Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

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

    By TPApril,
    • 12 replies
    • 4.6k views

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

    By Peter Gulia,   
    • 3 replies
    • 497 views

  3. PPA Distribution Notice requirements

    By Belgarath,
    • 4 replies
    • 994 views

  4. Overpaid distribution

    By ombskid,
    • 8 replies
    • 3k views

  5. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 636 views

  6. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 865 views

  7. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 342 views

  8. Hardship Withdrawal Request ROTH

    By Pammie57,
    • 6 replies
    • 2k views

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

    By Peter Gulia,
    • 19 replies
    • 1.3k views

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

    By RestAssured,
    • 2 replies
    • 540 views

  11. now charging annual loan fees to current loans?

    By AlbanyConsultant,
    • 4 replies
    • 568 views

  12. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.3k views

  13. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 686 views

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

    By pensionreview,
    • 2 replies
    • 1.3k views

  15. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 578 views

  16. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.6k views

  17. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 506 views

  18. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 997 views

  19. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.6k views

  20. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.3k views

  21. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  22. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.4k views

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

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

  24. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.5k views

  25. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.2k views

  26. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 766 views

  27. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 848 views

  28. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 950 views

  29. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.1k views

  30. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.7k views

  31. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.5k views

  32. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 651 views

  33. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 695 views

  34. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.3k views

  35. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 616 views

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

    By lcollins300,   
    • 31 replies
    • 3.2k views

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

    By jkharvey,
    • 5 replies
    • 927 views

  38. Loan Defaults 101

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

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

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

  40. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 2.9k views

  41. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 4.8k views

  42. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.6k views

  43. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 595 views

  44. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.5k views

  45. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.3k views

  46. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 2.4k views

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

    By smg,
    • 31 replies
    • 2.1k views

  48. Hardship criteria for Loan

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

  49. Rehired participant wants distribution

    By pam@bbm,
    • 2 replies
    • 594 views

  50. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers,
    • 5 replies
    • 1.5k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept