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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  2. Loan repayments in 2021 (not related to CARES Act)

    By TPApril,
    • 2 replies
    • 581 views

  3. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1.2k views

  4. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul,
    • 7 replies
    • 1.5k views

  5. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 3.2k views

  6. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.4k views
    • JOH
    • JOH

  7. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 890 views

  8. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 584 views

  9. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.6k views

  10. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 2.1k views

  11. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 1.2k views

  12. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 953 views

  13. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber,
    • 10 replies
    • 4.9k views
    • Era
    • Era

  14. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar,
    • 3 replies
    • 868 views

  15. Loan Offset treated as RMD

    By Vlad401k,
    • 1 reply
    • 838 views
    • Bri
    • Bri

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

    By pmacduff,
    • 0 replies
    • 832 views

  17. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 978 views

  18. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 1k views

  19. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.5k views

  20. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 684 views

  21. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 920 views

  22. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.7k views

  23. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.9k views

  24. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 2.2k views

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

    By Belgarath,
    • 7 replies
    • 2.1k views

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

    By rocknrolls2,
    • 1 reply
    • 664 views

  27. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 501 views
    • JOH
    • JOH

  28. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 3.1k views

  29. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 2.4k views

  30. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.6k views

  31. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 1.1k views

  32. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 691 views

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

    By tmalik,   
    • 3 replies
    • 1.4k views

  34. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 4k views

  35. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 755 views

  36. CARES Act Loan Deferment

    By Footnote12,   
    • 1 reply
    • 605 views

  37. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 1.3k views

  38. RMD 2020 Waiver and sample amendment

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

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

    By TPApril,
    • 4 replies
    • 947 views

  40. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 680 views

  41. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 6.1k views

  42. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 646 views

  43. CARES increased loan limits deadline

    By Dennis G.,
    • 6 replies
    • 1.4k views

  44. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 783 views

  45. Another COVID Loan question

    By bzorc,
    • 6 replies
    • 1.5k views

  46. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2.5k views
    • DJL
    • DJL

  47. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 999 views

  48. Can a Terminated Participant Request CRD?

    By cheersmate,   
    • 7 replies
    • 2.1k views

  49. Opinions Please RE COVID loan

    By bzorc,
    • 4 replies
    • 846 views

  50. SSA Notice- Benefit Due

    By 52626,
    • 23 replies
    • 2.7k views
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