Distributions and Loans, Other than QDROs

3,454 topics in this forum

1. In Service Distribution from individual 401k to SEP IRA

   By BT, September 19   

   • profit sharing plan
   • individual 401k
   • (and 1 more)

     Tagged with:

     • profit sharing plan
     • individual 401k
     • distribution
   • 10 replies
   • 211 views
   • 
   • BT
   • October 11

2. Participant not cashing RMD checks

   By The Guru, October 1
   • 9 replies
   • 368 views
   • 
   • CJ Allen
   • October 3

3. loan offsets New 1099R Distribution code for reporting Loan Offsets

   By Eaglehoops, September 27   

   • 1099r reporting
   • 1 reply
   • 115 views
   • 
   • Kristina
   • September 28

4. QJSA in Plan want to remove

   By TPA Bob, July 23
   • 4 replies
   • 319 views
   • 
   • AlbanyConsultant
   • September 28

5. RMD due date when rolling over account

   By Santo Gold, September 21
   • 24 replies
   • 380 views
   • 
   • CJ Allen
   • September 26

6. Rollover and Taxable 101

   By thepensionmaven, September 24
   • 1 reply
   • 184 views
   • 
   • C. B. Zeller
   • September 24

7. Rollout of Life Insurance - Tax Impact

   By EBECatty, September 19
   • 5 replies
   • 114 views
   • 
   • Luke Bailey
   • September 21

8. Determining Vested Account Balance for Loan Limit Deliberations; Add in Outstanding Loan Balances?

   By Bumppo23, September 19   

   • 72(p)
   • loan
   • (and 1 more)

     Tagged with:

     • 72(p)
     • loan
     • vested account balance
   • 1 reply
   • 128 views
   • 
   • Tom Poje
   • September 20

9. Loan Repayment Frequency

   By Stash026, September 17
   • 3 replies
   • 146 views
   • 
   • Pam Shoup
   • September 19

10. Loan Defaults 101

    By thepensionmaven, September 12
    • 6 replies
    • 204 views
    • 
    • Luke Bailey
    • September 13

11. let a distribution check stale date on purpose?

    By WCC, September 5
    • 13 replies
    • 376 views
    • 
    • Appleby
    • September 11

12. My Boss Screwed Up, Now I'm Screwed (and so is my employer I assume)

    • 1
    • 2

    By smg, September 4
    • 31 replies
    • 524 views
    • 
    • Belgarath
    • September 11

13. Hardship criteria for Loan

    By Jennifer D., September 5
    • 14 replies
    • 242 views
    • 
    • Larry Starr
    • September 7

14. Rehired participant wants distribution

    By pam@bbm, September 5
    • 2 replies
    • 179 views
    • 
    • Larry Starr
    • September 6

15. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers, August 16
    • 5 replies
    • 229 views
    • 
    • Phlyers
    • September 5

16. Loan to acquire principal residence, deal falls through

    By Belgarath, August 31
    • 12 replies
    • 327 views
    • 
    • Larry Starr
    • September 4

17. RMD factor below 1.0

    By TPATC, August 31   

    • rmd
    • mrd
    • (and 3 more)

      Tagged with:

      • rmd
      • mrd
      • factor below
      • minimum required
      • non-spouse
    • 8 replies
    • 182 views
    • 
    • Tom Poje
    • September 4

18. Unforeseeable Hardship- Funeral Expenses

    By hmcpa, August 29
    • 2 replies
    • 284 views
    • 
    • hmcpa
    • August 29

19. 401k RMD after IRA rollover

    By legort69, January 9   

    • 401k rmd rollover
    • 12 replies
    • 697 views
    • 
    • TPApril
    • August 28

20. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE, August 23
    • 3 replies
    • 179 views
    • 
    • ERISAAPPLE
    • August 24

21. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE, August 22
    • 5 replies
    • 295 views
    • 
    • Luke Bailey
    • August 23

22. Loan Default, 1099-R & Age 59 1/2

    By TPApril, January 19
    • 11 replies
    • 784 views
    • 
    • RatherBeGolfing
    • August 20

23. ad hoc distributions - protected benefit?

    By AlbanyConsultant, August 17
    • 4 replies
    • 179 views
    • 
    • Luke Bailey
    • August 17

24. RMD after termination

    • 1
    • 2

    By 52626, August 10
    • 31 replies
    • 603 views
    • 
    • Bird
    • August 17

25. RMD to Charity

    By PFranckowiak, August 15
    • 3 replies
    • 209 views
    • 
    • CuseFan
    • August 15