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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. husband's distribution and roll over to wife, in same plan

    By Guest cbclark,
    • 4 replies
    • 1.1k views

  2. Hypothetical RMD question

    By BG5150,
    • 2 replies
    • 937 views

  3. I need a Primer on taxation of defaulted loans.

    By Guest PLHart,
    • 1 reply
    • 1.4k views

  4. If a 50 year old individual has begun taking substantially equal payme

    By Guest blaster,
    • 7 replies
    • 1.8k views

  5. If a named 401k beneficiary rejects the distribution on the death of t

    By Guest David O'Loughlin,
    • 4 replies
    • 2.1k views

  6. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  7. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  8. If an individual has 3 IRA,s and the MRD from each one is $5,000, can

    By David,
    • 2 replies
    • 1.8k views

  9. Illegal Aliens

    By dmwe,
    • 6 replies
    • 1.2k views

  10. Immediate Distributions - Cutback of benefits

    By WesleyT,
    • 1 reply
    • 1k views

  11. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys,
    • 2 replies
    • 1.3k views

  12. Impact of Loans at Retirement

    By joel,
    • 0 replies
    • 1.3k views

  13. Impermissable Hardship Withdrawal

    By bzorc,
    • 8 replies
    • 2.6k views

  14. Improper Distribution?

    By Guest bmurphy,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  15. In a DC with lump sum only, may the distribution election/consent form

    By Guest LMalone,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  16. in kind distribution of employer stock

    By eilano,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  17. In Plan Roth Rollover v Transfer

    By Lou S.,
    • 3 replies
    • 15.1k views

  18. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA,   
    • 20 replies
    • 3.3k views

  19. In Service Distribution

    By Lori H,
    • 17 replies
    • 2.6k views
    • Guest
    • Guest

  20. In Service Distribution

    By Basically,
    • 1 reply
    • 454 views

  21. In service distribution for owner over 70 1/2

    By Guest EBC,
    • 3 replies
    • 1.4k views

  22. In Service Distribution from individual 401k to SEP IRA

    By BT,   
    • 10 replies
    • 1.2k views
    • BT
    • BT

  23. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin,   
    • 3 replies
    • 1.5k views

  24. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 879 views

  25. in service distribution when NRA is 55

    By Santo Gold,
    • 7 replies
    • 2.8k views

  26. In Service Distributions

    By mjf06241972,
    • 2 replies
    • 1.2k views

  27. In Service Distributions and Loans

    By Guest smac,
    • 1 reply
    • 1.4k views

  28. in service distributions prior to age 59 1/2

    By Guest Peggy806,
    • 1 reply
    • 2.3k views

  29. In service dists after RMD

    By TPApril,
    • 1 reply
    • 512 views

  30. In Service Non-hardship Withdrawals

    By Guest Richard7123,
    • 1 reply
    • 1.5k views

  31. In service NR distribution

    By abanky,
    • 4 replies
    • 1.4k views

  32. In Service Rollover Distribution

    By Guest jetfaninmn,
    • 4 replies
    • 2.9k views

  33. In Service Withdrawal as Rollover

    By Randy Watson,
    • 2 replies
    • 1.4k views

  34. In service withdrawal for 72 year old?

    By Guest mpark,
    • 3 replies
    • 1.5k views

  35. In service withdrawals from a money purchase pension plan

    By Guest Gibson,
    • 4 replies
    • 5.6k views

  36. In Service Withdrawals of Rollover contributions

    By 30Rock,
    • 1 reply
    • 1.6k views

  37. In Svc Distributions for a 4k Safe Harbor Plan

    By Guest DNH,
    • 1 reply
    • 959 views

  38. In-kind Distribution a Protected Benefit?

    By Guest TortoraG,
    • 1 reply
    • 3.6k views
    • Guest
    • Guest

  39. In-kind distribution from DB plan

    By Cloudy,
    • 8 replies
    • 1.7k views

  40. In-Kind Distribution of Real Estate

    By Guest pm01,
    • 1 reply
    • 2.4k views

  41. in-kind/in-service distribution under 59.5

    By TPApril,
    • 1 reply
    • 705 views

  42. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.2k views

  43. in-plan Roth conversion and 1099R

    By Guest Jennyb473,
    • 1 reply
    • 1.9k views

  44. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k,
    • 5 replies
    • 2.1k views

  45. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62,
    • 1 reply
    • 1.2k views

  46. In-Plan Roth conversions

    By Guest Holly Foster,
    • 3 replies
    • 1.2k views

  47. In-service and 5 years participation

    By Ajillity,
    • 3 replies
    • 988 views

  48. In-Service at Age 55

    By CLE401kGuy,
    • 3 replies
    • 1.2k views

  49. In-Service Dist as rollover?

    By Guest Commuter Rex,
    • 1 reply
    • 1k views

  50. In-service dist. from money p.plan

    By Guest Keenan,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest
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