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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Hardship Withdrawal From ESOP

    By Guest kappel98,
    • 16 replies
    • 11.4k views

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

    By Pammie57,
    • 2 replies
    • 653 views

  3. Life Insurance and RMD

    By KateSmithPA,
    • 3 replies
    • 3.4k views

  4. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 774 views

  5. RMD Participant Authorization

    By JKW,
    • 5 replies
    • 1.5k views
    • JKW
    • JKW

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

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

  7. De minimus payout

    By pmacduff,
    • 7 replies
    • 995 views

  8. Estate required for trailing distribution?

    By benefitz,
    • 10 replies
    • 2k views

  9. Loan Offset Eligible for Rollover

    By Vlad401k,
    • 4 replies
    • 1.1k views

  10. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 855 views

  11. No beneficiary on file

    By WCC,
    • 7 replies
    • 1.3k views

  12. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 744 views

  13. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 35.1k views

  14. IRA rollover to 401(k)

    By R. Butler,
    • 4 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 5 replies
    • 716 views

  16. Loan provisions

    By Belgarath,
    • 6 replies
    • 1k views

  17. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 547 views

  18. RBD and rollover

    By ombskid,
    • 3 replies
    • 700 views

  19. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 903 views

  20. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 1k views

  21. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 2k views

  22. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 590 views

  23. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 994 views

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

    By TPA Bob,   
    • 28 replies
    • 3.9k views

  25. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 575 views

  26. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 996 views

  27. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 2.7k views

  28. When Must Loan be Repaid if Plan Terminates?

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

  29. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 891 views

  30. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 853 views

  31. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  32. Hardships from Prevailing Wage Plan

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

  33. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 1.1k views

  34. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 2k views

  35. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 950 views

  36. RMD

    By CJS07,   
    • 8 replies
    • 1.6k views

  37. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 825 views

  38. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.3k views

  39. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 838 views

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

    By Spodie,   
    • 1 reply
    • 1.2k views

  41. RMD after rollover

    By ombskid,
    • 4 replies
    • 1k views

  42. inadequate RMD

    By K2retire,
    • 4 replies
    • 1.1k views

  43. loan admin fees

    By Beemer,
    • 9 replies
    • 1.2k views

  44. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.2k views

  45. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 693 views

  46. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 780 views

  47. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 1.2k views

  48. Beneficiary Rights

    By Fielding Mellish,
    • 7 replies
    • 1.8k views
    • GMK
    • GMK

  49. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.5k views

  50. Participant loan refinancing during cure period

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