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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,171 topics in this forum

  1. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 916 views

  2. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.3k views

  3. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 943 views

  4. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 1.3k views

  5. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.4k views

  6. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 955 views

  7. max plan loan reduction

    By jane murray,
    • 19 replies
    • 1.5k views

  8. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 771 views

  9. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 645 views

  10. Distributions of one cent

    By michael519,
    • 3 replies
    • 920 views

  11. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.3k views

  12. Loan to Fund Retirement Plan

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

  13. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.3k views

  14. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 1.9k views

  15. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 451 views

  16. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 949 views

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

    By Dennis Povloski,
    • 8 replies
    • 3.5k views

  18. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 1.5k views

  19. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 716 views

  20. 401K Loan Default

    By bpowell,
    • 12 replies
    • 6.2k views

  21. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 524 views

  22. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 584 views

  23. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.1k views

  24. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 611 views

  25. 1099-R Code

    By msmith,
    • 5 replies
    • 1.6k views

  26. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1k views

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

    By Vlad401k,
    • 3 replies
    • 1.3k views

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

    By Scuba 401,
    • 4 replies
    • 594 views

  29. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 640 views

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

    By CintiTwo,   
    • 5 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 3 replies
    • 673 views

  32. Loan payments and leave of absence

    By Belgarath,
    • 0 replies
    • 411 views

  33. Stale Distribution Check

    By TPA2015,   
    • 8 replies
    • 1.9k views

  34. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper,
    • 0 replies
    • 946 views

  35. Decline to be Beneficiary?

    By PMC,
    • 13 replies
    • 5.3k views

  36. 1099R filed twice

    By Santo Gold,
    • 1 reply
    • 938 views

  37. Treating RMD as Qualified Charitable Distribution

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

  38. Withholding on Corrective Distributions

    By 401_noob,   
    • 2 replies
    • 1.5k views

  39. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 875 views

  40. Hardship and suspension of deferrals

    By BW,
    • 4 replies
    • 905 views

  41. Hardship for home purchase, deal falls through

    By Belgarath,
    • 15 replies
    • 14.7k views

  42. Hardship - Foreclosure

    By luissaha,
    • 1 reply
    • 726 views

  43. RMD after death

    By Lou S.,
    • 7 replies
    • 873 views

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

    By AlbanyConsultant,
    • 4 replies
    • 2k views

  45. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401,
    • 1 reply
    • 3.5k views

  46. New Loans to Terminated Participants

    By MNO,   
    • 11 replies
    • 4.7k views

  47. Deceased Participant - Uncashed checks prior to death

    By Cloudy,
    • 4 replies
    • 2.8k views

  48. Death benefit - No beneficiary

    By 401(k)athryn,
    • 24 replies
    • 9.5k views

  49. First RMD after age 70 1/2

    By Vlad401k,
    • 11 replies
    • 1.4k views

  50. Retired Participant & her distribution

    By Pammie57,
    • 4 replies
    • 1.1k views
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