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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,201 topics in this forum

  1. Multiple beneficiaries required minimum distribution

    By R. Butler,
    • 1 reply
    • 817 views

  2. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish,
    • 2 replies
    • 1.9k views

  3. OFAC blocking a distribution

    By Kevin C,
    • 9 replies
    • 1.5k views

  4. Interest-only loan?

    By BG5150,
    • 4 replies
    • 807 views

  5. Questioning Hardship amount that would be allowed

    By bpenfold,   
    • 16 replies
    • 3.8k views

  6. SIMPLE IRA to regular 401(k) Plan

    By CLE401kGuy,   
    • 2 replies
    • 735 views

  7. RMD after stock sale

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

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

    By The 402"(G)",
    • 24 replies
    • 8k views
    • K2
    • K2

  9. Defaulted loan for the owner - PT?

    By AlbanyConsultant,
    • 4 replies
    • 866 views

  10. Late RMDs and Failure to Elect Form of Benefit

    By AAS2,   
    • 1 reply
    • 1.2k views

  11. Hardship Withdrawal From ESOP

    By Guest kappel98,
    • 16 replies
    • 12.2k views

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

    By Pammie57,
    • 2 replies
    • 852 views

  13. Life Insurance and RMD

    By KateSmithPA,
    • 3 replies
    • 3.6k views

  14. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 1k views

  15. RMD Participant Authorization

    By JKW,
    • 5 replies
    • 1.8k views
    • JKW
    • JKW

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

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  17. De minimus payout

    By pmacduff,
    • 7 replies
    • 1.2k views

  18. Estate required for trailing distribution?

    By benefitz,
    • 10 replies
    • 2.3k views

  19. Loan Offset Eligible for Rollover

    By Vlad401k,
    • 4 replies
    • 1.4k views

  20. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 1k views

  21. No beneficiary on file

    By WCC,
    • 7 replies
    • 1.5k views

  22. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 945 views

  23. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 36.5k views

  24. IRA rollover to 401(k)

    By R. Butler,
    • 4 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 5 replies
    • 942 views

  26. Loan provisions

    By Belgarath,
    • 6 replies
    • 1.2k views

  27. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 618 views

  28. RBD and rollover

    By ombskid,
    • 3 replies
    • 831 views

  29. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 1.2k views

  30. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 1.2k views

  31. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 2.2k views

  32. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 696 views

  33. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 1.2k views

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

    By TPA Bob,   
    • 28 replies
    • 4.4k views

  35. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 677 views

  36. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 1.2k views

  37. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 3.1k views

  38. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 1.2k views

  39. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 1k views

  40. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 1k views

  41. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 2k views

  42. Hardships from Prevailing Wage Plan

    By JKW,
    • 3 replies
    • 3.2k views
    • JKW
    • JKW

  43. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 1.3k views

  44. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 2.3k views

  45. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 1.1k views

  46. RMD

    By CJS07,   
    • 8 replies
    • 2k views

  47. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 1.1k views

  48. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.5k views

  49. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 1k views

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

    By Spodie,   
    • 1 reply
    • 1.3k views
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