • 1.1k views
   • 
   • CuseFan
   • May 10, 2022

8. Beneficiary... can someone waive their right?

   By K-t-F, April 13, 2022
   • 11 replies
   • 2.9k views
   • 
   • Nate S
   • May 1, 2022

9. Rollover Distribution Request processed as cash distribution

   By perplexedbypensions, April 26, 2022
   • 11 replies
   • 1.8k views
   • 
   • Appleby
   • April 29, 2022

10. Loan from Unrelated Balance

    By Basically, April 14, 2022
    • 3 replies
    • 568 views
    • 
    • jsample
    • April 14, 2022

11. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
    • 0 replies
    • 305 views
    • 
    • Santo Gold
    • April 14, 2022

12. RMD... financial advisor did not withhold

    By Basically, April 4, 2022
    • 2 replies
    • 507 views
    • 
    • Basically
    • April 12, 2022

13. Joint Life and Last Survivor Expectancy Table

    By Archimage, April 11, 2022
    • 1 reply
    • 810 views
    • 
    • Mike Preston
    • April 11, 2022

14. Incorrect Corrective Distribution Amount

    By Vlad401k, April 5, 2022
    • 1 reply
    • 523 views
    • 
    • CuseFan
    • April 5, 2022

15. Loan offset question

    By BG5150, March 28, 2022
    • 1 reply
    • 460 views
    • 
    • Bird
    • March 28, 2022

16. IRA distribution - 1099R coded as 5 Prohibited Transaction

    By GlacierNP, March 21, 2022
    • 4 replies
    • 833 views
    • 
    • Luke Bailey
    • March 24, 2022

17. Distribution in error - refund of FIT withheld?

    By t.haley, March 3, 2022
    • 5 replies
    • 957 views
    • 
    • Luke Bailey
    • March 18, 2022

18. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn, March 4, 2022
    • 1 reply
    • 407 views
    • 
    • Luke Bailey
    • March 18, 2022

19. New uniform life table for 2022 RMD--where?

    By BG5150, January 10, 2022
    • 7 replies
    • 1.5k views
    • 
    • RestAssured
    • March 15, 2022

20. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath, March 2, 2022
    • 4 replies
    • 695 views
    • 
    • Belgarath
    • March 2, 2022

21. RMD change to calculation method

    By Melissa2115, February 24, 2022
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • February 28, 2022

22. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • February 28, 2022

23. Disability benefits in a cash balance plan

    By Jakyasar, February 11, 2022
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 16, 2022

24. RMD

    By Egold, February 9, 2022
    • 3 replies
    • 606 views
    • 
    • Bri
    • February 9, 2022

25. ROTH funded plan... RMD rule

    By K-t-F, February 7, 2022
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • February 7, 2022

26. Deemed loan

    By thepensionmaven, February 4, 2022
    • 1 reply
    • 530 views
    • 
    • Bri
    • February 4, 2022

27. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 1.9k views
    • 
    • FrankGlemstone
    • January 28, 2022

28. Mandatory 100% QJSA

    By Ananda, January 19, 2022
    • 7 replies
    • 1.5k views
    • 
    • Nate S
    • January 24, 2022

29. RMD - Single member plan w/wife

    By Basically, January 20, 2022
    • 4 replies
    • 556 views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2022

30. 1099-R Question

    By Lucky32, January 19, 2022
    • 2 replies
    • 1k views
    • 
    • Lucky32
    • January 19, 2022

31. Distribution of insurance primer?

    By BG5150, January 14, 2022
    • 3 replies
    • 985 views
    • 
    • Bird
    • January 17, 2022

32. Mandatory Federal Withholding

    By Dougsbpc, January 11, 2022
    • 11 replies
    • 1.1k views
    • 
    • EBECatty
    • January 13, 2022

33. RMD and death

    By Cynchbeast, January 7, 2022
    • 1 reply
    • 487 views
    • 
    • BG5150
    • January 10, 2022

34. 2021 RMD for over 72 Participant

    By Vlad401k, January 7, 2022
    • 1 reply
    • 809 views
    • 
    • CuseFan
    • January 7, 2022

35. 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
    • 1.1k views
    • 
    • Peter Gulia
    • January 7, 2022

36. "Why isn't my loan balance still invested?"

    By RayRay, December 9, 2021
    • 7 replies
    • 1.4k views
    • 
    • acm_acm
    • January 3, 2022

37. Covid loan re-finance

    By Pam Shoup, December 28, 2021
    • 1 reply
    • 388 views
    • 
    • Dave Baker
    • January 3, 2022

38. Plan subject to J&S did not sign forms with J&S options, what is fix?

    By Cobras59, December 27, 2021
    • 2 replies
    • 569 views
    • 
    • Cobras59
    • December 31, 2021

39. Is this RMD still required?

    By Santo Gold, November 22, 2021
    • 12 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 27, 2021

40. Non owner RMD... must one be taken??

    By Basically, December 23, 2021
    • 6 replies
    • 830 views
    • 
    • Bri
    • December 27, 2021

41. Participant COVID Distribution for Bills

    By Basically, December 20, 2021
    • 3 replies
    • 597 views
    • 
    • Basically
    • December 23, 2021

42. RMD for deceased participant, can check be made payable to estate?

    By BG5150, December 14, 2021
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • December 22, 2021

43. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH, December 17, 2021
    • 2 replies
    • 2.7k views
    • 
    • Peter Gulia
    • December 20, 2021

44. Profit Sharing Plan with excess asset provision ( FIS)

    By VeryOldMan, December 10, 2021
    • 2 replies
    • 659 views
    • 
    • VeryOldMan
    • December 19, 2021

45. Can loans be stopped while there exists a loan?

    By TPApril, December 15, 2021
    • 12 replies
    • 1.7k views
    • 
    • Bird
    • December 17, 2021

46. Special Tax Notice for in service dists?

    By TPApril, December 15, 2021
    • 1 reply
    • 935 views
    • 
    • Lou S.
    • December 15, 2021

47. Refinancing a Loan From a 401(k) Plan

    By metsfan026, December 8, 2021
    • 13 replies
    • 2.6k views
    • 
    • BenefitJack
    • December 13, 2021

48. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k, November 7, 2018
    • 2 replies
    • 1.7k views
    • 
    • pensionam
    • December 7, 2021

49. Required Minimum Distributions Not Paid

    By maryflemingphr@yahoo.com, December 6, 2021
    • 1 reply
    • 541 views
    • 
    • Lou S.
    • December 6, 2021

50. participant terminates employment - plan has a life insurance policy

    By thepensionmaven, October 28, 2021
    • 12 replies
    • 1.2k views
    • 
    • Belgarath
    • November 29, 2021