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Retirement Plan Documents Specialist Loren D. Stark Company
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RTD Financial Advisors
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Trucker Huss, A Professional Corporation
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Administrator/Consultant (DC and DB) TPA Professionals |
Bates & Company
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Nicholas Pension Consultants
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Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Retirement, LLC
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Carpenter Morse Group
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Retirement Plan Legal Specialist Pentegra
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| Outstanding Balance of Participant's 401(k) Loan Was Not Deducted from a Death Benefit Paid to Me BenefitsLink Message Boards  Oct. 20, 2021 "My husband passed away earlier this year (March 2021). We owed $13,587.66 in 401(k) loans prior to his death. His 401(k) servicing company did NOT deduct the loan amount from the distribution into my Spousal Beneficiary IRA. In fact, *I* was the one who discovered the error, but did not notify the company. If they send us a 1099R, will I have to pay income tax AND an early withdrawal penalty on it?" |
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