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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 696 views

  2. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 33.7k views

  3. IRA rollover to 401(k)

    By R. Butler,
    • 4 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 5 replies
    • 666 views

  5. Loan provisions

    By Belgarath,
    • 6 replies
    • 950 views

  6. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 525 views

  7. RBD and rollover

    By ombskid,
    • 3 replies
    • 646 views

  8. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 855 views

  9. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 988 views

  10. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 1.9k views

  11. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 566 views

  12. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 956 views

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

    By TPA Bob,   
    • 28 replies
    • 3.8k views

  14. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 553 views

  15. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 954 views

  16. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 2.4k views

  17. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 989 views

  18. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 866 views

  19. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 811 views

  20. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  21. Hardships from Prevailing Wage Plan

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

  22. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 977 views

  23. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 1.9k views

  24. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 908 views

  25. RMD

    By CJS07,   
    • 8 replies
    • 1.5k views

  26. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 784 views

  27. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.2k views

  28. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 817 views

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

    By Spodie,   
    • 1 reply
    • 1.2k views

  30. RMD after rollover

    By ombskid,
    • 4 replies
    • 972 views

  31. inadequate RMD

    By K2retire,
    • 4 replies
    • 1.1k views

  32. loan admin fees

    By Beemer,
    • 9 replies
    • 1.2k views

  33. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.1k views

  34. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 665 views

  35. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 736 views

  36. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 1.1k views

  37. Beneficiary Rights

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

  38. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.5k views

  39. Participant loan refinancing during cure period

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

  40. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  41. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 2k views

  42. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.4k views

  43. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.9k views

  44. paying 20% withholding on a distribution

    By Santo Gold,
    • 10 replies
    • 1.7k views

  45. J&S Outside U.S.

    By Nate X,   
    • 2 replies
    • 984 views

  46. Consent of spouse?

    By Lori H,
    • 3 replies
    • 895 views

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

    By ErisaGooroo,   
    • 1 reply
    • 796 views

  48. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 776 views

  49. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons,
    • 6 replies
    • 2.1k views

  50. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.7k views
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