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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. Hardship withdrawals and constructive receipt doctrine

    By t.haley,
    • 5 replies
    • 340 views

  2. In Service... Age 62... No Problem?

    By Basically,
    • 2 replies
    • 305 views

  3. Benefit Elections Required?

    By Dougsbpc,
    • 3 replies
    • 346 views

  4. Can we simplify rollovers between retirement plans?

    By Peter Gulia,
    • 10 replies
    • 805 views

  5. Charging Participants

    By Dougsbpc,
    • 4 replies
    • 539 views

  6. RMD - non-calendar year DC plan

    By shERPA,
    • 7 replies
    • 807 views

  7. POA to distribute to contingent beneficiary

    By AlbanyConsultant,
    • 5 replies
    • 625 views

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

    By Peter Gulia,
    • 5 replies
    • 2.8k views

  9. Undo QDRO distribution rollover to IRA

    By J Simmons,
    • 1 reply
    • 370 views

  10. Distribution Code for Excess Deferrals Due to 402(g) Limit in Current Year

    By Vlad401k,
    • 3 replies
    • 601 views

  11. When must a beneficiary decide her minimum distribution?

    By Peter Gulia,
    • 7 replies
    • 542 views

  12. RMD to two beneficiaries

    By Lou S.,
    • 1 reply
    • 420 views

  13. Refusing to cash RMD checks because afraid of govt

    By TPApril,
    • 9 replies
    • 1.4k views

  14. Expanded ULT Table for RMDs?

    By 00hskrgrl,
    • 1 reply
    • 522 views

  15. Hardship Dist Eligibility (sad case)

    By Basically,
    • 10 replies
    • 770 views

  16. Notify terminees their tiny accounts are being forfeited?

    By TPApril,
    • 16 replies
    • 1.3k views

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

    By AnnCK,
    • 2 replies
    • 828 views

  18. FT William and IRIS (1099-Rs)

    By AllThingsForGood,
    • 3 replies
    • 514 views

  19. death and the single owner

    By AlbanyConsultant,
    • 1 reply
    • 445 views

  20. allow a second loan only to certain participants?

    By AlbanyConsultant,
    • 6 replies
    • 9.3k views

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

    By ErisaGooroo,   
    • 2 replies
    • 798 views

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

    By Tom,
    • 8 replies
    • 2.7k views

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

    By AllThingsForGood,
    • 10 replies
    • 1.3k views

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

    By BTG,
    • 2 replies
    • 683 views

  25. Spousal waiver of annuity witnessed remotely

    By Tom,
    • 3 replies
    • 855 views

  26. How to Handle an Overpayment to a Participant

    By EPCRSGuru,
    • 13 replies
    • 1.4k views

  27. 401k hardship request - Casualty Deduction

    By Santo Gold,
    • 2 replies
    • 1.5k views

  28. discovery of a lie during the divorce proceedings

    By AlbanyConsultant,
    • 5 replies
    • 951 views

  29. RMD calculation question

    By Kay Kruse JPM,
    • 3 replies
    • 748 views

  30. 401k participant dies - who are we dealing with?

    By Santo Gold,
    • 12 replies
    • 5.1k views

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

    By Santo Gold,
    • 9 replies
    • 3.8k views

  32. RMD for deceased owner's spouse

    By Renee H,
    • 2 replies
    • 954 views

  33. See through estate?

    By Bird,
    • 3 replies
    • 1.1k views

  34. State withholding

    By IsntThisFun,
    • 3 replies
    • 1.1k views

  35. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 956 views

  36. Loan for primary residence

    By Lou81,
    • 5 replies
    • 1.3k views

  37. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 664 views

  38. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 1.7k views

  39. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 1.9k views

  40. temporarily laid off

    By TPApril,
    • 5 replies
    • 2k views

  41. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 719 views

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

    By Peter Gulia,
    • 9 replies
    • 1.9k views

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

    By Vlad401k,
    • 1 reply
    • 1.1k views

  44. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 1.7k views

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

    By TPApril,
    • 2 replies
    • 1.5k views

  46. crossing the line re "advice"?

    By AlbanyConsultant,
    • 1 reply
    • 3.5k views

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

    By t.haley,
    • 6 replies
    • 1.3k views

  48. re-amortize loan before default

    By WCC,
    • 1 reply
    • 1.1k views

  49. Loan repayment with ACH

    By ejohnke,
    • 4 replies
    • 1.9k views

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

    By TPApril,
    • 4 replies
    • 4.5k views
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