Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. For minimum distribution, when is an employee retired?

   By Peter Gulia, February 22, 2019   

   • minimum distribution; severance from employment
   • 3 replies
   • 482 views
   • 
   • QDROphile
   • February 23, 2019

2. Distribution Options for Leased Employees?

   By Susan S., January 31, 2017
   • 0 replies
   • 481 views
   • 
   • Susan S.
   • January 31, 2017

3. rollover on death

   By Earl, June 29, 2017
   • 3 replies
   • 481 views
   • 
   • Earl
   • June 29, 2017

4. Both spouses die in the same calendar year.

   By Belgarath, August 25, 2022
   • 1 reply
   • 479 views
   • 
   • Nate S
   • August 25, 2022

5. Delinquent Loan not defaulted

   By Tom, July 28, 2023
   • 1 reply
   • 479 views
   • 
   • Lou S.
   • July 28, 2023

6. Is an RMD applicable?

   By Connor, September 19, 2023
   • 2 replies
   • 474 views
   • 
   • Connor
   • September 19, 2023

7. RMD... financial advisor did not withhold

   By Basically, April 4, 2022
   • 2 replies
   • 474 views
   • 
   • Basically
   • April 12, 2022

8. Distribution Code for Excess Roth Contributions after April 15

   By Vlad401k, November 13, 2020
   • 1 reply
   • 471 views
   • 
   • Luke Bailey
   • November 18, 2020

9. Write off of small balances

   By Tom, December 8, 2022
   • 1 reply
   • 470 views
   • 
   • Bri
   • December 8, 2022

10. Covid distribution if SPOUSE gets laid off

    By Belgarath, April 7, 2020
    • 1 reply
    • 468 views
    • 
    • Bill Presson
    • April 7, 2020

11. Is an offset a distribution?

    By JAS76, November 5, 2020
    • 1 reply
    • 464 views
    • 
    • Luke Bailey
    • November 5, 2020

12. Protected Benefit question

    By cpc0506, March 4, 2019
    • 2 replies
    • 464 views
    • 
    • Mike Preston
    • March 5, 2019

13. Loan refinance on 10 year home loan

    By Belgarath, May 16, 2024
    • 2 replies
    • 463 views
    • 
    • Belgarath
    • May 17, 2024

14. What's the mandatory withholding?

    By JAS76, September 3, 2020
    • 1 reply
    • 463 views
    • 
    • JOH
    • September 9, 2020

15. Options for Defaulted Loan

    By JOH, September 17, 2021
    • 3 replies
    • 461 views
    • 
    • JOH
    • September 20, 2021

16. Hardship Documenation

    By Vlad401k, May 9, 2019
    • 0 replies
    • 459 views
    • 
    • Vlad401k
    • May 9, 2019

17. New Guidance on Hardship distributions

    By cpc0506, May 4, 2017   

    • hardship notification requirements
    • 0 replies
    • 458 views
    • 
    • cpc0506
    • May 4, 2017

18. 401k refund for prior yr, 1099-R & taxable year

    By TPApril, February 14, 2024
    • 1 reply
    • 454 views
    • 
    • Bri
    • February 14, 2024

19. RMD and death

    By Cynchbeast, January 7, 2022
    • 1 reply
    • 454 views
    • 
    • BG5150
    • January 10, 2022

20. Federal Withholding Tax

    By Chippy, January 11, 2021
    • 1 reply
    • 453 views
    • 
    • C. B. Zeller
    • January 11, 2021

21. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2, December 11, 2020
    • 1 reply
    • 452 views
    • 
    • RatherBeGolfing
    • December 12, 2020

22. Loans Repayments and Sales Charges

    By JOH, October 16, 2020
    • 1 reply
    • 445 views
    • 
    • Bird
    • October 19, 2020

23. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically, November 3, 2021
    • 1 reply
    • 443 views
    • 
    • C. B. Zeller
    • November 3, 2021

24. CARES Act Loan Deferment

    By cathgrace, November 2, 2020   

    • cares act
    • loans
    • 1 reply
    • 436 views
    • 
    • ESOPMomma
    • November 3, 2020

25. Forms

    By Egold, December 13, 2023
    • 0 replies
    • 435 views
    • 
    • Egold
    • December 13, 2023

