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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. W-4P and ADP Refund

    By Gilmore,
    • 3 replies
    • 855 views

  2. RMD not processed before rollover

    By Vlad401k,
    • 4 replies
    • 1.8k views

  3. GoFundMe mitigating hardship?

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  4. Loan was deemed twice

    By 401kLife,
    • 3 replies
    • 469 views

  5. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing,
    • 7 replies
    • 1.7k views

  6. Protected Benefit question

    By cpc0506,
    • 2 replies
    • 539 views

  7. RMD Retired 12/31/13

    By Just Me,
    • 28 replies
    • 6.8k views

  8. Force Out Rollovers

    By AF2019,
    • 2 replies
    • 1k views

  9. One Hardship, Two Reasons

    By Fielding Mellish,
    • 2 replies
    • 559 views

  10. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 503 views

  11. Payment of Federal Tax Withholding During The Year

    By mming,
    • 9 replies
    • 2k views

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

    By TPApril,
    • 12 replies
    • 5.3k views

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

    By Peter Gulia,   
    • 3 replies
    • 555 views

  14. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 1.1k views

  15. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3.2k views

  16. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 705 views

  17. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 932 views

  18. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 391 views

  19. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2.1k views

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

    By Peter Gulia,
    • 19 replies
    • 1.4k views

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

    By RestAssured,
    • 2 replies
    • 584 views

  22. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 619 views

  23. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.8k views

  24. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 743 views

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

    By pensionreview,
    • 2 replies
    • 1.4k views

  26. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 638 views

  27. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.7k views

  28. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 541 views

  29. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  30. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 2k views

  31. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.3k views

  32. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.6k views

  33. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.7k views

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

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

  35. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.7k views

  36. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.3k views

  37. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 807 views

  38. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 899 views

  39. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 1k views

  40. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.2k views

  41. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.8k views

  42. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.9k views

  43. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 708 views

  44. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 782 views

  45. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.7k views

  46. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 661 views

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

    By lcollins300,   
    • 31 replies
    • 3.6k views

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

    By jkharvey,
    • 5 replies
    • 999 views

  49. Loan Defaults 101

    By thepensionmaven,
    • 9 replies
    • 1.5k views
    • WCC
    • WCC

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

    By BT,   
    • 10 replies
    • 1.3k views
    • BT
    • BT
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