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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. tax w/holding on fees too?

    By TPApril,
    • 16 replies
    • 2k views

  2. RMDs to deceased participant with no beneficiaries

    By AlbanyConsultant,
    • 3 replies
    • 982 views

  3. QDR

    By Coinscorner,
    • 6 replies
    • 1.1k views

  4. Defaulted loan Still on the Books

    By thepensionmaven,
    • 1 reply
    • 515 views

  5. Voluntary Loan Default in California

    By Bethany S,
    • 22 replies
    • 2.8k views

  6. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc,
    • 4 replies
    • 1.9k views

  7. RMD in Year of Termination

    By rblum50,
    • 6 replies
    • 2.3k views

  8. 1099-R For Missing Participants (Forced Rollover)

    By Stash026,
    • 4 replies
    • 975 views

  9. Reporting plan loan payments as contribution?

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  10. New RMD Rules

    By Towanda,
    • 4 replies
    • 1.1k views

  11. RMD

    By mehmgo,
    • 4 replies
    • 802 views

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

    By rocknrolls2,
    • 6 replies
    • 1.4k views

  13. SECURE Act and credit card based loans

    By t.haley,
    • 2 replies
    • 966 views

  14. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S.,
    • 7 replies
    • 3.2k views

  15. rollover to spouse in same plan

    By M Norton,   
    • 1 reply
    • 615 views

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

    By mming,
    • 3 replies
    • 3.5k views

  17. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 765 views

  18. Secure Act Death Benefit

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

  19. Proper Employee Distribution

    By efinances,
    • 8 replies
    • 1.9k views

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

    By BG5150,
    • 11 replies
    • 4k views

  21. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 1k views

  22. 1099R forms

    By pmacduff,
    • 2 replies
    • 773 views

  23. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 2.1k views

  24. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.8k views

  25. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 868 views

  26. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 723 views

  27. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 816 views

  28. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 1.1k views

  29. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 4.3k views

  30. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 2.1k views

  31. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 647 views

  32. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 1k views

  33. Involuntary Distributions - Timing

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

  34. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 1.1k views

  35. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 928 views

  36. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 4.5k views

  37. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.8k views

  38. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 741 views

  39. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 764 views

  40. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 2.1k views

  41. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.2k views

  42. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 4k views

  43. Consolidating Loans

    By Stash026,
    • 6 replies
    • 1k views

  44. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 691 views

  45. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 3.2k views

  46. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.9k views

  47. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 893 views

  48. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 2.2k views

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

    By kmhaab,
    • 3 replies
    • 808 views

  50. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 6.1k views
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