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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 597 views

  2. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3.9k views

  3. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 741 views

  4. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 802 views

  5. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 994 views

  6. 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

  7. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 1.5k views

  8. RMD started in error?

    By James Shen,
    • 2 replies
    • 736 views

  9. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.4k views

  10. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 571 views

  11. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 902 views

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

    By Kent Allard,   
    • 3 replies
    • 836 views

  13. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 604 views

  14. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.3k views

  15. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 682 views

  16. loan default delay

    By TPApril,
    • 3 replies
    • 1k views

  17. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.2k views

  18. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 3.1k views

  19. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 710 views

  20. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 1.9k views

  21. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 582 views

  22. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 912 views

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

    By Flyboyjohn,
    • 7 replies
    • 4.4k views

  24. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 542 views

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

    By BG5150,
    • 1 reply
    • 647 views

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

    By Tom,
    • 1 reply
    • 868 views

  27. 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
    • 1.2k views

  28. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 838 views

  29. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 840 views

  30. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.1k views

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

    By RestAssured,
    • 6 replies
    • 1.1k views

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

    By Basically,
    • 2 replies
    • 686 views

  33. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.7k views

  34. retirement disbursement option change

    By Teri,
    • 5 replies
    • 889 views

  35. Interesr

    By moho,
    • 3 replies
    • 778 views

  36. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.4k views

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

    By Peter Gulia,
    • 3 replies
    • 1.7k views

  38. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.6k views

  39. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.5k views

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

    By Belgarath,
    • 2 replies
    • 1k views

  41. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 761 views

  42. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 754 views

  43. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 669 views

  44. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 888 views

  45. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 937 views

  46. 401k refund for prior yr, 1099-R & taxable year

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

  47. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 25.7k views

  48. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 429 views
    • RTK
    • RTK

  49. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.4k views

  50. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.5k views
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