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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 1.9k views

  2. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.4k views

  3. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 768 views

  4. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 625 views

  5. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 694 views

  6. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 992 views

  7. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 3.3k views

  8. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 1.7k views

  9. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 547 views

  10. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 873 views

  11. Involuntary Distributions - Timing

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

  12. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 963 views

  13. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 820 views

  14. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 2.9k views

  15. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.1k views

  16. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 666 views

  17. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 660 views

  18. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 1.9k views

  19. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.1k views

  20. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 2.6k views

  21. Consolidating Loans

    By Stash026,
    • 6 replies
    • 870 views

  22. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 602 views

  23. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 2.7k views

  24. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.7k views

  25. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 780 views

  26. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 1.9k views

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

    By kmhaab,
    • 3 replies
    • 681 views

  28. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.4k views

  29. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 707 views

  30. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 660 views

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

    By Nuggetjr,
    • 17 replies
    • 6.2k views

  32. RMDs

    By oldman63,
    • 3 replies
    • 773 views

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

    By AlbanyConsultant,
    • 2 replies
    • 652 views

  34. Partial Plan Termination

    By khn,
    • 8 replies
    • 1.8k views

  35. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 2.5k views

  36. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.8k views

  37. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 612 views

  38. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.7k views

  39. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 859 views

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

    By 007inTraining,
    • 1 reply
    • 419 views

  41. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 780 views

  42. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 705 views

  43. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 669 views

  44. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 768 views

  45. uncashed distribution check - rev rul 2019-19

    By Tom Poje,
    • 4 replies
    • 839 views

  46. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 1.6k views

  47. Uncashed Distribution Checks

    By fmsinc,
    • 0 replies
    • 321 views

  48. Loan payroll deduction did not start

    By K-t-F,
    • 7 replies
    • 2.4k views

  49. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension,   
    • 2 replies
    • 681 views

  50. 3(16) Services as a TPA

    By mjf06241972,
    • 3 replies
    • 744 views
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