Distributions and Loans, Other than QDROs

3,905 topics in this forum

1. Motorhome principal residence

   By R. Butler, September 19
   • 8 replies
   • 307 views
   • 
   • Nate S
   • September 21

2. Non-US beneficiary

   By Santo Gold, September 14
   • 3 replies
   • 203 views
   • 
   • Santo Gold
   • September 15

3. Lump Sum then rolled over w/in 60 days - 1099-R

   By TPApril, September 8
   • 7 replies
   • 263 views
   • 
   • pmacduff
   • September 8

4. Plan loan and Hardship withdrawal

   By Ananda, September 2
   • 4 replies
   • 278 views
   • 
   • Gilmore
   • September 7

5. Involuntary/Mandatory/Automatic distribution requires Plan provision?

   By Nate S, August 30   

   • mandatory distribution
   • automatic rollover
   • 2 replies
   • 107 views
   • 
   • CuseFan
   • August 31

6. Plan Loan and Change in Controlled Group status

   By PensionPro, August 25
   • 3 replies
   • 111 views
   • 
   • PensionPro
   • August 30

7. Family fued on death benefit

   By arthurkagan, August 29   

   • famuly fued on death benefit
   • 2 replies
   • 197 views
   • 
   • CuseFan
   • August 29

8. Controlled Group - Two Plans to Avoid Audit and Aggregation

   By Will.I.Am, August 26
   • 1 reply
   • 100 views
   • 
   • Will.I.Am
   • August 26

9. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

   By KMiller, August 24
   • 4 replies
   • 214 views
   • 
   • MoJo
   • August 26

10. Both spouses die in the same calendar year.

    By Belgarath, August 25
    • 1 reply
    • 92 views
    • 
    • Nate S
    • August 25

11. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am, August 24
    • 2 replies
    • 206 views
    • 
    • R. Scott
    • August 24

12. Hardship Distributions

    By Coleboy1, August 17
    • 1 reply
    • 177 views
    • 
    • C. B. Zeller
    • August 17

13. How to enforce RMD requirements?

    By Carol V. Calhoun, August 12
    • 9 replies
    • 312 views
    • 
    • Luke Bailey
    • August 15

14. Paying Federal taxes with Form 945

    By perplexedbypensions, August 2
    • 5 replies
    • 178 views
    • 
    • WDIK
    • August 4

15. Prepayment not allowed on loans?

    By Belgarath, January 4, 2021
    • 13 replies
    • 1.9k views
    • 
    • amethbrilliant
    • July 29

16. Loan to acquire principal residence, deal falls through

    By Belgarath, August 31, 2018
    • 13 replies
    • 971 views
    • 
    • ricopenthouse
    • July 9

17. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey, July 8
    • 3 replies
    • 167 views
    • 
    • cathyw
    • July 8

18. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant, August 11, 2017
    • 19 replies
    • 1.5k views
    • 
    • ricopenthouse
    • July 4

19. New York State Withholding

    By DPSRich, June 30
    • 2 replies
    • 157 views
    • 
    • DPSRich
    • July 1

20. RMD For Owner

    By DPSRich, June 30
    • 2 replies
    • 257 views
    • 
    • DPSRich
    • July 1

21. Death Benefit, how is it taxed?

    By Basically, June 21
    • 7 replies
    • 314 views
    • 
    • Basically
    • June 29

22. 2022 RMD Waiver?

    By R.J. Gage, June 16
    • 6 replies
    • 462 views
    • 
    • Lou S.
    • June 22

23. 401k piggy bank

    By TPApril, June 16
    • 9 replies
    • 336 views
    • 
    • Retired, but still reading
    • June 21

24. Vesting, what happens if a participant is given 100% by mistake?

    By Basically, June 8
    • 7 replies
    • 323 views
    • 
    • Luke Bailey
    • June 8

25. RMD Needed?

    By Basically, June 2
    • 12 replies
    • 351 views
    • 
    • Basically
    • June 8