Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Decedent had no designated beneficiary

   By Tom, June 8, 2021
   • 7 replies
   • 1.1k views
   • 
   • JOH
   • June 9, 2021

2. RMD - 402f notice not needed?

   By AlbanyConsultant, May 31, 2021
   • 11 replies
   • 1.9k views
   • 
   • Peter Gulia
   • June 2, 2021

3. RMD for Spouse Sole Beneficiary

   By GMK, January 30, 2015
   • 13 replies
   • 2.8k views
   • 
   • TPApril
   • May 26, 2021

4. DB plan distribution, request date vs actual date of transfer

   By Jakyasar, May 22, 2021
   • 2 replies
   • 680 views
   • 
   • Jakyasar
   • May 24, 2021

5. Small balance force-outs

   By Tom, May 13, 2021
   • 2 replies
   • 895 views
   • 
   • BG5150
   • May 18, 2021

6. Does default 10% withholding apply to RMD?

   By BG5150, May 18, 2021
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • May 18, 2021

7. Hardship Distribution - Time limit for eligible expense?

   By Gilmore, April 20, 2021
   • 12 replies
   • 2k views
   • 
   • Luke Bailey
   • May 14, 2021

8. Distribution post RMD to Inherited IRA

   By Karen McIver, May 13, 2021
   • 1 reply
   • 749 views
   • 
   • Lou S.
   • May 13, 2021

9. Qualified Loan Offsets

   By JOH, May 10, 2021
   • 5 replies
   • 738 views
   • 
   • Lou S.
   • May 11, 2021

10. Loan default correction

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

11. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea, May 7, 2021
    • 4 replies
    • 2.1k views
    • 
    • Luke Bailey
    • May 11, 2021

12. Partic never cashed check is now missing--what to do?

    By BG5150, May 3, 2021
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • May 6, 2021

13. Missing partic: where do you send the 1099?

    By BG5150, May 3, 2021
    • 6 replies
    • 1.6k views
    • 
    • Bill Presson
    • May 5, 2021

14. RMD for in service dist?

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

15. hardship and the DIY guy

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

16. 60 rollover into same plan

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

17. "failed" direct rollover - obligations of plan?

    By msimpson, April 5, 2010
    • 41 replies
    • 7.6k views
    • 
    • BG5150
    • April 26, 2021

18. Hardship - Medical Bill in Collections

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

19. QDRO mistake

    By Judith Morse, April 17, 2021
    • 2 replies
    • 831 views
    • 
    • QDROphile
    • April 17, 2021

20. Participant took in-service w/d before 59.5, what now?

    By BG5150, April 1, 2021
    • 19 replies
    • 3.5k views
    • 
    • ACK
    • April 13, 2021

21. In-service distribution of rollover account only

    By t.haley, April 8, 2021
    • 4 replies
    • 976 views
    • 
    • BG5150
    • April 8, 2021

22. Options for Missing Beneficiary

    By EBECatty, April 5, 2021
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 5, 2021

23. First RMD was 2020, when is 2021 due?

    By BG5150, March 23, 2021
    • 5 replies
    • 1k views
    • 
    • BG5150
    • March 23, 2021

24. State tax elected but not withheld

    By BG5150, March 22, 2021
    • 3 replies
    • 834 views
    • 
    • CuseFan
    • March 22, 2021

25. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2, March 16, 2021
    • 5 replies
    • 704 views
    • 
    • Lou S.
    • March 18, 2021

26. Distribution Code for Exceeding 415 Limit

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

27. Death benefit to new spouse

    By Santo Gold, March 8, 2021
    • 5 replies
    • 858 views
    • 
    • Santo Gold
    • March 10, 2021

28. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant, March 1, 2021
    • 6 replies
    • 1k views
    • 
    • FormsRstillmylife
    • March 3, 2021

29. Loan repayments in 2021 (not related to CARES Act)

    By TPApril, February 26, 2021
    • 2 replies
    • 410 views
    • 
    • C. B. Zeller
    • February 26, 2021

30. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 1k views
    • 
    • Santo Gold
    • February 24, 2021

31. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • February 22, 2021

32. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 17, 2021

33. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.3k views
    • 
    • JOH
    • February 8, 2021

34. Hardship for Medical Expense Date Range

    By k3mkim, February 5, 2021
    • 1 reply
    • 693 views
    • 
    • MoJo
    • February 5, 2021

35. 402(g) Limit - Roth - After Year End

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

36. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 1.3k views
    • 
    • Susan S.
    • January 25, 2021

37. 401k loan default questions.

    By larrybhunter, January 21, 2021
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • January 22, 2021

38. Who is the beneficiary?

    By Santo Gold, January 14, 2021
    • 7 replies
    • 921 views
    • 
    • Peter Gulia
    • January 19, 2021

39. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams, January 15, 2021   

    • excess contribution
    • 1 reply
    • 725 views
    • 
    • Luke Bailey
    • January 19, 2021

40. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 2.5k views
    • 
    • Era
    • January 17, 2021

41. 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

42. Loan Offset treated as RMD

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

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

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

44. DB Plan termination, when is withholding due?

    By DMcGovern, January 12, 2021
    • 4 replies
    • 739 views
    • 
    • Lou S.
    • January 14, 2021

45. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 864 views
    • 
    • Lucky32
    • January 13, 2021

46. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 12, 2021

47. Federal Withholding Tax

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

48. Interest rate used for COVID reamortization of loan

    By thepensionmaven, January 11, 2021
    • 2 replies
    • 710 views
    • 
    • C. B. Zeller
    • January 11, 2021

49. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • January 7, 2021

50. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bird
    • December 30, 2020