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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,201 topics in this forum

  1. Notice 2022-53

    By Bird,
    • 2 replies
    • 962 views

  2. Distribution returned to plan

    By Basically,
    • 17 replies
    • 6.1k views

  3. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 1k views

  4. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia,   
    • 10 replies
    • 2.1k views

  5. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 1.6k views

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

    By TPApril,
    • 7 replies
    • 1.6k views

  7. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S,   
    • 2 replies
    • 881 views

  8. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 857 views

  9. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 1.2k views

  10. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am,
    • 1 reply
    • 840 views

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

    By KMiller,
    • 4 replies
    • 1.3k views

  12. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 808 views

  13. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am,
    • 2 replies
    • 1.2k views

  14. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 1k views

  15. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 2.4k views

  16. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 2.2k views

  17. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 8.5k views

  18. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 3.5k views

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

    By AlbanyConsultant,
    • 19 replies
    • 7.1k views

  20. New York State Withholding

    By DPSRich,
    • 2 replies
    • 856 views

  21. RMD For Owner

    By DPSRich,
    • 2 replies
    • 1k views

  22. Death Benefit, how is it taxed?

    By Basically,
    • 7 replies
    • 3.1k views

  23. 2022 RMD Waiver?

    By R.J. Gage,
    • 6 replies
    • 1.7k views

  24. 401k piggy bank

    By TPApril,
    • 9 replies
    • 1.6k views

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

    By Basically,
    • 7 replies
    • 1.5k views

  26. RMD Needed?

    By Basically,
    • 12 replies
    • 1.6k views

  27. Distribution Dilemma

    By bzorc,
    • 9 replies
    • 1.6k views

  28. participant paid out twice

    By Santo Gold,
    • 5 replies
    • 2k views

  29. Deceased Participant RMD

    By Basically,
    • 4 replies
    • 1k views

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

    By TPApril,
    • 1 reply
    • 869 views

  31. Asset Sale, New Employer plan, Loan offset

    By Basically,
    • 15 replies
    • 2k views

  32. Inservice Withdrawal After A Period Certain

    By Lucky32,
    • 7 replies
    • 1.4k views

  33. Excess/Defaulted Loan

    By mming,
    • 5 replies
    • 2k views

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

    By MrsMacias,
    • 5 replies
    • 1.1k views

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

    By Steamboat,
    • 11 replies
    • 1.8k views

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

    By Basically,
    • 11 replies
    • 4k views

  37. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions,
    • 11 replies
    • 2.6k views

  38. Loan from Unrelated Balance

    By Basically,
    • 3 replies
    • 945 views

  39. 401k plan beneficiary RMD

    By Santo Gold,
    • 0 replies
    • 575 views

  40. RMD... financial advisor did not withhold

    By Basically,
    • 2 replies
    • 737 views

  41. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 1.2k views

  42. Incorrect Corrective Distribution Amount

    By Vlad401k,
    • 1 reply
    • 746 views

  43. Loan offset question

    By BG5150,
    • 1 reply
    • 844 views

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

    By GlacierNP,
    • 4 replies
    • 1.2k views

  45. Distribution in error - refund of FIT withheld?

    By t.haley,
    • 5 replies
    • 1.4k views

  46. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn,
    • 1 reply
    • 647 views

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

    By BG5150,
    • 7 replies
    • 2k views

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

    By Belgarath,
    • 4 replies
    • 1k views

  49. RMD change to calculation method

    By Melissa2115,
    • 3 replies
    • 1.7k views

  50. 8955-SSA Filings - records of filings?

    By RestAssured,
    • 7 replies
    • 3.2k views
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