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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. RMD for year of death

    By CassandraS,
    • 4 replies
    • 1.5k views

  2. Required distributions in a 401(k) plan

    By Jim Chad,
    • 22 replies
    • 5.7k views

  3. Real Estate as an RMD?

    By AlbanyConsultant,
    • 3 replies
    • 1.2k views

  4. Missing Participants search options

    By Guest bernverd,
    • 1 reply
    • 984 views

  5. RMD's

    By Guest Donell,
    • 2 replies
    • 1.1k views

  6. RMD's

    By kwalified,
    • 3 replies
    • 1.2k views

  7. FSA reimbursement over multiple plan years

    By Dennis G.,
    • 0 replies
    • 851 views

  8. Distribution upon Death

    By ac,
    • 1 reply
    • 955 views

  9. Small balance distributions

    By ombskid,
    • 4 replies
    • 982 views

  10. RMD for owner

    By pmacduff,
    • 4 replies
    • 965 views
    • GMK
    • GMK

  11. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy,
    • 6 replies
    • 1.9k views

  12. Distributions

    By Guest Kevin1,
    • 1 reply
    • 964 views

  13. State Withholding Form

    By emmetttrudy,
    • 2 replies
    • 1.1k views

  14. Withholding on ineligible deferrals

    By hunter001,
    • 5 replies
    • 2.3k views

  15. Distribution allowed even though rehired?

    By Guest TaxedToDeath,
    • 2 replies
    • 1.1k views

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

    By Santo Gold,
    • 2 replies
    • 3.5k views

  17. rmd missed in 2008 and 2010

    By Guest Mk9522,
    • 8 replies
    • 4.2k views
    • Guest
    • Guest

  18. hardship withdrawal

    By pmacduff,
    • 9 replies
    • 1.6k views

  19. loan never repaid

    By Santo Gold,
    • 6 replies
    • 1.5k views

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

    By katieinny,
    • 0 replies
    • 817 views

  21. When does a partner "terminate" for distribuiton

    By jkharvey,
    • 2 replies
    • 927 views

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

    By 401 Chaos,
    • 2 replies
    • 1.3k views

  23. Plan owned insurance policy, premiums paid by loan

    By kwalified,
    • 3 replies
    • 1k views
    • Guest
    • Guest

  24. POA no longer in force

    By DMcGovern,
    • 1 reply
    • 969 views

  25. Owner defaulted on loan

    By BG5150,
    • 3 replies
    • 1.7k views

  26. Tax reporting of deceased participant loan

    By Guest halka,
    • 10 replies
    • 2.9k views

  27. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB,
    • 13 replies
    • 6.3k views

  28. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia,
    • 4 replies
    • 5.3k views

  29. Distribution Form Requirements

    By MoJo,
    • 2 replies
    • 1.2k views

  30. Loan Rollover

    By Guest shm3803,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  31. IRS letter forwarding program

    By Bird,
    • 8 replies
    • 1.7k views

  32. Correction of ineligible Hardship Distribution

    By Bruddah Kimo,
    • 5 replies
    • 3.1k views

  33. RMDs and more than 5% owners

    By Bird,
    • 2 replies
    • 1.4k views

  34. Spousal Consent

    By Guest WPJoeC,
    • 1 reply
    • 1.1k views

  35. Hardship Loan and Foreclosure Statement

    By Guest kdddk14,
    • 3 replies
    • 1.3k views

  36. Form 1099-R

    By retbenser,
    • 1 reply
    • 1.1k views

  37. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.2k views

  38. Hardship Withdrawal

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

  39. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette,
    • 2 replies
    • 1.8k views

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

    By Guest TaxedToDeath,
    • 3 replies
    • 1.3k views

  41. Stale checks

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

  42. In-service withdrawals of profit sharing balances

    By Beltane,
    • 2 replies
    • 1.5k views

  43. Participant loan defaulted, but participant never told to cure

    By Guest TaxedToDeath,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  44. Distribution Made in Error & 5330

    By CLE401kGuy,
    • 1 reply
    • 1.2k views

  45. Distribution paid to plan sponsor?

    By Guest YvonneT,
    • 16 replies
    • 3.8k views

  46. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.3k views

  47. Loan Fee and 50% Loan Limit

    By Gadgetfreak,
    • 10 replies
    • 1.8k views

  48. RMD and minority interest discounts

    By Guest JPIngold,
    • 1 reply
    • 1.1k views

  49. After-Tax Distribution

    By Archimage,
    • 8 replies
    • 2.1k views

  50. In-Service Distribution Post Loan

    By chris,
    • 9 replies
    • 3.4k views
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