Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

   By KMiller, August 24, 2022
   • 4 replies
   • 1.1k views
   • 
   • MoJo
   • August 26, 2022

2. Both spouses die in the same calendar year.

   By Belgarath, August 25, 2022
   • 1 reply
   • 621 views
   • 
   • Nate S
   • August 25, 2022

3. Hardship Distributions - Rely on Employee Certification?

   By Will.I.Am, August 24, 2022
   • 2 replies
   • 847 views
   • 
   • R. Scott
   • August 24, 2022

4. Hardship Distributions

   By Coleboy1, August 17, 2022
   • 1 reply
   • 844 views
   • 
   • C. B. Zeller
   • August 17, 2022

5. How to enforce RMD requirements?

   By Carol V. Calhoun, August 12, 2022
   • 9 replies
   • 2k views
   • 
   • Luke Bailey
   • August 15, 2022

6. Paying Federal taxes with Form 945

   By perplexedbypensions, August 2, 2022
   • 5 replies
   • 1.8k views
   • 
   • WDIK
   • August 4, 2022

7. Prepayment not allowed on loans?

   By Belgarath, January 4, 2021
   • 13 replies
   • 7.7k views
   • 
   • amethbrilliant
   • July 29, 2022

8. Loan to acquire principal residence, deal falls through

   By Belgarath, August 31, 2018
   • 13 replies
   • 3.2k views
   • 
   • ricopenthouse
   • July 9, 2022

9. Is this loan really to pay for the purchase of a primary residence?

   By AlbanyConsultant, August 11, 2017
   • 19 replies
   • 6.4k views
   • 
   • ricopenthouse
   • July 4, 2022

10. New York State Withholding

    By DPSRich, June 30, 2022
    • 2 replies
    • 616 views
    • 
    • DPSRich
    • July 1, 2022

11. RMD For Owner

    By DPSRich, June 30, 2022
    • 2 replies
    • 740 views
    • 
    • DPSRich
    • July 1, 2022

12. Death Benefit, how is it taxed?

    By Basically, June 21, 2022
    • 7 replies
    • 2.5k views
    • 
    • Basically
    • June 29, 2022

13. 2022 RMD Waiver?

    By R.J. Gage, June 16, 2022
    • 6 replies
    • 1.4k views
    • 
    • Lou S.
    • June 22, 2022

14. 401k piggy bank

    By TPApril, June 16, 2022
    • 9 replies
    • 1.2k views
    • 
    • Retired, but still reading
    • June 21, 2022

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

    By Basically, June 8, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 8, 2022

16. RMD Needed?

    By Basically, June 2, 2022
    • 12 replies
    • 1.2k views
    • 
    • Basically
    • June 8, 2022

17. Distribution Dilemma

    By bzorc, June 3, 2022
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 3, 2022

18. participant paid out twice

    By Santo Gold, May 31, 2022
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • June 1, 2022

19. Deceased Participant RMD

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

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

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

21. Asset Sale, New Employer plan, Loan offset

    By K-t-F, April 21, 2022
    • 15 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2022

22. Inservice Withdrawal After A Period Certain

    By Lucky32, May 13, 2022
    • 7 replies
    • 1.1k views
    • 
    • chc93
    • May 20, 2022

23. Excess/Defaulted Loan

    By mming, March 4, 2022
    • 5 replies
    • 1.6k views
    • 
    • mming
    • May 19, 2022

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

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

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

    By Steamboat, May 5, 2022
    • 11 replies
    • 1.4k views
    • 
    • CuseFan
    • May 10, 2022

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

    By K-t-F, April 13, 2022
    • 11 replies
    • 3.5k views
    • 
    • Nate S
    • May 1, 2022

27. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions, April 26, 2022
    • 11 replies
    • 2.2k views
    • 
    • Appleby
    • April 29, 2022

28. Loan from Unrelated Balance

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

29. 401k plan beneficiary RMD

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

30. RMD... financial advisor did not withhold

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

31. Joint Life and Last Survivor Expectancy Table

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

32. Incorrect Corrective Distribution Amount

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

33. Loan offset question

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

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

    By GlacierNP, March 21, 2022
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 24, 2022

35. Distribution in error - refund of FIT withheld?

    By t.haley, March 3, 2022
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 18, 2022

36. Spousal Beneficiary RMD- adjustment for new tables?

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

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

    By BG5150, January 10, 2022
    • 7 replies
    • 1.7k views
    • 
    • RestAssured
    • March 15, 2022

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

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

39. RMD change to calculation method

    By Melissa2115, February 24, 2022
    • 3 replies
    • 1.5k views
    • 
    • Jakyasar
    • February 28, 2022

40. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.7k views
    • 
    • david rigby
    • February 28, 2022

41. Disability benefits in a cash balance plan

    By Jakyasar, February 11, 2022
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 16, 2022

42. RMD

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

43. ROTH funded plan... RMD rule

    By K-t-F, February 7, 2022
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • February 7, 2022

44. Deemed loan

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

45. Fix missed loan payments when no paycheck

    By M Norton, January 12, 2022   

    • missed loan payments
    • 17 replies
    • 2.2k views
    • 
    • FrankGlemstone
    • January 28, 2022

46. Mandatory 100% QJSA

    By Ananda, January 19, 2022
    • 7 replies
    • 1.7k views
    • 
    • Nate S
    • January 24, 2022

47. RMD - Single member plan w/wife

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

48. 1099-R Question

    By Lucky32, January 19, 2022
    • 2 replies
    • 1.1k views
    • 
    • Lucky32
    • January 19, 2022

49. Distribution of insurance primer?

    By BG5150, January 14, 2022
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 17, 2022

50. Mandatory Federal Withholding

    By Dougsbpc, January 11, 2022
    • 11 replies
    • 1.3k views
    • 
    • EBECatty
    • January 13, 2022