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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 2.3k views

  2. RMD Procedures -- Default Distribution For.

    By rocknrolls2,
    • 6 replies
    • 1.4k views

  3. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

  4. For a US tax return or tax payment due today, one may take an extra day, to January 10.

    By Peter Gulia,
    • 0 replies
    • 839 views

  5. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.4k views

  6. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1k views

  7. Active Post NRA Participant Wants Loan Balance "Distributed" as a Loan Offset

    By cheersmate,   
    • 6 replies
    • 1.4k views

  8. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 1.7k views

  9. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.3k views

  10. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.2k views

  11. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.2k views

  12. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 2.1k views

  13. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 989 views

  14. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 500 views

  15. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.8k views

  16. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 957 views

  17. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood,
    • 5 replies
    • 1.2k views

  18. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST,
    • 3 replies
    • 1k views

  19. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.2k views

  20. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 735 views

  21. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 2.7k views

  22. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 844 views

  23. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

    By Basically,
    • 1 reply
    • 535 views

  24. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia,
    • 9 replies
    • 1.6k views

  25. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 950 views

  26. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1k views

  27. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 2.2k views

  28. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 694 views

  29. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.5k views

  30. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 535 views

  31. 1st RMD clarification

    By Basically,
    • 3 replies
    • 790 views

  32. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.3k views

  33. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2k views

  34. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 658 views

  35. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 640 views

  36. RMD's & rehires

    By JeffB,
    • 1 reply
    • 635 views

  37. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 861 views

  38. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 1.5k views

  39. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 764 views

  40. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 543 views

  41. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3k views

  42. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 679 views

  43. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 698 views

  44. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 876 views

  45. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey,
    • 3 replies
    • 988 views

  46. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 930 views

  47. RMD started in error?

    By James Shen,
    • 2 replies
    • 669 views

  48. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.2k views

  49. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 518 views

  50. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 794 views
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