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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. NonSpouse Rollovers

    By Guest lvegas,
    • 16 replies
    • 5.5k views
    • Guest
    • Guest

  2. Questioning Hardship amount that would be allowed

    By bpenfold,   
    • 16 replies
    • 2.6k views

  3. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell,
    • 16 replies
    • 30.1k views

  4. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA,
    • 16 replies
    • 4.8k views
    • Guest
    • Guest

  5. CV loan extenstion/reamortization

    By Bird,
    • 16 replies
    • 1.5k views

  6. Loan/Spousal Consent

    By Gilmore,
    • 16 replies
    • 2.9k views

  7. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  8. Disobedient Party and Rule 70

    By Guest dbvail,
    • 15 replies
    • 2.7k views

  9. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 1.9k views

  10. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad,
    • 15 replies
    • 9.2k views

  11. Asset Sale, New Employer plan, Loan offset

    By K-t-F,
    • 15 replies
    • 1.1k views

  12. Time limit for paying out requested distribution

    By TPApril,
    • 15 replies
    • 1.7k views

  13. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2k views
    • DJL
    • DJL

  14. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.8k views

  15. Can a processed QDRO be appealed / reversed?

    By calexbraska,
    • 15 replies
    • 4.7k views

  16. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k,
    • 15 replies
    • 3.7k views
    • Guest
    • Guest

  17. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.5k views

  18. Hardship for home purchase, deal falls through

    By Belgarath,
    • 15 replies
    • 14.1k views

  19. Bank won't accept a check cut from a pension trust account for the par

    By alexa,
    • 15 replies
    • 3.8k views

  20. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski,
    • 15 replies
    • 2.6k views

  21. To avoid extra 10% tax, who decides whether a participant is disabled?

    By Peter Gulia,   
    • 15 replies
    • 1.8k views

  22. Hardships not permitted after Age 59 1/2?

    By Below Ground,   
    • 15 replies
    • 2.3k views

  23. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 2.2k views

  24. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig,
    • 14 replies
    • 2.7k views

  25. Power of Attorney Question

    By FundeK,
    • 14 replies
    • 12.1k views

  26. Terminating Plan - RMD Required?

    By Lou S.,
    • 14 replies
    • 5.4k views

  27. Using rollover to repay loan

    By Belgarath,
    • 14 replies
    • 13.1k views

  28. Rollover in from England Pension Scheme

    By Guest oxdougw,
    • 14 replies
    • 3.2k views

  29. Participant to sign release before benefit is paid

    By DJL,
    • 14 replies
    • 1.9k views

  30. Hardship criteria for Loan

    By Jennifer D.,
    • 14 replies
    • 1.3k views

  31. disallow deferrals until loan repaid

    By justanotheradmin,   
    • 14 replies
    • 1.6k views

  32. RMD for terminated plan 2019

    By Dennis G.,
    • 14 replies
    • 1k views

  33. Participant loan - not a segregated investment

    By RatherBeGolfing,
    • 14 replies
    • 1.6k views

  34. Risky Distribution w/o Annuity Waiver/Spousal Consent?

    By lkpittman,
    • 14 replies
    • 2.8k views

  35. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.7k views

  36. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.5k views

  37. Company "forgot" to payroll deduct loan payments

    By maverick,
    • 14 replies
    • 3.1k views

  38. When does the RMD have to begin?

    By FundeK,
    • 14 replies
    • 3.6k views

  39. What are stirpes?

    By Santo Gold,
    • 14 replies
    • 3.5k views
    • Guest
    • Guest

  40. Can death beneficiary's IRA hold deceased EE's participant loan as an asset?

    By J Simmons,
    • 14 replies
    • 2.8k views

  41. Must we pay a required-beginning-date distribution to a 8-year-old?

    By Peter Gulia,
    • 14 replies
    • 1.6k views

  42. Wrong Loan Interest Rate

    By JKW,
    • 14 replies
    • 2.4k views

  43. Withhold on death bene paid to charitable NFP?

    By Pinefresh,
    • 14 replies
    • 1.2k views

  44. Loans from only 100% vested sources?

    By BG5150,
    • 14 replies
    • 1.9k views

  45. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.1k views

  46. Non Required Minimum Distribution

    By DPSRich,
    • 13 replies
    • 1.5k views

  47. Hardship "grossing up" questions

    By AlbanyConsultant,
    • 13 replies
    • 5.5k views

  48. Plan Loan for Construction of House

    By chris,
    • 13 replies
    • 4.5k views

  49. minimum required distribution

    By Guest 401kproman,
    • 13 replies
    • 2.9k views

  50. Refinancing a Loan From a 401(k) Plan

    By metsfan026,
    • 13 replies
    • 2.3k views
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