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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  2. SECURE Act and credit card based loans

    By t.haley,
    • 2 replies
    • 913 views

  3. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S.,
    • 7 replies
    • 3.1k views

  4. rollover to spouse in same plan

    By M Norton,   
    • 1 reply
    • 561 views

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

    By mming,
    • 3 replies
    • 3.3k views

  6. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 705 views

  7. Secure Act Death Benefit

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

  8. Proper Employee Distribution

    By efinances,
    • 8 replies
    • 1.8k views

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

    By BG5150,
    • 11 replies
    • 3.4k views

  10. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 940 views

  11. 1099R forms

    By pmacduff,
    • 2 replies
    • 727 views

  12. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 2k views

  13. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.6k views

  14. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 814 views

  15. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 673 views

  16. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 757 views

  17. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 1.1k views

  18. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 3.9k views

  19. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 1.9k views

  20. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 605 views

  21. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 949 views

  22. Involuntary Distributions - Timing

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

  23. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 1k views

  24. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 875 views

  25. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 3.9k views

  26. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.6k views

  27. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 699 views

  28. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 714 views

  29. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 1.9k views

  30. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.2k views

  31. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 3.2k views

  32. Consolidating Loans

    By Stash026,
    • 6 replies
    • 946 views

  33. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 643 views

  34. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 3k views

  35. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.8k views

  36. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 838 views

  37. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 2k views

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

    By kmhaab,
    • 3 replies
    • 744 views

  39. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.9k views

  40. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 763 views

  41. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 707 views

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

    By Nuggetjr,
    • 17 replies
    • 7.4k views

  43. RMDs

    By oldman63,
    • 3 replies
    • 821 views

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

    By AlbanyConsultant,
    • 2 replies
    • 704 views

  45. Partial Plan Termination

    By khn,
    • 8 replies
    • 1.9k views

  46. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 2.8k views

  47. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 2.1k views

  48. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 660 views

  49. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.7k views

  50. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 925 views
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