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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 752 views

  2. RMD Participant Authorization

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

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

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

  4. De minimus payout

    By pmacduff,
    • 7 replies
    • 970 views

  5. Estate required for trailing distribution?

    By benefitz,
    • 10 replies
    • 2k views

  6. Loan Offset Eligible for Rollover

    By Vlad401k,
    • 4 replies
    • 1.1k views

  7. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 837 views

  8. No beneficiary on file

    By WCC,
    • 7 replies
    • 1.3k views

  9. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 721 views

  10. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 34.5k views

  11. IRA rollover to 401(k)

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

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

    By AlbanyConsultant,
    • 5 replies
    • 686 views

  13. Loan provisions

    By Belgarath,
    • 6 replies
    • 976 views

  14. Distribution Options for Leased Employees?

    By Susan S.,
    • 0 replies
    • 536 views

  15. RBD and rollover

    By ombskid,
    • 3 replies
    • 665 views

  16. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 881 views

  17. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 1k views

  18. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 1.9k views

  19. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 576 views

  20. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 974 views

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

    By TPA Bob,   
    • 28 replies
    • 3.9k views

  22. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 565 views

  23. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 969 views

  24. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 2.5k views

  25. When Must Loan be Repaid if Plan Terminates?

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

  26. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 882 views

  27. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 831 views

  28. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  29. Hardships from Prevailing Wage Plan

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

  30. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 1k views

  31. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 1.9k views

  32. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 928 views

  33. RMD

    By CJS07,   
    • 8 replies
    • 1.6k views

  34. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 805 views

  35. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.3k views

  36. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 832 views

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

    By Spodie,   
    • 1 reply
    • 1.2k views

  38. RMD after rollover

    By ombskid,
    • 4 replies
    • 997 views

  39. inadequate RMD

    By K2retire,
    • 4 replies
    • 1.1k views

  40. loan admin fees

    By Beemer,
    • 9 replies
    • 1.2k views

  41. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.1k views

  42. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 676 views

  43. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 755 views

  44. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 1.1k views

  45. Beneficiary Rights

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

  46. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.5k views

  47. Participant loan refinancing during cure period

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

  48. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.3k views

  49. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 2.1k views

  50. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.4k views
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