26. In Service Distribution

    By Basically, December 22, 2022
    • 1 reply
    • 434 views
    • 
    • C. B. Zeller
    • December 22, 2022

27. Plan Loan Prohibited Transaction

    By Cloudy, November 1, 2021
    • 1 reply
    • 432 views
    • 
    • Bird
    • November 2, 2021

28. Mistakenly Aggregated 401k RMD

    By jvajjm750, October 31, 2017
    • 1 reply
    • 430 views
    • 
    • Mike Preston
    • November 10, 2017

29. 60-day rollover waiver

    By B21, March 23, 2020
    • 2 replies
    • 429 views
    • 
    • Peter Gulia
    • March 23, 2020

30. Defaulted loan Still on the Books

    By thepensionmaven, February 27, 2020
    • 1 reply
    • 428 views
    • 
    • JackS
    • February 27, 2020

31. Roth 401k Distribution if Terminated after 55

    By Vlad401k, February 26, 2019
    • 1 reply
    • 428 views
    • 
    • card
    • February 26, 2019

32. RMD for spousal beneficiary

    By pmacduff, December 19, 2022
    • 3 replies
    • 424 views
    • 
    • Bird
    • December 20, 2022

33. Loan offset question

    By BG5150, March 28, 2022
    • 1 reply
    • 423 views
    • 
    • Bird
    • March 28, 2022

34. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am, August 26, 2022
    • 1 reply
    • 420 views
    • 
    • Will.I.Am
    • August 26, 2022

35. Non-Qual Plan: Payout of account upon same yr of death

    By 007inTraining, September 4, 2019
    • 1 reply
    • 419 views
    • 
    • Luke Bailey
    • September 6, 2019

36. Coronavirus distribution affecting current vesting on termination payout?!

    By pmacduff, July 14, 2023
    • 2 replies
    • 418 views
    • 
    • pmacduff
    • July 26, 2023

37. RMD to older designated spouse beneficiary (death<2020)

    By TPApril, April 27, 2020
    • 1 reply
    • 414 views
    • 
    • Appleby
    • April 30, 2020

38. Corrected 2013 1099R after rollover into IRA

    By Carri, February 14, 2018
    • 0 replies
    • 413 views
    • 
    • Carri
    • February 14, 2018

39. De minimis for auto forfeit instead of auto cash out

    By TPApril, November 11, 2023
    • 0 replies
    • 411 views
    • 
    • TPApril
    • November 11, 2023

40. Rollover to Exempt Organizations

    By ERISAAPPLE, March 20, 2018
    • 0 replies
    • 405 views
    • 
    • ERISAAPPLE
    • March 20, 2018

41. 402(g) Limit - Roth - After Year End

    By Vlad401k, February 3, 2021
    • 1 reply
    • 405 views
    • 
    • Lou S.
    • February 3, 2021

42. Transfer of Loan from one 401k plan to another.

    By Vlad401k, October 12, 2021
    • 1 reply
    • 403 views
    • 
    • Luke Bailey
    • October 14, 2021

43. 945 Filing

    By thepensionmaven, December 29, 2022
    • 1 reply
    • 403 views
    • 
    • Tom
    • December 30, 2022

44. Coronavirus-related Distribution scenario

    By Gilmore, April 1, 2020
    • 0 replies
    • 400 views
    • 
    • Gilmore
    • April 1, 2020

45. Loan was deemed twice

    By 401kLife, February 28, 2019
    • 3 replies
    • 398 views
    • 
    • chc93
    • March 7, 2019

46. Loan default correction

    By Belgarath, May 11, 2021
    • 0 replies
    • 398 views
    • 
    • Belgarath
    • May 11, 2021

47. Loan payments and leave of absence

    By Belgarath, September 14, 2017
    • 0 replies
    • 395 views
    • 
    • Belgarath
    • September 14, 2017

48. Distribution Code for Exceeding 415 Limit

    By Vlad401k, March 15, 2021
    • 0 replies
    • 388 views
    • 
    • Vlad401k
    • March 15, 2021

49. Default IRA Custodians

    By Dougsbpc, April 4, 2023
    • 1 reply
    • 387 views
    • 
    • Lou S.
    • April 4, 2023

50. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1, February 13, 2023
    • 0 replies
    • 386 views
    • 
    • ERISA1
    • February 13, 2023