Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Participant loan for home construction

   By R. Butler, October 19, 2015
   • 1 reply
   • 734 views
   • 
   • BG5150
   • October 20, 2015

2. another RMD Error

   By thepensionmaven, February 21, 2023
   • 3 replies
   • 729 views
   • 
   • Peter Gulia
   • February 21, 2023

3. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

   By cheersmate, November 8, 2022
   • 2 replies
   • 729 views
   • 
   • Riley Britton
   • November 15, 2022

4. COVID loans

   By thepensionmaven, August 3, 2020
   • 4 replies
   • 727 views
   • 
   • Lou S.
   • September 8, 2020

5. Hardship - Foreclosure

   By luissaha, July 28, 2017
   • 1 reply
   • 726 views
   • 
   • Peter Gulia
   • July 28, 2017

6. Cash Out & Fluctuating Account Balance

   By Susan S., June 10, 2015
   • 0 replies
   • 725 views
   • 
   • Susan S.
   • June 10, 2015

7. Should the different ways for a participant to get money be on the same claim form?

   By Peter Gulia, September 19, 2023
   • 5 replies
   • 725 views
   • 
   • EBP
   • September 20, 2023

8. loan payments on leave

   By JKW, August 20, 2014
   • 0 replies
   • 724 views
   • 
   • JKW
   • August 20, 2014

9. RMD required when transferring between employers in a MEP?

   By C. B. Zeller, November 28, 2018
   • 2 replies
   • 723 views
   • 
   • C. B. Zeller
   • November 30, 2018

10. Do recordkeepers recoup ACH payments made after payee’s death?

    By Peter Gulia, December 14, 2023
    • 4 replies
    • 722 views
    • 
    • Luke Bailey
    • December 28, 2023

11. Direct rollover for non-active participant?

    By david rigby, April 26, 2016
    • 1 reply
    • 722 views
    • 
    • QDROphile
    • April 26, 2016

12. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams, January 15, 2021   

    • excess contribution
    • 1 reply
    • 722 views
    • 
    • Luke Bailey
    • January 19, 2021

13. RMD - For Beneficiary

    By Basically, July 19, 2024
    • 1 reply
    • 722 views
    • 
    • Madison71
    • July 26, 2024

14. Mandatory Withholding

    By DPSRich, April 3, 2019   

    • quadro
    • 6 replies
    • 719 views
    • 
    • DPSRich
    • April 5, 2019

15. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 11, 2019
    • 3 replies
    • 719 views
    • 
    • Luke Bailey
    • October 16, 2019

16. RMD's and Excesses

    By pjbaer, October 25, 2017
    • 1 reply
    • 717 views
    • 
    • ETA Consulting LLC
    • October 25, 2017

17. allocating lost earnings on distribution overpayment

    By M Norton, June 14, 2019
    • 2 replies
    • 717 views
    • 
    • M Norton
    • June 18, 2019

18. Excess contribution to IRA due to testing failure

    By Bird, October 26, 2015
    • 0 replies
    • 717 views
    • 
    • Bird
    • October 26, 2015

19. Rollover Dist: Non-Roth to Roth

    By Basically, March 4, 2024
    • 5 replies
    • 716 views
    • 
    • Basically
    • March 6, 2024

20. Millennium Trust now Inspira Issues

    By ERISATaxExpert, September 27, 2024
    • 1 reply
    • 715 views
    • 
    • Belgarath
    • September 27, 2024

21. Loan Refinance under COVID Rules?

    By Gilmore, April 2, 2020
    • 4 replies
    • 714 views
    • 
    • Mike Preston
    • April 7, 2020

22. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers, November 6, 2018
    • 4 replies
    • 713 views
    • 
    • Larry Starr
    • November 7, 2018

23. RMD started in error?

    By James Shen, July 8, 2024
    • 2 replies
    • 713 views
    • 
    • James Shen
    • July 8, 2024

24. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 711 views
    • 
    • pmacduff
    • December 16, 2019

