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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. hardship eligible --

    By Guest SoftballQueen,
    • 5 replies
    • 1.3k views
    • GMK
    • GMK

  2. Paying an RMD before exactly attaining age 70.5

    By AlbanyConsultant,
    • 5 replies
    • 2.9k views

  3. Minimum distribution requirement for initial Plan Year

    By Guest haydenks,
    • 5 replies
    • 2k views

  4. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 801 views

  5. Death Benefits, loans and an ex-wife

    By Guest jetfaninmn,
    • 5 replies
    • 2.3k views

  6. MRD for active participant born in 1916

    By Guest crosseyetester,
    • 5 replies
    • 2.2k views
    • DTH
    • DTH

  7. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.4k views

  8. Distributions in a "Standard" Profit Sharing Plan

    By Guest jrf1,
    • 5 replies
    • 1.4k views

  9. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

    By cheersmate,
    • 5 replies
    • 2.6k views

  10. Participant Loan 1999

    By Guest csdavis,
    • 5 replies
    • 3k views

  11. 2019 MRD due today

    By bzorc,
    • 5 replies
    • 720 views

  12. Signing off on hardships

    By Guest newport,
    • 5 replies
    • 1.1k views
    • Guest
    • Guest

  13. retirement disbursement option change

    By Teri,
    • 5 replies
    • 848 views

  14. Proper 1099R Box 7 distribution code following death of retiree

    By Guest Luke Bailey,
    • 4 replies
    • 4.2k views
    • Guest
    • Guest

  15. Tax levy

    By Bird,
    • 4 replies
    • 2.8k views

  16. 1099-R Distribution Code

    By Guest Giovanni,
    • 4 replies
    • 1.9k views

  17. Required Minimum Distributions - 2 questions

    By FundeK,
    • 4 replies
    • 1.8k views

  18. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.5k views

  19. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 914 views

  20. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices,
    • 4 replies
    • 1.5k views

  21. Deceased Participant RMD

    By K-t-F,
    • 4 replies
    • 737 views

  22. RMD in years following death of participant

    By thepensionmaven,
    • 4 replies
    • 2k views

  23. Loan Refinance under COVID Rules?

    By Gilmore,
    • 4 replies
    • 707 views

  24. Terminated Participant who wants to keep $$ in Plan

    By Pammie57,
    • 4 replies
    • 914 views

  25. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 861 views

  26. Minimum Distributions from 403(b)

    By Guest DLearning,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  27. Timing of distributions

    By Guest babs51,
    • 4 replies
    • 1.8k views

  28. protected benefit?

    By K2retire,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  29. Participant Paid From Corporate Account

    By mming,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  30. Final LOan Regs- Effective date???

    By Guest AFRICA6796,
    • 4 replies
    • 1.4k views

  31. Loan Repayment Delay

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  32. Premature Distribution Penalty/Tax still due on hardship withdrawals?

    By Pammie57,
    • 4 replies
    • 960 views

  33. RMD Required In Order for Surviving Spouse to Assume IRA When Decedent

    By Guest lynne wakefield,
    • 4 replies
    • 3.2k views
    • Guest
    • Guest

  34. Loan default amount

    By Bird,
    • 4 replies
    • 1.5k views

  35. Ineligible Loan Permitted

    By Dazednconfused,
    • 4 replies
    • 1.2k views

  36. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc,
    • 4 replies
    • 1.8k views

  37. After-Tax Basis

    By Guest Sehrl,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  38. Participant Loan Refinance - Stop the madness!

    By Doghouse,   
    • 4 replies
    • 1.4k views

  39. RMDs for rolled over money if still working?

    By drakecohen,
    • 4 replies
    • 1.3k views

  40. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

  41. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 997 views

  42. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 1k views

  43. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA,   
    • 4 replies
    • 1.1k views

  44. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 861 views

  45. In service withdrawals from a money purchase pension plan

    By Guest Gibson,
    • 4 replies
    • 5.5k views

  46. In service NR distribution

    By abanky,
    • 4 replies
    • 1.4k views

  47. Deemed Distributions

    By Guest terid,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  48. Hardship and Deferrals

    By Guest Serena,
    • 4 replies
    • 1.6k views

  49. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.2k views

  50. 1099-R for Excess 402(g) Contributions

    By Guest Lawrence_Groves,
    • 4 replies
    • 2.3k views
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