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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

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

    By BG5150,
    • 11 replies
    • 2.9k views

  2. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 859 views

  3. 1099R forms

    By pmacduff,
    • 2 replies
    • 702 views

  4. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 1.9k views

  5. Denying a plan loan

    By Santo Gold,
    • 34 replies
    • 2.5k views

  6. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 790 views

  7. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 642 views

  8. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 715 views

  9. Cash out rules and Money Purchase

    By LisaS,
    • 2 replies
    • 1k views

  10. plan loan from pooled account

    By M Norton,
    • 29 replies
    • 3.5k views

  11. RMD Mistake, help!

    By Rgoose27,
    • 10 replies
    • 1.8k views

  12. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 574 views

  13. Rollover to a UK plan?

    By BG5150,
    • 4 replies
    • 899 views

  14. Involuntary Distributions - Timing

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

  15. RMD - attribution related

    By Jakyasar,
    • 6 replies
    • 989 views

  16. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 841 views

  17. Annuity Purchase 1099-R reporting

    By mefrancis1729,   
    • 9 replies
    • 3.2k views

  18. Participant dies before distribution check is deposited

    By AlbanyConsultant,
    • 5 replies
    • 3.3k views

  19. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 680 views

  20. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 680 views

  21. Uncashed Checks - All to traditional IRAs?

    By justanotheradmin,
    • 9 replies
    • 1.9k views

  22. Minimum distribution timing for surviving spouse

    By pensiongeek,
    • 2 replies
    • 1.1k views

  23. Participant Plan Loan and taxation

    By Becky Schwing,
    • 24 replies
    • 2.7k views

  24. Consolidating Loans

    By Stash026,
    • 6 replies
    • 896 views

  25. non spouse bene will not respond

    By hileman,
    • 1 reply
    • 618 views

  26. Loan for Hardship Reasons

    By Megandps,
    • 11 replies
    • 2.8k views

  27. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.7k views

  28. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 802 views

  29. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 1.9k views

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

    By kmhaab,
    • 3 replies
    • 705 views

  31. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.6k views

  32. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 731 views

  33. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 675 views

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

    By Nuggetjr,
    • 17 replies
    • 6.7k views

  35. RMDs

    By oldman63,
    • 3 replies
    • 788 views

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

    By AlbanyConsultant,
    • 2 replies
    • 672 views

  37. Partial Plan Termination

    By khn,
    • 8 replies
    • 1.8k views

  38. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 2.6k views

  39. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.9k views

  40. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 627 views

  41. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.7k views

  42. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 878 views

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

    By 007inTraining,
    • 1 reply
    • 431 views

  44. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 806 views

  45. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 731 views

  46. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 691 views

  47. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 789 views

  48. uncashed distribution check - rev rul 2019-19

    By Tom Poje,
    • 4 replies
    • 980 views

  49. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 1.7k views

  50. Uncashed Distribution Checks

    By fmsinc,
    • 0 replies
    • 354 views
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