Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. Incorrect Loan Payments

    By bevfair,
    • 4 replies
    • 1.4k views

  2. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 901 views

  3. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 1.1k views

  4. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 1.2k views

  5. Reasonable loan interest rate for 1-person plan

    By TPApril,
    • 7 replies
    • 1.4k views

  6. RMD 403b plan

    By Santo Gold,
    • 8 replies
    • 2k views

  7. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 5.5k views

  8. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 898 views

  9. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 908 views

  10. Distribution to U.S. Citizen living abroad

    By Vlad401k,
    • 8 replies
    • 2.1k views

  11. Top heavy vesting in owner only plan

    By shERPA,
    • 2 replies
    • 833 views

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

    By lcollins300,   
    • 31 replies
    • 4.2k views

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

    By jkharvey,
    • 5 replies
    • 1.2k views

  14. Loan Defaults 101

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

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

    By BT,   
    • 10 replies
    • 1.6k views
    • BT
    • BT

  16. Participant not cashing RMD checks

    By The Guru,
    • 9 replies
    • 3.4k views

  17. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 5.6k views

  18. QJSA in Plan want to remove

    By TPA Bob,
    • 4 replies
    • 1.8k views

  19. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 838 views

  20. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.7k views

  21. Loan Repayment Frequency

    By Stash026,
    • 3 replies
    • 1.5k views

  22. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 3.2k views

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

    By smg,
    • 31 replies
    • 2.9k views

  24. Hardship criteria for Loan

    By Jennifer D.,
    • 14 replies
    • 1.8k views

  25. Rehired participant wants distribution

    By pam@bbm,
    • 2 replies
    • 808 views

  26. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers,
    • 5 replies
    • 1.7k views

  27. RMD factor below 1.0

    By TPATC,   
    • 8 replies
    • 2k views

  28. Unforeseeable Hardship- Funeral Expenses

    By DCRet24,
    • 2 replies
    • 1.4k views

  29. 401k RMD after IRA rollover

    By legort69,   
    • 12 replies
    • 4.9k views

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

    By ERISAAPPLE,
    • 3 replies
    • 1.9k views

  31. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE,
    • 5 replies
    • 1.3k views

  32. ad hoc distributions - protected benefit?

    By AlbanyConsultant,
    • 4 replies
    • 4k views

  33. RMD after termination

    By 52626,
    • 31 replies
    • 6.3k views

  34. RMD to Charity

    By PFranckowiak,
    • 3 replies
    • 806 views

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

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  36. Prevailing Wage Plan

    By oldman63,
    • 4 replies
    • 2.2k views

  37. RMD?

    By jpod,
    • 6 replies
    • 1.2k views

  38. Owner wants to terminate employment to get plan assets

    By katieinny,   
    • 9 replies
    • 1.7k views

  39. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 1.2k views

  40. Rollover Check - disgruntled participant

    By Pammie57,
    • 11 replies
    • 2.2k views
    • KED
    • KED

  41. Can a processed QDRO be appealed / reversed?

    By calexbraska,
    • 15 replies
    • 5.4k views

  42. 402(g) Limit - Corrected After April 15

    By Vlad401k,
    • 3 replies
    • 5.8k views

  43. Owner takes IRA RMD from his Profit Sharing Plan

    By kwalified,
    • 20 replies
    • 3.5k views

  44. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57,
    • 8 replies
    • 2.5k views

  45. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit,
    • 4 replies
    • 2.4k views

  46. Participant without SSN

    By Gilmore,
    • 12 replies
    • 2k views

  47. Plan Terminated - outstanding QDRO

    By kmciver,
    • 2 replies
    • 1.3k views

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

    By sdgates,
    • 4 replies
    • 1.6k views

  49. eviction prevention hardship

    By 401_noob,
    • 1 reply
    • 960 views

  50. Non-taxable loan

    By mctoe,
    • 20 replies
    • 2.7k views
×
×
  • Create New...