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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,171 topics in this forum

  1. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 460 views

  2. Payment of Federal Tax Withholding During The Year

    By mming,
    • 9 replies
    • 1.7k views

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

    By TPApril,
    • 12 replies
    • 4.7k views

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

    By Peter Gulia,   
    • 3 replies
    • 510 views

  5. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 1k views

  6. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3.1k views

  7. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 650 views

  8. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 871 views

  9. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 350 views

  10. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2k views

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

    By Peter Gulia,
    • 19 replies
    • 1.3k views

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

    By RestAssured,
    • 2 replies
    • 544 views

  13. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 577 views

  14. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.4k views

  15. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 693 views

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

    By pensionreview,
    • 2 replies
    • 1.3k views

  17. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 585 views

  18. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.6k views

  19. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 507 views

  20. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1k views

  21. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.7k views

  22. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.3k views

  23. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  24. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.4k views

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

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

  26. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.6k views

  27. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.2k views

  28. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 775 views

  29. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 854 views

  30. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 958 views

  31. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.1k views

  32. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.7k views

  33. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.5k views

  34. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 659 views

  35. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 710 views

  36. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.3k views

  37. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 621 views

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

    By lcollins300,   
    • 31 replies
    • 3.2k views

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

    By jkharvey,
    • 5 replies
    • 944 views

  40. Loan Defaults 101

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

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

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

  42. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 3k views

  43. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 4.9k views

  44. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.6k views

  45. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 599 views

  46. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.5k views

  47. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.3k views

  48. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 2.5k views

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

    By smg,
    • 31 replies
    • 2.1k views

  50. Hardship criteria for Loan

    By Jennifer D.,
    • 14 replies
    • 1.4k views
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