Distributions and Loans, Other than QDROs

3,737 topics in this forum

1. Participant dies and beneficiaries are sisters

   By Jakyasar, 21 hours ago
   • 6 replies
   • 40 views
   • 
   • Jakyasar
   • 19 hours ago

2. Distribution Code for Excess Roth Contributions after April 15

   By Vlad401k, November 13
   • 1 reply
   • 122 views
   • 
   • Luke Bailey
   • November 18

3. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

   By tmalik, November 15   

   • cares act tax
   • roth
   • (and 1 more)

     Tagged with:

     • cares act tax
     • roth
     • distubution
   • 3 replies
   • 97 views
   • 
   • Luke Bailey
   • November 18

4. Reduce Automatic Rollover threshold to $0

   By Trisports, December 8, 2017   

   • automatic rollover
   • threshold
   • 16 replies
   • 1,323 views
   • 
   • Just Tri
   • November 6

5. Is an offset a distribution?

   By JAS76, November 5
   • 1 reply
   • 98 views
   • 
   • Luke Bailey
   • November 5

6. CARES Act Loan Deferment

   By cathgrace, November 2   

   • cares act
   • loans
   • 1 reply
   • 103 views
   • 
   • ESOPMomma
   • November 3

7. Mandatory withholding on distribution of property

   By JustMe, October 30
   • 3 replies
   • 230 views
   • 
   • imchipbrown
   • November 3

8. RMD 2020 Waiver and sample amendment

   By MDOWNS@CBIZ.COM, November 2   

   • waiver
   • sample amendment
   • (and 1 more)

     Tagged with:

     • waiver
     • sample amendment
     • rmds
   • 1 reply
   • 152 views
   • 
   • Peter Gulia
   • November 2

9. DB RMD (>72) DOT=12/31

   By TPApril, October 28
   • 4 replies
   • 163 views
   • 
   • Luke Bailey
   • October 29

10. Code M for Loan Offsets

    By Vlad401k, October 28
    • 1 reply
    • 124 views
    • 
    • C. B. Zeller
    • October 28

11. 401K Overpayment Notice

    By cdogstu99, September 28
    • 13 replies
    • 467 views
    • 
    • cdogstu99
    • October 26

12. Loans Repayments and Sales Charges

    By JOH, October 16
    • 1 reply
    • 155 views
    • 
    • Bird
    • October 19

13. CARES increased loan limits deadline

    By Dennis G., October 14
    • 6 replies
    • 157 views
    • 
    • MoJo
    • October 16

14. Money Sources & Taxes - does it matter

    By TPApril, October 14
    • 4 replies
    • 138 views
    • 
    • TPApril
    • October 15

15. Another COVID Loan question

    By bzorc, September 29
    • 6 replies
    • 305 views
    • 
    • Luke Bailey
    • September 30

16. CARES Act and Loan Offset

    By DJL, September 21   

    • cares act
    • crd
    • (and 1 more)

      Tagged with:

      • cares act
      • crd
      • loan offset
    • 15 replies
    • 290 views
    • 
    • DJL
    • September 30

17. Search service

    By Bird, September 17
    • 6 replies
    • 209 views
    • 
    • EPCRSGuru
    • September 21

18. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32, September 20
    • 7 replies
    • 165 views
    • 
    • Lucky32
    • September 21

19. Can a Terminated Participant Request CRD?

    By cheersmate, September 18   

    • crd
    • terminated participant crd
    • 7 replies
    • 241 views
    • 
    • cheersmate
    • September 21

20. Opinions Please RE COVID loan

    By bzorc, September 16
    • 4 replies
    • 183 views
    • 
    • bzorc
    • September 18

21. SSA Notice- Benefit Due

    By 52626, September 3
    • 23 replies
    • 454 views
    • 
    • acm_acm
    • September 11

22. What's the mandatory withholding?

    By JAS76, September 3
    • 1 reply
    • 163 views
    • 
    • JOH
    • September 9

23. order of withdrawal

    By Santo Gold, September 3
    • 3 replies
    • 332 views
    • 
    • Santo Gold
    • September 9

24. COVID loans

    By thepensionmaven, August 3
    • 4 replies
    • 254 views
    • 
    • Lou S.
    • September 8

25. Missed RMD and balance rolled out of plan

    By khr, August 26
    • 8 replies
    • 378 views
    • 
    • Appleby
    • August 31