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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. State withholding

    By IsntThisFun,
    • 3 replies
    • 519 views

  2. See through estate?

    By Bird,
    • 3 replies
    • 445 views

  3. RMD - Less than 100% vested

    By Vlad401k,
    • 2 replies
    • 381 views

  4. Commercial Locator Services

    By Tom Veal,
    • 2 replies
    • 336 views

  5. Loan for primary residence

    By Lou81,
    • 5 replies
    • 719 views

  6. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 795 views

  7. temporarily laid off

    By TPApril,
    • 5 replies
    • 1.5k views

  8. Voluntary After Tax Contribution... Distribution

    By Basically,
    • 2 replies
    • 369 views

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

    By Peter Gulia,
    • 9 replies
    • 995 views

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

    By Vlad401k,
    • 1 reply
    • 737 views

  11. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 721 views

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

    By TPApril,
    • 2 replies
    • 1k views

  13. crossing the line re "advice"?

    By AlbanyConsultant,
    • 1 reply
    • 3.2k views

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

    By t.haley,
    • 6 replies
    • 664 views

  15. re-amortize loan before default

    By WCC,
    • 1 reply
    • 728 views

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

    By Peter Gulia,
    • 4 replies
    • 1.6k views

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

    By TPApril,
    • 4 replies
    • 4.1k views

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

    By TPApril,
    • 5 replies
    • 884 views

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

    By BTH,
    • 1 reply
    • 643 views

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

    By BG5150,
    • 5 replies
    • 1.2k views

  21. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc,
    • 9 replies
    • 1.6k views

  22. Participant loans - Promissory Note

    By Santo Gold,
    • 8 replies
    • 1.7k views

  23. RMD for participant who died in 2017

    By AlbanyConsultant,
    • 5 replies
    • 1.4k views

  24. Distribution via ACH - ACH verification tool

    By 401Katie,
    • 1 reply
    • 1.4k views

  25. EDB not 73, must RMDs start?

    By ACK,
    • 4 replies
    • 1.3k views

  26. Advice on handling a distribution via Power of Attorney

    By Santo Gold,
    • 5 replies
    • 1.9k views

  27. apply distribution fees to very low balance twice ?

    By TPApril,
    • 12 replies
    • 1.8k views

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

    By cheersmate,
    • 5 replies
    • 2.6k views

  29. State Tax Updates

    By cmartinez,
    • 1 reply
    • 1.3k views

  30. Age 55 Exception - Full Plan Termination

    By Vlad401k,
    • 7 replies
    • 2k views

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

    By BG5150,
    • 6 replies
    • 2k views

  32. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru,
    • 2 replies
    • 1.4k views

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

    By Tom,
    • 11 replies
    • 2k views

  34. 1099-R questions... (unfortunately not filed)

    By Basically,
    • 3 replies
    • 1.5k views

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

    By Belgarath,
    • 5 replies
    • 1.8k views

  36. Missing Partcipant and RMD

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

  37. Incorrect 401(k) Rollover to IRA

    By Kattdogg12,
    • 3 replies
    • 1.6k views

  38. RMD failure

    By MEPL,
    • 1 reply
    • 1.4k views

  39. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc,
    • 4 replies
    • 2k views

  40. Cash Out, Forfeiture, Repayment & Roth!

    By BTH,
    • 2 replies
    • 1.9k views

  41. 401(k) loan

    By Bruce1,
    • 3 replies
    • 2.1k views

  42. Corrective Distribution Taxes

    By Vlad401k,
    • 1 reply
    • 1.7k views

  43. Hardship Dist... taxes

    By Basically,
    • 13 replies
    • 2.3k views

  44. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia,
    • 4 replies
    • 1.8k views

  45. Inherited IRA for Spousal Beneficiary

    By Vlad401k,
    • 2 replies
    • 1.5k views

  46. Dist Amount Not Requireing Tax Withholding

    By Basically,
    • 7 replies
    • 2k views

  47. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S,
    • 4 replies
    • 1.7k views

  48. Tax year for distributed loan balance?

    By Mleech,
    • 2 replies
    • 1.6k views

  49. RMD Timing

    By Dougsbpc,
    • 2 replies
    • 1.6k views

  50. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 2.8k views
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