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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Reporting plan loan payments as contribution?

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  2. New RMD Rules

    By Towanda,
    • 4 replies
    • 1k views

  3. RMD

    By mehmgo,
    • 4 replies
    • 763 views

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

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  5. SECURE Act and credit card based loans

    By t.haley,
    • 2 replies
    • 929 views

  6. Ongoing Hardship for expensive prescription not covered by insurance

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

  7. rollover to spouse in same plan

    By M Norton,   
    • 1 reply
    • 578 views

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

    By mming,
    • 3 replies
    • 3.4k views

  9. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 732 views

  10. Secure Act Death Benefit

    By Lou S.,
    • 2 replies
    • 1.1k views

  11. Proper Employee Distribution

    By efinances,
    • 8 replies
    • 1.8k views

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

    By BG5150,
    • 11 replies
    • 3.6k views

  13. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 979 views

  14. 1099R forms

    By pmacduff,
    • 2 replies
    • 736 views

  15. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 2k views

  16. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.7k views

  17. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 836 views

  18. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 691 views

  19. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 775 views

  20. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 1.1k views

  21. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 4.1k views

  22. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 2k views

  23. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 619 views

  24. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 971 views

  25. Involuntary Distributions - Timing

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

  26. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 1.1k views

  27. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 894 views

  28. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 4.2k views

  29. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.7k views

  30. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 715 views

  31. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 730 views

  32. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 2k views

  33. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.2k views

  34. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 3.4k views

  35. Consolidating Loans

    By Stash026,
    • 6 replies
    • 973 views

  36. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 655 views

  37. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 3k views

  38. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.8k views

  39. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 855 views

  40. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 2.1k views

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

    By kmhaab,
    • 3 replies
    • 759 views

  42. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 6k views

  43. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 780 views

  44. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 724 views

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

    By Nuggetjr,
    • 17 replies
    • 7.6k views

  46. RMDs

    By oldman63,
    • 3 replies
    • 843 views

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

    By AlbanyConsultant,
    • 2 replies
    • 722 views

  48. Partial Plan Termination

    By khn,
    • 8 replies
    • 2k views

  49. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 2.8k views

  50. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 2.2k views
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