Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship distribution from a merging plan

   By kwalified, July 14, 2016
   • 4 replies
   • 642 views
   • 
   • kwalified
   • July 14, 2016

2. Correct Distribution Code for Loan Offset Due to Disability

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

3. Child Beneficiary - documentation?

   By jmartin, October 20, 2016
   • 1 reply
   • 640 views
   • 
   • david rigby
   • October 20, 2016

4. 2020 RMDs on a state level

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

5. RMD after rollover

   By TPA2015, September 29, 2017   

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

6. calculating RMD for spouse beneficiary

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

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

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

8. Notice 2020-51 and Roth

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

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

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

10. RMD Rollover under CARES

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

11. non spouse bene will not respond

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

12. RMD after stock sale

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

13. 20% withholding requirement

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

14. Opinions Please RE COVID loan

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

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

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

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

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

17. RMD For Owner

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

18. Top heavy vesting in owner only plan

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

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

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

20. RBD and rollover

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

21. RMD in the year of death

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

22. RMD 401k deposited after year end

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

23. Hardship - Medical Bill in Collections

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

24. Loan Offset treated as RMD

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

25. Rehired participant wants distribution

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

26. forms 1096/1099-R hard copy filing address

    By pmacduff, January 14, 2021
    • 0 replies
    • 612 views
    • 
    • pmacduff
    • January 14, 2021

27. Loans made inconsistent with loan policly

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

28. Defaulted loan for the owner - PT?

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

29. CARES act - existing loans

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

30. Hardship Availability

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

31. Multiple beneficiaries required minimum distribution

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

32. Rollover and Taxable 101

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

33. California Disaster Area Declaration Sufficient for Hardship

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

34. Loan Repayments Admist COVID-19

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

35. Too Much Taken From Account

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

36. Loan Suspension - Was Qualified now maybe not?

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

37. Code M for Loan Offsets

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

38. RMD

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

39. 60 rollover into same plan

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

40. COVID Residential Loan?

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

41. Participant Loan - date vested balance is determined

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

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

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

43. Notice 2022-53

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

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

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

45. RMD to Charity

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

46. Participant COVID Distribution for Bills

    By Basically, December 20, 2021
    • 3 replies
    • 586 views
    • 
    • Basically
    • December 23, 2021

47. RMD not sure if this person is an owner

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

48. RMD EXCEPTION R/O TO SAME EMPLOYER

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

49. Solo Plan, Taking Distributions But Keeping Plan

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

50. Age 55 penalty tax exception

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