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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By Kent Allard,   
    • 3 replies
    • 767 views

  2. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 542 views

  3. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.1k views

  4. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 621 views

  5. loan default delay

    By TPApril,
    • 3 replies
    • 882 views

  6. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.1k views

  7. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 2.3k views

  8. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 596 views

  9. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 1.6k views

  10. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 509 views

  11. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 833 views

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

    By Flyboyjohn,
    • 7 replies
    • 3.4k views

  13. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 461 views

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

    By BG5150,
    • 1 reply
    • 583 views

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

    By Tom,
    • 1 reply
    • 782 views

  16. 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
    • 1k views

  17. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 781 views

  18. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 766 views

  19. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1k views

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

    By RestAssured,
    • 6 replies
    • 934 views

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

    By Basically,
    • 2 replies
    • 598 views

  22. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.4k views

  23. retirement disbursement option change

    By Teri,
    • 5 replies
    • 821 views

  24. Interesr

    By moho,
    • 3 replies
    • 697 views

  25. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 1.4k views

  27. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.1k views

  28. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 2 replies
    • 862 views

  30. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 683 views

  31. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 664 views

  32. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 613 views

  33. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 813 views

  34. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 815 views

  35. 401k refund for prior yr, 1099-R & taxable year

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

  36. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 22.5k views

  37. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 377 views
    • RTK
    • RTK

  38. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.3k views

  39. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.3k views

  40. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.4k views

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

    By Lucky32,
    • 1 reply
    • 630 views

  42. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 614 views

  43. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 985 views

  44. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 754 views

  45. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 624 views

  46. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 27.9k views

  47. Late RMD

    By Coleboy1,
    • 4 replies
    • 2k views

  48. Roth-K Distribution Death Benefit Question

    By Lou S.,
    • 5 replies
    • 1.3k views

  49. Do recordkeepers recoup ACH payments made after payee’s death?

    By Peter Gulia,
    • 4 replies
    • 681 views

  50. Forms

    By Egold,
    • 0 replies
    • 431 views
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