Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD after rollover

   By ombskid, November 3, 2016
   • 4 replies
   • 909 views
   • 
   • Lou S.
   • November 3, 2016

2. DB Disability Benefit Notice Requirements

   By DTH, March 24, 2003
   • 1 reply
   • 909 views
   • 
   • Guest
   • March 24, 2003

3. Loan repayment from personal account

   By ombskid, December 1, 2016
   • 6 replies
   • 909 views
   • 
   • hr for me
   • December 2, 2016

4. Distribution to non-terminated employee; taxes withheld

   By 401king, June 15, 2010
   • 0 replies
   • 909 views
   • 
   • 401king
   • June 15, 2010

5. Distributions

   By Guest Kevin1, October 23, 2012
   • 1 reply
   • 908 views
   • 
   • ETA Consulting LLC
   • October 23, 2012

6. Hardship Distribution

   By PFranckowiak, January 11, 2017
   • 2 replies
   • 908 views
   • 
   • hr for me
   • January 11, 2017

7. Max Loan Calculated and then the Market Drops

   By CO Bank, June 11, 2013
   • 2 replies
   • 907 views
   • 
   • CO Bank
   • June 12, 2013

8. Leave of Absence Missed Payments Before LOA Cure Period

   By Snapper, September 9, 2017
   • 0 replies
   • 907 views
   • 
   • Snapper
   • September 9, 2017

9. Prohibited Transaction or Ordinary Loan Default?

   By Guest LHart, July 21, 2010
   • 0 replies
   • 907 views
   • 
   • Guest
   • July 21, 2010

10. RMD for DB Participant

    By Dougsbpc, December 18, 2007
    • 0 replies
    • 907 views
    • 
    • Dougsbpc
    • December 18, 2007

11. Is it discriminatory to charge higher distribution fee for smaller accounts?

    By jkharvey, October 30, 2018
    • 5 replies
    • 907 views
    • 
    • Larry Starr
    • October 30, 2018

12. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

    • rmd
    • 1 reply
    • 905 views
    • 
    • CuseFan
    • March 24, 2017

13. Inservice Distribution

    By Pammie57, August 10, 2016
    • 2 replies
    • 905 views
    • 
    • Lou S.
    • August 10, 2016

14. Loan provisions

    By Belgarath, February 3, 2017
    • 6 replies
    • 904 views
    • 
    • K2retire
    • February 3, 2017

15. IRA to plan to avoid RMD

    By ombskid, July 21, 2014
    • 1 reply
    • 904 views
    • 
    • masteff
    • July 21, 2014

16. Valuation of insurance policies

    By Guest death and taxes, April 20, 2004
    • 1 reply
    • 904 views
    • 
    • ljr
    • April 20, 2004

17. Premature Distribution Penalty/Tax still due on hardship withdrawals?

    By Pammie57, May 30, 2023
    • 4 replies
    • 903 views
    • 
    • BG5150
    • May 31, 2023

18. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 903 views
    • 
    • ESOP Guy
    • March 3, 2016

19. Hardships

    By Nassau, November 30, 2011
    • 2 replies
    • 903 views
    • 
    • masteff
    • November 30, 2011

20. Distribution in error - refund of FIT withheld?

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

21. RMD Question

    By Guest MichaelO, June 30, 2004
    • 0 replies
    • 903 views
    • 
    • Guest
    • June 30, 2004

22. Special Tax Notice for in service dists?

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

23. 1099R filed twice

    By Santo Gold, August 30, 2017
    • 1 reply
    • 902 views
    • 
    • ETA Consulting LLC
    • August 30, 2017

24. Maximium Loan after prohibited transaction

    By Guest SuzieQNEC, February 27, 2009
    • 1 reply
    • 900 views
    • 
    • Jim Chad
    • February 27, 2009

25. Are non-owner rmd elections required? can they be changed?

    By Guest crosseyetester, July 13, 2007
    • 0 replies
    • 899 views
    • 
    • Guest
    • July 13, 2007

26. Distribution Paperwork

    By ConnieStorer, December 5, 2011
    • 0 replies
    • 899 views
    • 
    • ConnieStorer
    • December 5, 2011

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

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

28. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 0 replies
    • 898 views
    • 
    • Nassau
    • December 6, 2011

29. Are you required to send a tax notice & more?

    By FundeK, February 17, 2004
    • 0 replies
    • 896 views
    • 
    • FundeK
    • February 17, 2004

30. Ghost of Participant Past Redux

    By Medusa, March 3, 2003
    • 1 reply
    • 894 views
    • 
    • MGB
    • March 3, 2003

31. Lump Sum Window for Missing Participants

    By BTG, July 20, 2021
    • 3 replies
    • 894 views
    • 
    • BTG
    • July 28, 2021

32. Small balance distributions

    By ombskid, November 8, 2012
    • 4 replies
    • 892 views
    • 
    • ombskid
    • November 8, 2012

33. RMD 5% owner under constructive ownership

    By AnnCK, December 30, 2022
    • 2 replies
    • 892 views
    • 
    • AnnCK
    • January 3, 2023

34. Distribution for Fill-In Employee

    By DP, April 1, 2016
    • 2 replies
    • 892 views
    • 
    • Bill Presson
    • April 1, 2016

35. retiree lump sum

    By Guest JBY, November 14, 2011
    • 1 reply
    • 890 views
    • 
    • david rigby
    • November 15, 2011

36. 1099R Code for return of contributions to DB plan

    By Guest KLM, October 15, 2007
    • 0 replies
    • 890 views
    • 
    • Guest
    • October 15, 2007

37. Multiple Loans from Unrelated Employers

    By pixiebear, October 27, 2023
    • 1 reply
    • 890 views
    • 
    • CuseFan
    • October 27, 2023

38. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 890 views
    • 
    • jsample
    • March 13, 2020

39. Distribution upon Death

    By ac, November 13, 2012
    • 1 reply
    • 890 views
    • 
    • ETA Consulting LLC
    • November 13, 2012

40. Inservice Withdrawal After A Period Certain

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

41. Cost for Plan to Obtain Annuity?

    By chris, February 25, 2012
    • 1 reply
    • 889 views
    • 
    • Bird
    • February 27, 2012

42. Hardship withdrawal signatures

    By Guest cdana, December 17, 2009
    • 1 reply
    • 889 views
    • 
    • BG5150
    • December 17, 2009

43. DC Participant Receiving RMDs Buys Annuity Contract

    By rocknrolls2, October 29, 2007
    • 2 replies
    • 889 views
    • 
    • rocknrolls2
    • October 30, 2007

44. Forfeiture Buy Back

    By AJ North, March 23, 2015
    • 0 replies
    • 888 views
    • 
    • AJ North
    • March 23, 2015

45. Hardship and suspension of deferrals

    By BW, August 2, 2017
    • 4 replies
    • 887 views
    • 
    • Belgarath
    • August 7, 2017

46. Question answered

    By Guest unregistered, October 20, 2008
    • 0 replies
    • 887 views
    • 
    • Guest
    • October 20, 2008

47. Rollover Distribution from qualified plan to SEP

    By Guest SCUDDESLER, January 8, 2003
    • 1 reply
    • 887 views
    • 
    • Appleby
    • January 8, 2003

48. loan default delay

    By TPApril, June 5, 2024
    • 3 replies
    • 886 views
    • 
    • CuseFan
    • June 5, 2024

49. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 886 views
    • 
    • pmacduff
    • June 13, 2018

50. RMD for owner

    By pmacduff, November 7, 2012
    • 4 replies
    • 886 views
    • 
    • GMK
    • November 7, 2012