Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMDs to deceased participant with no beneficiaries

   By AlbanyConsultant, March 3, 2020
   • 3 replies
   • 885 views
   • 
   • Larry Starr
   • March 3, 2020

2. taxation on partial in-service roth distribution

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

3. Providing a QJ&S example

   By AlbanyConsultant, November 30, 2010
   • 1 reply
   • 885 views
   • 
   • Bird
   • November 30, 2010

4. Designated Roth accounts

   By Felicia, February 3, 2012
   • 0 replies
   • 885 views
   • 
   • Felicia
   • February 3, 2012

5. allocation of basis on inservice distribution

   By M Norton, December 4, 2009
   • 0 replies
   • 884 views
   • 
   • M Norton
   • December 4, 2009

6. Return of withholding

   By Guest Whatup, August 6, 2010
   • 0 replies
   • 884 views
   • 
   • Guest
   • August 6, 2010

7. ADP failure for 2008...

   By jkharvey, February 22, 2009
   • 0 replies
   • 883 views
   • 
   • jkharvey
   • February 22, 2009

8. Returned distribution checks

   By JKW, February 11, 2016
   • 4 replies
   • 883 views
   • 
   • GMK
   • February 22, 2016

9. RMD Distribution

   By mjf06241972, December 12, 2017
   • 2 replies
   • 882 views
   • 
   • Tom Poje
   • December 13, 2017

10. Rollover of Participant Loan

    By Christopher Wilson, August 9, 2019
    • 3 replies
    • 882 views
    • 
    • chc93
    • August 13, 2019

11. 20% tax withholding

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

12. Mortgage company requesting plan doc

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

13. Who is the beneficiary?

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

14. Outstanding loans and mergers

    By Guest Statler, March 3, 2009
    • 1 reply
    • 880 views
    • 
    • J Simmons
    • March 4, 2009

15. RMDs for Multiple Employer Plans

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

16. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
    • 0 replies
    • 878 views
    • 
    • Jim Chad
    • December 22, 2010

17. RMD for Spousal Beneficiary

    By Catch22PGM, June 19, 2020
    • 1 reply
    • 878 views
    • 
    • Luke Bailey
    • June 19, 2020

18. Distributions of one cent

    By michael519, November 20, 2017
    • 3 replies
    • 878 views
    • 
    • Bird
    • November 20, 2017

19. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
    • 0 replies
    • 877 views
    • 
    • Guest
    • December 11, 2008

20. De minimus payout

    By pmacduff, February 21, 2017
    • 7 replies
    • 876 views
    • 
    • Calavera
    • February 23, 2017

21. December lump sum rates

    By Guest SuzieQNEC, January 16, 2009
    • 1 reply
    • 875 views
    • 
    • david rigby
    • January 16, 2009

22. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern, January 5, 2017
    • 4 replies
    • 874 views
    • 
    • DMcGovern
    • January 5, 2017

23. Consolidating Loans

    By Stash026, November 4, 2019
    • 6 replies
    • 873 views
    • 
    • Larry Starr
    • November 7, 2019

24. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 873 views
    • 
    • Larry Starr
    • December 7, 2019

25. Adding a Full Vesting Requirement to In-Service Distributions

    By ERISA1, June 21, 2016   

    • 411(d)(d)
    • 2 replies
    • 871 views
    • 
    • ESOP Guy
    • June 22, 2016

26. Restrictions on Loans

    By Stash026, December 15, 2014
    • 4 replies
    • 871 views
    • 
    • BG5150
    • December 16, 2014

27. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 871 views
    • 
    • Oh so SIMPLE
    • January 19, 2011

28. plan disqualification (tax conseqences)

    By Scuba 401, August 11, 2020
    • 5 replies
    • 871 views
    • 
    • Larry Starr
    • August 12, 2020

29. Loan Default on 12/31/2020

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

30. DB plan RMD - paid out more that the required amount

    By Jakyasar, July 27, 2020
    • 2 replies
    • 870 views
    • 
    • Jakyasar
    • July 27, 2020

31. Beneficiary wants to keep money in plan

    By Guest lindamichals, October 26, 2007
    • 0 replies
    • 870 views
    • 
    • Guest
    • October 26, 2007

32. RMD Calculation and Money in Limbo at End of Year

    By Susan S., August 18, 2015
    • 2 replies
    • 868 views
    • 
    • Susan S.
    • August 18, 2015

33. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

    By whitboston, May 6, 2019
    • 2 replies
    • 868 views
    • 
    • Earl
    • May 7, 2019

34. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath, March 5, 2024
    • 2 replies
    • 867 views
    • 
    • Belgarath
    • March 7, 2024

35. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 867 views
    • 
    • Mike Preston
    • August 25, 2010

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

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

37. Payment to joint account?

    By Carol V. Calhoun, September 11, 2015
    • 3 replies
    • 866 views
    • 
    • david rigby
    • September 13, 2015

38. Spousal consent for loans--balance question

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

39. What maximum repayment period do you like for a participant’s principal-residence loan?

    By Peter Gulia, October 22
    • 9 replies
    • 864 views
    • 
    • Peter Gulia
    • October 28

40. Terminated participant Age 56 & premature distribution penalty

    By Pammie57, May 13, 2016
    • 5 replies
    • 864 views
    • 
    • Lou S.
    • May 13, 2016

41. RMD and asset acquisition

    By R. Butler, November 21, 2016
    • 1 reply
    • 864 views
    • 
    • Bill Presson
    • November 21, 2016

42. RMD - can you 'choose' non-QJ&S source?

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 864 views
    • 
    • AlbanyConsultant
    • May 17, 2018

43. Loans from plan sponsor being merged with new company

    By Lori H, November 24, 2015
    • 4 replies
    • 862 views
    • 
    • QDROphile
    • November 24, 2015

44. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen, October 19, 2015
    • 1 reply
    • 862 views
    • 
    • My 2 cents
    • October 19, 2015

45. too many loans taken - correction method?

    By jmartin, September 4, 2019
    • 3 replies
    • 861 views
    • 
    • CJ Allen
    • September 9, 2019

46. RMD stock acquisition

    By R. Butler, July 17, 2015
    • 1 reply
    • 861 views
    • 
    • ESOP Guy
    • July 17, 2015

47. Disclaimer by nonresident beneficiary

    By Guest halka, March 7, 2003
    • 0 replies
    • 859 views
    • 
    • Guest
    • March 7, 2003

48. Terminated Plan Participant Payout

    By Guest RichM, February 27, 2009
    • 1 reply
    • 858 views
    • 
    • K2retire
    • February 28, 2009

49. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 855 views
    • 
    • WDIK
    • May 6, 2009

50. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 854 views
    • 
    • Guest
    • October 16, 2008