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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.7k views

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

    By Belgarath,
    • 2 replies
    • 1.1k views

  3. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 809 views

  4. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 812 views

  5. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 713 views

  6. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 946 views

  7. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 1k views

  8. 401k refund for prior yr, 1099-R & taxable year

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

  9. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 27.2k views

  10. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 474 views
    • RTK
    • RTK

  11. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.5k views

  12. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.6k views

  13. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.6k views

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

    By Lucky32,
    • 1 reply
    • 807 views

  15. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 778 views

  16. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1.2k views

  17. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 891 views

  18. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 739 views

  19. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 42.6k views

  20. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.5k views

  21. Roth-K Distribution Death Benefit Question

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

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

    By Peter Gulia,
    • 4 replies
    • 893 views

  23. Forms

    By Egold,
    • 0 replies
    • 517 views

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

    By Guest_Question,
    • 5 replies
    • 900 views

  25. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.4k views

  26. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 940 views

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

    By TPApril,
    • 1 reply
    • 776 views

  28. ROTH conversion process

    By Basically,
    • 8 replies
    • 8.5k views

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

    By Peter Gulia,
    • 2 replies
    • 1.2k views

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

    By ERISA-Bubs,
    • 3 replies
    • 2.1k views

  31. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.8k views

  32. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 12.6k views

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

    By ERISA-Bubs,
    • 2 replies
    • 849 views

  34. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 2k views

  35. In service dists after RMD

    By TPApril,
    • 1 reply
    • 600 views

  36. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.2k views

  37. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.5k views

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

    By TPApril,
    • 0 replies
    • 489 views

  39. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.4k views

  40. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 843 views

  41. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 1.1k views

  42. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 1.1k views

  43. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 4k views

  44. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 989 views

  45. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.9k views

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

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

  47. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 603 views

  48. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 566 views

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

    By rblum50,
    • 5 replies
    • 2.3k views

  50. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 3.1k views
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