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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. removing installments if one is in progress

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  2. Partial Distribution

    By PFranckowiak,
    • 7 replies
    • 1.7k views

  3. hardship - unpaid tuition

    By WCC,
    • 4 replies
    • 1.3k views
    • EHE
    • EHE

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

    By Vlad401k,
    • 5 replies
    • 2.2k views

  5. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 2.8k views

  6. Excess Deferral Tax Treatment

    By Vlad401k,
    • 6 replies
    • 1.8k views

  7. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 937 views

  8. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.4k views

  9. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 969 views

  10. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 1.5k views

  11. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.6k views

  12. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 981 views

  13. max plan loan reduction

    By jane murray,
    • 19 replies
    • 1.6k views

  14. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 788 views

  15. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 664 views

  16. Distributions of one cent

    By michael519,
    • 3 replies
    • 945 views

  17. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.4k views

  18. Loan to Fund Retirement Plan

    By Jennifer D.,
    • 6 replies
    • 1.2k views

  19. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.3k views

  20. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 1.9k views

  21. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 462 views

  22. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 966 views

  23. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski,
    • 8 replies
    • 3.6k views

  24. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 1.5k views

  25. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 728 views

  26. 401K Loan Default

    By bpowell,
    • 12 replies
    • 6.8k views

  27. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 535 views

  28. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 595 views

  29. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.1k views

  30. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 625 views

  31. 1099-R Code

    By msmith,
    • 5 replies
    • 1.7k views

  32. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1.1k views

  33. What code to use for a qualified hurricane distribution?

    By Vlad401k,
    • 3 replies
    • 1.3k views

  34. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401,
    • 4 replies
    • 609 views

  35. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 649 views

  36. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo,   
    • 5 replies
    • 1.7k views

  37. Max loan from two plans, now plans are merging!

    By AlbanyConsultant,
    • 3 replies
    • 685 views

  38. Loan payments and leave of absence

    By Belgarath,
    • 0 replies
    • 422 views

  39. Stale Distribution Check

    By TPA2015,   
    • 8 replies
    • 2k views

  40. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper,
    • 0 replies
    • 963 views

  41. Decline to be Beneficiary?

    By PMC,
    • 13 replies
    • 5.3k views

  42. 1099R filed twice

    By Santo Gold,
    • 1 reply
    • 987 views

  43. Treating RMD as Qualified Charitable Distribution

    By Susan S.,
    • 5 replies
    • 1.3k views

  44. Withholding on Corrective Distributions

    By 401_noob,   
    • 2 replies
    • 1.5k views

  45. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 937 views

  46. Hardship and suspension of deferrals

    By BW,
    • 4 replies
    • 927 views

  47. Hardship for home purchase, deal falls through

    By Belgarath,
    • 15 replies
    • 15.2k views

  48. Hardship - Foreclosure

    By luissaha,
    • 1 reply
    • 742 views

  49. RMD after death

    By Lou S.,
    • 7 replies
    • 897 views

  50. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant,
    • 4 replies
    • 2k views
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