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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 662 views

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

    By Basically,
    • 6 replies
    • 32.4k views

  3. Late RMD

    By Coleboy1,
    • 4 replies
    • 2.1k views

  4. Roth-K Distribution Death Benefit Question

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

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

    By Peter Gulia,
    • 4 replies
    • 723 views

  6. Forms

    By Egold,
    • 0 replies
    • 466 views

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

    By Guest_Question,
    • 5 replies
    • 778 views

  8. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.2k views

  9. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 819 views

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

    By TPApril,
    • 1 reply
    • 705 views

  11. ROTH conversion process

    By Basically,
    • 8 replies
    • 5.2k views

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

    By Peter Gulia,
    • 2 replies
    • 878 views

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

    By ERISA-Bubs,
    • 3 replies
    • 1.7k views

  14. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.6k views

  15. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 9.7k views

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

    By ERISA-Bubs,
    • 2 replies
    • 693 views

  17. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.7k views

  18. In service dists after RMD

    By TPApril,
    • 1 reply
    • 512 views

  19. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.1k views

  20. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 1.1k views

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

    By TPApril,
    • 0 replies
    • 442 views

  22. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.2k views

  23. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 758 views

  24. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 996 views

  25. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 956 views

  26. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 2.5k views

  27. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 845 views

  28. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.5k views

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

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

  30. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 524 views

  31. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 518 views

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

    By rblum50,
    • 5 replies
    • 1.7k views

  33. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 2.5k views

  34. RMD was missed

    By Renee H,
    • 1 reply
    • 707 views

  35. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.4k views

  36. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.7k views

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

    By pensionam,
    • 9 replies
    • 1.6k views

  38. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.2k views

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

    By Peter Gulia,
    • 7 replies
    • 1.2k views

  40. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.3k views

  41. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 668 views

  42. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 517 views

  43. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.2k views

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

    By pmacduff,
    • 2 replies
    • 460 views

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

    By TD,
    • 4 replies
    • 1.3k views

  46. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.1k views

  47. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 11.5k views

  48. Participant now in eligible class, can they take a loan?

    By BG5150,
    • 5 replies
    • 1.2k views

  49. Do you require that a beneficiary designation be ink-on-paper?

    By Peter Gulia,
    • 5 replies
    • 1.8k views

  50. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 906 views
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