Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Need a loan provision to offer CARES loans?

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

2. RMD after rollover

   By TPA2015, September 29, 2017   

   • rmd rollover
   • 3 replies
   • 632 views
   • 
   • CuseFan
   • September 29, 2017

3. Question on first RMD over age 70.5

   By CBenefits, June 19, 2019
   • 3 replies
   • 631 views
   • 
   • Tom Poje
   • June 19, 2019

4. calculating RMD for spouse beneficiary

   By M Norton, September 12, 2019
   • 1 reply
   • 627 views
   • 
   • Lou S.
   • September 13, 2019

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

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

6. Correct Distribution Code for Loan Offset Due to Disability

   By Vlad401k, June 12, 2020
   • 2 replies
   • 626 views
   • 
   • C. B. Zeller
   • June 12, 2020

7. Notice 2020-51 and Roth

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

8. DB plan - loan taken - participant signed but spouse did not and not notarized

   By Jakyasar, January 15, 2021
   • 3 replies
   • 624 views
   • 
   • FORMER ESQ.
   • January 16, 2021

9. 2020 RMDs on a state level

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

10. RMD Rollover under CARES

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

11. RMD after stock sale

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

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

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

13. non spouse bene will not respond

    By hileman, November 4, 2019
    • 1 reply
    • 617 views
    • 
    • fmsinc
    • November 5, 2019

14. RBD and rollover

    By ombskid, January 31, 2017
    • 3 replies
    • 615 views
    • 
    • ombskid
    • January 31, 2017

15. Top heavy vesting in owner only plan

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

16. Opinions Please RE COVID loan

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

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

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

18. RMD in the year of death

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

19. RMD For Owner

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

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

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

21. 20% withholding requirement

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

22. Hardship - Medical Bill in Collections

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

23. Loans made inconsistent with loan policly

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

24. Defaulted loan for the owner - PT?

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

25. RMD 401k deposited after year end

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

26. Multiple beneficiaries required minimum distribution

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

27. Loan Offset treated as RMD

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

28. Hardship Availability

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

29. Rehired participant wants distribution

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

30. Rollover and Taxable 101

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

31. California Disaster Area Declaration Sufficient for Hardship

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

32. Code M for Loan Offsets

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

33. CARES act - existing loans

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

34. RMD

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

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

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

36. Loan Suspension - Was Qualified now maybe not?

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

37. Loan Repayments Admist COVID-19

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

38. Too Much Taken From Account

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

39. 60 rollover into same plan

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

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

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

41. COVID Residential Loan?

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

42. Participant Loan - date vested balance is determined

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

43. Notice 2022-53

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

44. RMD EXCEPTION R/O TO SAME EMPLOYER

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

45. RMD to Charity

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

46. RMD not sure if this person is an owner

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

47. Age 55 penalty tax exception

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

48. Solo Plan, Taking Distributions But Keeping Plan

    By Basically, June 24, 2024
    • 2 replies
    • 570 views
    • 
    • Basically
    • June 24, 2024

49. Roth Disability Distribution

    By Vlad401k, June 5, 2020
    • 1 reply
    • 569 views
    • 
    • Luke Bailey
    • June 8, 2020

50. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S, August 30, 2022   

    • mandatory distribution
    • automatic rollover
    • 2 replies
    • 569 views
    • 
    • CuseFan
    • August 31, 2022