Distributions and Loans, Other than QDROs

4,055 topics in this forum

1. RMD required? No documentation found for old distribution erroneously rolled into IRA

   By Barbara, March 3, 2023
   • 4 replies
   • 338 views
   • 
   • Barbara
   • March 7, 2023

2. Direct rollover even without distribution event?

   By ERISA guy, March 3, 2023
   • 5 replies
   • 581 views
   • 
   • joel
   • March 7, 2023

3. Disabled Participant and Loan Offset

   By Ananda, February 28, 2023
   • 2 replies
   • 334 views
   • 
   • Lou S.
   • April 19, 2023

4. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

   By RestAssured, February 27, 2023
   • 8 replies
   • 405 views
   • 
   • Tom
   • March 16, 2023

5. Switch tables?

   By thepensionmaven, February 23, 2023
   • 1 reply
   • 155 views
   • 
   • R Griffith
   • March 6, 2023

6. When is a partner’s required beginning date for a required minimum distribution?

   By Peter Gulia, February 22, 2023
   • 6 replies
   • 474 views
   • 
   • david rigby
   • February 24, 2023

7. another RMD Error

   By thepensionmaven, February 21, 2023
   • 3 replies
   • 302 views
   • 
   • Peter Gulia
   • February 21, 2023

8. RMD under Secure Act 2.0

   By steve45, February 17, 2023
   • 1 reply
   • 257 views
   • 
   • Belgarath
   • February 17, 2023

9. Roth Conversion of After Tax Basis in Deemed Distribution

   By ERISA1, February 13, 2023
   • 0 replies
   • 191 views
   • 
   • ERISA1
   • February 13, 2023

10. RMD Withholding Form W-4R or W-4P

    By Ananda, February 7, 2023
    • 2 replies
    • 1.1k views
    • 
    • Ananda
    • February 8, 2023

11. Distribution of NYCER PENSION benefits upon death

    By Edie, February 4, 2023
    • 2 replies
    • 367 views
    • 
    • fmsinc
    • February 7, 2023

12. tricky death benefit question

    By Santo Gold, January 19, 2023
    • 7 replies
    • 803 views
    • 
    • Cassopy
    • January 24, 2023

13. A Dumb Question

    By bzorc, January 19, 2023
    • 3 replies
    • 383 views
    • 
    • bzorc
    • January 19, 2023

14. 1099 R Year

    By AmyETPA, January 16, 2023
    • 1 reply
    • 260 views
    • 
    • Lou S.
    • January 17, 2023

15. 2020 Covid Withdrawal Issue

    By 401kAllTheWay, January 11, 2023
    • 0 replies
    • 153 views
    • 
    • 401kAllTheWay
    • January 11, 2023

16. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

    • rmd
    • 13 replies
    • 949 views
    • 
    • Peter Gulia
    • January 13, 2023

17. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven, January 8, 2023
    • 5 replies
    • 305 views
    • 
    • Belgarath
    • January 9, 2023

18. What should loan balance be for a loan offset?

    By Basically, January 3, 2023
    • 1 reply
    • 273 views
    • 
    • C. B. Zeller
    • January 3, 2023

19. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia, January 3, 2023
    • 7 replies
    • 757 views
    • 
    • Luke Bailey
    • January 4, 2023

20. State withholding

    By Belgarath, January 2, 2023
    • 4 replies
    • 503 views
    • 
    • Belgarath
    • January 6, 2023

21. RMD 5% owner under constructive ownership

    By AnnCK, December 30, 2022
    • 2 replies
    • 459 views
    • 
    • AnnCK
    • January 3, 2023

22. 945 Filing

    By thepensionmaven, December 29, 2022
    • 1 reply
    • 178 views
    • 
    • Tom
    • December 30, 2022

23. In Service Distribution

    By Basically, December 22, 2022
    • 1 reply
    • 276 views
    • 
    • C. B. Zeller
    • December 22, 2022

24. RMD Rolled Over

    By Lou S., December 20, 2022
    • 5 replies
    • 542 views
    • 
    • Appleby
    • December 26, 2022

25. RMD for spousal beneficiary

    By pmacduff, December 19, 2022
    • 3 replies
    • 231 views
    • 
    • Bird
    • December 20, 2022