Distributions and Loans, Other than QDROs

3,880 topics in this forum

1. Asset Sale, New Employer plan, Loan offset

   By K-t-F, April 21
   • 15 replies
   • 262 views
   • 
   • Bird
   • Thursday at 01:14 PM

2. Inservice Withdrawal After A Period Certain

   By Lucky32, May 13
   • 7 replies
   • 153 views
   • 
   • chc93
   • May 20

3. Deceased Participant RMD

   By K-t-F, April 12
   • 3 replies
   • 154 views
   • 
   • K-t-F
   • May 20

4. Excess/Defaulted Loan

   By mming, March 4
   • 5 replies
   • 326 views
   • 
   • mming
   • May 19

5. Adjusted ADP test creates overpaid corrective distributions - what to do?

   By MrsMacias, May 2
   • 5 replies
   • 202 views
   • 
   • Bri
   • May 13

6. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

   By Steamboat, May 5
   • 11 replies
   • 349 views
   • 
   • CuseFan
   • May 10

7. Beneficiary... can someone waive their right?

   By K-t-F, April 13
   • 11 replies
   • 435 views
   • 
   • Nate S
   • May 1

8. Rollover Distribution Request processed as cash distribution

   By perplexedbypensions, April 26
   • 11 replies
   • 236 views
   • 
   • Appleby
   • April 29

9. Loan from Unrelated Balance

   By Basically, April 14
   • 3 replies
   • 220 views
   • 
   • jsample
   • April 14

10. 401k plan beneficiary RMD

    By Santo Gold, April 14
    • 0 replies
    • 84 views
    • 
    • Santo Gold
    • April 14

11. RMD... financial advisor did not withhold

    By Basically, April 4
    • 2 replies
    • 199 views
    • 
    • Basically
    • April 12

12. Joint Life and Last Survivor Expectancy Table

    By Archimage, April 11
    • 1 reply
    • 162 views
    • 
    • Mike Preston
    • April 11

13. Incorrect Corrective Distribution Amount

    By Vlad401k, April 5
    • 1 reply
    • 142 views
    • 
    • CuseFan
    • April 5

14. Loan offset question

    By BG5150, March 28
    • 1 reply
    • 171 views
    • 
    • Bird
    • March 28

15. IRA distribution - 1099R coded as 5 Prohibited Transaction

    By GlacierNP, March 21
    • 4 replies
    • 209 views
    • 
    • Luke Bailey
    • March 24

16. Distribution in error - refund of FIT withheld?

    By t.haley, March 3
    • 5 replies
    • 245 views
    • 
    • Luke Bailey
    • March 18

17. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn, March 4
    • 1 reply
    • 128 views
    • 
    • Luke Bailey
    • March 18

18. New uniform life table for 2022 RMD--where?

    By BG5150, January 10
    • 7 replies
    • 466 views
    • 
    • RestAssured
    • March 15

19. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath, March 2
    • 4 replies
    • 211 views
    • 
    • Belgarath
    • March 2

20. RMD change to calculation method

    By Melissa2115, February 24
    • 3 replies
    • 224 views
    • 
    • Jakyasar
    • February 28

21. 8955-SSA Filings - records of filings?

    By RestAssured, February 28
    • 7 replies
    • 312 views
    • 
    • david rigby
    • February 28

22. Disability benefits in a cash balance plan

    By Jakyasar, February 11
    • 7 replies
    • 246 views
    • 
    • Luke Bailey
    • February 16

23. RMD

    By Egold, February 9
    • 3 replies
    • 247 views
    • 
    • Bri
    • February 9

24. ROTH funded plan... RMD rule

    By K-t-F, February 7
    • 2 replies
    • 334 views
    • 
    • K-t-F
    • February 7

25. Deemed loan

    By thepensionmaven, February 4
    • 1 reply
    • 164 views
    • 
    • Bri
    • February 4