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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

  1. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 971 views

  2. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey,
    • 3 replies
    • 1.1k views

  3. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 1.3k views

  4. RMD started in error?

    By James Shen,
    • 2 replies
    • 723 views

  5. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.4k views

  6. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 556 views

  7. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 861 views

  8. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard,   
    • 3 replies
    • 822 views

  9. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 590 views

  10. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.2k views

  11. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 668 views

  12. loan default delay

    By TPApril,
    • 3 replies
    • 991 views

  13. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.2k views

  14. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 3k views

  15. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 689 views

  16. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 1.8k views

  17. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 570 views

  18. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 899 views

  19. "Pending" cause of death prevents distribution to death beneficiary

    By Flyboyjohn,
    • 7 replies
    • 4.2k views

  20. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 528 views

  21. Employee w/ loan becomes Union EE--default the loan?

    By BG5150,
    • 1 reply
    • 624 views

  22. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 848 views

  23. Should a plan allow a loan after the participant defaulted on an earlier loan but later fully repaid the loan?

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  24. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 834 views

  25. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 824 views

  26. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.1k views

  27. Distribution Didn't Happen - probably an easy answer

    By RestAssured,
    • 6 replies
    • 1k views

  28. Hardship Dist, SSDI... Just want to verify rules

    By Basically,
    • 2 replies
    • 662 views

  29. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.6k views

  30. retirement disbursement option change

    By Teri,
    • 5 replies
    • 875 views

  31. Interesr

    By moho,
    • 3 replies
    • 763 views

  32. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.4k views

  33. Should the plan’s administrator reverse the loan default?

    By Peter Gulia,
    • 3 replies
    • 1.7k views

  34. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.5k views

  35. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.4k views

  36. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath,
    • 2 replies
    • 986 views

  37. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 750 views

  38. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 726 views

  39. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 656 views

  40. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 878 views

  41. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 886 views

  42. 401k refund for prior yr, 1099-R & taxable year

    By TPApril,
    • 1 reply
    • 498 views
    • Bri
    • Bri

  43. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 25.2k views

  44. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 419 views
    • RTK
    • RTK

  45. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.4k views

  46. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  47. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.5k views

  48. Can a distribution method be changed after payment has started?

    By Lucky32,
    • 1 reply
    • 715 views

  49. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 672 views

  50. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1k views
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