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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

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

    By 401KLearner,   
    • 0 replies
    • 529 views

  2. Hardship distribution due to divorce

    By JPIngold,
    • 20 replies
    • 5.3k views

  3. Limit Number of Hardships Permissible?

    By Fielding Mellish,
    • 2 replies
    • 1k views

  4. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 669 views

  5. Change to force-out timing: a cutback?

    By AlbanyConsultant,
    • 2 replies
    • 671 views

  6. Loan to Participant with Zero Balance

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 812 views

  7. Hardship distribution from a merging plan

    By kwalified,
    • 4 replies
    • 646 views

  8. RMD from 401k with Roth and Traditional

    By Dougsbpc,
    • 3 replies
    • 825 views

  9. 401(k) loan collateral

    By JAS,
    • 7 replies
    • 2.2k views

  10. MRD account balance

    By Guest terid,
    • 4 replies
    • 1.6k views

  11. Rolling over loans to new plan

    By Lori H,
    • 8 replies
    • 1.3k views

  12. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant,
    • 9 replies
    • 4.7k views

  13. Adding a Full Vesting Requirement to In-Service Distributions

    By ERISA1,   
    • 2 replies
    • 898 views

  14. correction for failure to suspend deferrals after hardship

    By pmacduff,
    • 6 replies
    • 2.7k views

  15. RMD after In-Service

    By sam2012,   
    • 6 replies
    • 1.7k views

  16. Involuntary Force out at Normal Retirement Age >$5,000

    By justanotheradmin,
    • 3 replies
    • 5.3k views

  17. RMD delay until participant "retires"

    By Flyboyjohn,
    • 4 replies
    • 1.1k views

  18. PS58 part of RMD?

    By drakecohen,
    • 3 replies
    • 851 views

  19. Qualified Charitable Distributions from rollover IRA?

    By J Simmons,
    • 1 reply
    • 693 views

  20. Account Balance to consider when taking a 2nd loan

    By jkharvey,
    • 1 reply
    • 568 views

  21. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates,
    • 1 reply
    • 907 views

  22. Spousal Rollover of death benefit into same plan

    By Craig Garner,
    • 10 replies
    • 3.6k views
    • DP
    • DP

  23. Terminated participant Age 56 & premature distribution penalty

    By Pammie57,
    • 5 replies
    • 887 views

  24. Hardship for tuition

    By JPIngold,
    • 4 replies
    • 1.3k views

  25. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick,   
    • 5 replies
    • 1.4k views

  26. Direct rollover for non-active participant?

    By david rigby,
    • 1 reply
    • 726 views

  27. insurance distribution

    By R. Butler,
    • 4 replies
    • 1.3k views

  28. is an RMD to an active owner an "in service distribution"?

    By Lori H,
    • 1 reply
    • 814 views

  29. Plan Termination - uncashed checks

    By PFranckowiak,
    • 4 replies
    • 1.7k views

  30. Alternate payee rights already having QDRO filed in court

    By kratermagee,
    • 8 replies
    • 1.4k views

  31. Distribution for Fill-In Employee

    By DP,
    • 2 replies
    • 917 views

  32. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k,
    • 4 replies
    • 7k views

  33. hardship restarting deferrals

    By JKW,
    • 9 replies
    • 1.3k views

  34. What year is loan taxable?

    By Jim Chad,
    • 4 replies
    • 953 views

  35. hardship reason

    By K2retire,
    • 16 replies
    • 2.9k views

  36. RMD's & Prohibited loans

    By TPApril,
    • 7 replies
    • 995 views

  37. Loan Repayments after Pay Changes

    By erinak03,
    • 8 replies
    • 1.2k views

  38. RMD Distribution in wrong year

    By tuna524,   
    • 7 replies
    • 1.1k views

  39. HS to buy house-what if closing falls thru?

    By doombuggy,   
    • 1 reply
    • 811 views
    • GMK
    • GMK

  40. In-Service Distribution or Prohibited Transaction?

    By MGC1213,   
    • 5 replies
    • 1.7k views

  41. Excess Roth Deferral with Losses

    By Vlad401k,
    • 5 replies
    • 2.5k views

  42. H1 Visa-withdrawal options

    By kmoniz@jhancock.com,
    • 0 replies
    • 529 views

  43. Returned distribution checks

    By JKW,
    • 4 replies
    • 903 views
    • GMK
    • GMK

  44. Hardship after the closing

    By JPIngold,
    • 3 replies
    • 1k views

  45. Refinanced Loans

    By sam2012,   
    • 1 reply
    • 1.3k views

  46. Distribution of Deferrals on Post Severance Comp

    By Vlad401k,
    • 2 replies
    • 649 views

  47. Hardship for family member to prevent foreclosure

    By pam@bbm,
    • 5 replies
    • 1.5k views

  48. RMD for 75 year old owner with new ps plan

    By UtahCPA-APA,   
    • 3 replies
    • 1.3k views

  49. Repairing excess Rollover with Re-characterization?

    By oldscoop,   
    • 1 reply
    • 980 views

  50. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L,
    • 5 replies
    • 1.9k views
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