Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Form 945 Plan Termination

   By KoolLady4, May 24, 2018
   • 1 reply
   • 543 views
   • 
   • Larry Starr
   • May 24, 2018

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

   By Nate S, August 30, 2022   

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

3. Deceased Participant - RMD to Beneficiary

   By Vlad401k, August 2, 2024
   • 0 replies
   • 543 views
   • 
   • Vlad401k
   • August 2, 2024

4. Solo Plan, Taking Distributions But Keeping Plan

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

5. Covid distribution processed without trustee authorization

   By ElaineW, September 16, 2021
   • 2 replies
   • 539 views
   • 
   • Belgarath
   • September 16, 2021

6. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

   By Basically, October 25, 2024
   • 1 reply
   • 537 views
   • 
   • Gina Alsdorf
   • November 8, 2024

7. distribution of over-deposited deferrals - options?

   By AlbanyConsultant, October 1, 2024
   • 1 reply
   • 536 views
   • 
   • Gina Alsdorf
   • October 7, 2024

8. Plan subject to J&S did not sign forms with J&S options, what is fix?

   By Cobras59, December 27, 2021
   • 2 replies
   • 535 views
   • 
   • Cobras59
   • December 31, 2021

9. Participant COVID Distribution for Bills

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

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

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

11. Distribution onslaught due to Coronavirus

    By JustMe, April 14, 2020
    • 3 replies
    • 533 views
    • 
    • ratherbereading
    • April 14, 2020

12. Money Sources & Taxes - does it matter

    By TPApril, October 14, 2020
    • 4 replies
    • 533 views
    • 
    • TPApril
    • October 15, 2020

13. SIMPLE IRA to regular 401(k) Plan

    By CLE401kGuy, April 10, 2017   

    • simple ira
    • 401k
    • (and 2 more)

      Tagged with:

      • simple ira
      • 401k
      • distribution
      • rollover
    • 2 replies
    • 531 views
    • 
    • Bird
    • April 11, 2017

14. Roth Disability Distribution

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

15. Help with 945-X "Administrative Error"

    By Sleuth, March 25, 2019   

    • 945-x
    • 1 reply
    • 527 views
    • 
    • Bird
    • March 26, 2019

16. Another Plan Term Question... loan repayment

    By K-t-F, July 1, 2020
    • 1 reply
    • 526 views
    • 
    • Belgarath
    • July 1, 2020

17. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150, January 11, 2017
    • 2 replies
    • 522 views
    • 
    • BG5150
    • January 11, 2017

18. Loan from Unrelated Balance

    By Basically, April 14, 2022
    • 3 replies
    • 521 views
    • 
    • jsample
    • April 14, 2022

19. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k, July 2, 2024
    • 1 reply
    • 518 views
    • 
    • Tom Veal
    • July 3, 2024

20. hardship and the DIY guy

    By AlbanyConsultant, April 27, 2021
    • 2 replies
    • 517 views
    • 
    • JOH
    • April 28, 2021

21. Plan Closing 12/31 - Trailing Distributions Trigger 1099-R next year?

    By RestAssured, January 9, 2019
    • 2 replies
    • 516 views
    • 
    • RestAssured
    • January 23, 2019

22. RMD under Secure Act 2.0

    By steve45, February 17, 2023
    • 1 reply
    • 513 views
    • 
    • Belgarath
    • February 17, 2023

23. Participant loans - no default?

    By Tom, March 23, 2020
    • 2 replies
    • 509 views
    • 
    • JOH
    • March 23, 2020

24. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa, May 23, 2024
    • 1 reply
    • 509 views
    • 
    • Appleby
    • May 25, 2024

25. Plan Loan and Change in Controlled Group status

    By PensionPro, August 25, 2022
    • 3 replies
    • 509 views
    • 
    • PensionPro
    • August 30, 2022

26. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril, May 29, 2022
    • 1 reply
    • 507 views
    • 
    • Peter Gulia
    • May 30, 2022

27. Required Minimum Distributions Not Paid

    By maryflemingphr@yahoo.com, December 6, 2021
    • 1 reply
    • 506 views
    • 
    • Lou S.
    • December 6, 2021

