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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Loan was deemed twice

    By 401kLife,
    • 3 replies
    • 452 views

  2. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing,
    • 7 replies
    • 1.7k views

  3. Protected Benefit question

    By cpc0506,
    • 2 replies
    • 514 views

  4. RMD Retired 12/31/13

    By Just Me,
    • 28 replies
    • 6.7k views

  5. Force Out Rollovers

    By AF2019,
    • 2 replies
    • 1k views

  6. One Hardship, Two Reasons

    By Fielding Mellish,
    • 2 replies
    • 545 views

  7. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 487 views

  8. Payment of Federal Tax Withholding During The Year

    By mming,
    • 9 replies
    • 1.9k views

  9. Loan Default, 1099-R & Age 59 1/2

    By TPApril,
    • 12 replies
    • 5.1k views

  10. For minimum distribution, when is an employee retired?

    By Peter Gulia,   
    • 3 replies
    • 535 views

  11. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 1k views

  12. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3.1k views

  13. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 676 views

  14. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 908 views

  15. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 378 views

  16. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2.1k views

  17. Do your clients’ retirement plans allow a participant to get her benefit in periodic payments?

    By Peter Gulia,
    • 19 replies
    • 1.4k views

  18. Plan Closing 12/31 - Trailing Distributions Trigger 1099-R next year?

    By RestAssured,
    • 2 replies
    • 572 views

  19. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 603 views

  20. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.7k views

  21. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 719 views

  22. Form 945: Do you complete Paid Preparer section?

    By pensionreview,
    • 2 replies
    • 1.3k views

  23. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 615 views

  24. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.6k views

  25. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 527 views

  26. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  27. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.8k views

  28. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.3k views

  29. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.6k views

  30. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.6k views

  31. RMD required when transferring between employers in a MEP?

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

  32. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.6k views

  33. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.2k views

  34. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 793 views

  35. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 881 views

  36. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 996 views

  37. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.1k views

  38. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.8k views

  39. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.8k views

  40. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 688 views

  41. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 754 views

  42. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.6k views

  43. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 646 views

  44. Rollover from deceased spouse's account and top-heavy status

    By lcollins300,   
    • 31 replies
    • 3.5k views

  45. Is it discriminatory to charge higher distribution fee for smaller accounts?

    By jkharvey,
    • 5 replies
    • 973 views

  46. Loan Defaults 101

    By thepensionmaven,
    • 9 replies
    • 1.4k views
    • WCC
    • WCC

  47. In Service Distribution from individual 401k to SEP IRA

    By BT,   
    • 10 replies
    • 1.2k views
    • BT
    • BT

  48. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 3.1k views

  49. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 5.1k views

  50. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.6k views
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