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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 448 views
    • RTK
    • RTK

  2. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.4k views

  3. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.5k views

  4. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.6k views

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

    By Lucky32,
    • 1 reply
    • 768 views

  6. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 716 views

  7. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1.1k views

  8. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 844 views

  9. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 703 views

  10. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 41.7k views

  11. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.4k views

  12. Roth-K Distribution Death Benefit Question

    By Lou S.,
    • 5 replies
    • 1.5k views

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

    By Peter Gulia,
    • 4 replies
    • 813 views

  14. Forms

    By Egold,
    • 0 replies
    • 496 views

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

    By Guest_Question,
    • 5 replies
    • 826 views

  16. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.3k views

  17. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 902 views

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

    By TPApril,
    • 1 reply
    • 745 views

  19. ROTH conversion process

    By Basically,
    • 8 replies
    • 7.9k views

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

    By Peter Gulia,
    • 2 replies
    • 1.1k views

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

    By ERISA-Bubs,
    • 3 replies
    • 2k views

  22. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.7k views

  23. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 11.4k views

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

    By ERISA-Bubs,
    • 2 replies
    • 796 views

  25. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.9k views

  26. In service dists after RMD

    By TPApril,
    • 1 reply
    • 556 views

  27. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.2k views

  28. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.4k views

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

    By TPApril,
    • 0 replies
    • 467 views

  30. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.3k views

  31. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 800 views

  32. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 1.1k views

  33. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 1.1k views

  34. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 3.3k views

  35. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 918 views

  36. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.8k views

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

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

  38. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 567 views

  39. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 541 views

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

    By rblum50,
    • 5 replies
    • 2k views

  41. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 2.8k views

  42. RMD was missed

    By Renee H,
    • 1 reply
    • 739 views

  43. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.7k views

  44. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.9k views

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

    By pensionam,
    • 9 replies
    • 1.7k views

  46. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.4k views

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

    By Peter Gulia,
    • 7 replies
    • 1.5k views

  48. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.5k views

  49. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 755 views

  50. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 550 views
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