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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. hardship restarting deferrals

    By JKW,
    • 9 replies
    • 1.4k views

  2. What year is loan taxable?

    By Jim Chad,
    • 4 replies
    • 1k views

  3. hardship reason

    By K2retire,
    • 16 replies
    • 3.1k views

  4. RMD's & Prohibited loans

    By TPApril,
    • 7 replies
    • 1.1k views

  5. Loan Repayments after Pay Changes

    By erinak03,
    • 8 replies
    • 1.3k views

  6. RMD Distribution in wrong year

    By tuna524,   
    • 7 replies
    • 1.3k views

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

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

  8. In-Service Distribution or Prohibited Transaction?

    By MGC1213,   
    • 5 replies
    • 1.8k views

  9. Excess Roth Deferral with Losses

    By Vlad401k,
    • 5 replies
    • 2.7k views

  10. H1 Visa-withdrawal options

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

  11. Returned distribution checks

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

  12. Hardship after the closing

    By JPIngold,
    • 3 replies
    • 1.1k views

  13. Refinanced Loans

    By sam2012,   
    • 1 reply
    • 1.4k views

  14. Distribution of Deferrals on Post Severance Comp

    By Vlad401k,
    • 2 replies
    • 690 views

  15. Hardship for family member to prevent foreclosure

    By pam@bbm,
    • 5 replies
    • 1.7k views

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

    By UtahCPA-APA,   
    • 3 replies
    • 1.4k views

  17. Repairing excess Rollover with Re-characterization?

    By oldscoop,   
    • 1 reply
    • 1k views

  18. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L,
    • 5 replies
    • 2k views

  19. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

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

    By HarleyBabe,
    • 9 replies
    • 3.5k views

  21. DC plan deceased participant with no beneficiary

    By doombuggy,
    • 3 replies
    • 2.2k views

  22. Taxable Interest Income on Loan Offset

    By legort69,
    • 5 replies
    • 1.7k views

  23. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea,
    • 2 replies
    • 3k views

  24. Prenup

    By Monica Barnard,
    • 11 replies
    • 1.7k views

  25. IRA rollover in QP RMDs?

    By pompton,   
    • 3 replies
    • 937 views

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

    By EPCRSGuru,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 15 replies
    • 2.3k views

  28. Death of participant and beneficiary

    By Monica Barnard,
    • 0 replies
    • 822 views

  29. New Loan after Defaulted Loan

    By Dougsbpc,
    • 3 replies
    • 1.8k views

  30. RMDs

    By jpod,
    • 4 replies
    • 1.1k views

  31. Definition of "retire" for RMD

    By JJRetirement,   
    • 3 replies
    • 1.9k views

  32. Loans from plan sponsor being merged with new company

    By Lori H,
    • 4 replies
    • 969 views

  33. Immediate Distributions - Cutback of benefits

    By WesleyT,
    • 1 reply
    • 1.1k views

  34. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 888 views

  35. Distribution method protected benefit?

    By BG5150,
    • 3 replies
    • 2.4k views

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

    By pam@bbm,
    • 13 replies
    • 2.7k views

  37. Owner Defaulted on Loan, PT?

    By erinak03,
    • 5 replies
    • 1.6k views

  38. RMD in the year of death

    By K2retire,
    • 1 reply
    • 674 views

  39. RMDs in Terminated Plan

    By DLavigne,
    • 6 replies
    • 3.4k views

  40. Lump Sum factor for participants at 415 limit

    By drakecohen,
    • 2 replies
    • 1.5k views

  41. Excess contribution to IRA due to testing failure

    By Bird,
    • 0 replies
    • 761 views

  42. In-Service distributioin

    By Santo Gold,
    • 9 replies
    • 3.1k views

  43. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 872 views

  44. Rollover Distribution Check Lost

    By coleboy,
    • 4 replies
    • 1.8k views

  45. Participant loan for home construction

    By R. Butler,
    • 1 reply
    • 773 views

  46. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen,
    • 1 reply
    • 932 views

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

    By simpsonwpc,   
    • 5 replies
    • 1.7k views

  48. RMDs - nonowner and still employed

    By doombuggy,   
    • 5 replies
    • 1.1k views

  49. No Estate

    By BTG,
    • 7 replies
    • 1.7k views

  50. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 902 views
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