Distributions and Loans, Other than QDROs

3,523 topics in this forum

1. Distribution paid too early to a terminated participant

   By AlbanyConsultant, Friday at 08:00 PM
   • 1 reply
   • 26 views
   • 
   • Fiduciary Guidance Counsel
   • Friday at 08:16 PM

2. late RMD - which age factor to use

   By M Norton, May 17
   • 1 reply
   • 140 views
   • 
   • spiritrider
   • May 17

3. RMD failure and corrections

   By Karen McIver, May 14
   • 2 replies
   • 184 views
   • 
   • justanotheradmin
   • May 15

4. Hardship Withdrawals - Timing of Medical Bills

   By Danny CPA, June 14, 2018
   • 24 replies
   • 2,890 views
   • 
   • JohnBellantoni
   • May 11

5. Hardship Documenation

   By Vlad401k, May 9
   • 0 replies
   • 91 views
   • 
   • Vlad401k
   • May 9

6. Hardship Availability

   By Caitlin, May 7
   • 1 reply
   • 133 views
   • 
   • justanotheradmin
   • May 8

7. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

   By whitboston, May 6
   • 2 replies
   • 140 views
   • 
   • Earl
   • May 7

8. Partic age 75 takes full distribution before termination. RMD still?

   By BG5150, May 1
   • 11 replies
   • 274 views
   • 
   • Appleby
   • May 6

9. RMD - 2 Questions

   By RestAssured, April 18
   • 13 replies
   • 399 views
   • 
   • chc93
   • April 25

10. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16
    • 7 replies
    • 260 views
    • 
    • Luke Bailey
    • April 22

11. Loss on unqualified Roth Distribution

    By Becky Schwing, April 15
    • 3 replies
    • 137 views
    • 
    • C. B. Zeller
    • April 18

12. "Odd" loan repays

    By pmacduff, April 15
    • 10 replies
    • 219 views
    • 
    • pmacduff
    • April 16

13. Terminating Plan and RMD

    By perplexedbypensions, March 7
    • 9 replies
    • 235 views
    • 
    • ldr
    • April 12

14. Plan sponsor wants to pay a participant's loan

    By ldr, April 5   

    • contributions
    • loans
    • 20 replies
    • 420 views
    • 
    • jpod
    • April 12

15. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1
    • 10 replies
    • 346 views
    • 
    • G8Rs
    • April 9

16. Mandatory Withholding

    By DPSRich, April 3   

    • quadro
    • 6 replies
    • 177 views
    • 
    • DPSRich
    • April 5

17. Too Much Taken From Account

    By thepensionmaven, April 2
    • 4 replies
    • 206 views
    • 
    • chc93
    • April 4

18. Operational Violation w/r/t Distributions?

    By BJF, April 2
    • 2 replies
    • 112 views
    • 
    • Mike Preston
    • April 4

19. Beneficiary Determination

    By RatherBeGolfing, March 20
    • 21 replies
    • 462 views
    • 
    • Albert Feuer
    • March 28

20. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured, March 20
    • 3 replies
    • 161 views
    • 
    • justanotheradmin
    • March 27

21. Help with 945-X "Administrative Error"

    By Sleuth, March 25   

    • 945-x
    • 1 reply
    • 96 views
    • 
    • Bird
    • March 26

22. Participant Loan to Purchase Residence

    By mjf06241972, March 17
    • 3 replies
    • 243 views
    • 
    • david rigby
    • March 18

23. W-4P and ADP Refund

    By Gilmore, March 12
    • 3 replies
    • 192 views
    • 
    • Gilmore
    • March 15

24. RMD not processed before rollover

    By Vlad401k, March 12
    • 4 replies
    • 293 views
    • 
    • CJ Allen
    • March 15

25. GoFundMe mitigating hardship?

    By AlbanyConsultant, February 26
    • 6 replies
    • 413 views
    • 
    • BG5150
    • March 14