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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By ERISA-Bubs,
    • 3 replies
    • 1.6k views

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

    By ERISA-Bubs,
    • 2 replies
    • 625 views

  3. In service dists after RMD

    By TPApril,
    • 1 reply
    • 482 views

  4. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 1.5k views

  5. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1k views

  6. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.5k views

  7. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically,
    • 6 replies
    • 27.9k views

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

    By TPApril,
    • 0 replies
    • 411 views

  9. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 981 views

  10. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.1k views

  11. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 712 views

  12. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 888 views

  13. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 944 views

  14. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 2.1k views

  15. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 754 views

  16. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 1.3k views

  17. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 474 views

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

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

  19. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 485 views

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

    By rblum50,
    • 5 replies
    • 1.5k views

  21. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 2.2k views

  22. RMD was missed

    By Renee H,
    • 1 reply
    • 670 views

  23. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.3k views

  24. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 1.5k views

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

    By pensionam,
    • 9 replies
    • 1.5k views

  26. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.1k views

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

    By Peter Gulia,
    • 7 replies
    • 930 views

  28. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.2k views

  29. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 610 views

  30. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 479 views

  31. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold,
    • 4 replies
    • 8.4k views

  32. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.1k views

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

    By TD,
    • 4 replies
    • 1.1k views

  34. In-service Distribution In General

    By Basically,
    • 4 replies
    • 1.9k views

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

    By pmacduff,
    • 2 replies
    • 418 views

  36. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 9.3k views

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

    By BG5150,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.7k views

  39. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 823 views

  40. Plan sponsor making participants pay loan fees outside the plan

    By AlbanyConsultant,
    • 2 replies
    • 731 views

  41. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 3k views

  42. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.1k views

  43. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 727 views

  44. Premature Distribution Penalty/Tax still due on hardship withdrawals?

    By Pammie57,
    • 4 replies
    • 896 views

  45. Participant awarded non-spousal pension by lying about being married; he's now dead and wife wants her spousal benefits

    By MEP,   
    • 7 replies
    • 1.5k views

  46. distribution to minor

    By AnnCK,
    • 3 replies
    • 627 views

  47. Qualification Letter - what is it, how to get one

    By justanotheradmin,
    • 10 replies
    • 6.1k views

  48. can QJ&S be waived in separation agreement?

    By AlbanyConsultant,
    • 9 replies
    • 2.9k views

  49. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.1k views

  50. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 757 views
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