Distributions and Loans, Other than QDROs

3,595 topics in this forum

1. rollover to spouse in same plan

   By M Norton, yesterday at 08:49 PM   

   • reporting in-plan rollover
   • 1 reply
   • 23 views
   • 
   • C. B. Zeller
   • Yesterday at 10:43 PM

2. Limitations On PTE 80-26 Loans - Do They Exist?

   By mming, Thursday at 11:59 PM
   • 3 replies
   • 65 views
   • 
   • Larry Starr
   • Yesterday at 09:49 PM

3. 1099-R For Missing Participants (Forced Rollover)

   By Stash026, Wednesday at 11:08 AM
   • 2 replies
   • 119 views
   • 
   • CuseFan
   • Wednesday at 07:36 PM

4. Funds available for Qualified Reservist Distribution

   By AKconsult, January 6
   • 2 replies
   • 161 views
   • 
   • AKconsult
   • January 10

5. Secure Act Death Benefit

   By Lou S., January 10
   • 2 replies
   • 158 views
   • 
   • Degrand
   • January 10

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

   By Jay Bobber, January 10
   • 6 replies
   • 178 views
   • 
   • Jay Bobber
   • January 10

7. Proper Employee Distribution

   By efinances, January 7
   • 8 replies
   • 312 views
   • 
   • fmsinc
   • January 9

8. One contingent bene deceased, is other now 100%?

   By BG5150, January 3
   • 11 replies
   • 296 views
   • 
   • Larry Starr
   • January 7

9. electronic filing of 1099-R forms

   By pmacduff, December 30, 2019
   • 4 replies
   • 271 views
   • 
   • pmacduff
   • January 2

10. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 193 views
    • 
    • pmacduff
    • December 16, 2019

11. Loans from only 100% vested sources?

    By BG5150, December 11, 2019
    • 14 replies
    • 435 views
    • 
    • Luke Bailey
    • December 12, 2019

12. Denying a plan loan 1 2

    By Santo Gold, December 6, 2019
    • 34 replies
    • 549 views
    • 
    • Larry Starr
    • December 12, 2019

13. Taking a Distribution and Loan Offset

    By Vlad401k, December 11, 2019
    • 1 reply
    • 161 views
    • 
    • Larry Starr
    • December 11, 2019

14. Can I get around an RMD this way?

    By BG5150, December 11, 2019
    • 2 replies
    • 204 views
    • 
    • BG5150
    • December 11, 2019

15. RMD rollout of plan prior to termination and RBD

    By Tom, November 8, 2019   

    • rmd
    • 3 replies
    • 223 views
    • 
    • Mr Bagwell
    • December 10, 2019

16. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 173 views
    • 
    • LisaS
    • December 10, 2019

17. plan loan from pooled account 1 2

    By M Norton, December 3, 2019
    • 29 replies
    • 511 views
    • 
    • Larry Starr
    • December 9, 2019

18. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 356 views
    • 
    • Bird
    • December 9, 2019

19. RMD not sure if this person is an owner

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

20. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 154 views
    • 
    • Larry Starr
    • December 7, 2019

21. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 210 views
    • 
    • Luke Bailey
    • December 5, 2019

22. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 309 views
    • 
    • Jakyasar
    • December 4, 2019

23. RMD to non-spousal beneficiary

    By Chippy, November 21, 2019
    • 3 replies
    • 287 views
    • 
    • Bird
    • November 22, 2019

24. Annuity Purchase 1099-R reporting

    By mefrancis1729, November 19, 2019   

    • 1099-r
    • annuity purchase
    • (and 1 more)

      Tagged with:

      • 1099-r
      • annuity purchase
      • cash balance
    • 9 replies
    • 319 views
    • 
    • Bird
    • November 21, 2019

25. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 437 views
    • 
    • Luke Bailey
    • November 20, 2019