Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. late RMD - which age factor to use

   By M Norton, May 17, 2019
   • 1 reply
   • 791 views
   • 
   • spiritrider
   • May 17, 2019

2. Death distribution to minor children

   By Guest Tom Freeman, April 15, 1999
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • April 23, 1999

3. Hardship distr from PS plan

   By dmb, May 14, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 14, 2002

4. 1099-R code for Loan

   By pmacduff, May 13, 2004
   • 1 reply
   • 1.5k views
   • 
   • JanetM
   • May 13, 2004

5. CARES Act Loan Deferment

   By cathgrace, November 2, 2020   

   • cares act
   • loans
   • 1 reply
   • 456 views
   • 
   • ESOPMomma
   • November 3, 2020

6. Repayment of overpayment of distribution

   By Guest ypartridge, April 23, 1999
   • 1 reply
   • 2k views
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   • Dan
   • April 24, 1999

7. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo

   By Dave Baker, August 1, 2000
   • 1 reply
   • 1.8k views
   • 
   • FundeK
   • January 31, 2005

8. Roth 401(k)/403(b)

   By Felicia, November 1, 2007
   • 1 reply
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • November 2, 2007

9. Beneficiary Rollover

   By DTH, December 10, 2013
   • 1 reply
   • 937 views
   • 
   • ETA Consulting LLC
   • December 11, 2013

10. 1099R filed twice

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

11. Can participant's surviving spouse continue to make loan payments to a

    By smm, October 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 24, 2000

12. 402(f) Notice and EGGTRA

    By Guest Astro, December 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • December 31, 2001

13. Hardship withdrawal and taxes withheld

    By Santo Gold, May 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 20, 2005

14. RMD for non-profits

    By Santo Gold, June 24, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 24, 2011

15. Loan to Sub-S owner: Prohibited transaction or disqualification?

    By Guest LMalone, May 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • May 25, 2001

16. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 4, 2007

17. Excess Safe Hrabor Match

    By doombuggy, June 8, 2007
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 8, 2007

18. Congressional Authorization of Loans (401k/404c)

    By Guest TrustButVerify, July 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 10, 2007

19. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.7k views
    • 
    • Bird
    • November 28, 2009

20. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM, November 2, 2020   

    • waiver
    • sample amendment
    • (and 1 more)

      Tagged with:

      • waiver
      • sample amendment
      • rmds
    • 1 reply
    • 767 views
    • 
    • Peter Gulia
    • November 2, 2020

21. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 5, 1999

22. Former Key Definition

    By Guest DeePA, May 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • g8r
    • May 13, 2003

23. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • PFranckowiak
    • September 5, 2008

24. Required Minimum Distributions Not Paid

    By maryflemingphr@yahoo.com, December 6, 2021
    • 1 reply
    • 519 views
    • 
    • Lou S.
    • December 6, 2021

25. SEPP Rate Flexibility

    By jane123, May 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 12, 2003

26. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.2k views
    • 
    • Harwood
    • July 31, 2003

27. Minimum Distribution to Parent of Owner

    By eclark, August 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2006

28. Required Minimum Distribution

    By Jilliandiz, January 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 25, 2007

29. calculating an RMD

    By K2retire, March 19, 2018
    • 1 reply
    • 796 views
    • 
    • Mike Preston
    • March 19, 2018

30. How does "legal separation" status affect retirement plans?

    By John A, July 6, 2000
    • 1 reply
    • 5k views
    • 
    • pjkoehler
    • July 6, 2000

31. Combined DB plan distributions

    By Guest pjp, February 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 1, 2001

32. Roth 401(k) Non-Qualified Rollover

    By Guest PensionPrincess, January 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 17, 2010

33. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 851 views
    • 
    • masteff
    • November 2, 2010

34. Spousal Consent

    By Guest WPJoeC, August 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2012

35. 1099's when sponsor no longer exists?

    By david rigby, May 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 11, 1999

36. Delinquent loan reporting for active participant

    By pbarrett, February 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 3, 2003

37. Plan Loan - No loan documents, No payments - How best to correct

    By Guest JVH, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 14, 2004

38. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • June 11, 2008

39. Katrina

    By Felicia, October 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • October 3, 2005

40. Plan Loan Default During USERRA Service

    By Guest Grumpy456, May 13, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2008

41. Plan holds non-US property (not allowed)

    By katieinny, October 4, 2012
    • 0 replies
    • 776 views
    • 
    • katieinny
    • October 4, 2012

42. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller, June 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 1999

43. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 19, 2002

44. Handling distribution checks - bonding or fiduciary issues?

    By Guest crosseyetester, January 25, 2007
    • 0 replies
    • 960 views
    • 
    • Guest
    • January 25, 2007

45. Rollover to Exempt Organizations

    By ERISAAPPLE, March 20, 2018
    • 0 replies
    • 427 views
    • 
    • ERISAAPPLE
    • March 20, 2018

46. 2020 Covid Withdrawal Issue

    By 401kAllTheWay, January 11, 2023
    • 0 replies
    • 281 views
    • 
    • 401kAllTheWay
    • January 11, 2023

47. Additional Earning by Trust that Terminated and made "Final"

    By Guest, March 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2001

48. H1 Visa-withdrawal options

    By kmoniz@jhancock.com, February 23, 2016
    • 0 replies
    • 518 views
    • 
    • kmoniz@jhancock.com
    • February 23, 2016

49. Help to determine the RBD..

    By Guest KAGrist, February 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2002

50. Distributions when there is creation of a joint venture

    By Guest LDH1, October 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2000