Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD in the year of death

   By K2retire, November 4, 2015
   • 1 reply
   • 601 views
   • 
   • QDROphile
   • November 4, 2015

2. RMD after stock sale

   By WCC, April 5, 2017
   • 3 replies
   • 601 views
   • 
   • K2
   • April 6, 2017

3. Top heavy vesting in owner only plan

   By shERPA, November 1, 2018
   • 2 replies
   • 600 views
   • 
   • shERPA
   • November 2, 2018

4. RMD Rollover under CARES

   By Gruegen, June 15, 2020
   • 2 replies
   • 600 views
   • 
   • Gruegen
   • June 19, 2020

5. DC plan: in-servce dist after plan term?

   By AlbanyConsultant, February 1, 2017
   • 5 replies
   • 599 views
   • 
   • Peter Gulia
   • February 3, 2017

6. Does HIPAA Privacy Apply to a Coronavirus-Related Distribution?

   By rocknrolls2, April 6, 2020
   • 2 replies
   • 599 views
   • 
   • Mike Preston
   • April 7, 2020

7. Hardship Dist, SSDI... Just want to verify rules

   By Basically, April 16, 2024
   • 2 replies
   • 599 views
   • 
   • Basically
   • April 18, 2024

8. EE requests pmt, DORH < distribution; required to take dist?

   By TPApril, November 23, 2021
   • 1 reply
   • 599 views
   • 
   • RatherBeGolfing
   • November 23, 2021

9. Opinions Please RE COVID loan

   By bzorc, September 16, 2020
   • 4 replies
   • 598 views
   • 
   • bzorc
   • September 18, 2020

10. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH, July 9
    • 1 reply
    • 598 views
    • 
    • Paul I
    • July 9

11. 1099-R reporting for rehired employees?

    By AMDG, May 28, 2024
    • 3 replies
    • 597 views
    • 
    • Luke Bailey
    • May 31, 2024

12. Loan for someone on Leave

    By Lou S., October 30
    • 10 replies
    • 596 views
    • 
    • Lou S.
    • November 3

13. Notice 2020-51 and Roth

    By Gruegen, June 29, 2020
    • 1 reply
    • 591 views
    • 
    • Belgarath
    • July 1, 2020

14. Loans made inconsistent with loan policly

    By Nancy D, October 13, 2017
    • 2 replies
    • 590 views
    • 
    • Nancy D
    • October 13, 2017

15. Hardship - Medical Bill in Collections

    By Vlad401k, April 22, 2021
    • 2 replies
    • 587 views
    • 
    • Lou S.
    • April 23, 2021

16. Need a loan provision to offer CARES loans?

    By BG5150, October 20, 2021
    • 4 replies
    • 587 views
    • 
    • Bird
    • October 21, 2021

17. 20% withholding requirement

    By Jakyasar, August 11, 2020
    • 1 reply
    • 587 views
    • 
    • Lou S.
    • August 11, 2020

18. Multiple beneficiaries required minimum distribution

    By R. Butler, April 27, 2017
    • 1 reply
    • 587 views
    • 
    • Flyboyjohn
    • April 28, 2017

19. RMD 401k deposited after year end

    By Earl, March 30, 2018
    • 2 replies
    • 586 views
    • 
    • jpod
    • March 30, 2018

20. Employee w/ loan becomes Union EE--default the loan?

    By BG5150, May 15, 2024
    • 1 reply
    • 583 views
    • 
    • C. B. Zeller
    • May 15, 2024

21. 2020 RMDs on a state level

    By B21, August 5, 2020
    • 2 replies
    • 582 views
    • 
    • B21
    • August 6, 2020

22. Defaulted loan for the owner - PT?

    By AlbanyConsultant, March 27, 2017
    • 4 replies
    • 578 views
    • 
    • Belgarath
    • March 28, 2017

23. RMD For Owner

    By DPSRich, June 30, 2022
    • 2 replies
    • 576 views
    • 
    • DPSRich
    • July 1, 2022

24. Hardship Availability

    By 401kallday, May 7, 2019
    • 1 reply
    • 574 views
    • 
    • justanotheradmin
    • May 8, 2019

25. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley, August 20
    • 6 replies
    • 573 views
    • 
    • david rigby
    • August 22

