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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.3k views

  2. Direct distribution changed to rollover

    By jpdrews,
    • 19 replies
    • 2.2k views

  3. Hardship Withdrawal for Health Insurance Premium?

    By Doghouse,   
    • 7 replies
    • 3.5k views

  4. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.9k views

  5. paying 20% withholding on a distribution

    By Santo Gold,
    • 10 replies
    • 1.8k views

  6. J&S Outside U.S.

    By Nate X,   
    • 2 replies
    • 1k views

  7. Consent of spouse?

    By Lori H,
    • 3 replies
    • 936 views

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

    By ErisaGooroo,   
    • 1 reply
    • 831 views

  9. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 806 views

  10. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons,
    • 6 replies
    • 2.1k views

  11. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.8k views

  12. Inservice Distribution

    By Pammie57,
    • 2 replies
    • 971 views

  13. Loan Offset timing

    By mrazny,
    • 0 replies
    • 825 views

  14. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha,
    • 2 replies
    • 1.6k views

  15. Hardship Documentation

    By JKW,
    • 2 replies
    • 1.4k views
    • JKW
    • JKW

  16. Rollover to IRA fbo Trust

    By luissaha,
    • 3 replies
    • 1.6k views

  17. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 734 views

  18. 10% excise tax on premature distributions

    By pmacduff,
    • 6 replies
    • 2.9k views

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

    By 401KLearner,   
    • 0 replies
    • 567 views

  20. Hardship distribution due to divorce

    By JPIngold,
    • 20 replies
    • 6.1k views

  21. Limit Number of Hardships Permissible?

    By Fielding Mellish,
    • 2 replies
    • 1.1k views

  22. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 707 views

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

    By AlbanyConsultant,
    • 2 replies
    • 723 views

  24. Loan to Participant with Zero Balance

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

  25. Hardship distribution from a merging plan

    By kwalified,
    • 4 replies
    • 727 views

  26. RMD from 401k with Roth and Traditional

    By Dougsbpc,
    • 3 replies
    • 879 views

  27. 401(k) loan collateral

    By JAS,
    • 7 replies
    • 2.6k views

  28. MRD account balance

    By Guest terid,
    • 4 replies
    • 1.7k views

  29. Rolling over loans to new plan

    By Lori H,
    • 8 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 9 replies
    • 5.3k views

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

    By ERISA1,   
    • 2 replies
    • 958 views

  32. correction for failure to suspend deferrals after hardship

    By pmacduff,
    • 6 replies
    • 2.8k views

  33. RMD after In-Service

    By sam2012,   
    • 6 replies
    • 1.8k views

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

    By justanotheradmin,
    • 3 replies
    • 5.4k views

  35. RMD delay until participant "retires"

    By Flyboyjohn,
    • 4 replies
    • 1.2k views

  36. PS58 part of RMD?

    By drakecohen,
    • 3 replies
    • 906 views

  37. Qualified Charitable Distributions from rollover IRA?

    By J Simmons,
    • 1 reply
    • 759 views

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

    By jkharvey,
    • 1 reply
    • 611 views

  39. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates,
    • 1 reply
    • 985 views

  40. Spousal Rollover of death benefit into same plan

    By Craig Garner,
    • 10 replies
    • 3.9k views
    • DP
    • DP

  41. Terminated participant Age 56 & premature distribution penalty

    By Pammie57,
    • 5 replies
    • 962 views

  42. Hardship for tuition

    By JPIngold,
    • 4 replies
    • 1.4k views

  43. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick,   
    • 5 replies
    • 1.8k views

  44. Direct rollover for non-active participant?

    By david rigby,
    • 1 reply
    • 766 views

  45. insurance distribution

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

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

    By Lori H,
    • 1 reply
    • 860 views

  47. Plan Termination - uncashed checks

    By PFranckowiak,
    • 4 replies
    • 1.8k views

  48. Alternate payee rights already having QDRO filed in court

    By kratermagee,
    • 8 replies
    • 1.5k views

  49. Distribution for Fill-In Employee

    By DP,
    • 2 replies
    • 979 views

  50. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k,
    • 4 replies
    • 7.5k views
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