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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 594 views

  2. RMD Withholding

    By 401_noob,   
    • 4 replies
    • 1.6k views

  3. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 511 views

  4. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.7k views

  5. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.7k views

  6. Partic dies in year of first RMD

    By BG5150,
    • 10 replies
    • 1.3k views

  7. trust with spouse as sole beneficiary?

    By AlbanyConsultant,
    • 4 replies
    • 1k views

  8. $0.30 RMD - seriously?

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  9. Distribution timing when participant is re-hired

    By Kansas401k,   
    • 7 replies
    • 2.5k views

  10. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.2k views

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

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

  12. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 779 views

  13. Loan not defaulted

    By Bird,
    • 8 replies
    • 1.6k views

  14. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 860 views

  15. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 965 views

  16. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.1k views

  17. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.8k views

  18. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k,
    • 2 replies
    • 1.6k views

  19. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 715 views

  20. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 1.4k views

  21. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.6k views

  22. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 626 views

  23. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 663 views

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

    By jkharvey,
    • 5 replies
    • 946 views

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

    By lcollins300,   
    • 31 replies
    • 3.3k views

  26. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 3k views

  27. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 4.9k views

  28. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 604 views

  29. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.4k views

  30. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.5k views

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

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

  32. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.3k views

  33. Loan Defaults 101

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

  34. Rehired participant wants distribution

    By pam@bbm,
    • 2 replies
    • 612 views

  35. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 2.5k views

  36. Hardship criteria for Loan

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

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

    By smg,
    • 31 replies
    • 2.1k views

  38. RMD factor below 1.0

    By TPATC,   
    • 8 replies
    • 1.7k views

  39. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 2.9k views

  40. Unforeseeable Hardship- Funeral Expenses

    By DCRet24,
    • 2 replies
    • 1.2k views

  41. Beneficiary Rollover of Roth 401(k) Nonqualified Distribution

    By ERISAAPPLE,
    • 3 replies
    • 1.2k views

  42. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE,
    • 5 replies
    • 1k views

  43. ad hoc distributions - protected benefit?

    By AlbanyConsultant,
    • 4 replies
    • 3.6k views

  44. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers,
    • 5 replies
    • 1.5k views

  45. RMD to Charity

    By PFranckowiak,
    • 3 replies
    • 587 views

  46. RMD after termination

    By 52626,
    • 31 replies
    • 5.4k views

  47. Prevailing Wage Plan

    By oldman63,
    • 4 replies
    • 1.9k views

  48. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant,
    • 3 replies
    • 878 views

  49. RMD?

    By jpod,
    • 6 replies
    • 951 views

  50. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 846 views
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