Distributions and Loans, Other than QDROs

4,169 topics in this forum

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

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

2. Small balance force-outs

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

3. Does default 10% withholding apply to RMD?

   By BG5150, May 18, 2021
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • May 18, 2021

4. Hardship Distribution - Time limit for eligible expense?

   By Gilmore, April 20, 2021
   • 12 replies
   • 1.9k views
   • 
   • Luke Bailey
   • May 14, 2021

5. Distribution post RMD to Inherited IRA

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

6. Qualified Loan Offsets

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

7. Loan default correction

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

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

   By bvhea, May 7, 2021
   • 4 replies
   • 2k views
   • 
   • Luke Bailey
   • May 11, 2021

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

   By BG5150, May 3, 2021
   • 7 replies
   • 1.4k views
   • 
   • BG5150
   • May 6, 2021

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

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

11. RMD for in service dist?

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

12. hardship and the DIY guy

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

13. 60 rollover into same plan

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

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

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

15. Hardship - Medical Bill in Collections

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

16. QDRO mistake

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

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

    By BG5150, April 1, 2021
    • 19 replies
    • 3.4k views
    • 
    • ACK
    • April 13, 2021

18. In-service distribution of rollover account only

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

19. Options for Missing Beneficiary

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

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

    By BG5150, March 23, 2021
    • 5 replies
    • 996 views
    • 
    • BG5150
    • March 23, 2021

21. State tax elected but not withheld

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

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

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

23. Distribution Code for Exceeding 415 Limit

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

24. Death benefit to new spouse

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

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

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

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

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

27. Eliminating participant loans from a plan

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

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

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • Bird
    • February 22, 2021

29. Funeral Home as Designated Beneficiary

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

30. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.2k views
    • 
    • JOH
    • February 8, 2021

31. Hardship for Medical Expense Date Range

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

32. 402(g) Limit - Roth - After Year End

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

33. Looking for 1099-R Software Recommendations

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

34. 401k loan default questions.

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

35. Who is the beneficiary?

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

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

    By C Williams, January 15, 2021   

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

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

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 2.3k views
    • 
    • Era
    • January 17, 2021

38. 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

39. Loan Offset treated as RMD

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

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

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

41. DB Plan termination, when is withholding due?

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

42. Inservice Distribution Rolled Over To IRA

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

43. CRD- CARES Act

    By Megan H, January 7, 2021
    • 10 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 12, 2021

44. Federal Withholding Tax

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

45. Interest rate used for COVID reamortization of loan

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

46. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Bird
    • January 7, 2021

47. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bird
    • December 30, 2020

48. Covid Distributions - J&S plans

    By k man, April 2, 2020
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

49. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31, 2020
    • 7 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

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

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