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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. Dumb Question about mandatory distribution?

    By thepensionmaven,
    • 10 replies
    • 1.8k views

  2. Mandatory Withholding

    By DPSRich,   
    • 6 replies
    • 815 views

  3. Too Much Taken From Account

    By thepensionmaven,
    • 4 replies
    • 675 views

  4. Operational Violation w/r/t Distributions?

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

  5. Beneficiary Determination

    By RatherBeGolfing,
    • 21 replies
    • 2.7k views

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

    By RestAssured,
    • 3 replies
    • 936 views

  7. Help with 945-X "Administrative Error"

    By Sleuth,   
    • 1 reply
    • 630 views

  8. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 961 views

  9. W-4P and ADP Refund

    By Gilmore,
    • 3 replies
    • 887 views

  10. RMD not processed before rollover

    By Vlad401k,
    • 4 replies
    • 1.9k views

  11. GoFundMe mitigating hardship?

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  12. Loan was deemed twice

    By 401kLife,
    • 3 replies
    • 508 views

  13. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing,
    • 7 replies
    • 1.8k views

  14. Protected Benefit question

    By cpc0506,
    • 2 replies
    • 570 views

  15. RMD Retired 12/31/13

    By Just Me,
    • 28 replies
    • 7k views

  16. Force Out Rollovers

    By AF2019,
    • 2 replies
    • 1.1k views

  17. One Hardship, Two Reasons

    By Fielding Mellish,
    • 2 replies
    • 596 views

  18. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 522 views

  19. Payment of Federal Tax Withholding During The Year

    By mming,
    • 9 replies
    • 2.1k views

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

    By TPApril,
    • 12 replies
    • 5.7k views

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

    By Peter Gulia,   
    • 3 replies
    • 581 views

  22. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 1.1k views

  23. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3.2k views

  24. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 740 views

  25. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 971 views

  26. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 413 views

  27. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2.2k views

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

    By Peter Gulia,
    • 19 replies
    • 1.5k views

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

    By RestAssured,
    • 2 replies
    • 623 views

  30. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 646 views

  31. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 5.1k views

  32. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 774 views

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

    By pensionreview,
    • 2 replies
    • 1.4k views

  34. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 665 views

  35. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.7k views

  36. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 584 views

  37. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  38. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 2.6k views

  39. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.4k views

  40. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.7k views

  41. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.8k views

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

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

  43. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.8k views

  44. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.3k views

  45. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 838 views

  46. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 935 views

  47. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 1.1k views

  48. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.2k views

  49. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.9k views

  50. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 5.1k views
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