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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. DC plan: in-servce dist after plan term?

    By AlbanyConsultant,
    • 5 replies
    • 645 views

  2. Loan provisions

    By Belgarath,
    • 6 replies
    • 935 views

  3. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 516 views

  4. RBD and rollover

    By ombskid,
    • 3 replies
    • 633 views

  5. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 821 views

  6. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 968 views

  7. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 1.8k views

  8. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 546 views

  9. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 937 views

  10. Participant wants to cease payroll withholding and default on loan

    By TPA Bob,   
    • 28 replies
    • 3.6k views

  11. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 541 views

  12. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 919 views

  13. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 2.2k views

  14. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 973 views

  15. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 852 views

  16. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 796 views

  17. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  18. Hardships from Prevailing Wage Plan

    By JKW,
    • 3 replies
    • 3k views
    • JKW
    • JKW

  19. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 955 views

  20. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 1.9k views

  21. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 898 views

  22. RMD

    By CJS07,   
    • 8 replies
    • 1.5k views

  23. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 770 views

  24. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.2k views

  25. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 805 views

  26. Death benefit and 5-year rule; failure to distribute

    By Spodie,   
    • 1 reply
    • 1.1k views

  27. RMD after rollover

    By ombskid,
    • 4 replies
    • 957 views

  28. inadequate RMD

    By K2retire,
    • 4 replies
    • 1.1k views

  29. loan admin fees

    By Beemer,
    • 9 replies
    • 1.2k views

  30. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.1k views

  31. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 649 views

  32. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 719 views

  33. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 1k views

  34. Beneficiary Rights

    By Fielding Mellish,
    • 7 replies
    • 1.7k views
    • GMK
    • GMK

  35. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.5k views

  36. Participant loan refinancing during cure period

    By Belgarath,
    • 3 replies
    • 778 views
    • Bird
    • Bird

  37. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  38. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 1.9k views

  39. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.3k views

  40. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.8k views

  41. paying 20% withholding on a distribution

    By Santo Gold,
    • 10 replies
    • 1.7k views

  42. J&S Outside U.S.

    By Nate X,   
    • 2 replies
    • 958 views

  43. Consent of spouse?

    By Lori H,
    • 3 replies
    • 880 views

  44. Cure period - Does it apply to the last payment of 5 year loan term

    By ErisaGooroo,   
    • 1 reply
    • 783 views

  45. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 768 views

  46. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons,
    • 6 replies
    • 2k views

  47. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.6k views

  48. Inservice Distribution

    By Pammie57,
    • 2 replies
    • 936 views

  49. Loan Offset timing

    By mrazny,
    • 0 replies
    • 788 views

  50. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha,
    • 2 replies
    • 1.4k views
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