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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood,
    • 5 replies
    • 1.9k views

  2. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST,
    • 3 replies
    • 1.9k views

  3. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.8k views

  4. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 1.1k views

  5. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 5.5k views

  6. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 1.2k views

  7. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

    By Basically,
    • 1 reply
    • 746 views

  8. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia,
    • 9 replies
    • 5.7k views

  9. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 1.4k views

  10. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1.5k views

  11. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 4.6k views

  12. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 1k views

  13. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 2.6k views

  14. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 760 views

  15. 1st RMD clarification

    By Basically,
    • 3 replies
    • 1.1k views

  16. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.7k views

  17. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 3k views

  18. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 918 views

  19. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 891 views

  20. RMD's & rehires

    By JeffB,
    • 1 reply
    • 869 views

  21. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 1.3k views

  22. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 3k views

  23. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 1.3k views

  24. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 709 views

  25. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 5.1k views

  26. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 908 views

  27. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 1.1k views

  28. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 1.5k views

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

    By jkharvey,
    • 3 replies
    • 1.4k views

  30. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 2.1k views

  31. RMD started in error?

    By James Shen,
    • 2 replies
    • 937 views

  32. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 2k views

  33. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 777 views

  34. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 1.2k views

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

    By Kent Allard,   
    • 3 replies
    • 1k views

  36. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 782 views

  37. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.7k views

  38. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 950 views

  39. loan default delay

    By TPApril,
    • 3 replies
    • 1.3k views

  40. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.6k views

  41. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 4.3k views

  42. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 1k views

  43. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 2.4k views

  44. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 727 views

  45. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 1.1k views

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

    By Flyboyjohn,
    • 7 replies
    • 5.5k views

  47. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 745 views

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

    By BG5150,
    • 1 reply
    • 816 views

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

    By Tom,
    • 1 reply
    • 997 views

  50. 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
    • 1.5k views
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