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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

  1. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 812 views

  2. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 668 views

  3. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 35.6k views

  4. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.2k views

  5. Roth-K Distribution Death Benefit Question

    By Lou S.,
    • 5 replies
    • 1.4k views

  6. Do recordkeepers recoup ACH payments made after payee’s death?

    By Peter Gulia,
    • 4 replies
    • 746 views

  7. Forms

    By Egold,
    • 0 replies
    • 470 views

  8. Non-PBGC DB Plan Closedown. Spouse won't sign. Company being acquired.

    By Guest_Question,
    • 5 replies
    • 784 views

  9. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.2k views

  10. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 830 views

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

    By TPApril,
    • 1 reply
    • 715 views

  12. ROTH conversion process

    By Basically,
    • 8 replies
    • 6.3k views

  13. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia,
    • 2 replies
    • 942 views

  14. Participant Terminates, then is rehired in ineligible position -- is Participant eligible for Distribution?

    By ERISA-Bubs,
    • 3 replies
    • 1.8k views

  15. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.6k views

  16. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 10.3k views

  17. Correcting Late Payment of a Loan (with a twist)

    By ERISA-Bubs,
    • 2 replies
    • 710 views

  18. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.7k views

  19. In service dists after RMD

    By TPApril,
    • 1 reply
    • 517 views

  20. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.1k views

  21. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.2k views

  22. De minimis for auto forfeit instead of auto cash out

    By TPApril,
    • 0 replies
    • 445 views

  23. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.2k views

  24. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 764 views

  25. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 1k views

  26. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 992 views

  27. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 2.8k views

  28. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 866 views

  29. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.6k views

  30. Should the different ways for a participant to get money be on the same claim form?

    By Peter Gulia,
    • 5 replies
    • 745 views
    • EBP
    • EBP

  31. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 534 views

  32. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 521 views

  33. Repayment of loan after termination of employee to avoid deemed distriution

    By rblum50,
    • 5 replies
    • 1.8k views

  34. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 2.5k views

  35. RMD was missed

    By Renee H,
    • 1 reply
    • 711 views

  36. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.5k views

  37. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.7k views

  38. Amendment to add loans and then amend to no longer allow it

    By pensionam,
    • 9 replies
    • 1.6k views

  39. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.3k views

  40. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia,
    • 7 replies
    • 1.3k views

  41. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.3k views

  42. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 687 views

  43. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 521 views

  44. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.2k views

  45. Coronavirus distribution affecting current vesting on termination payout?!

    By pmacduff,
    • 2 replies
    • 464 views

  46. Employer Securities as part of in-plan Roth Rollovers

    By TD,
    • 4 replies
    • 1.3k views

  47. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.2k views

  48. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 12.1k views

  49. Participant now in eligible class, can they take a loan?

    By BG5150,
    • 5 replies
    • 1.2k views

  50. Do you require that a beneficiary designation be ink-on-paper?

    By Peter Gulia,
    • 5 replies
    • 1.8k views
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