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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

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

    By AllThingsForGood,
    • 10 replies
    • 414 views

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

    By BTG,
    • 2 replies
    • 313 views

  3. Spousal waiver of annuity witnessed remotely

    By Tom,
    • 3 replies
    • 311 views

  4. How to Handle an Overpayment to a Participant

    By EPCRSGuru,
    • 13 replies
    • 565 views

  5. 401k hardship request - Casualty Deduction

    By Santo Gold,
    • 2 replies
    • 632 views

  6. discovery of a lie during the divorce proceedings

    By AlbanyConsultant,
    • 5 replies
    • 543 views

  7. allow a second loan only to certain participants?

    By AlbanyConsultant,
    • 5 replies
    • 382 views

  8. RMD calculation question

    By Kay Kruse JPM,
    • 3 replies
    • 364 views

  9. 401k participant dies - who are we dealing with?

    By Santo Gold,
    • 12 replies
    • 2.2k views

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

    By Santo Gold,
    • 9 replies
    • 1.1k views

  11. RMD for deceased owner's spouse

    By Renee H,
    • 2 replies
    • 562 views

  12. See through estate?

    By Bird,
    • 3 replies
    • 715 views

  13. State withholding

    By IsntThisFun,
    • 3 replies
    • 735 views

  14. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 593 views

  15. Loan for primary residence

    By Lou81,
    • 5 replies
    • 913 views

  16. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 445 views

  17. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 1k views

  18. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 1.4k views

  19. temporarily laid off

    By TPApril,
    • 5 replies
    • 1.7k views

  20. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 500 views

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

    By Peter Gulia,
    • 9 replies
    • 1.3k views

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

    By Vlad401k,
    • 1 reply
    • 900 views

  23. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 1.2k views

  25. crossing the line re "advice"?

    By AlbanyConsultant,
    • 1 reply
    • 3.3k views

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

    By t.haley,
    • 6 replies
    • 908 views

  27. re-amortize loan before default

    By WCC,
    • 1 reply
    • 849 views

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

    By Peter Gulia,
    • 4 replies
    • 2k views

  29. Loan repayment with ACH

    By ejohnke,
    • 4 replies
    • 1.5k views

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

    By TPApril,
    • 4 replies
    • 4.2k views

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

    By TPApril,
    • 5 replies
    • 1k views

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

    By BTH,
    • 1 reply
    • 738 views

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

    By BG5150,
    • 5 replies
    • 1.4k views

  34. RMD for participant who died in 2017

    By AlbanyConsultant,
    • 5 replies
    • 1.6k views

  35. EDB not 73, must RMDs start?

    By ACK,
    • 4 replies
    • 1.4k views

  36. Participant loans - Promissory Note

    By Santo Gold,
    • 8 replies
    • 2.1k views

  37. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc,
    • 9 replies
    • 1.8k views

  38. Distribution via ACH - ACH verification tool

    By 401Katie,
    • 1 reply
    • 1.5k views

  39. Advice on handling a distribution via Power of Attorney

    By Santo Gold,
    • 5 replies
    • 2.2k views

  40. apply distribution fees to very low balance twice ?

    By TPApril,
    • 12 replies
    • 2k views

  41. State Tax Updates

    By cmartinez,
    • 1 reply
    • 1.4k views

  42. Age 55 Exception - Full Plan Termination

    By Vlad401k,
    • 7 replies
    • 2.3k views

  43. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

    By cheersmate,
    • 5 replies
    • 2.9k views

  44. Incorrect 401(k) Rollover to IRA

    By Kattdogg12,
    • 3 replies
    • 1.8k views

  45. Self-certification of H'ships--issues if done wrong?

    By BG5150,
    • 6 replies
    • 2.2k views

  46. Plan participant dies - has no designated beneficiary and no will

    By Tom,
    • 11 replies
    • 2.5k views

  47. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru,
    • 2 replies
    • 1.6k views

  48. 1099-R questions... (unfortunately not filed)

    By Basically,
    • 3 replies
    • 1.7k views

  49. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

    By Belgarath,
    • 5 replies
    • 2k views

  50. Missing Partcipant and RMD

    By Lou S.,
    • 4 replies
    • 2.1k views
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