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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. QJSA Mandatory when a participant directly transfers benefits from Defined Benefit Plan to 401(k) Plan?

    By Dougsbpc,
    • 1 reply
    • 261 views
    • Bri
    • Bri

  2. Rolling a loan from one plan to another - New plan doesn't allow loans

    By Basically,
    • 13 replies
    • 941 views

  3. Withholding Issue and 1099R Issued for Incorrect Year - HELP

    By HarleyBabe,
    • 0 replies
    • 212 views

  4. Child Support Judgment Against a Participant’s 401(k) Account

    By 415 Limit,
    • 5 replies
    • 893 views

  5. irs audit wanting updated 1099 for 2019

    By MJ Hartman,
    • 3 replies
    • 489 views

  6. Hardship withdrawals and constructive receipt doctrine

    By t.haley,
    • 5 replies
    • 964 views

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

    By Basically,
    • 2 replies
    • 779 views

  8. Benefit Elections Required?

    By Dougsbpc,
    • 3 replies
    • 740 views

  9. Can we simplify rollovers between retirement plans?

    By Peter Gulia,
    • 10 replies
    • 1.2k views

  10. Charging Participants

    By Dougsbpc,
    • 4 replies
    • 805 views

  11. RMD - non-calendar year DC plan

    By shERPA,
    • 7 replies
    • 1.3k views

  12. POA to distribute to contingent beneficiary

    By AlbanyConsultant,
    • 5 replies
    • 914 views

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

    By Peter Gulia,
    • 5 replies
    • 3k views

  14. Undo QDRO distribution rollover to IRA

    By J Simmons,
    • 1 reply
    • 739 views

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

    By Vlad401k,
    • 3 replies
    • 893 views

  16. When must a beneficiary decide her minimum distribution?

    By Peter Gulia,
    • 7 replies
    • 846 views

  17. RMD to two beneficiaries

    By Lou S.,
    • 1 reply
    • 652 views

  18. Refusing to cash RMD checks because afraid of govt

    By TPApril,
    • 9 replies
    • 1.7k views

  19. Expanded ULT Table for RMDs?

    By 00hskrgrl,
    • 1 reply
    • 704 views

  20. Hardship Dist Eligibility (sad case)

    By Basically,
    • 10 replies
    • 1.1k views

  21. Notify terminees their tiny accounts are being forfeited?

    By TPApril,
    • 16 replies
    • 1.8k views

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

    By AnnCK,
    • 2 replies
    • 1k views

  23. FT William and IRIS (1099-Rs)

    By AllThingsForGood,
    • 3 replies
    • 803 views

  24. death and the single owner

    By AlbanyConsultant,
    • 1 reply
    • 615 views

  25. allow a second loan only to certain participants?

    By AlbanyConsultant,
    • 6 replies
    • 12.1k views

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

    By ErisaGooroo,   
    • 2 replies
    • 1k views

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

    By Tom,
    • 8 replies
    • 3.2k views

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

    By AllThingsForGood,
    • 10 replies
    • 1.7k views

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

    By BTG,
    • 2 replies
    • 941 views

  30. Spousal waiver of annuity witnessed remotely

    By Tom,
    • 3 replies
    • 1.1k views

  31. How to Handle an Overpayment to a Participant

    By EPCRSGuru,
    • 13 replies
    • 1.7k views

  32. 401k hardship request - Casualty Deduction

    By Santo Gold,
    • 2 replies
    • 1.9k views

  33. discovery of a lie during the divorce proceedings

    By AlbanyConsultant,
    • 5 replies
    • 1.2k views

  34. RMD calculation question

    By Kay Kruse JPM,
    • 3 replies
    • 1k views

  35. 401k participant dies - who are we dealing with?

    By Santo Gold,
    • 12 replies
    • 5.7k views

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

    By Santo Gold,
    • 9 replies
    • 4.8k views

  37. RMD for deceased owner's spouse

    By Renee H,
    • 2 replies
    • 1.2k views

  38. See through estate?

    By Bird,
    • 3 replies
    • 1.4k views

  39. State withholding

    By IsntThisFun,
    • 3 replies
    • 1.4k views

  40. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 1.1k views

  41. Loan for primary residence

    By Lou81,
    • 5 replies
    • 1.7k views

  42. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 880 views

  43. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 2k views

  44. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 2.2k views

  45. temporarily laid off

    By TPApril,
    • 5 replies
    • 2.3k views

  46. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 877 views

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

    By Peter Gulia,
    • 9 replies
    • 2.3k views

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

    By Vlad401k,
    • 1 reply
    • 1.3k views

  49. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 2k views

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

    By TPApril,
    • 2 replies
    • 1.7k views
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