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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,190 topics in this forum

  1. When must a beneficiary decide her minimum distribution?

    By Peter Gulia,
    • 7 replies
    • 242 views

  2. RMD to two beneficiaries

    By Lou S.,
    • 1 reply
    • 225 views

  3. Refusing to cash RMD checks because afraid of govt

    By TPApril,
    • 9 replies
    • 893 views

  4. Expanded ULT Table for RMDs?

    By 00hskrgrl,
    • 1 reply
    • 295 views

  5. Hardship Dist Eligibility (sad case)

    By Basically,
    • 10 replies
    • 455 views

  6. Notify terminees their tiny accounts are being forfeited?

    By TPApril,
    • 16 replies
    • 829 views

  7. Can deceased participant's loan be repaid by spousal beneficiary?

    By AnnCK,
    • 2 replies
    • 606 views

  8. FT William and IRIS (1099-Rs)

    By AllThingsForGood,
    • 3 replies
    • 265 views

  9. death and the single owner

    By AlbanyConsultant,
    • 1 reply
    • 235 views

  10. allow a second loan only to certain participants?

    By AlbanyConsultant,
    • 6 replies
    • 567 views

  11. Mandatory cash-out provision limited to those under age 55 at termination of employment

    By ErisaGooroo,   
    • 2 replies
    • 575 views

  12. Mandatory Force-out for <$5,000 and attained NRA.

    By Tom,
    • 8 replies
    • 2.4k views

  13. How to Code the 1099-R (After Tax $ converted to Roth)

    By AllThingsForGood,
    • 10 replies
    • 793 views

  14. Honoring Legacy W-4Ps with Flat Dollar Withholding

    By BTG,
    • 2 replies
    • 471 views

  15. Spousal waiver of annuity witnessed remotely

    By Tom,
    • 3 replies
    • 530 views

  16. How to Handle an Overpayment to a Participant

    By EPCRSGuru,
    • 13 replies
    • 926 views

  17. 401k hardship request - Casualty Deduction

    By Santo Gold,
    • 2 replies
    • 1k views

  18. discovery of a lie during the divorce proceedings

    By AlbanyConsultant,
    • 5 replies
    • 697 views

  19. RMD calculation question

    By Kay Kruse JPM,
    • 3 replies
    • 506 views

  20. 401k participant dies - who are we dealing with?

    By Santo Gold,
    • 12 replies
    • 3.6k views

  21. What am I forgetting? - Taking a second 401k participant loan

    By Santo Gold,
    • 9 replies
    • 2.3k views

  22. RMD for deceased owner's spouse

    By Renee H,
    • 2 replies
    • 700 views

  23. See through estate?

    By Bird,
    • 3 replies
    • 888 views

  24. State withholding

    By IsntThisFun,
    • 3 replies
    • 884 views

  25. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 736 views

  26. Loan for primary residence

    By Lou81,
    • 5 replies
    • 1.1k views

  27. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 515 views

  28. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 1.3k views

  29. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 1.5k views

  30. temporarily laid off

    By TPApril,
    • 5 replies
    • 1.8k views

  31. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 573 views

  32. What maximum repayment period do you like for a participant’s principal-residence loan?

    By Peter Gulia,
    • 9 replies
    • 1.5k views

  33. Rollover of After-Tax Employee Contributions to Roth IRA

    By Vlad401k,
    • 1 reply
    • 1k views

  34. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 1.3k views

  35. Beneficiary for an annuity held by the Trust by unmarried owner

    By TPApril,
    • 2 replies
    • 1.3k views

  36. crossing the line re "advice"?

    By AlbanyConsultant,
    • 1 reply
    • 3.4k views

  37. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley,
    • 6 replies
    • 1.1k views

  38. re-amortize loan before default

    By WCC,
    • 1 reply
    • 920 views

  39. For minimum distribution, what date’s ownership counts to determine a 5%-owner?

    By Peter Gulia,
    • 4 replies
    • 2.4k views

  40. Loan repayment with ACH

    By ejohnke,
    • 4 replies
    • 1.7k views

  41. Flexibility w/early in-service Roth w/drawals

    By TPApril,
    • 4 replies
    • 4.3k views

  42. Does a 'Designated Beneficiary' have to be designated in the plan?

    By TPApril,
    • 5 replies
    • 1.1k views

  43. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH,
    • 1 reply
    • 812 views

  44. Funds accumulated for at least two years: meaning?

    By BG5150,
    • 5 replies
    • 1.5k views

  45. RMD for participant who died in 2017

    By AlbanyConsultant,
    • 5 replies
    • 1.7k views

  46. EDB not 73, must RMDs start?

    By ACK,
    • 4 replies
    • 1.5k views

  47. Participant loans - Promissory Note

    By Santo Gold,
    • 8 replies
    • 2.4k views

  48. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc,
    • 9 replies
    • 1.9k views

  49. Distribution via ACH - ACH verification tool

    By 401Katie,
    • 1 reply
    • 1.6k views

  50. Advice on handling a distribution via Power of Attorney

    By Santo Gold,
    • 5 replies
    • 2.5k views
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