Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Small balance distributions

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

2. DC Participant Receiving RMDs Buys Annuity Contract

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

3. retiree lump sum

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

4. RMD Distribution

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

5. Distribution for Fill-In Employee

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

6. Designated Roth accounts

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

7. RMDs to deceased participant with no beneficiaries

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

8. plan disqualification (tax conseqences)

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

9. Cost for Plan to Obtain Annuity?

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

10. RMD for Spousal Beneficiary

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

11. Question answered

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

12. Hardship withdrawal signatures

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

13. Distributions of one cent

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

14. RMD Required for now less than 5% owner?

    By Dougsbpc, September 9, 2021
    • 4 replies
    • 898 views
    • 
    • Peter Gulia
    • September 9, 2021

15. Rollover to a UK plan?

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

16. Forfeiture Buy Back

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

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

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

18. Hardship and suspension of deferrals

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

19. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates, May 19, 2016
    • 1 reply
    • 897 views
    • 
    • Mike Preston
    • May 20, 2016

20. Rollover Distribution from qualified plan to SEP

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

21. Consolidating Loans

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

22. allocation of basis on inservice distribution

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

23. RMD for owner

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

24. Providing a QJ&S example

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

25. Rollover of Participant Loan

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

26. ADP failure for 2008...

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

27. Disabled Participant and Loan Offset

    By Ananda, February 28, 2023
    • 2 replies
    • 893 views
    • 
    • Lou S.
    • April 19, 2023

28. Outstanding loans and mergers

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

29. Returned distribution checks

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

30. Coding 1099s for Roth

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

31. Return of withholding

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

32. Lost Earnings on Distribuion Error

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

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

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

34. DB Plan Termination, withholding taxes on lump sum

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

35. December lump sum rates

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

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

    By ERISA1, June 21, 2016   

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

37. Segregation of account to Beneficiaries upon death timing

    By BG5150, June 8, 2023
    • 3 replies
    • 884 views
    • 
    • bito'money
    • June 12, 2023

38. Restrictions on Loans

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

39. De minimus payout

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

40. Does a 'Designated Beneficiary' have to be designated in the plan?

    By TPApril, July 18, 2025
    • 5 replies
    • 884 views
    • 
    • G8Rs
    • July 19, 2025

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

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

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

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

43. Excess Loan Amounts

    By cathyw, May 24, 2018
    • 6 replies
    • 881 views
    • 
    • K2retire
    • May 30, 2018

44. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31, 2017
    • 1 reply
    • 881 views
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    • CuseFan
    • May 31, 2017

45. Beneficiary wants to keep money in plan

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

46. For a US tax return or tax payment due today, one may take an extra day, to January 10.

    By Peter Gulia, January 9, 2025
    • 0 replies
    • 879 views
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    • Peter Gulia
    • January 9, 2025

47. How many Forms 1099-R

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

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

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

49. RMD and asset acquisition

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

50. too many loans taken - correction method?

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