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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. Rollover to Exempt Organizations

    By ERISAAPPLE,
    • 0 replies
    • 722 views

  2. calculating an RMD

    By K2retire,
    • 1 reply
    • 1.2k views

  3. Cash Balance In Service Annuity

    By mefrancis1729,   
    • 1 reply
    • 1.1k views

  4. Rollover Check Refunded

    By WhatsESUP,   
    • 8 replies
    • 4.2k views

  5. hardship - possible changes due to law change

    By Tom Poje,
    • 3 replies
    • 961 views

  6. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA,   
    • 20 replies
    • 4.3k views

  7. Corrected 2013 1099R after rollover into IRA

    By Carri,
    • 0 replies
    • 702 views

  8. Loan payment following termination

    By pam@bbm,
    • 10 replies
    • 4k views

  9. Using rollover to repay loan

    By Belgarath,
    • 14 replies
    • 17k views

  10. Age 55 penalty tax exception

    By Belgarath,
    • 2 replies
    • 892 views

  11. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.6k views

  12. in-service distribution

    By thepensionmaven,   
    • 12 replies
    • 3.3k views

  13. HIPPA & Hardship Withdrawals

    By Guest CSTS,
    • 5 replies
    • 6k views

  14. Florida Documentary Stamp Tax

    By Guest Yatahay,
    • 12 replies
    • 6.3k views

  15. Form 1096/1099-R

    By pmacduff,
    • 3 replies
    • 3.1k views

  16. RMDs Multiple Beneficiaries

    By ERISAAPPLE,
    • 2 replies
    • 1.4k views

  17. RMD due or not

    By cpc0506,
    • 12 replies
    • 1.8k views

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

    By Lou S.,
    • 4 replies
    • 1.2k views

  19. Incentives to take immediate distributions

    By Guest slt,
    • 3 replies
    • 2k views

  20. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 1.4k views

  21. Terminated Plan RMD

    By pmacduff,
    • 10 replies
    • 4k views

  22. 402g excess

    By pmacduff,
    • 3 replies
    • 2k views

  23. Loan - repayment starting date question

    By Belgarath,
    • 7 replies
    • 1.9k views

  24. Beneficiary Reformation?

    By jy12443,
    • 2 replies
    • 2.4k views

  25. Medical Hardship

    By 401_noob,   
    • 1 reply
    • 1.4k views

  26. Principal Residence Loan or Hardship Distribution?

    By Molly the cat,   
    • 1 reply
    • 1.3k views

  27. Loan Offset

    By Madison71,
    • 4 replies
    • 1.9k views

  28. removing installments if one is in progress

    By AlbanyConsultant,
    • 3 replies
    • 1.6k views

  29. Partial Distribution

    By PFranckowiak,
    • 7 replies
    • 2.4k views

  30. hardship - unpaid tuition

    By WCC,
    • 4 replies
    • 1.6k views
    • EHE
    • EHE

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

    By Vlad401k,
    • 5 replies
    • 2.7k views

  32. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 3.4k views

  33. Excess Deferral Tax Treatment

    By Vlad401k,
    • 6 replies
    • 2.2k views

  34. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 1.2k views

  35. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.9k views

  36. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 1.3k views

  37. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 2.4k views

  38. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 5.7k views

  39. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 1.5k views

  40. max plan loan reduction

    By jane murray,
    • 19 replies
    • 2.5k views

  41. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 1.1k views

  42. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 1k views

  43. Distributions of one cent

    By michael519,
    • 3 replies
    • 1.4k views

  44. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 4.1k views

  45. Loan to Fund Retirement Plan

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

  46. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.7k views

  47. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 2.3k views

  48. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 638 views

  49. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 1.3k views

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

    By Dennis Povloski,
    • 8 replies
    • 4.1k views
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