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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 518 views

  2. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.5k views

  3. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.9k views

  4. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 1.1k views

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

    By C Williams,   
    • 1 reply
    • 841 views

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

    By Jay Bobber,
    • 10 replies
    • 4.1k views
    • Era
    • Era

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

    By Jakyasar,
    • 3 replies
    • 708 views

  8. Loan Offset treated as RMD

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

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

    By pmacduff,
    • 0 replies
    • 762 views

  10. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 813 views

  11. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 941 views

  12. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.4k views

  13. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 548 views

  14. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 809 views

  15. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.4k views

  16. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.7k views

  17. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 2.1k views

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

    By Belgarath,
    • 7 replies
    • 2k views

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

    By rocknrolls2,
    • 1 reply
    • 534 views

  20. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 461 views
    • JOH
    • JOH

  21. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 2.6k views

  22. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 2.1k views

  23. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.4k views

  24. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 975 views

  25. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 604 views

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

    By tmalik,   
    • 3 replies
    • 1.2k views

  27. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 3.6k views

  28. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 612 views

  29. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 532 views

  30. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 1.2k views

  31. RMD 2020 Waiver and sample amendment

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

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

    By TPApril,
    • 4 replies
    • 836 views

  33. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 640 views

  34. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 5.8k views

  35. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 533 views

  36. CARES increased loan limits deadline

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

  37. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 650 views

  38. Another COVID Loan question

    By bzorc,
    • 6 replies
    • 1.4k views

  39. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2.3k views
    • DJL
    • DJL

  40. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 890 views

  41. Can a Terminated Participant Request CRD?

    By cheersmate,   
    • 7 replies
    • 1.9k views

  42. Opinions Please RE COVID loan

    By bzorc,
    • 4 replies
    • 698 views

  43. SSA Notice- Benefit Due

    By 52626,
    • 23 replies
    • 2.4k views

  44. What's the mandatory withholding?

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

  45. order of withdrawal

    By Santo Gold,
    • 3 replies
    • 949 views

  46. COVID loans

    By thepensionmaven,
    • 4 replies
    • 803 views

  47. Missed RMD and balance rolled out of plan

    By khr,
    • 8 replies
    • 2k views

  48. Loan of plan assets

    By ombskid,
    • 6 replies
    • 900 views

  49. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 709 views

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

    By Cindy Anderson,
    • 0 replies
    • 334 views
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