26. Code M for Loan Offsets

    By Vlad401k, October 28, 2020
    • 1 reply
    • 573 views
    • 
    • C. B. Zeller
    • October 28, 2020

27. Rollover and Taxable 101

    By thepensionmaven, September 24, 2018
    • 1 reply
    • 572 views
    • 
    • C. B. Zeller
    • September 24, 2018

28. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401, October 6, 2017
    • 4 replies
    • 571 views
    • 
    • Scuba 401
    • October 9, 2017

29. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold, September 26
    • 3 replies
    • 570 views
    • 
    • ratherbereading
    • September 27

30. Loan Offset treated as RMD

    By Vlad401k, January 15, 2021
    • 1 reply
    • 569 views
    • 
    • Bri
    • January 15, 2021

31. Rehired participant wants distribution

    By pam@bbm, September 5, 2018
    • 2 replies
    • 568 views
    • 
    • Larry Starr
    • September 6, 2018

32. RMD for terminated participant who has rolled over her funds to an IRA

    By Pammie57, March 20, 2017
    • 2 replies
    • 568 views
    • 
    • chc93
    • March 21, 2017

33. CARES act - existing loans

    By Scuba 401, July 24, 2020
    • 1 reply
    • 566 views
    • 
    • Luke Bailey
    • July 25, 2020

34. California Disaster Area Declaration Sufficient for Hardship

    By Gilmore, April 3, 2020
    • 1 reply
    • 565 views
    • 
    • mattmc82
    • April 6, 2020

35. 60 rollover into same plan

    By JOH, April 22, 2021
    • 2 replies
    • 563 views
    • 
    • JOH
    • April 28, 2021

36. COVID Residential Loan?

    By Gilmore, April 10, 2020
    • 5 replies
    • 563 views
    • 
    • Luke Bailey
    • May 19, 2020

37. Age 55 penalty tax exception

    By Belgarath, February 1, 2018
    • 2 replies
    • 561 views
    • 
    • Belgarath
    • February 2, 2018

38. Too Much Taken From Account

    By thepensionmaven, April 2, 2019
    • 4 replies
    • 561 views
    • 
    • chc93
    • April 4, 2019

39. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P, October 13, 2017
    • 2 replies
    • 559 views
    • 
    • ESOP Guy
    • October 13, 2017

40. Notice 2022-53

    By Bird, October 13, 2022
    • 2 replies
    • 558 views
    • 
    • Bird
    • October 13, 2022

41. Loan Repayments Admist COVID-19

    By JOH, March 23, 2020
    • 3 replies
    • 558 views
    • 
    • Larry Starr
    • March 23, 2020

42. Loan Suspension - Was Qualified now maybe not?

    By Gilmore, May 5, 2020
    • 2 replies
    • 558 views
    • 
    • Gilmore
    • May 5, 2020

43. RMD to Charity

    By PFranckowiak, August 15, 2018
    • 3 replies
    • 557 views
    • 
    • CuseFan
    • August 15, 2018

44. Participant Loan - date vested balance is determined

    By JustnERPA, December 21, 2018
    • 1 reply
    • 555 views
    • 
    • JustnERPA
    • December 21, 2018

45. Loan for primary residence

    By Lou81, Thursday at 01:06 PM
    • 5 replies
    • 555 views
    • 
    • Lou81
    • Friday at 05:43 PM

46. Interest-only loan?

    By BG5150, April 18, 2017
    • 4 replies
    • 550 views
    • 
    • BG5150
    • April 18, 2017

47. now charging annual loan fees to current loans?

    By AlbanyConsultant, January 11, 2019
    • 4 replies
    • 548 views
    • 
    • QDROphile
    • January 12, 2019

48. RMD

    By Egold, February 9, 2022
    • 3 replies
    • 547 views
    • 
    • Bri
    • February 9, 2022

49. RMD not sure if this person is an owner

    By ESOP Guy, December 6, 2019
    • 1 reply
    • 547 views
    • 
    • Larry Starr
    • December 7, 2019

50. Account Balance to consider when taking a 2nd loan

    By jkharvey, May 20, 2016
    • 1 reply
    • 546 views
    • 
    • Lou S.
    • May 20, 2016