Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 2019 MRD due today

   By bzorc, April 1, 2020
   • 5 replies
   • 688 views
   • 
   • G8Rs
   • April 3, 2020

2. COVID loans

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

3. Alternative Defined Contribution Plan Failure

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

4. residential loan refinance to get a lower interest rate

   By AlbanyConsultant, March 5, 2024
   • 2 replies
   • 686 views
   • 
   • AlbanyConsultant
   • March 6, 2024

5. 1099R forms

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

6. Casualty

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

7. PBGC beneficiary

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

8. DB Plan termination, when is withholding due?

   By DMcGovern, January 12, 2021
   • 4 replies
   • 683 views
   • 
   • Lou S.
   • January 14, 2021

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

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

10. Distributions to alternate payee after QDRO - penalty

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

11. 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
    • 681 views
    • 
    • Luke Bailey
    • August 19, 2019

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

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

13. Plan Changes Loan Provisions

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

14. Unresponsive beneficiary

    By Belgarath, September 23, 2021
    • 4 replies
    • 681 views
    • 
    • baneja
    • September 23, 2021

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

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

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

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

17. Loan Refinance under COVID Rules?

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

18. RMD - For Beneficiary

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

19. loan payments when missing work/limited income

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

20. Mandatory Withholding

    By DPSRich, April 3, 2019   

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

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

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

22. RMD's and Excesses

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

23. taxation and witholding on beneficiary payouts

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

24. Involuntary Distributions - Timing

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

25. RMD was missed

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

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

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

27. Loan Question

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

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

    By C Williams, January 15, 2021   

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

29. RMD started in error?

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

30. RMD on voluntary contribution account

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

31. Return Loan Payments to Participant?

    By cmick, October 19, 2016   

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

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

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

33. RMD - plan year change

    By Jakyasar, November 19, 2019
    • 1 reply
    • 666 views
    • 
    • Bird
    • November 19, 2019

34. Loan offset IRA rollover

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

35. Qualified Charitable Distributions from rollover IRA?

    By J Simmons, May 13, 2016
    • 1 reply
    • 666 views
    • 
    • lisam
    • May 23, 2016

36. 10-Yr. Principal Residence Loan - Documentation

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

37. Rollover Dist: Non-Roth to Roth

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

38. re-amortize loan before default

    By WCC, August 18
    • 1 reply
    • 661 views
    • 
    • Lou S.
    • August 18

39. Distribution From Terminated Plan

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

40. In-service withdrawal at Age 50 question

    By BG5150, October 7, 2019
    • 3 replies
    • 659 views
    • 
    • Kevin C
    • October 7, 2019

41. Millennium Trust now Inspira Issues

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

42. RMD to Surviving Spouse after RBD

    By Dougsbpc, August 4, 2016
    • 0 replies
    • 659 views
    • 
    • Dougsbpc
    • August 4, 2016

43. hardship - possible changes due to law change

    By Tom Poje, February 21, 2018
    • 3 replies
    • 658 views
    • 
    • Bird
    • February 21, 2018

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

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

45. Interest rate used for COVID reamortization of loan

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

46. Cash Balance In Service Annuity

    By mefrancis1729, March 14, 2018   

    • annuity
    • inservice distribution
    • (and 1 more)

      Tagged with:

      • annuity
      • inservice distribution
      • cash balance
    • 1 reply
    • 656 views
    • 
    • Mike Preston
    • March 14, 2018

47. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath, March 2, 2022
    • 4 replies
    • 655 views
    • 
    • Belgarath
    • March 2, 2022

48. auto-rollover... to employer's other plan?

    By AlbanyConsultant, October 2, 2015
    • 0 replies
    • 653 views
    • 
    • AlbanyConsultant
    • October 2, 2015

49. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias, May 2, 2022
    • 5 replies
    • 652 views
    • 
    • Bri
    • May 13, 2022

50. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant, September 27, 2019
    • 2 replies
    • 652 views
    • 
    • Peter Gulia
    • September 27, 2019