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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Plan termination & RMD

    By Guest M. Martin,
    • 4 replies
    • 3.8k views

  2. Power of Attorney Question

    By FundeK,
    • 14 replies
    • 12.5k views

  3. Auto Rollover available?

    By Sully,
    • 2 replies
    • 1.4k views

  4. loan payments for per diems

    By JKW,
    • 0 replies
    • 814 views
    • JKW
    • JKW

  5. Outstanding Pension Checks

    By jaxon1225,
    • 3 replies
    • 2.1k views

  6. Distribution to Japanese ex-pat

    By msmith,
    • 1 reply
    • 1.2k views

  7. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1,   
    • 2 replies
    • 1.4k views

  8. to RMD or to not RMD?

    By Lori H,
    • 2 replies
    • 1.4k views

  9. Hardship

    By cdavis25,
    • 2 replies
    • 1.4k views

  10. Exception to 10 percent penalty tax

    By joel,
    • 4 replies
    • 1.6k views

  11. Roth 401k non qualified distribution penalty

    By WCC,
    • 3 replies
    • 3.3k views
    • WCC
    • WCC

  12. Roth 401k non qualified distribution penalty

    By WCC,
    • 0 replies
    • 856 views
    • WCC
    • WCC

  13. When must bene be paid from DC plan?

    By Jed Macy,   
    • 1 reply
    • 1.5k views

  14. Can a Plan add a stipulation that to take a Harship Distbribution, any outstanding Loans must be paid off first?

    By Guest heatherrfr,   
    • 4 replies
    • 3.1k views

  15. Vesting and sale of business

    By Guest JPIngold,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  16. can loan default offset be part of an RMD

    By k man,
    • 3 replies
    • 2.3k views

  17. 401(k) death benefit

    By pmacduff,
    • 7 replies
    • 2.1k views

  18. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan,   
    • 2 replies
    • 1.5k views

  19. Can a terminated participant take a distribution and then payback loan?

    By Spencer,   
    • 2 replies
    • 1.2k views

  20. Plan Rollovers by Estates to Inherited IRAs

    By Guest Bob:,   
    • 0 replies
    • 4.1k views
    • Guest
    • Guest

  21. Educational Hardship for Student Loan

    By bdeancpa,   
    • 1 reply
    • 1.6k views

  22. Distributions paid from wrong plan

    By Guest tdouglas@integrabc.com,
    • 1 reply
    • 889 views

  23. Roth included in basis if doc excludes roth from h/s dist

    By Guest isg2013,
    • 3 replies
    • 985 views
    • Bird
    • Bird

  24. Can an RMD from a profit sharing plan be taken from an IRA?

    By Lori H,
    • 1 reply
    • 1.2k views

  25. Loans, Deemed Distributions and Offset

    By Gadgetfreak,
    • 4 replies
    • 34.1k views

  26. Life insurance distribution and rollover

    By R. Butler,
    • 5 replies
    • 2.2k views

  27. loan default

    By Santo Gold,
    • 2 replies
    • 1.2k views
    • GMK
    • GMK

  28. Quick RMD question

    By Lori H,
    • 4 replies
    • 1.3k views

  29. In-service withdrawals of employee after-tax contributions

    By Nassau,   
    • 2 replies
    • 3.2k views

  30. Max Loan Limit

    By Guest Celtics,
    • 6 replies
    • 1.3k views
    • Guest
    • Guest

  31. Withholding rules in Spanish

    By ombskid,
    • 3 replies
    • 1.2k views

  32. 411(d)(6) protection - applicable to in-service?

    By John Feldt ERPA CPC QPA,
    • 6 replies
    • 2.4k views

  33. RMD and in-service distribution

    By Guest Jennyb473,
    • 32 replies
    • 18.2k views

  34. RMD

    By joel,
    • 1 reply
    • 1.2k views

  35. Convicted Felon wants to take a distribution

    By jmartin,
    • 7 replies
    • 3k views

  36. Rollover amount in Loan calculation

    By Guest isg2013,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  37. Missing Participants and State Law

    By Susan S.,
    • 2 replies
    • 1.3k views

  38. commercial locator service

    By R. Butler,
    • 4 replies
    • 3.4k views

  39. Mandatory cashouts - $1,000 or less

    By Nassau,
    • 2 replies
    • 1.6k views

  40. Room & Board Hardship--include off-campus housing

    By BG5150,
    • 2 replies
    • 4.3k views

  41. Distributable Event Due to Ownership Change?

    By Susan S.,
    • 2 replies
    • 1.6k views

  42. RMD and Defaulted Loan

    By Rob P,
    • 10 replies
    • 8.2k views

  43. hardship from roth rollover

    By pmacduff,
    • 5 replies
    • 1.8k views

  44. Hardship for purchase of principal residence

    By K2retire,
    • 2 replies
    • 2k views

  45. Hardship withdrawal approval

    By pixmax,
    • 2 replies
    • 1.3k views

  46. Non-Resident Alien Distribution

    By Nassau,
    • 1 reply
    • 1.3k views

  47. annuity help please

    By Tom Poje,
    • 5 replies
    • 1.1k views

  48. Limit term of loan

    By ombskid,
    • 3 replies
    • 905 views

  49. What is the procedure for a terminated participant to maintain ownership of life insurance?

    By kwalified,
    • 5 replies
    • 1.2k views

  50. Distribution in a pooled plan

    By pixmax,
    • 2 replies
    • 1.4k views
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