Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Death Benefit, how is it taxed?

   By Basically, June 21, 2022
   • 7 replies
   • 2k views
   • 
   • Basically
   • June 29, 2022

2. 2022 RMD Waiver?

   By R.J. Gage, June 16, 2022
   • 6 replies
   • 1.3k views
   • 
   • Lou S.
   • June 22, 2022

3. 401k piggy bank

   By TPApril, June 16, 2022
   • 9 replies
   • 1.1k views
   • 
   • Retired, but still reading
   • June 21, 2022

4. Vesting, what happens if a participant is given 100% by mistake?

   By Basically, June 8, 2022
   • 7 replies
   • 1k views
   • 
   • Luke Bailey
   • June 8, 2022

5. RMD Needed?

   By Basically, June 2, 2022
   • 12 replies
   • 1.1k views
   • 
   • Basically
   • June 8, 2022

6. Distribution Dilemma

   By bzorc, June 3, 2022
   • 9 replies
   • 1.1k views
   • 
   • Luke Bailey
   • June 3, 2022

7. participant paid out twice

   By Santo Gold, May 31, 2022
   • 5 replies
   • 1.6k views
   • 
   • Bill Presson
   • June 1, 2022

8. Deceased Participant RMD

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

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

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

10. Asset Sale, New Employer plan, Loan offset

    By K-t-F, April 21, 2022
    • 15 replies
    • 1.4k views
    • 
    • Bird
    • May 26, 2022

11. Inservice Withdrawal After A Period Certain

    By Lucky32, May 13, 2022
    • 7 replies
    • 1k views
    • 
    • chc93
    • May 20, 2022

12. Excess/Defaulted Loan

    By mming, March 4, 2022
    • 5 replies
    • 1.5k views
    • 
    • mming
    • May 19, 2022

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

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

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

    By Steamboat, May 5, 2022
    • 11 replies
    • 1.2k views
    • 
    • CuseFan
    • May 10, 2022

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

    By K-t-F, April 13, 2022
    • 11 replies
    • 3.2k views
    • 
    • Nate S
    • May 1, 2022

16. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions, April 26, 2022
    • 11 replies
    • 2k views
    • 
    • Appleby
    • April 29, 2022

17. Loan from Unrelated Balance

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

18. 401k plan beneficiary RMD

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

19. RMD... financial advisor did not withhold

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

20. Joint Life and Last Survivor Expectancy Table

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

21. Incorrect Corrective Distribution Amount

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

22. Loan offset question

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

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

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

24. Distribution in error - refund of FIT withheld?

    By t.haley, March 3, 2022
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • March 18, 2022

25. Spousal Beneficiary RMD- adjustment for new tables?

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

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

    By BG5150, January 10, 2022
    • 7 replies
    • 1.6k views
    • 
    • RestAssured
    • March 15, 2022

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

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

28. RMD change to calculation method

    By Melissa2115, February 24, 2022
    • 3 replies
    • 1.4k views
    • 
    • Jakyasar
    • February 28, 2022

29. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • February 28, 2022

30. Disability benefits in a cash balance plan

    By Jakyasar, February 11, 2022
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 16, 2022

31. RMD

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

32. ROTH funded plan... RMD rule

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

33. Deemed loan

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

34. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 2k views
    • 
    • FrankGlemstone
    • January 28, 2022

35. Mandatory 100% QJSA

    By Ananda, January 19, 2022
    • 7 replies
    • 1.6k views
    • 
    • Nate S
    • January 24, 2022

36. RMD - Single member plan w/wife

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

37. 1099-R Question

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

38. Distribution of insurance primer?

    By BG5150, January 14, 2022
    • 3 replies
    • 1k views
    • 
    • Bird
    • January 17, 2022

39. Mandatory Federal Withholding

    By Dougsbpc, January 11, 2022
    • 11 replies
    • 1.2k views
    • 
    • EBECatty
    • January 13, 2022

40. RMD and death

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

41. 2021 RMD for over 72 Participant

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

42. 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
    • 1.2k views
    • 
    • Peter Gulia
    • January 7, 2022

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

    By RayRay, December 9, 2021
    • 7 replies
    • 1.5k views
    • 
    • acm_acm
    • January 3, 2022

44. Covid loan re-finance

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

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

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

46. Is this RMD still required?

    By Santo Gold, November 22, 2021
    • 12 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 27, 2021

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

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

48. Participant COVID Distribution for Bills

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

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

    By BG5150, December 14, 2021
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • December 22, 2021

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

    By BTH, December 17, 2021
    • 2 replies
    • 2.9k views
    • 
    • Peter Gulia
    • December 20, 2021