Distributions and Loans, Other than QDROs

3,484 topics in this forum

1. now charging annual loan fees to current loans?

   By AlbanyConsultant, January 11
   • 4 replies
   • 172 views
   • 
   • QDROphile
   • January 12

2. RMD due date when rolling over account

   • 1
   • 2

   By Santo Gold, September 21, 2018
   • 27 replies
   • 585 views
   • 
   • cheersmate
   • January 11

3. Plan Closing 12/31 - Trailing Distributions Trigger 1099-R next year?

   By RestAssured, January 9
   • 1 reply
   • 91 views
   • 
   • Bird
   • January 9

4. Loan offset IRA rollover

   By B21, January 7
   • 1 reply
   • 98 views
   • 
   • ETA Consulting LLC
   • January 7

5. Form 945: Do you complete Paid Preparer section?

   By pensionreview, December 24, 2018
   • 2 replies
   • 191 views
   • 
   • Larry Starr
   • December 26, 2018

6. Rollover Fees

   By Bumppo23, December 22, 2018
   • 1 reply
   • 76 views
   • 
   • QDROphile
   • December 22, 2018

7. Participant Loan - date vested balance is determined

   By JustnERPA, December 21, 2018
   • 1 reply
   • 197 views
   • 
   • JustnERPA
   • December 21, 2018

8. RMD Withholding

   By 401_noob, December 14, 2018   

   • rmd
   • tax withholding
   • 4 replies
   • 251 views
   • 
   • Appleby
   • December 20, 2018

9. Bypass a Trust?

   By Gilmore, December 14, 2018
   • 2 replies
   • 125 views
   • 
   • Gilmore
   • December 15, 2018

10. Terminating Plan - RMD Required?

    By Lou S., December 12, 2018
    • 10 replies
    • 198 views
    • 
    • Kevin C
    • December 14, 2018

11. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 201 views
    • 
    • Larry Starr
    • December 11, 2018

12. In-kind distribution from DB plan

    By Cloudy, December 8, 2018
    • 8 replies
    • 161 views
    • 
    • jpod
    • December 11, 2018

13. Partic dies in year of first RMD

    By BG5150, December 6, 2018
    • 10 replies
    • 375 views
    • 
    • jsample
    • December 11, 2018

14. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 12 replies
    • 339 views
    • 
    • lie
    • December 9, 2018

15. Distribution timing when participant is re-hired

    By Kansas401k, November 29, 2018   

    • distribution
    • timing
    • (and 2 more)

      Tagged with:

      • distribution
      • timing
      • re-hire
      • rehire
    • 7 replies
    • 281 views
    • 
    • CJ Allen
    • December 4, 2018

16. RMD required when transferring between employers in a MEP?

    By C. B. Zeller, November 28, 2018
    • 2 replies
    • 105 views
    • 
    • C. B. Zeller
    • November 30, 2018

17. Loan not defaulted

    By Bird, November 27, 2018
    • 8 replies
    • 307 views
    • 
    • Luke Bailey
    • November 29, 2018

18. Incorrect Loan Payments

    By bevfair, November 29, 2018
    • 4 replies
    • 142 views
    • 
    • Mike Preston
    • November 29, 2018

19. Death Disbursement - Pooled Account

    By mjf06241972, November 28, 2018
    • 2 replies
    • 107 views
    • 
    • Bird
    • November 28, 2018

20. RMD in Plan with ROTH and non-ROTH

    By Lou S., November 21, 2018
    • 2 replies
    • 177 views
    • 
    • Luke Bailey
    • November 26, 2018

21. Distributions to charitable trust?

    By kwalified, November 19, 2018
    • 4 replies
    • 138 views
    • 
    • kwalified
    • November 20, 2018

22. Reasonable loan interest rate for 1-person plan

    By TPApril, November 17, 2018
    • 7 replies
    • 162 views
    • 
    • imchipbrown
    • November 19, 2018

23. RMD 403b plan

    By Santo Gold, November 9, 2018
    • 8 replies
    • 336 views
    • 
    • JamesK
    • November 13, 2018

24. Housing Allowance & RMD

    By ErisaGooroo, November 2, 2018
    • 19 replies
    • 314 views
    • 
    • Kevin C
    • November 8, 2018

25. <Nothing to see here>

    By Nood1e, October 31, 2018
    • 3 replies
    • 171 views
    • 
    • Nood1e
    • November 7, 2018