Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,205 topics in this forum

  1. RMD for off-calendar, pooled plan--what balance to use?

    By BG5150,
    • 2 replies
    • 415 views

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

    By Dougsbpc,
    • 1 reply
    • 443 views

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

    By Basically,
    • 13 replies
    • 1.3k views

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

    By HarleyBabe,
    • 0 replies
    • 268 views

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

    By 415 Limit,
    • 5 replies
    • 1k views

  6. irs audit wanting updated 1099 for 2019

    By MJ Hartman,
    • 3 replies
    • 602 views

  7. Hardship withdrawals and constructive receipt doctrine

    By t.haley,
    • 5 replies
    • 1k views

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

    By Basically,
    • 2 replies
    • 855 views

  9. Benefit Elections Required?

    By Dougsbpc,
    • 3 replies
    • 800 views

  10. Can we simplify rollovers between retirement plans?

    By Peter Gulia,
    • 10 replies
    • 1.3k views

  11. Charging Participants

    By Dougsbpc,
    • 4 replies
    • 850 views

  12. RMD - non-calendar year DC plan

    By shERPA,
    • 7 replies
    • 1.5k views

  13. POA to distribute to contingent beneficiary

    By AlbanyConsultant,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 5 replies
    • 3.1k views

  15. Undo QDRO distribution rollover to IRA

    By J Simmons,
    • 1 reply
    • 866 views

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

    By Vlad401k,
    • 3 replies
    • 1k views

  17. When must a beneficiary decide her minimum distribution?

    By Peter Gulia,
    • 7 replies
    • 927 views

  18. RMD to two beneficiaries

    By Lou S.,
    • 1 reply
    • 734 views

  19. Refusing to cash RMD checks because afraid of govt

    By TPApril,
    • 9 replies
    • 1.8k views

  20. Expanded ULT Table for RMDs?

    By 00hskrgrl,
    • 1 reply
    • 766 views

  21. Hardship Dist Eligibility (sad case)

    By Basically,
    • 10 replies
    • 1.2k views

  22. Notify terminees their tiny accounts are being forfeited?

    By TPApril,
    • 16 replies
    • 1.9k views

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

    By AnnCK,
    • 2 replies
    • 1.1k views

  24. FT William and IRIS (1099-Rs)

    By AllThingsForGood,
    • 3 replies
    • 870 views

  25. death and the single owner

    By AlbanyConsultant,
    • 1 reply
    • 675 views

  26. allow a second loan only to certain participants?

    By AlbanyConsultant,
    • 6 replies
    • 12.6k views

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

    By ErisaGooroo,   
    • 2 replies
    • 1.1k views

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

    By Tom,
    • 8 replies
    • 3.2k views

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

    By AllThingsForGood,
    • 10 replies
    • 1.9k views

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

    By BTG,
    • 2 replies
    • 1.1k views

  31. Spousal waiver of annuity witnessed remotely

    By Tom,
    • 3 replies
    • 1.3k views

  32. How to Handle an Overpayment to a Participant

    By EPCRSGuru,
    • 13 replies
    • 1.8k views

  33. 401k hardship request - Casualty Deduction

    By Santo Gold,
    • 2 replies
    • 2k views

  34. discovery of a lie during the divorce proceedings

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  35. RMD calculation question

    By Kay Kruse JPM,
    • 3 replies
    • 1.1k views

  36. 401k participant dies - who are we dealing with?

    By Santo Gold,
    • 12 replies
    • 5.9k views

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

    By Santo Gold,
    • 9 replies
    • 5.1k views

  38. RMD for deceased owner's spouse

    By Renee H,
    • 2 replies
    • 1.3k views

  39. See through estate?

    By Bird,
    • 3 replies
    • 1.5k views

  40. State withholding

    By IsntThisFun,
    • 3 replies
    • 1.4k views

  41. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 1.2k views

  42. Loan for primary residence

    By Lou81,
    • 5 replies
    • 1.9k views

  43. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 954 views

  44. Loan for someone on Leave

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

  45. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 2.4k views

  46. temporarily laid off

    By TPApril,
    • 5 replies
    • 2.3k views

  47. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 904 views

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

    By Peter Gulia,
    • 9 replies
    • 2.4k views

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

    By Vlad401k,
    • 1 reply
    • 1.3k views

  50. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 2.1k views
×
×
  • Create New...