25. Interest rate used for COVID reamortization of loan

    By thepensionmaven, January 11, 2021
    • 2 replies
    • 710 views
    • 
    • C. B. Zeller
    • January 11, 2021

26. distribution to minor

    By AnnCK, May 24, 2023
    • 3 replies
    • 708 views
    • 
    • Peter Gulia
    • May 26, 2023

27. Return Loan Payments to Participant?

    By cmick, October 19, 2016   

    • loan
    • 3 replies
    • 708 views
    • 
    • cmick
    • October 19, 2016

28. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k, April 23, 2020
    • 3 replies
    • 708 views
    • 
    • Larry Starr
    • April 23, 2020

29. Qualified Plan Loan Offset Amounts (QPLO)

    By joel, October 25, 2021
    • 2 replies
    • 707 views
    • 
    • joel
    • November 8, 2021

30. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19, 2019   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 707 views
    • 
    • Luke Bailey
    • August 19, 2019

31. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 707 views
    • 
    • Luke Bailey
    • December 5, 2019

32. penalties for failure to issue 1099

    By Belgarath, June 22, 2017
    • 0 replies
    • 707 views
    • 
    • Belgarath
    • June 22, 2017

33. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton, March 13, 2023   

    • inservice distribution
    • distribution procedure
    • 5 replies
    • 706 views
    • 
    • Paul I
    • March 17, 2023

34. RMD was missed

    By Renee H, August 30, 2023
    • 1 reply
    • 706 views
    • 
    • CuseFan
    • August 31, 2023

35. Loan Question

    By Madison71, May 2, 2018
    • 2 replies
    • 706 views
    • 
    • Mike Preston
    • May 6, 2018

36. PBGC beneficiary

    By Dave105, June 28, 2017
    • 3 replies
    • 706 views
    • 
    • Mike Preston
    • June 30, 2017

37. Casualty

    By cdavis25, September 18, 2015
    • 3 replies
    • 705 views
    • 
    • cdavis25
    • September 21, 2015

38. in-kind/in-service distribution under 59.5

    By TPApril, December 9, 2023
    • 1 reply
    • 704 views
    • 
    • QDROphile
    • December 9, 2023

39. taxation and witholding on beneficiary payouts

    By K2, March 4, 2020
    • 1 reply
    • 704 views
    • 
    • justanotheradmin
    • March 4, 2020

40. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2, March 16, 2021
    • 5 replies
    • 703 views
    • 
    • Lou S.
    • March 18, 2021

41. Plan Changes Loan Provisions

    By Vlad401k, March 3, 2017
    • 3 replies
    • 702 views
    • 
    • CuseFan
    • March 6, 2017

42. RMD on voluntary contribution account

    By thepensionmaven, August 26, 2019
    • 1 reply
    • 700 views
    • 
    • thepensionmaven
    • August 26, 2019

43. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 699 views
    • 
    • Guest
    • June 15, 2012

44. Distributions to alternate payee after QDRO - penalty

    By Scuba 401, September 12, 2014
    • 1 reply
    • 699 views
    • 
    • GMK
    • September 12, 2014

45. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 698 views
    • 
    • CuseFan
    • January 29, 2020

46. loan payments when missing work/limited income

    By Lori H, August 13, 2015
    • 1 reply
    • 697 views
    • 
    • QDROphile
    • August 13, 2015

47. Can a distribution method be changed after payment has started?

    By Lucky32, January 25, 2024
    • 1 reply
    • 697 views
    • 
    • CuseFan
    • January 26, 2024

48. roth in service over 59 1/2 but less than 5 years

    By pmacduff, March 26, 2018
    • 2 replies
    • 696 views
    • 
    • pmacduff
    • March 27, 2018

49. Distribution From Terminated Plan

    By pgold, November 15, 2019
    • 3 replies
    • 696 views
    • 
    • TPA for Sale or Merge
    • November 19, 2019

50. Loan offset IRA rollover

    By B21, January 7, 2019
    • 1 reply
    • 696 views
    • 
    • ETA Consulting LLC
    • January 7, 2019