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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 15 replies
    • 1.8k views

  3. Death of participant and beneficiary

    By Monica Barnard,
    • 0 replies
    • 736 views

  4. New Loan after Defaulted Loan

    By Dougsbpc,
    • 3 replies
    • 1.3k views

  5. RMDs

    By jpod,
    • 4 replies
    • 994 views

  6. Definition of "retire" for RMD

    By JJRetirement,   
    • 3 replies
    • 1.7k views

  7. Loans from plan sponsor being merged with new company

    By Lori H,
    • 4 replies
    • 861 views

  8. Immediate Distributions - Cutback of benefits

    By WesleyT,
    • 1 reply
    • 984 views

  9. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 816 views

  10. Distribution method protected benefit?

    By BG5150,
    • 3 replies
    • 2.2k views

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

    By pam@bbm,
    • 13 replies
    • 2.3k views

  12. Owner Defaulted on Loan, PT?

    By erinak03,
    • 5 replies
    • 1.4k views

  13. RMD in the year of death

    By K2retire,
    • 1 reply
    • 602 views

  14. RMDs in Terminated Plan

    By DLavigne,
    • 6 replies
    • 2.9k views

  15. Lump Sum factor for participants at 415 limit

    By drakecohen,
    • 2 replies
    • 1.4k views

  16. Excess contribution to IRA due to testing failure

    By Bird,
    • 0 replies
    • 696 views

  17. In-Service distributioin

    By Santo Gold,
    • 9 replies
    • 3k views

  18. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 788 views

  19. Rollover Distribution Check Lost

    By coleboy,
    • 4 replies
    • 1.6k views

  20. Participant loan for home construction

    By R. Butler,
    • 1 reply
    • 715 views

  21. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen,
    • 1 reply
    • 861 views

  22. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc,   
    • 5 replies
    • 1.6k views

  23. RMDs - nonowner and still employed

    By doombuggy,   
    • 5 replies
    • 985 views

  24. No Estate

    By BTG,
    • 7 replies
    • 1.5k views

  25. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 807 views

  26. RMD from an IRA - Multiple Accounts

    By Vlad401k,
    • 4 replies
    • 1.4k views

  27. auto-rollover... to employer's other plan?

    By AlbanyConsultant,
    • 0 replies
    • 657 views

  28. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin,   
    • 3 replies
    • 1.4k views

  29. s-corp

    By Zorro1k,
    • 4 replies
    • 776 views

  30. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris,
    • 18 replies
    • 2k views

  31. Excess Deferrals - 402(g) Exceeded

    By Vlad401k,
    • 0 replies
    • 930 views

  32. Casualty

    By cdavis25,
    • 3 replies
    • 687 views

  33. Okay to make distribution from a 401(k) to son?

    By katieinny,   
    • 5 replies
    • 1.2k views

  34. RMDs for rolled over money if still working?

    By drakecohen,
    • 4 replies
    • 1.3k views

  35. Loan Repayment After Deemed Distribution

    By mming,
    • 12 replies
    • 5k views

  36. Payment to joint account?

    By Carol V. Calhoun,
    • 3 replies
    • 865 views

  37. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k,
    • 0 replies
    • 765 views

  38. RMD Calculation and Money in Limbo at End of Year

    By Susan S.,
    • 2 replies
    • 868 views

  39. Distribution of Gold and Silver

    By imchipbrown,   
    • 1 reply
    • 787 views

  40. Loan payments after leave of absence

    By Craig Garner,
    • 1 reply
    • 989 views

  41. loan payments when missing work/limited income

    By Lori H,
    • 1 reply
    • 680 views

  42. RMD above minimum (in-service not allowed)

    By Vlad401k,
    • 22 replies
    • 3.2k views

  43. Death Distribution to non-spousal beneficiaries

    By Vlad401k,
    • 6 replies
    • 2.2k views

  44. Merged MP - still uses MP inservice wdl rules?

    By AlbanyConsultant,
    • 2 replies
    • 728 views

  45. A participant with a loan balance wants an inservice dist.

    By Lori H,
    • 7 replies
    • 1.3k views

  46. loan default

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  47. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates,
    • 6 replies
    • 2.1k views

  48. Roth Distribution - Fees and Roth Basis

    By Vlad401k,
    • 3 replies
    • 1.2k views

  49. Distribution processed after participant is rehired

    By pam@bbm,
    • 11 replies
    • 2.9k views

  50. deemed distribution vs offset distribution

    By thepensionmaven,   
    • 4 replies
    • 1.9k views
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