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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. hardship - possible changes due to law change

    By Tom Poje,
    • 3 replies
    • 673 views

  2. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA,   
    • 20 replies
    • 3.3k views

  3. Corrected 2013 1099R after rollover into IRA

    By Carri,
    • 0 replies
    • 426 views

  4. Using rollover to repay loan

    By Belgarath,
    • 14 replies
    • 14.1k views

  5. Age 55 penalty tax exception

    By Belgarath,
    • 2 replies
    • 570 views

  6. Loan payment following termination

    By pam@bbm,
    • 10 replies
    • 2.6k views

  7. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.1k views

  8. in-service distribution

    By thepensionmaven,   
    • 12 replies
    • 2.5k views

  9. RMDs Multiple Beneficiaries

    By ERISAAPPLE,
    • 2 replies
    • 1.1k views

  10. Form 1096/1099-R

    By pmacduff,
    • 3 replies
    • 2.3k views

  11. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S.,
    • 4 replies
    • 793 views

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

    By TPApril,
    • 12 replies
    • 4.6k views

  13. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 875 views

  14. 402g excess

    By pmacduff,
    • 3 replies
    • 1.5k views

  15. Terminated Plan RMD

    By pmacduff,
    • 10 replies
    • 3.2k views

  16. 401k RMD after IRA rollover

    By legort69,   
    • 12 replies
    • 3.7k views

  17. Loan - repayment starting date question

    By Belgarath,
    • 7 replies
    • 1.3k views

  18. Beneficiary Reformation?

    By jy12443,
    • 2 replies
    • 1.4k views

  19. Medical Hardship

    By 401_noob,   
    • 1 reply
    • 1.1k views

  20. Principal Residence Loan or Hardship Distribution?

    By Molly the cat,   
    • 1 reply
    • 982 views

  21. removing installments if one is in progress

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  22. Loan Offset

    By Madison71,
    • 4 replies
    • 1.5k views

  23. Partial Distribution

    By PFranckowiak,
    • 7 replies
    • 1.6k views

  24. hardship - unpaid tuition

    By WCC,
    • 4 replies
    • 1.2k views
    • EHE
    • EHE

  25. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k,
    • 5 replies
    • 2.1k views

  26. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 903 views

  27. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 2.7k views

  28. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 928 views

  29. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 3k views

  30. Excess Deferral Tax Treatment

    By Vlad401k,
    • 6 replies
    • 1.7k views

  31. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.3k views

  32. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.3k views

  33. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 1.2k views

  34. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 938 views

  35. max plan loan reduction

    By jane murray,
    • 19 replies
    • 1.5k views

  36. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 636 views

  37. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 756 views

  38. Distributions of one cent

    By michael519,
    • 3 replies
    • 900 views

  39. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.2k views

  40. Loan to Fund Retirement Plan

    By Jennifer D.,
    • 6 replies
    • 1.1k views

  41. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 1.9k views

  42. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.3k views

  43. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 941 views

  44. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 446 views

  45. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 1.4k views

  46. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 710 views

  47. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 518 views

  48. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 575 views

  49. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.1k views

  50. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 601 views
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