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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. "Odd" loan repays

    By pmacduff,
    • 10 replies
    • 1.6k views

  2. Terminating Plan and RMD

    By perplexedbypensions,
    • 9 replies
    • 1.5k views
    • ldr
    • ldr

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

    By ldr,   
    • 20 replies
    • 2.2k views

  4. Dumb Question about mandatory distribution?

    By thepensionmaven,
    • 10 replies
    • 1.9k views

  5. Mandatory Withholding

    By DPSRich,   
    • 6 replies
    • 846 views

  6. Too Much Taken From Account

    By thepensionmaven,
    • 4 replies
    • 714 views

  7. Operational Violation w/r/t Distributions?

    By Biz Develop Consultant BJF,
    • 2 replies
    • 902 views

  8. Beneficiary Determination

    By RatherBeGolfing,
    • 21 replies
    • 2.8k views

  9. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured,
    • 3 replies
    • 955 views

  10. Help with 945-X "Administrative Error"

    By Sleuth,   
    • 1 reply
    • 659 views

  11. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 978 views

  12. W-4P and ADP Refund

    By Gilmore,
    • 3 replies
    • 910 views

  13. RMD not processed before rollover

    By Vlad401k,
    • 4 replies
    • 2k views

  14. GoFundMe mitigating hardship?

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  15. Loan was deemed twice

    By 401kLife,
    • 3 replies
    • 535 views

  16. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing,
    • 7 replies
    • 1.8k views

  17. Protected Benefit question

    By cpc0506,
    • 2 replies
    • 584 views

  18. RMD Retired 12/31/13

    By Just Me,
    • 28 replies
    • 7.2k views

  19. Force Out Rollovers

    By AF2019,
    • 2 replies
    • 1.1k views

  20. One Hardship, Two Reasons

    By Fielding Mellish,
    • 2 replies
    • 607 views

  21. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 543 views

  22. Payment of Federal Tax Withholding During The Year

    By mming,
    • 9 replies
    • 2.3k views

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

    By TPApril,
    • 12 replies
    • 5.9k views

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

    By Peter Gulia,   
    • 3 replies
    • 607 views

  25. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 1.1k views

  26. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3.3k views

  27. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 761 views

  28. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 1k views

  29. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 426 views

  30. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2.2k views

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

    By Peter Gulia,
    • 19 replies
    • 1.7k views

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

    By RestAssured,
    • 2 replies
    • 649 views

  33. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 663 views

  34. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 5.2k views

  35. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 789 views

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

    By pensionreview,
    • 2 replies
    • 1.4k views

  37. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 677 views

  38. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.7k views

  39. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 610 views

  40. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  41. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 3.2k views

  42. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.4k views

  43. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.8k views

  44. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.9k views

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

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

  46. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.8k views

  47. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.3k views

  48. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 861 views

  49. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 959 views

  50. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 1.1k views
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