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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.2k views

  2. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 1.9k views

  3. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 5.3k views

  4. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 768 views

  5. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 846 views

  6. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 2k views

  7. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 701 views

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

    By lcollins300,   
    • 31 replies
    • 3.9k views

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

    By jkharvey,
    • 5 replies
    • 1.1k views

  10. Loan Defaults 101

    By thepensionmaven,
    • 9 replies
    • 1.6k views
    • WCC
    • WCC

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

    By BT,   
    • 10 replies
    • 1.5k views
    • BT
    • BT

  12. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 3.2k views

  13. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 5.4k views

  14. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.7k views

  15. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 691 views

  16. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.6k views

  17. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.5k views

  18. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 3k views

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

    By smg,
    • 31 replies
    • 2.6k views

  20. Hardship criteria for Loan

    By Jennifer D.,
    • 14 replies
    • 1.6k views

  21. Rehired participant wants distribution

    By pam@bbm,
    • 2 replies
    • 707 views

  22. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers,
    • 5 replies
    • 1.7k views

  23. RMD factor below 1.0

    By TPATC,   
    • 8 replies
    • 1.8k views

  24. Unforeseeable Hardship- Funeral Expenses

    By DCRet24,
    • 2 replies
    • 1.4k views

  25. 401k RMD after IRA rollover

    By legort69,   
    • 12 replies
    • 4.6k views

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

    By ERISAAPPLE,
    • 3 replies
    • 1.7k views

  27. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE,
    • 5 replies
    • 1.2k views

  28. ad hoc distributions - protected benefit?

    By AlbanyConsultant,
    • 4 replies
    • 3.9k views

  29. RMD after termination

    By 52626,
    • 31 replies
    • 6.1k views

  30. RMD to Charity

    By PFranckowiak,
    • 3 replies
    • 683 views

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

    By AlbanyConsultant,
    • 3 replies
    • 975 views

  32. Prevailing Wage Plan

    By oldman63,
    • 4 replies
    • 2k views

  33. RMD?

    By jpod,
    • 6 replies
    • 1.1k views

  34. Owner wants to terminate employment to get plan assets

    By katieinny,   
    • 9 replies
    • 1.5k views

  35. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 974 views

  36. Rollover Check - disgruntled participant

    By Pammie57,
    • 11 replies
    • 2k views
    • KED
    • KED

  37. Can a processed QDRO be appealed / reversed?

    By calexbraska,
    • 15 replies
    • 5.2k views

  38. 402(g) Limit - Corrected After April 15

    By Vlad401k,
    • 3 replies
    • 5.7k views

  39. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified,
    • 20 replies
    • 3.3k views

  40. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57,
    • 8 replies
    • 2.3k views

  41. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit,
    • 4 replies
    • 2.3k views

  42. Participant without SSN

    By Gilmore,
    • 12 replies
    • 1.9k views

  43. Plan Terminated - outstanding QDRO

    By kmciver,
    • 2 replies
    • 1.3k views

  44. Need to pay tax on a defaulted 401k distribution twice?

    By sdgates,
    • 4 replies
    • 1.5k views

  45. eviction prevention hardship

    By 401_noob,
    • 1 reply
    • 839 views

  46. Non-taxable loan

    By mctoe,
    • 20 replies
    • 2.5k views

  47. Terminated Participant who wants to keep $$ in Plan

    By Pammie57,
    • 4 replies
    • 1.3k views

  48. Distributions - Protected Benefits

    By Stephanie,
    • 5 replies
    • 3.4k views

  49. 401K loan in default & 1099-R Received

    By Tijuana,
    • 18 replies
    • 8.4k views

  50. Wrong Loan Interest Rate

    By JKW,
    • 14 replies
    • 3k views
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