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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. RMD after stock sale

    By WCC,
    • 3 replies
    • 784 views
    • K2
    • K2

  2. How to do RMD Account Value Calculation when Account Includes Participant Loan?

    By The 402"(G)",
    • 24 replies
    • 7.6k views
    • K2
    • K2

  3. Defaulted loan for the owner - PT?

    By AlbanyConsultant,
    • 4 replies
    • 773 views

  4. Late RMDs and Failure to Elect Form of Benefit

    By AAS2,   
    • 1 reply
    • 1.1k views

  5. Hardship Withdrawal From ESOP

    By Guest kappel98,
    • 16 replies
    • 11.7k views

  6. RMD for terminated participant who has rolled over her funds to an IRA

    By Pammie57,
    • 2 replies
    • 760 views

  7. Life Insurance and RMD

    By KateSmithPA,
    • 3 replies
    • 3.5k views

  8. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 915 views

  9. RMD Participant Authorization

    By JKW,
    • 5 replies
    • 1.7k views
    • JKW
    • JKW

  10. Does a 1099-R force a paper 1040 filing?

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  11. De minimus payout

    By pmacduff,
    • 7 replies
    • 1.1k views

  12. Estate required for trailing distribution?

    By benefitz,
    • 10 replies
    • 2.1k views

  13. Loan Offset Eligible for Rollover

    By Vlad401k,
    • 4 replies
    • 1.3k views

  14. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 920 views

  15. No beneficiary on file

    By WCC,
    • 7 replies
    • 1.4k views

  16. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 812 views

  17. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 35.8k views

  18. IRA rollover to 401(k)

    By R. Butler,
    • 4 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 5 replies
    • 812 views

  20. Loan provisions

    By Belgarath,
    • 6 replies
    • 1.1k views

  21. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 581 views

  22. RBD and rollover

    By ombskid,
    • 3 replies
    • 749 views

  23. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 1.1k views

  24. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 1.1k views

  25. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 2k views

  26. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 615 views

  27. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 1.1k views

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

    By TPA Bob,   
    • 28 replies
    • 4.1k views

  29. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 635 views

  30. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 1.1k views

  31. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 2.9k views

  32. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 1.1k views

  33. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 950 views

  34. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 914 views

  35. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.9k views

  36. Hardships from Prevailing Wage Plan

    By JKW,
    • 3 replies
    • 3.1k views
    • JKW
    • JKW

  37. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 1.2k views

  38. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 2.1k views

  39. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 1k views

  40. RMD

    By CJS07,   
    • 8 replies
    • 1.8k views

  41. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 935 views

  42. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.4k views

  43. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 954 views

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

    By Spodie,   
    • 1 reply
    • 1.2k views

  45. RMD after rollover

    By ombskid,
    • 4 replies
    • 1.1k views

  46. inadequate RMD

    By K2retire,
    • 4 replies
    • 1.2k views

  47. loan admin fees

    By Beemer,
    • 9 replies
    • 1.3k views

  48. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.3k views

  49. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 760 views

  50. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 809 views
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