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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. Age 55 penalty tax exception

    By Belgarath,
    • 2 replies
    • 712 views

  2. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.4k views

  3. in-service distribution

    By thepensionmaven,   
    • 12 replies
    • 2.8k views

  4. HIPPA & Hardship Withdrawals

    By Guest CSTS,
    • 5 replies
    • 5.8k views

  5. Florida Documentary Stamp Tax

    By Guest Yatahay,
    • 12 replies
    • 6k views

  6. Form 1096/1099-R

    By pmacduff,
    • 3 replies
    • 2.9k views

  7. RMDs Multiple Beneficiaries

    By ERISAAPPLE,
    • 2 replies
    • 1.3k views

  8. RMD due or not

    By cpc0506,
    • 12 replies
    • 1.4k views

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

    By Lou S.,
    • 4 replies
    • 1k views

  10. Incentives to take immediate distributions

    By Guest slt,
    • 3 replies
    • 1.8k views

  11. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 1.1k views

  12. Terminated Plan RMD

    By pmacduff,
    • 10 replies
    • 3.6k views

  13. 402g excess

    By pmacduff,
    • 3 replies
    • 1.8k views

  14. Loan - repayment starting date question

    By Belgarath,
    • 7 replies
    • 1.6k views

  15. Beneficiary Reformation?

    By jy12443,
    • 2 replies
    • 2.2k views

  16. Medical Hardship

    By 401_noob,   
    • 1 reply
    • 1.2k views

  17. Principal Residence Loan or Hardship Distribution?

    By Molly the cat,   
    • 1 reply
    • 1.2k views

  18. Loan Offset

    By Madison71,
    • 4 replies
    • 1.8k views

  19. removing installments if one is in progress

    By AlbanyConsultant,
    • 3 replies
    • 1.3k views

  20. Partial Distribution

    By PFranckowiak,
    • 7 replies
    • 2k views

  21. hardship - unpaid tuition

    By WCC,
    • 4 replies
    • 1.4k views
    • EHE
    • EHE

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

    By Vlad401k,
    • 5 replies
    • 2.5k views

  23. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 3.1k views

  24. Excess Deferral Tax Treatment

    By Vlad401k,
    • 6 replies
    • 2k views

  25. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 1k views

  26. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.6k views

  27. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 1.2k views

  28. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 2k views

  29. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 5.2k views

  30. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 1.2k views

  31. max plan loan reduction

    By jane murray,
    • 19 replies
    • 2k views

  32. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 988 views

  33. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 789 views

  34. Distributions of one cent

    By michael519,
    • 3 replies
    • 1.2k views

  35. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.8k views

  36. Loan to Fund Retirement Plan

    By Jennifer D.,
    • 6 replies
    • 1.4k views

  37. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.5k views

  38. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 2.1k views

  39. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 554 views

  40. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 1.1k views

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

    By Dennis Povloski,
    • 8 replies
    • 3.8k views

  42. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 1.7k views

  43. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 820 views

  44. 401K Loan Default

    By bpowell,
    • 12 replies
    • 8.9k views

  45. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 607 views

  46. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 838 views

  47. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.2k views

  48. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 791 views

  49. 1099-R Code

    By msmith,
    • 5 replies
    • 1.8k views

  50. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1.3k views
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