Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Inservice Withdrawal After A Period Certain

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

2. RMD from DB plan when plan is terminating

   By dmb, March 22, 2011
   • 0 replies
   • 930 views
   • 
   • dmb
   • March 22, 2011

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

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

4. Required distribution forms for an alternate payee from a QDRO

   By Rai401k, March 22, 2004
   • 0 replies
   • 929 views
   • 
   • Rai401k
   • March 22, 2004

5. Deemed Distribution Reversal

   By CurlyBert, December 8, 2017   

   • loans
   • deemed distribution
   • (and 1 more)

     Tagged with:

     • loans
     • deemed distribution
     • 401k
   • 1 reply
   • 928 views
   • 
   • Bird
   • December 11, 2017

6. IRS Lien

   By waid10, January 3, 2013   

   • Required to withhold?
   • 0 replies
   • 927 views
   • 
   • waid10
   • January 3, 2013

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

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

8. Distribution but no dist form

   By jmartin, April 9, 2013
   • 3 replies
   • 927 views
   • 
   • jmartin
   • April 9, 2013

9. RMD Calculation

   By Earl, December 16, 2010
   • 1 reply
   • 926 views
   • 
   • masteff
   • December 16, 2010

10. Loan repayment from personal account

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

11. Processing Fee for Loan

    By Guest dott, April 20, 2010
    • 1 reply
    • 925 views
    • 
    • QDROphile
    • April 20, 2010

12. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

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

13. POA no longer in force

    By DMcGovern, September 20, 2012
    • 1 reply
    • 924 views
    • 
    • ETA Consulting LLC
    • September 20, 2012

14. RMD after rollover

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

15. EPCRS Procedures - Is this eligible for SCP?

    By emmetttrudy, January 15, 2013
    • 2 replies
    • 922 views
    • 
    • Kevin C
    • January 16, 2013

16. Lump Sum Window for Missing Participants

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

17. DB Disability Benefit Notice Requirements

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

18. Multiple Loans from Unrelated Employers

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

19. Hardships

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

20. Max Loan Calculated and then the Market Drops

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

21. loan default delay

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

22. Distribution to non-terminated employee; taxes withheld

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

23. Prohibited Transaction or Ordinary Loan Default?

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

24. IRA to plan to avoid RMD

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

25. RMDs for Multiple Employer Plans

    By pensiongeek, July 16, 2024
    • 5 replies
    • 918 views
    • 
    • Peter Gulia
    • July 18, 2024

26. Special Tax Notice for in service dists?

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

27. Distributions

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

28. 1099R filed twice

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

29. Mortgage company requesting plan doc

    By TPApril, October 17, 2016
    • 6 replies
    • 916 views
    • 
    • K2retire
    • October 18, 2016

30. Hardship Distribution

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

31. Maximium Loan after prohibited transaction

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

32. Inservice Distribution

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

33. Loan Default on 12/31/2020

    By Gilmore, May 13, 2020
    • 3 replies
    • 915 views
    • 
    • Luke Bailey
    • May 19, 2020

34. RMD for DB Participant

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

35. RMD Question

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

36. Loan provisions

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

37. Valuation of insurance policies

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

38. Determination of loan amount with market fluctuation

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

39. Distribution Paperwork

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

40. Terminated Participant who wants to keep $$ in Plan

    By Pammie57, July 5, 2018
    • 4 replies
    • 909 views
    • 
    • Pammie57
    • July 9, 2018

41. Spousal consent for loans--balance question

    By BG5150, August 27, 2024
    • 5 replies
    • 909 views
    • 
    • C. B. Zeller
    • August 29, 2024

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

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

43. Money Purchase Pension Plan

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

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

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

45. 20% tax withholding

    By Guest Carol D, January 24, 2003
    • 0 replies
    • 908 views
    • 
    • Guest
    • January 24, 2003

46. Distribution upon Death

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

47. Who is the beneficiary?

    By Santo Gold, January 14, 2021
    • 7 replies
    • 906 views
    • 
    • Peter Gulia
    • January 19, 2021

48. In-service distribution of rollover account only

    By t.haley, April 8, 2021
    • 4 replies
    • 905 views
    • 
    • BG5150
    • April 8, 2021

49. DC Participant Receiving RMDs Buys Annuity Contract

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

50. retiree lump sum

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