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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Missing Participant Due Over $5,000

    By mming,
    • 13 replies
    • 2.3k views

  2. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 5.7k views

  3. How do you apply the 10% early distribution penalty to distribution of Employer stock?

    By k man,
    • 13 replies
    • 2.5k views

  4. Trustee is refusing to sign

    By Dazednconfused,
    • 13 replies
    • 2k views

  5. Loan to acquire principal residence, deal falls through

    By Belgarath,
    • 13 replies
    • 2.9k views

  6. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.1k views

  7. Direct Rollover Gone Stale: Taxable Distribution?

    By Guest 1950,
    • 13 replies
    • 3.1k views
    • Guest
    • Guest

  8. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 2.6k views

  9. let a distribution check stale date on purpose?

    By WCC,
    • 13 replies
    • 2.4k views

  10. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 1.8k views

  11. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 5k views

  12. Loan Refinancing

    By MoShawn,
    • 13 replies
    • 2.2k views

  13. Distributions from Terminated Small DB Plan

    By Guest pension222,
    • 13 replies
    • 4.6k views

  14. RMD - 2 Questions

    By RestAssured,
    • 13 replies
    • 1.9k views

  15. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP,
    • 13 replies
    • 3.2k views

  16. RMD Distribution to Spouse after Death

    By Vlad401k,
    • 13 replies
    • 2.8k views

  17. Difference between "lump sum" and "single sum"?

    By BG5150,
    • 13 replies
    • 9.3k views

  18. Excess deferrals from participation in multiple plans

    By Bird,
    • 13 replies
    • 8.4k views

  19. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG,
    • 13 replies
    • 2.5k views

  20. ethical issues regarding loans

    By K2retire,
    • 13 replies
    • 2k views

  21. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin,
    • 13 replies
    • 1.7k views

  22. Hardship Dist... taxes

    By Basically,
    • 13 replies
    • 2.3k views

  23. Loans under the CARES Act

    By msmith,
    • 13 replies
    • 1.4k views

  24. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.4k views

  25. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf,
    • 13 replies
    • 2.7k views

  26. Decline to be Beneficiary?

    By PMC,
    • 13 replies
    • 5.3k views

  27. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB,
    • 13 replies
    • 5.8k views

  28. Hardships for dependents

    By Laura Harrington,
    • 13 replies
    • 2.8k views

  29. Is it possible to transfer between employer's 2 plans

    By pam@bbm,
    • 13 replies
    • 2.4k views

  30. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.1k views

  31. Failure to withhold taxes

    By cpc0506,   
    • 13 replies
    • 4.3k views

  32. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.7k views

  33. vesting and death benefit

    By pmacduff,
    • 12 replies
    • 6.2k views

  34. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 1.8k views

  35. Incarcerated Beneficiaries

    By JustMe,
    • 12 replies
    • 10.2k views

  36. The old retire, distribute, rehire sham

    By Randy Watson,
    • 12 replies
    • 4.6k views

  37. 20% still required to be withheld from distributions?

    By Santo Gold,
    • 12 replies
    • 2.2k views

  38. Can loans be stopped while there exists a loan?

    By TPApril,
    • 12 replies
    • 1.6k views

  39. TEFRA and RMD

    By JanetM,
    • 12 replies
    • 3.7k views

  40. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues,
    • 12 replies
    • 3.6k views

  41. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 1.9k views

  42. Participant without SSN

    By Gilmore,
    • 12 replies
    • 1.5k views

  43. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3.3k views

  44. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable?

    By Guest mmc,
    • 12 replies
    • 4.2k views

  45. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons,
    • 12 replies
    • 4.1k views

  46. apply distribution fees to very low balance twice ?

    By TPApril,
    • 12 replies
    • 1.8k views

  47. DB J&S payment after divorce and death of retiree

    By Guest clux,
    • 12 replies
    • 4.1k views
    • Guest
    • Guest

  48. Notary Required for Spouse Signature when taking a distribution?

    By Guest FREE401k,
    • 12 replies
    • 27.2k views
    • Guest
    • Guest

  49. participant terminates employment - plan has a life insurance policy

    By thepensionmaven,
    • 12 replies
    • 1.2k views

  50. Profit Sharing Plan distribution when participant has a life insurance

    By maverick,
    • 12 replies
    • 3.7k views
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