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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. "Pending" cause of death prevents distribution to death beneficiary

    By Flyboyjohn,
    • 7 replies
    • 5.9k views

  2. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 826 views

  3. Employee w/ loan becomes Union EE--default the loan?

    By BG5150,
    • 1 reply
    • 929 views

  4. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 1.1k views

  5. Should a plan allow a loan after the participant defaulted on an earlier loan but later fully repaid the loan?

    By Peter Gulia,
    • 7 replies
    • 2k views

  6. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 1.1k views

  7. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 1.1k views

  8. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.6k views

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

    By RestAssured,
    • 6 replies
    • 1.8k views

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

    By Basically,
    • 2 replies
    • 1k views

  11. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.5k views

  12. retirement disbursement option change

    By Teri,
    • 5 replies
    • 1.3k views

  13. Interesr

    By moho,
    • 3 replies
    • 1.1k views

  14. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 2.1k views

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

    By Peter Gulia,
    • 3 replies
    • 2.1k views

  16. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 2.5k views

  17. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 2k views

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

    By Belgarath,
    • 2 replies
    • 1.4k views

  19. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  20. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 1.1k views

  21. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 925 views

  22. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 1.2k views

  23. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 1.3k views

  24. 401k refund for prior yr, 1099-R & taxable year

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

  25. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 30.5k views

  26. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 665 views
    • RTK
    • RTK

  27. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 2k views

  28. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 2k views

  29. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 2k views

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

    By Lucky32,
    • 1 reply
    • 1.1k views

  31. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 1.1k views

  32. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1.5k views

  33. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 1.1k views

  34. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 1k views

  35. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 45k views

  36. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.9k views

  37. Roth-K Distribution Death Benefit Question

    By Lou S.,
    • 5 replies
    • 1.8k views

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

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  39. Forms

    By Egold,
    • 0 replies
    • 671 views

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

    By Guest_Question,
    • 5 replies
    • 1.2k views

  41. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 2k views

  42. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 1.2k views

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

    By TPApril,
    • 1 reply
    • 1k views

  44. ROTH conversion process

    By Basically,
    • 8 replies
    • 10k views

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

    By Peter Gulia,
    • 2 replies
    • 1.5k views

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

    By ERISA-Bubs,
    • 3 replies
    • 2.5k views

  47. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 2.2k views

  48. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 15.9k views

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

    By ERISA-Bubs,
    • 2 replies
    • 1.2k views

  50. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 2.9k views
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