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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 998 views

  2. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 1k views

  3. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.5k views

  4. Distribution Didn't Happen - probably an easy answer

    By RestAssured,
    • 6 replies
    • 1.5k views

  5. Hardship Dist, SSDI... Just want to verify rules

    By Basically,
    • 2 replies
    • 912 views

  6. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.2k views

  7. retirement disbursement option change

    By Teri,
    • 5 replies
    • 1.1k views

  8. Interesr

    By moho,
    • 3 replies
    • 1k views

  9. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.8k views

  10. Should the plan’s administrator reverse the loan default?

    By Peter Gulia,
    • 3 replies
    • 2k views

  11. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 2.3k views

  12. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.9k views

  13. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath,
    • 2 replies
    • 1.3k views

  14. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 951 views

  15. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 991 views

  16. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 839 views

  17. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 1.1k views

  18. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 1.2k views

  19. 401k refund for prior yr, 1099-R & taxable year

    By TPApril,
    • 1 reply
    • 678 views
    • Bri
    • Bri

  20. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 29.5k views

  21. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 576 views
    • RTK
    • RTK

  22. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.7k views

  23. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.8k views

  24. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.8k views

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

    By Lucky32,
    • 1 reply
    • 964 views

  26. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 968 views

  27. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1.3k views

  28. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 1k views

  29. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 901 views

  30. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 44.3k views

  31. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.8k views

  32. Roth-K Distribution Death Benefit Question

    By Lou S.,
    • 5 replies
    • 1.7k views

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

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  34. Forms

    By Egold,
    • 0 replies
    • 592 views

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

    By Guest_Question,
    • 5 replies
    • 1.1k views

  36. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.8k views

  37. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 864 views

  39. ROTH conversion process

    By Basically,
    • 8 replies
    • 9.6k views

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

    By Peter Gulia,
    • 2 replies
    • 1.3k views

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

    By ERISA-Bubs,
    • 3 replies
    • 2.3k views

  42. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 2k views

  43. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 15.3k views

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

    By ERISA-Bubs,
    • 2 replies
    • 1k views

  45. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 2.7k views

  46. In service dists after RMD

    By TPApril,
    • 1 reply
    • 751 views

  47. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.4k views

  48. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.8k views

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

    By TPApril,
    • 0 replies
    • 585 views

  50. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.6k views
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