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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Substantially equal and eligible rollover contributions

    By Belgarath,
    • 3 replies
    • 956 views

  2. Interest on participant loan from a pooled trust

    By BG5150,
    • 12 replies
    • 1.8k views

  3. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150,
    • 2 replies
    • 537 views

  4. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 925 views

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

    By TPA Bob,   
    • 28 replies
    • 3.5k views

  6. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 527 views

  7. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 905 views

  8. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 1.9k views

  9. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 956 views

  10. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 841 views

  11. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 782 views

  12. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  13. Hardships from Prevailing Wage Plan

    By JKW,
    • 3 replies
    • 2.9k views
    • JKW
    • JKW

  14. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 932 views

  15. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 1.8k views

  16. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 889 views

  17. RMD

    By CJS07,   
    • 8 replies
    • 1.5k views

  18. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 741 views

  19. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.2k views

  20. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 788 views

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

    By Spodie,   
    • 1 reply
    • 1.1k views

  22. RMD after rollover

    By ombskid,
    • 4 replies
    • 928 views

  23. inadequate RMD

    By K2retire,
    • 4 replies
    • 1k views

  24. loan admin fees

    By Beemer,
    • 9 replies
    • 1.1k views

  25. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.1k views

  26. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 640 views

  27. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 708 views

  28. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 944 views

  29. Beneficiary Rights

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

  30. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.4k views

  31. Participant loan refinancing during cure period

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

  32. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  33. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 1.9k views

  34. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.2k views

  35. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.8k views

  36. paying 20% withholding on a distribution

    By Santo Gold,
    • 10 replies
    • 1.7k views

  37. J&S Outside U.S.

    By Nate X,   
    • 2 replies
    • 938 views

  38. Consent of spouse?

    By Lori H,
    • 3 replies
    • 868 views

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

    By ErisaGooroo,   
    • 1 reply
    • 770 views

  40. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 759 views

  41. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons,
    • 6 replies
    • 2k views

  42. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.6k views

  43. Inservice Distribution

    By Pammie57,
    • 2 replies
    • 927 views

  44. Loan Offset timing

    By mrazny,
    • 0 replies
    • 781 views

  45. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha,
    • 2 replies
    • 1.3k views

  46. Hardship Documentation

    By JKW,
    • 2 replies
    • 1.3k views
    • JKW
    • JKW

  47. Rollover to IRA fbo Trust

    By luissaha,
    • 3 replies
    • 1.3k views

  48. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 675 views

  49. 10% excise tax on premature distributions

    By pmacduff,
    • 6 replies
    • 1.9k views

  50. Loan Correction- How to correct 2nd Loan if Paid Mistakenly

    By 401KLearner,   
    • 0 replies
    • 523 views
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