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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. Deemed distributions - is loan still outstanding?

    By Guest jy12443,
    • 2 replies
    • 3.1k views

  2. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene,
    • 3 replies
    • 8k views
    • Guest
    • Guest

  3. RMD in new plan

    By pgold,
    • 12 replies
    • 1.8k views

  4. RMD's in a new Plan

    By Belgarath,
    • 7 replies
    • 1.7k views

  5. Avoiding 10% 59-1/2 penalty tax

    By drakecohen,
    • 1 reply
    • 967 views

  6. participant with RMD unresponsive

    By K2retire,
    • 7 replies
    • 4.2k views

  7. deceased participant questions

    By Santo Gold,
    • 18 replies
    • 8.2k views

  8. Hardship Withdrawal from Match Source Only

    By kevind2010,
    • 4 replies
    • 4k views

  9. RMD for year of death

    By CassandraS,
    • 4 replies
    • 1.8k views

  10. Required distributions in a 401(k) plan

    By Jim Chad,
    • 22 replies
    • 6k views

  11. Real Estate as an RMD?

    By AlbanyConsultant,
    • 3 replies
    • 1.3k views

  12. Missing Participants search options

    By Guest bernverd,
    • 1 reply
    • 1.2k views

  13. RMD's

    By Guest Donell,
    • 2 replies
    • 1.2k views

  14. RMD's

    By kwalified,
    • 3 replies
    • 1.5k views

  15. FSA reimbursement over multiple plan years

    By Dennis G.,
    • 0 replies
    • 904 views

  16. Distribution upon Death

    By ac,
    • 1 reply
    • 1k views

  17. Small balance distributions

    By ombskid,
    • 4 replies
    • 1.1k views

  18. RMD for owner

    By pmacduff,
    • 4 replies
    • 1.2k views
    • GMK
    • GMK

  19. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy,
    • 6 replies
    • 2.2k views

  20. Distributions

    By Guest Kevin1,
    • 1 reply
    • 1.1k views

  21. State Withholding Form

    By emmetttrudy,
    • 2 replies
    • 1.3k views

  22. Withholding on ineligible deferrals

    By hunter001,
    • 5 replies
    • 2.5k views

  23. Distribution allowed even though rehired?

    By Guest TaxedToDeath,
    • 2 replies
    • 1.3k views

  24. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold,
    • 2 replies
    • 3.6k views

  25. rmd missed in 2008 and 2010

    By Guest Mk9522,
    • 8 replies
    • 4.5k views
    • Guest
    • Guest

  26. hardship withdrawal

    By pmacduff,
    • 9 replies
    • 1.8k views

  27. loan never repaid

    By Santo Gold,
    • 6 replies
    • 1.8k views

  28. Plan holds non-US property (not allowed)

    By katieinny,
    • 0 replies
    • 891 views

  29. When does a partner "terminate" for distribuiton

    By jkharvey,
    • 2 replies
    • 1k views

  30. Plan Loan Extending Beyond Plan's Maximum Term Limit

    By 401 Chaos,
    • 2 replies
    • 1.5k views

  31. Plan owned insurance policy, premiums paid by loan

    By kwalified,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  32. POA no longer in force

    By DMcGovern,
    • 1 reply
    • 1.1k views

  33. Owner defaulted on loan

    By BG5150,
    • 3 replies
    • 1.8k views

  34. Tax reporting of deceased participant loan

    By Guest halka,
    • 10 replies
    • 3.2k views

  35. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB,
    • 13 replies
    • 6.8k views

  36. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia,
    • 4 replies
    • 5.5k views

  37. Distribution Form Requirements

    By MoJo,
    • 2 replies
    • 1.3k views

  38. Loan Rollover

    By Guest shm3803,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  39. IRS letter forwarding program

    By Bird,
    • 8 replies
    • 1.9k views

  40. Correction of ineligible Hardship Distribution

    By Bruddah Kimo,
    • 5 replies
    • 3.4k views

  41. RMDs and more than 5% owners

    By Bird,
    • 2 replies
    • 1.6k views

  42. Spousal Consent

    By Guest WPJoeC,
    • 1 reply
    • 1.2k views

  43. Hardship Loan and Foreclosure Statement

    By Guest kdddk14,
    • 3 replies
    • 1.4k views

  44. Form 1099-R

    By retbenser,
    • 1 reply
    • 1.2k views

  45. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.4k views

  46. Hardship Withdrawal

    By Nassau,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  47. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette,
    • 2 replies
    • 2k views

  48. Two different cashout limits under plan - how apply?

    By Guest TaxedToDeath,
    • 3 replies
    • 1.4k views

  49. Stale checks

    By Guest Tbrown,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  50. In-service withdrawals of profit sharing balances

    By Beltane,
    • 2 replies
    • 1.6k views
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