28. H1 Visa-withdrawal options

    By kmoniz@jhancock.com, February 23, 2016
    • 0 replies
    • 505 views
    • 
    • kmoniz@jhancock.com
    • February 23, 2016

29. RMD to alternate payee

    By Scuba 401, October 16, 2017
    • 0 replies
    • 504 views
    • 
    • Scuba 401
    • October 16, 2017

30. rollover to spouse in same plan

    By M Norton, January 17, 2020   

    • reporting in-plan rollover
    • 1 reply
    • 503 views
    • 
    • C. B. Zeller
    • January 17, 2020

31. Can an employee ask sponsor to stop loan repay?

    By BG5150, July 27, 2021
    • 1 reply
    • 503 views
    • 
    • Peter Gulia
    • July 27, 2021

32. Volunteer Firefighter Award Programs

    By dmwe, January 9, 2017   

    • how to handle distributions
    • 0 replies
    • 501 views
    • 
    • dmwe
    • January 9, 2017

33. Plan Term... non COVID related... 10% excise?

    By K-t-F, June 30, 2020
    • 2 replies
    • 501 views
    • 
    • K-t-F
    • June 30, 2020

34. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S., December 12, 2024
    • 0 replies
    • 500 views
    • 
    • Lou S.
    • December 12, 2024

35. Deemed loan

    By thepensionmaven, February 4, 2022
    • 1 reply
    • 500 views
    • 
    • Bri
    • February 4, 2022

36. Pooled funds distributions

    By Belgarath, June 22, 2020
    • 1 reply
    • 498 views
    • 
    • Bill Presson
    • June 23, 2020

37. RMD - Single member plan w/wife

    By Basically, January 20, 2022
    • 4 replies
    • 496 views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2022

38. Loan Correction- How to correct 2nd Loan if Paid Mistakenly

    By 401KLearner, August 3, 2016   

    • Loan
    • Loan Correction
    • 0 replies
    • 496 views
    • 
    • 401KLearner
    • August 3, 2016

39. 1099 R Year

    By AmyETPA, January 16, 2023
    • 1 reply
    • 491 views
    • 
    • Lou S.
    • January 17, 2023

40. New York State Withholding

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

41. What should loan balance be for a loan offset?

    By Basically, January 3, 2023
    • 1 reply
    • 489 views
    • 
    • C. B. Zeller
    • January 3, 2023

42. Bypass a Trust?

    By Gilmore, December 14, 2018
    • 2 replies
    • 488 views
    • 
    • Gilmore
    • December 15, 2018

43. One Hardship, Two Reasons

    By Fielding Mellish, February 25, 2019
    • 2 replies
    • 488 views
    • 
    • RAH401(k)
    • February 26, 2019

44. CARES loan suspension of less than 1 year?

    By AlbanyConsultant, April 23, 2020
    • 1 reply
    • 488 views
    • 
    • Larry Starr
    • April 23, 2020

45. Coronavirus Related Loan

    By Dougsbpc, June 7, 2021
    • 2 replies
    • 488 views
    • 
    • Dougsbpc
    • June 10, 2021

46. installment payments from pooled DC Plan - beneficiary

    By pmacduff, September 15, 2023
    • 0 replies
    • 486 views
    • 
    • pmacduff
    • September 15, 2023

47. Incorrect Corrective Distribution Amount

    By Vlad401k, April 5, 2022
    • 1 reply
    • 485 views
    • 
    • CuseFan
    • April 5, 2022

48. RMD for in service dist?

    By TPApril, May 3, 2021
    • 1 reply
    • 484 views
    • 
    • C. B. Zeller
    • May 4, 2021

49. RMD for beneficiary of spouse of deceased participant

    By TPApril, April 19, 2023
    • 1 reply
    • 483 views
    • 
    • EBP
    • April 19, 2023

50. In service dists after RMD

    By TPApril, November 16, 2023
    • 1 reply
    • 483 views
    • 
    • Lou S.
    • November 16, 2023