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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 817 views

  2. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 753 views

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

    By Nuggetjr,
    • 17 replies
    • 7.9k views

  4. RMDs

    By oldman63,
    • 3 replies
    • 884 views

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

    By AlbanyConsultant,
    • 2 replies
    • 748 views

  6. Partial Plan Termination

    By khn,
    • 8 replies
    • 2k views

  7. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 3k views

  8. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 2.3k views

  9. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 714 views

  10. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.8k views

  11. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 978 views

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

    By 007inTraining,
    • 1 reply
    • 504 views

  13. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 929 views

  14. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 822 views

  15. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 758 views

  16. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 888 views

  17. uncashed distribution check - rev rul 2019-19

    By Tom Poje,
    • 4 replies
    • 1.2k views

  18. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 1.9k views

  19. Uncashed Distribution Checks

    By fmsinc,
    • 0 replies
    • 394 views

  20. Loan payroll deduction did not start

    By K-t-F,
    • 7 replies
    • 3k views

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

    By kpension,   
    • 2 replies
    • 782 views

  22. 3(16) Services as a TPA

    By mjf06241972,
    • 3 replies
    • 888 views

  23. Too much withholding

    By Becky Schwing,
    • 7 replies
    • 2.2k views

  24. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller,
    • 2 replies
    • 852 views

  25. Rollover of Participant Loan

    By Christopher Wilson,
    • 3 replies
    • 969 views

  26. In Service Distributions

    By mjf06241972,
    • 2 replies
    • 1.3k views

  27. Distribution

    By pgold,
    • 4 replies
    • 909 views

  28. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views

  29. Maximum Loan Amount

    By DTH,
    • 19 replies
    • 11.9k views

  30. Loan prepayment allowed?

    By Lou S.,
    • 21 replies
    • 5.2k views

  31. force out distribution immediately upon separation of service

    By Santo Gold,
    • 4 replies
    • 889 views

  32. In-service and 5 years participation

    By Ajillity,
    • 3 replies
    • 1.1k views

  33. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath,
    • 2 replies
    • 996 views

  34. Question on first RMD over age 70.5

    By CBenefits,
    • 3 replies
    • 731 views

  35. allocating lost earnings on distribution overpayment

    By M Norton,
    • 2 replies
    • 781 views

  36. Loans after Default

    By Stash026,
    • 7 replies
    • 1.7k views

  37. Hardship Withdrawals - Timing of Medical Bills

    By Danny CPA,
    • 25 replies
    • 27k views

  38. Distribution paid too early to a terminated participant

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  39. late RMD - which age factor to use

    By M Norton,
    • 1 reply
    • 869 views

  40. RMD failure and corrections

    By Karen McIver,
    • 2 replies
    • 1.3k views

  41. Hardship Documenation

    By Vlad401k,
    • 0 replies
    • 539 views

  42. Hardship Availability

    By 401kallday,
    • 1 reply
    • 668 views

  43. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

    By whitboston,
    • 2 replies
    • 975 views

  44. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150,
    • 11 replies
    • 2k views

  45. RMD - 2 Questions

    By RestAssured,
    • 13 replies
    • 2.3k views

  46. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k,
    • 7 replies
    • 2.1k views

  47. Loss on unqualified Roth Distribution

    By Becky Schwing,
    • 3 replies
    • 931 views

  48. "Odd" loan repays

    By pmacduff,
    • 10 replies
    • 1.6k views

  49. Terminating Plan and RMD

    By perplexedbypensions,
    • 9 replies
    • 1.4k views
    • ldr
    • ldr

  50. Plan sponsor wants to pay a participant's loan

    By ldr,   
    • 20 replies
    • 2.1k views
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