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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 823 views

  2. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 2.1k views

  3. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 636 views

  4. 1st RMD clarification

    By Basically,
    • 3 replies
    • 967 views

  5. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.5k views

  6. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2.6k views

  7. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 806 views

  8. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 766 views

  9. RMD's & rehires

    By JeffB,
    • 1 reply
    • 733 views

  10. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 1k views

  11. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 2.4k views

  12. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 977 views

  13. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 641 views

  14. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 4.4k views

  15. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 792 views

  16. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 872 views

  17. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 1.2k views

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

    By jkharvey,
    • 3 replies
    • 1.2k views

  19. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 1.7k views

  20. RMD started in error?

    By James Shen,
    • 2 replies
    • 795 views

  21. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.7k views

  22. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 629 views

  23. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 992 views

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

    By Kent Allard,   
    • 3 replies
    • 897 views

  25. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 663 views

  26. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.4k views

  27. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 788 views

  28. loan default delay

    By TPApril,
    • 3 replies
    • 1.1k views

  29. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.3k views

  30. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 3.6k views

  31. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 797 views

  32. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 2.1k views

  33. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 634 views

  34. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 973 views

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

    By Flyboyjohn,
    • 7 replies
    • 4.9k views

  36. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 609 views

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

    By BG5150,
    • 1 reply
    • 696 views

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

    By Tom,
    • 1 reply
    • 916 views

  39. 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
    • 1.3k views

  40. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 886 views

  41. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 904 views

  42. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.3k views

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

    By RestAssured,
    • 6 replies
    • 1.2k views

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

    By Basically,
    • 2 replies
    • 746 views

  45. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.9k views

  46. retirement disbursement option change

    By Teri,
    • 5 replies
    • 966 views

  47. Interesr

    By moho,
    • 3 replies
    • 839 views

  48. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.5k views

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

    By Peter Gulia,
    • 3 replies
    • 1.8k views

  50. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.9k views
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