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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Loan Repayments for Spin-off Plan

    By RayRay,   
    • 10 replies
    • 2.2k views

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

    By kmhaab,
    • 3 replies
    • 829 views

  3. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 6.2k views

  4. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 852 views

  5. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 775 views

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

    By Nuggetjr,
    • 17 replies
    • 8.4k views

  7. RMDs

    By oldman63,
    • 3 replies
    • 905 views

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

    By AlbanyConsultant,
    • 2 replies
    • 768 views

  9. Partial Plan Termination

    By khn,
    • 8 replies
    • 2.1k views

  10. RMD for former owner

    By perplexedbypensions,
    • 4 replies
    • 3.1k views

  11. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 2.4k views

  12. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 724 views

  13. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972,
    • 5 replies
    • 1.9k views

  14. too many loans taken - correction method?

    By jmartin,
    • 3 replies
    • 996 views

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

    By 007inTraining,
    • 1 reply
    • 511 views

  16. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 960 views

  17. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 834 views

  18. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 775 views

  19. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 909 views

  20. uncashed distribution check - rev rul 2019-19

    By Tom Poje,
    • 4 replies
    • 1.3k views

  21. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 2k views

  22. Uncashed Distribution Checks

    By fmsinc,
    • 0 replies
    • 402 views

  23. Loan payroll deduction did not start

    By K-t-F,
    • 7 replies
    • 3.1k views

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

    By kpension,   
    • 2 replies
    • 793 views

  25. 3(16) Services as a TPA

    By mjf06241972,
    • 3 replies
    • 913 views

  26. Too much withholding

    By Becky Schwing,
    • 7 replies
    • 2.2k views

  27. Force out participants to IRA institution owned by sponsor

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

  28. Rollover of Participant Loan

    By Christopher Wilson,
    • 3 replies
    • 990 views

  29. In Service Distributions

    By mjf06241972,
    • 2 replies
    • 1.4k views

  30. Distribution

    By pgold,
    • 4 replies
    • 939 views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.5k views

  32. Maximum Loan Amount

    By DTH,
    • 19 replies
    • 12.2k views

  33. Loan prepayment allowed?

    By Lou S.,
    • 21 replies
    • 5.5k views

  34. force out distribution immediately upon separation of service

    By Santo Gold,
    • 4 replies
    • 911 views

  35. In-service and 5 years participation

    By Ajillity,
    • 3 replies
    • 1.1k views

  36. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath,
    • 2 replies
    • 1k views

  37. Question on first RMD over age 70.5

    By CBenefits,
    • 3 replies
    • 744 views

  38. allocating lost earnings on distribution overpayment

    By M Norton,
    • 2 replies
    • 797 views

  39. Loans after Default

    By Stash026,
    • 7 replies
    • 1.8k views

  40. Hardship Withdrawals - Timing of Medical Bills

    By Danny CPA,
    • 25 replies
    • 27.9k views

  41. Distribution paid too early to a terminated participant

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  42. late RMD - which age factor to use

    By M Norton,
    • 1 reply
    • 891 views

  43. RMD failure and corrections

    By Karen McIver,
    • 2 replies
    • 1.4k views

  44. Hardship Documenation

    By Vlad401k,
    • 0 replies
    • 552 views

  45. Hardship Availability

    By 401kallday,
    • 1 reply
    • 679 views

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

    By whitboston,
    • 2 replies
    • 994 views

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

    By BG5150,
    • 11 replies
    • 2k views

  48. RMD - 2 Questions

    By RestAssured,
    • 13 replies
    • 2.4k views

  49. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k,
    • 7 replies
    • 2.2k views

  50. Loss on unqualified Roth Distribution

    By Becky Schwing,
    • 3 replies
    • 952 views
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