Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. 1099R

    By Egold,
    • 8 replies
    • 1.7k views

  2. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.4k views

  3. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.3k views

  4. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.2k views

  5. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 1.7k views

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

    By cheersmate,   
    • 6 replies
    • 1.4k views

  7. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.2k views

  8. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1k views

  9. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 2.1k views

  10. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 989 views

  11. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 499 views

  12. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 956 views

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

    By AllThingsForGood,
    • 5 replies
    • 1.2k views

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

    By BST,
    • 3 replies
    • 1k views

  15. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.2k views

  16. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 735 views

  17. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 844 views

  18. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1k views

  19. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 948 views

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

    By Basically,
    • 1 reply
    • 533 views

  21. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.5k views

  22. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 2.1k views

  23. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 535 views

  24. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 656 views

  25. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2k views

  26. RMD's & rehires

    By JeffB,
    • 1 reply
    • 634 views

  27. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 639 views

  28. 1st RMD clarification

    By Basically,
    • 3 replies
    • 789 views

  29. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 860 views

  30. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 1.5k views

  31. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 543 views

  32. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.3k views

  33. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 764 views

  34. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 679 views

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

    By Peter Gulia,
    • 9 replies
    • 1.6k views

  36. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 697 views

  37. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 876 views

  38. 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

  39. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 929 views

  40. RMD started in error?

    By James Shen,
    • 2 replies
    • 668 views

  41. Stopping installment payments?

    By BG5150,
    • 8 replies
    • 1k views

  42. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 518 views

  43. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 793 views

  44. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.2k views

  45. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard,   
    • 3 replies
    • 767 views

  46. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 542 views

  47. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.1k views

  48. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 622 views

  49. loan default delay

    By TPApril,
    • 3 replies
    • 882 views

  50. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.1k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept