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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Hardship for tuition

    By JPIngold,
    • 4 replies
    • 1.3k views

  2. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick,   
    • 5 replies
    • 1.3k views

  3. Direct rollover for non-active participant?

    By david rigby,
    • 1 reply
    • 722 views

  4. insurance distribution

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

  5. Military Distribution Protected Benefits?

    By DTH,
    • 4 replies
    • 2.8k views

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

    By Lori H,
    • 1 reply
    • 811 views

  7. Plan Termination - uncashed checks

    By PFranckowiak,
    • 4 replies
    • 1.7k views

  8. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski,
    • 8 replies
    • 3.5k views

  9. Distribution for Fill-In Employee

    By DP,
    • 2 replies
    • 910 views

  10. What year is loan taxable?

    By Jim Chad,
    • 4 replies
    • 950 views

  11. hardship restarting deferrals

    By JKW,
    • 9 replies
    • 1.3k views

  12. Alternate payee rights already having QDRO filed in court

    By kratermagee,
    • 8 replies
    • 1.4k views

  13. Loan Repayments after Pay Changes

    By erinak03,
    • 8 replies
    • 1.1k views

  14. RMD's & Prohibited loans

    By TPApril,
    • 7 replies
    • 990 views

  15. RMD Distribution in wrong year

    By tuna524,   
    • 7 replies
    • 1k views

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

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

  17. In-Service Distribution or Prohibited Transaction?

    By MGC1213,   
    • 5 replies
    • 1.7k views

  18. H1 Visa-withdrawal options

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

  19. Excess Roth Deferral with Losses

    By Vlad401k,
    • 5 replies
    • 2.4k views

  20. Hardship after the closing

    By JPIngold,
    • 3 replies
    • 1k views

  21. Refinanced Loans

    By sam2012,   
    • 1 reply
    • 1.3k views

  22. Returned distribution checks

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

  23. Repairing excess Rollover with Re-characterization?

    By oldscoop,   
    • 1 reply
    • 973 views

  24. Hardship for family member to prevent foreclosure

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

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

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

  26. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  27. Death benefit to Non-Spouse Beneficiary - Tax Withholding

    By HarleyBabe,
    • 9 replies
    • 3.1k views

  28. Distribution of Deferrals on Post Severance Comp

    By Vlad401k,
    • 2 replies
    • 644 views

  29. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea,
    • 2 replies
    • 2.9k views

  30. Prenup

    By Monica Barnard,
    • 11 replies
    • 1.5k views

  31. IRA rollover in QP RMDs?

    By pompton,   
    • 3 replies
    • 873 views

  32. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

  33. To avoid extra 10% tax, who decides whether a participant is disabled?

    By Peter Gulia,   
    • 15 replies
    • 1.8k views

  34. Death of participant and beneficiary

    By Monica Barnard,
    • 0 replies
    • 753 views

  35. DC plan deceased participant with no beneficiary

    By doombuggy,
    • 3 replies
    • 2.1k views

  36. New Loan after Defaulted Loan

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  37. Definition of "retire" for RMD

    By JJRetirement,   
    • 3 replies
    • 1.8k views

  38. Immediate Distributions - Cutback of benefits

    By WesleyT,
    • 1 reply
    • 1k views

  39. Loans from plan sponsor being merged with new company

    By Lori H,
    • 4 replies
    • 885 views

  40. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 834 views

  41. RMDs

    By jpod,
    • 4 replies
    • 1k views

  42. Taxable Interest Income on Loan Offset

    By legort69,
    • 5 replies
    • 1.6k views

  43. Owner Defaulted on Loan, PT?

    By erinak03,
    • 5 replies
    • 1.5k views

  44. RMD in the year of death

    By K2retire,
    • 1 reply
    • 622 views

  45. Is it possible to transfer between employer's 2 plans

    By pam@bbm,
    • 13 replies
    • 2.4k views

  46. Lump Sum factor for participants at 415 limit

    By drakecohen,
    • 2 replies
    • 1.5k views

  47. RMDs in Terminated Plan

    By DLavigne,
    • 6 replies
    • 3k views

  48. Excess contribution to IRA due to testing failure

    By Bird,
    • 0 replies
    • 717 views

  49. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 815 views

  50. Rollover Distribution Check Lost

    By coleboy,
    • 4 replies
    • 1.7k views
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