Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. forms 1096/1099-R hard copy filing address

    By pmacduff,
    • 0 replies
    • 721 views

  2. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 792 views

  3. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 916 views

  4. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.4k views

  5. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 530 views

  6. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 783 views

  7. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.3k views

  8. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.6k views

  9. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 2.1k views

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

    By Belgarath,
    • 7 replies
    • 2k views

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

    By rocknrolls2,
    • 1 reply
    • 514 views

  12. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 445 views
    • JOH
    • JOH

  13. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 2.4k views

  14. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 2k views

  15. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.4k views

  16. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 941 views

  17. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 582 views

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

    By tmalik,   
    • 3 replies
    • 1.2k views

  19. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 3.5k views

  20. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 578 views

  21. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 509 views

  22. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 1.1k views

  23. RMD 2020 Waiver and sample amendment

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

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

    By TPApril,
    • 4 replies
    • 813 views

  25. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 625 views

  26. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 5.7k views

  27. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 515 views

  28. CARES increased loan limits deadline

    By Dennis G.,
    • 6 replies
    • 1.2k views

  29. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 618 views

  30. Another COVID Loan question

    By bzorc,
    • 6 replies
    • 1.3k views

  31. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2.2k views
    • DJL
    • DJL

  32. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 857 views

  33. Can a Terminated Participant Request CRD?

    By cheersmate,   
    • 7 replies
    • 1.9k views

  34. Opinions Please RE COVID loan

    By bzorc,
    • 4 replies
    • 673 views

  35. SSA Notice- Benefit Due

    By 52626,
    • 23 replies
    • 2.3k views

  36. What's the mandatory withholding?

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

  37. order of withdrawal

    By Santo Gold,
    • 3 replies
    • 915 views

  38. COVID loans

    By thepensionmaven,
    • 4 replies
    • 772 views

  39. Missed RMD and balance rolled out of plan

    By khr,
    • 8 replies
    • 1.9k views

  40. Loan of plan assets

    By ombskid,
    • 6 replies
    • 866 views

  41. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 688 views

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

    By Cindy Anderson,
    • 0 replies
    • 320 views

  43. periodic payments vs required minimum distributions

    By M Norton,
    • 3 replies
    • 947 views

  44. Distribution code for COVID related distributions

    By Suellen Howard,
    • 2 replies
    • 5.1k views

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

    By mming,
    • 49 replies
    • 5.4k views

  46. COVID distributions

    By pmacduff,
    • 3 replies
    • 1.1k views

  47. IRS Notice 2020-62

    By Belgarath,
    • 10 replies
    • 2.1k views

  48. RMD from a terminating profit sharing plan

    By Jakyasar,
    • 3 replies
    • 800 views

  49. plan disqualification (tax conseqences)

    By Scuba 401,
    • 5 replies
    • 1k views

  50. 20% withholding requirement

    By Jakyasar,
    • 1 reply
    • 677 views
×
×
  • Create New...