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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. 1099-R forms for 2013

    By pmacduff,
    • 3 replies
    • 4k views

  2. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5,
    • 11 replies
    • 5.1k views

  3. DB, New Plan, RMD

    By Lou S.,
    • 3 replies
    • 1.6k views

  4. RMD for lost participant

    By cdavis25,
    • 4 replies
    • 1.5k views

  5. Which Tax Year for 1099-R reporting

    By Guest Dee401kLady,   
    • 7 replies
    • 5.8k views

  6. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn,
    • 2 replies
    • 3.9k views

  7. 242(b) election

    By NQS,
    • 3 replies
    • 4.2k views
    • NQS
    • NQS

  8. Beneficiary Rollover

    By DTH,
    • 1 reply
    • 1.1k views

  9. hardship eligible --

    By Guest SoftballQueen,
    • 5 replies
    • 1.5k views
    • GMK
    • GMK

  10. Small Death Benefit

    By Below Ground,   
    • 23 replies
    • 4.7k views

  11. RMD and Life Insurance Investment

    By RPP2001,
    • 1 reply
    • 1.5k views

  12. MRD or not?

    By cheersmate,
    • 3 replies
    • 1.5k views
    • GMK
    • GMK

  13. Loan Repayment - Commission Employee

    By 52626,
    • 2 replies
    • 1.3k views

  14. distribution to individual with no social security number

    By Santo Gold,
    • 2 replies
    • 1.6k views

  15. loan repayments must be quarterly

    By Rai401k,
    • 3 replies
    • 1.7k views

  16. RMD - Partial Distribution?

    By emmetttrudy,
    • 7 replies
    • 2.5k views
    • GMK
    • GMK

  17. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH,
    • 2 replies
    • 1.6k views

  18. Correcting Loan Mistake

    By Rai401k,
    • 6 replies
    • 1.9k views

  19. Premature distribution exception - separation after age 55

    By Belgarath,
    • 9 replies
    • 5.8k views

  20. Plan termination & RMD

    By Guest M. Martin,
    • 4 replies
    • 3.9k views

  21. Power of Attorney Question

    By FundeK,
    • 14 replies
    • 13.1k views

  22. Auto Rollover available?

    By Sully,
    • 2 replies
    • 1.5k views

  23. loan payments for per diems

    By JKW,
    • 0 replies
    • 922 views
    • JKW
    • JKW

  24. Outstanding Pension Checks

    By jaxon1225,
    • 3 replies
    • 2.2k views

  25. Distribution to Japanese ex-pat

    By msmith,
    • 1 reply
    • 1.3k views

  26. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1,   
    • 2 replies
    • 1.7k views

  27. to RMD or to not RMD?

    By Lori H,
    • 2 replies
    • 1.5k views

  28. Hardship

    By cdavis25,
    • 2 replies
    • 1.6k views

  29. Exception to 10 percent penalty tax

    By joel,
    • 4 replies
    • 1.7k views

  30. Roth 401k non qualified distribution penalty

    By WCC,
    • 3 replies
    • 4.5k views
    • WCC
    • WCC

  31. Roth 401k non qualified distribution penalty

    By WCC,
    • 0 replies
    • 1.1k views
    • WCC
    • WCC

  32. When must bene be paid from DC plan?

    By Jed Macy,   
    • 1 reply
    • 1.6k views

  33. 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
    • 3.3k views

  34. Vesting and sale of business

    By Guest JPIngold,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  35. can loan default offset be part of an RMD

    By k man,
    • 3 replies
    • 2.5k views

  36. 401(k) death benefit

    By pmacduff,
    • 7 replies
    • 2.3k views

  37. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan,   
    • 2 replies
    • 1.7k views

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

    By Spencer,   
    • 2 replies
    • 1.4k views

  39. Plan Rollovers by Estates to Inherited IRAs

    By Guest Bob:,   
    • 0 replies
    • 4.3k views
    • Guest
    • Guest

  40. Educational Hardship for Student Loan

    By bdeancpa,   
    • 1 reply
    • 1.7k views

  41. Distributions paid from wrong plan

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

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

    By Guest isg2013,
    • 3 replies
    • 1.1k views
    • Bird
    • Bird

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

    By Lori H,
    • 1 reply
    • 1.4k views

  44. Loans, Deemed Distributions and Offset

    By Gadgetfreak,
    • 4 replies
    • 34.6k views

  45. Life insurance distribution and rollover

    By R. Butler,
    • 5 replies
    • 2.4k views

  46. loan default

    By Santo Gold,
    • 2 replies
    • 1.3k views
    • GMK
    • GMK

  47. Quick RMD question

    By Lori H,
    • 4 replies
    • 1.6k views

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

    By Nassau,   
    • 2 replies
    • 3.3k views

  49. Max Loan Limit

    By Guest Celtics,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  50. Withholding rules in Spanish

    By ombskid,
    • 3 replies
    • 1.3k views
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