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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Hardship Distribution

    By PFranckowiak,
    • 2 replies
    • 916 views

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

    By TPA Bob,   
    • 28 replies
    • 3.5k views

  3. Volunteer Firefighter Award Programs

    By dmwe,   
    • 0 replies
    • 518 views

  4. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern,
    • 4 replies
    • 888 views

  5. Life Insurance death 1099R reporting

    By Rai401k,
    • 4 replies
    • 1.7k views

  6. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 947 views

  7. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 834 views

  8. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 777 views

  9. repay an old defaulted loan?

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  10. Hardships from Prevailing Wage Plan

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

  11. Loan repayment from personal account

    By ombskid,
    • 6 replies
    • 925 views

  12. RMD / Retirement / RBD

    By JPIngold,
    • 11 replies
    • 1.8k views

  13. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 880 views

  14. RMD

    By CJS07,   
    • 8 replies
    • 1.4k views

  15. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 718 views

  16. Plan Participant Refuses Distribution

    By pgold,
    • 6 replies
    • 1.2k views

  17. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 779 views

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

    By Spodie,   
    • 1 reply
    • 1.1k views

  19. RMD after rollover

    By ombskid,
    • 4 replies
    • 924 views

  20. inadequate RMD

    By K2retire,
    • 4 replies
    • 1k views

  21. loan admin fees

    By Beemer,
    • 9 replies
    • 1.1k views

  22. Life Insurance Change of Ownership / Distribution / RMD

    By MarZDoates,
    • 2 replies
    • 1.1k views

  23. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 634 views

  24. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 701 views

  25. Mortgage company requesting plan doc

    By TPApril,
    • 6 replies
    • 917 views

  26. Beneficiary Rights

    By Fielding Mellish,
    • 7 replies
    • 1.6k views
    • GMK
    • GMK

  27. TPA distribution Fee

    By Jim Chad,
    • 5 replies
    • 1.4k views

  28. Participant loan refinancing during cure period

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

  29. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  30. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 1.8k views

  31. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.2k views

  32. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.8k views

  33. paying 20% withholding on a distribution

    By Santo Gold,
    • 10 replies
    • 1.7k views

  34. J&S Outside U.S.

    By Nate X,   
    • 2 replies
    • 933 views

  35. Consent of spouse?

    By Lori H,
    • 3 replies
    • 863 views

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

    By ErisaGooroo,   
    • 1 reply
    • 761 views

  37. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 753 views

  38. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons,
    • 6 replies
    • 2k views

  39. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.6k views

  40. Inservice Distribution

    By Pammie57,
    • 2 replies
    • 918 views

  41. Loan Offset timing

    By mrazny,
    • 0 replies
    • 778 views

  42. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha,
    • 2 replies
    • 1.3k views

  43. Hardship Documentation

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

  44. Rollover to IRA fbo Trust

    By luissaha,
    • 3 replies
    • 1.3k views

  45. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 671 views

  46. 10% excise tax on premature distributions

    By pmacduff,
    • 6 replies
    • 1.9k views

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

    By 401KLearner,   
    • 0 replies
    • 515 views

  48. Hardship distribution due to divorce

    By JPIngold,
    • 20 replies
    • 5.1k views

  49. Limit Number of Hardships Permissible?

    By Fielding Mellish,
    • 2 replies
    • 1k views

  50. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 660 views
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