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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3k views

  2. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 610 views

  3. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 837 views

  4. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 320 views

  5. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 1.9k views

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

    By Peter Gulia,
    • 19 replies
    • 1.3k views

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

    By RestAssured,
    • 2 replies
    • 517 views

  8. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 550 views

  9. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.2k views

  10. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 666 views

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

    By pensionreview,
    • 2 replies
    • 1.2k views

  12. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 557 views

  13. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.5k views

  14. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 489 views

  15. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 967 views

  16. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.6k views

  17. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.2k views

  18. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.4k views

  19. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.3k views

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

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

  21. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.5k views

  22. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.1k views

  23. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 756 views

  24. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 831 views

  25. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 929 views

  26. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1k views

  27. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.7k views

  28. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.3k views

  29. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 627 views

  30. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 666 views

  31. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.2k views

  32. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 601 views

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

    By lcollins300,   
    • 31 replies
    • 3.1k views

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

    By jkharvey,
    • 5 replies
    • 906 views

  35. Loan Defaults 101

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

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

    By BT,   
    • 10 replies
    • 1.1k views
    • BT
    • BT

  37. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 2.9k views

  38. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 4.7k views

  39. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.6k views

  40. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 574 views

  41. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.4k views

  42. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.3k views

  43. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 2.3k views

  44. My Boss Screwed Up, Now I'm Screwed (and so is my employer I assume)

    By smg,
    • 31 replies
    • 2k views

  45. Hardship criteria for Loan

    By Jennifer D.,
    • 14 replies
    • 1.3k views

  46. Rehired participant wants distribution

    By pam@bbm,
    • 2 replies
    • 580 views

  47. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers,
    • 5 replies
    • 1.5k views

  48. RMD factor below 1.0

    By TPATC,   
    • 8 replies
    • 1.6k views

  49. Unforeseeable Hardship- Funeral Expenses

    By DCRet24,
    • 2 replies
    • 1.2k views

  50. 401k RMD after IRA rollover

    By legort69,   
    • 12 replies
    • 3.6k views
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