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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. 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

  2. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 1.2k views

  3. RMD started in error?

    By James Shen,
    • 2 replies
    • 713 views

  4. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.3k views

  5. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 545 views

  6. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 851 views

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

    By Kent Allard,   
    • 3 replies
    • 811 views

  8. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 584 views

  9. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.2k views

  10. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 664 views

  11. loan default delay

    By TPApril,
    • 3 replies
    • 969 views

  12. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.2k views

  13. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 2.8k views

  14. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 673 views

  15. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 1.7k views

  16. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 553 views

  17. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 888 views

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

    By Flyboyjohn,
    • 7 replies
    • 4k views

  19. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 519 views

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

    By BG5150,
    • 1 reply
    • 621 views

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

    By Tom,
    • 1 reply
    • 830 views

  22. 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

  23. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 822 views

  24. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 809 views

  25. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.1k views

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

    By RestAssured,
    • 6 replies
    • 1k views

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

    By Basically,
    • 2 replies
    • 654 views

  28. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.6k views

  29. retirement disbursement option change

    By Teri,
    • 5 replies
    • 867 views

  30. Interesr

    By moho,
    • 3 replies
    • 751 views

  31. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.4k views

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

    By Peter Gulia,
    • 3 replies
    • 1.6k views

  33. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.4k views

  34. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.3k views

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

    By Belgarath,
    • 2 replies
    • 949 views

  36. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 743 views

  37. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 716 views

  38. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 646 views

  39. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 865 views

  40. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 879 views

  41. 401k refund for prior yr, 1099-R & taxable year

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

  42. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 24.5k views

  43. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 406 views
    • RTK
    • RTK

  44. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.4k views

  45. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  46. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.4k views

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

    By Lucky32,
    • 1 reply
    • 700 views

  48. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 658 views

  49. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1k views

  50. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 798 views
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