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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.3k views

  2. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 500 views

  3. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 739 views

  4. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.2k views

  5. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.5k views

  6. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 2k views

  7. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath,
    • 7 replies
    • 1.9k views

  8. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2,
    • 1 reply
    • 497 views

  9. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 423 views
    • JOH
    • JOH

  10. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 2.3k views

  11. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.9k views

  12. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.4k views

  13. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 906 views

  14. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 558 views

  15. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik,   
    • 3 replies
    • 1.2k views

  16. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 3.3k views

  17. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 537 views

  18. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 484 views

  19. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 1.1k views

  20. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM,   
    • 1 reply
    • 821 views

  21. DB RMD (>72) DOT=12/31

    By TPApril,
    • 4 replies
    • 787 views

  22. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 611 views

  23. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 5.5k views

  24. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 496 views

  25. CARES increased loan limits deadline

    By Dennis G.,
    • 6 replies
    • 1.1k views

  26. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 585 views

  27. Another COVID Loan question

    By bzorc,
    • 6 replies
    • 1.3k views

  28. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2.1k views
    • DJL
    • DJL

  29. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 819 views

  30. Can a Terminated Participant Request CRD?

    By cheersmate,   
    • 7 replies
    • 1.9k views

  31. Opinions Please RE COVID loan

    By bzorc,
    • 4 replies
    • 642 views

  32. SSA Notice- Benefit Due

    By 52626,
    • 23 replies
    • 2.2k views

  33. What's the mandatory withholding?

    By JAS76,
    • 1 reply
    • 518 views
    • JOH
    • JOH

  34. order of withdrawal

    By Santo Gold,
    • 3 replies
    • 890 views

  35. COVID loans

    By thepensionmaven,
    • 4 replies
    • 746 views

  36. Missed RMD and balance rolled out of plan

    By khr,
    • 8 replies
    • 1.9k views

  37. Loan of plan assets

    By ombskid,
    • 6 replies
    • 830 views

  38. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 672 views

  39. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson,
    • 0 replies
    • 308 views

  40. periodic payments vs required minimum distributions

    By M Norton,
    • 3 replies
    • 914 views

  41. Distribution code for COVID related distributions

    By Suellen Howard,
    • 2 replies
    • 5.1k views

  42. Can A CRD Be Directly Rolled Over To A Roth IRA?

    By mming,
    • 49 replies
    • 5.2k views

  43. COVID distributions

    By pmacduff,
    • 3 replies
    • 1.1k views

  44. IRS Notice 2020-62

    By Belgarath,
    • 10 replies
    • 2.1k views

  45. RMD from a terminating profit sharing plan

    By Jakyasar,
    • 3 replies
    • 763 views

  46. plan disqualification (tax conseqences)

    By Scuba 401,
    • 5 replies
    • 984 views

  47. 20% withholding requirement

    By Jakyasar,
    • 1 reply
    • 641 views

  48. RMD for terminated plan 2019

    By Dennis G.,
    • 14 replies
    • 1.1k views

  49. 2020 RMDs on a state level

    By B21,
    • 2 replies
    • 663 views
    • B21
    • B21

  50. RMD information was not provided

    By Jakyasar,
    • 3 replies
    • 891 views
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