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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

  1. Limitations On PTE 80-26 Loans - Do They Exist?

    By mming,
    • 3 replies
    • 3.1k views

  2. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 694 views

  3. Secure Act Death Benefit

    By Lou S.,
    • 2 replies
    • 1k views

  4. Proper Employee Distribution

    By efinances,
    • 8 replies
    • 1.7k views

  5. One contingent bene deceased, is other now 100%?

    By BG5150,
    • 11 replies
    • 3.3k views

  6. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 905 views

  7. 1099R forms

    By pmacduff,
    • 2 replies
    • 721 views

  8. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 1.9k views

  9. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.5k views

  10. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 806 views

  11. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 660 views

  12. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 744 views

  13. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 1.1k views

  14. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 3.7k views

  15. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 1.9k views

  16. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 596 views

  17. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 922 views

  18. Involuntary Distributions - Timing

    By Will.I.Am,
    • 3 replies
    • 717 views

  19. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 1k views

  20. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 865 views

  21. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 3.6k views

  22. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.5k views

  23. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 693 views

  24. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 703 views

  25. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 1.9k views

  26. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.2k views

  27. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 2.9k views

  28. Consolidating Loans

    By Stash026,
    • 6 replies
    • 922 views

  29. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 632 views

  30. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 2.9k views

  31. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.8k views

  32. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 827 views

  33. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 2k views

  34. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab,
    • 3 replies
    • 727 views

  35. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.8k views

  36. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 753 views

  37. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 693 views

  38. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr,
    • 17 replies
    • 7.1k views

  39. RMDs

    By oldman63,
    • 3 replies
    • 812 views

  40. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant,
    • 2 replies
    • 691 views

  41. Partial Plan Termination

    By khn,
    • 8 replies
    • 1.9k views

  42. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 2.7k views

  43. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 2k views

  44. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 650 views

  45. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.7k views

  46. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 908 views

  47. Non-Qual Plan: Payout of account upon same yr of death

    By 007inTraining,
    • 1 reply
    • 455 views

  48. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 839 views

  49. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 754 views

  50. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 704 views
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