Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.5k views

  2. Can a distribution method be changed after payment has started?

    By Lucky32,
    • 1 reply
    • 734 views

  3. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 688 views

  4. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1.1k views

  5. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 826 views

  6. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 685 views

  7. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 38.6k views

  8. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.3k views

  9. Roth-K Distribution Death Benefit Question

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

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

    By Peter Gulia,
    • 4 replies
    • 767 views

  11. Forms

    By Egold,
    • 0 replies
    • 482 views

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

    By Guest_Question,
    • 5 replies
    • 802 views

  13. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.3k views

  14. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 881 views

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

    By TPApril,
    • 1 reply
    • 733 views

  16. ROTH conversion process

    By Basically,
    • 8 replies
    • 7.1k views

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

    By Peter Gulia,
    • 2 replies
    • 1k views

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

    By ERISA-Bubs,
    • 3 replies
    • 1.9k views

  19. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.7k views

  20. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 10.8k views

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

    By ERISA-Bubs,
    • 2 replies
    • 758 views

  22. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.8k views

  23. In service dists after RMD

    By TPApril,
    • 1 reply
    • 533 views

  24. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.1k views

  25. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.3k views

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

    By TPApril,
    • 0 replies
    • 457 views

  27. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.3k views

  28. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 784 views

  29. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 1k views

  30. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 1k views

  31. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 3k views

  32. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 888 views

  33. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.7k views

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

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

  35. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 550 views

  36. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 535 views

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

    By rblum50,
    • 5 replies
    • 1.9k views

  38. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 2.7k views

  39. RMD was missed

    By Renee H,
    • 1 reply
    • 725 views

  40. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.6k views

  41. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.8k views

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

    By pensionam,
    • 9 replies
    • 1.6k views

  43. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.3k views

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

    By Peter Gulia,
    • 7 replies
    • 1.4k views

  45. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.4k views

  46. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 724 views

  47. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 536 views

  48. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.2k views

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

    By pmacduff,
    • 2 replies
    • 477 views

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

    By TD,
    • 4 replies
    • 1.4k views
×
×
  • Create New...