Distributions and Loans, Other than QDROs

3,764 topics in this forum

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

   By TPApril, Friday at 06:52 AM
   • 2 replies
   • 38 views
   • 
   • C. B. Zeller
   • Friday at 11:18 PM

2. Eliminating participant loans from a plan

   By Santo Gold, Wednesday at 12:54 AM
   • 4 replies
   • 94 views
   • 
   • Santo Gold
   • Wednesday at 02:20 PM

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

   By Mr401kPaul, February 19
   • 7 replies
   • 134 views
   • 
   • Bird
   • February 22

4. Funeral Home as Designated Beneficiary

   By luissaha, August 10, 2016
   • 6 replies
   • 921 views
   • 
   • Mike Preston
   • February 17

5. QPLO reporting

   By DMcGovern, February 11
   • 2 replies
   • 90 views
   • 
   • DMcGovern
   • February 12

6. Distribution Hierarchy for Designated Roth Withdraws?

   By JOH, January 27
   • 2 replies
   • 219 views
   • 
   • JOH
   • February 8

7. Hardship for Medical Expense Date Range

   By k3mkim, February 5
   • 1 reply
   • 95 views
   • 
   • MoJo
   • February 5

8. 402(g) Limit - Roth - After Year End

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

9. Looking for 1099-R Software Recommendations

   By YY, December 11, 2020
   • 8 replies
   • 442 views
   • 
   • Susan S.
   • January 25

10. 401k loan default questions.

    By larrybhunter, January 21
    • 5 replies
    • 228 views
    • 
    • Bird
    • January 22

11. Who is the beneficiary?

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

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

    By C Williams, January 15   

    • excess contribution
    • 1 reply
    • 125 views
    • 
    • Luke Bailey
    • January 19

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

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 656 views
    • 
    • Era
    • January 17

14. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar, January 15
    • 3 replies
    • 154 views
    • 
    • FORMER ESQ.
    • January 16

15. Loan Offset treated as RMD

    By Vlad401k, January 15
    • 1 reply
    • 90 views
    • 
    • Bri
    • January 15

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

    By pmacduff, January 14
    • 0 replies
    • 105 views
    • 
    • pmacduff
    • January 14

17. DB Plan termination, when is withholding due?

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

18. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13
    • 3 replies
    • 143 views
    • 
    • Lucky32
    • January 13

19. CRD- CARES Act

    By Megan H, January 7
    • 10 replies
    • 365 views
    • 
    • Luke Bailey
    • January 12

20. Federal Withholding Tax

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

21. Interest rate used for COVID reamortization of loan

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

22. Trust as bene no longer needed, maybe

    By Bird, December 30, 2020
    • 8 replies
    • 376 views
    • 
    • Bird
    • January 7

23. Prepayment not allowed on loans?

    By Belgarath, January 4
    • 12 replies
    • 398 views
    • 
    • MoJo
    • January 6

24. 401K retirement distribution

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

25. Covid Distributions - J&S plans

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