Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. RMD Distribution

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

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

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

3. Rollover to a UK plan?

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

4. 20% tax withholding

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

5. RMDs to deceased participant with no beneficiaries

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

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

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

7. RMD for Spousal Beneficiary

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

8. Consolidating Loans

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

9. Distribution upon Death

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

10. Money Purchase Pension Plan

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

11. retiree lump sum

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

12. DC Participant Receiving RMDs Buys Annuity Contract

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

13. Distribution for Fill-In Employee

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

14. 1099R Code for return of contributions to DB plan

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

15. Ghost of Participant Past Redux

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

16. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA, April 13, 2023
    • 2 replies
    • 907 views
    • 
    • Paul I
    • April 13, 2023

17. Small balance distributions

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

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

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

19. Designated Roth accounts

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

20. Segregation of account to Beneficiaries upon death timing

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

21. Hardship withdrawal signatures

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

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

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

23. DB Plan Termination, withholding taxes on lump sum

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

24. Hardship and suspension of deferrals

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

25. Cost for Plan to Obtain Annuity?

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

26. Distributable Event ? transferring between ERs in Controlled Group

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

27. Excess Loan Amounts

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

28. Question answered

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

29. Rollover of Participant Loan

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

30. Providing a QJ&S example

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

31. Forfeiture Buy Back

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

32. RMD for owner

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

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

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

34. Rollover Distribution from qualified plan to SEP

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

35. allocation of basis on inservice distribution

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

36. too many loans taken - correction method?

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

37. Returned distribution checks

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

38. Outstanding loans and mergers

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

39. ADP failure for 2008...

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

40. Coding 1099s for Roth

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

41. Return of withholding

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

42. Small balance force-outs

    By Tom, May 13, 2021
    • 2 replies
    • 895 views
    • 
    • BG5150
    • May 18, 2021

43. Both Spouse and Spouse have died before RBD

    By yttap, November 8, 2024
    • 5 replies
    • 894 views
    • 
    • yttap
    • November 11, 2024

44. Lost Earnings on Distribuion Error

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

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

    By ERISA1, June 21, 2016   

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

46. Payroll date last day of month, deposit next month, default date?

    By TPApril, August 21, 2021
    • 7 replies
    • 892 views
    • 
    • TPApril
    • August 23, 2021

47. Restrictions on Loans

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

48. When is the first RMD due & what is the benefit to use

    By Jakyasar, June 30, 2020
    • 6 replies
    • 891 views
    • 
    • Jakyasar
    • July 1, 2020

49. December lump sum rates

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

50. De minimus payout

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