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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Accrued Contribs Included in Year-End Bal for RMD?

    By Guest ResearchGirl,
    • 3 replies
    • 4.8k views

  2. RMDs and Plan Terminations

    By davef,
    • 5 replies
    • 4.8k views

  3. Can a processed QDRO be appealed / reversed?

    By calexbraska,
    • 15 replies
    • 4.7k views

  4. 401(h) Disbursements

    By WDIK,
    • 9 replies
    • 4.7k views
    • Guest
    • Guest

  5. EACA/QACA 90-day Permissible Withdrawals

    By DTH,
    • 5 replies
    • 4.7k views
    • DTH
    • DTH

  6. Loan Default, 1099-R & Age 59 1/2

    By TPApril,
    • 12 replies
    • 4.6k views

  7. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5,
    • 11 replies
    • 4.6k views

  8. Plan Loan for Construction of House

    By chris,
    • 13 replies
    • 4.6k views

  9. Distributions from Terminated Small DB Plan

    By Guest pension222,
    • 13 replies
    • 4.6k views

  10. 1099-R - report when check issued or check received?

    By Guest Champ's Mom,
    • 6 replies
    • 4.6k views
    • Guest
    • Guest

  11. The old retire, distribute, rehire sham

    By Randy Watson,
    • 12 replies
    • 4.6k views

  12. Really Old Loan

    By ak2ary,
    • 32 replies
    • 4.5k views

  13. New Loans to Terminated Participants

    By MNO,   
    • 11 replies
    • 4.5k views

  14. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant,
    • 9 replies
    • 4.5k views

  15. Housing Allowance & RMD

    By ErisaGooroo,
    • 19 replies
    • 4.5k views

  16. Participant w/plan loan files for bankruptcy

    By Guest Reneeg,
    • 20 replies
    • 4.4k views

  17. Calendar year in which the employee retires from employment with the employer maintaining the plan.

    By pookah,   
    • 21 replies
    • 4.4k views

  18. Hardship request to buy out principal residence from other owner

    By Pension Panda,
    • 9 replies
    • 4.3k views

  19. RMD due date when rolling over account

    By Santo Gold,
    • 27 replies
    • 4.3k views

  20. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4.3k views

  21. Possible stolen identity and conflicting claims

    By Medusa,
    • 25 replies
    • 4.3k views

  22. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007,
    • 7 replies
    • 4.3k views

  23. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE,
    • 1 reply
    • 4.3k views

  24. Failure to withhold taxes

    By cpc0506,   
    • 13 replies
    • 4.3k views

  25. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.3k views

  26. Hardship - RV as Primary Residence

    By Guest Serena,
    • 2 replies
    • 4.3k views

  27. Participant died before rollover made

    By jane123,
    • 9 replies
    • 4.3k views

  28. ROTH conversion process

    By Basically,
    • 8 replies
    • 4.3k views

  29. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.3k views

  30. Proper 1099R Box 7 distribution code following death of retiree

    By Guest Luke Bailey,
    • 4 replies
    • 4.2k views
    • Guest
    • Guest

  31. RMD's

    By jkdoll2,
    • 18 replies
    • 4.2k views

  32. Loans before Hardship Withdrawal

    By Nassau,
    • 9 replies
    • 4.2k views

  33. Distributions and Unemployment Payments

    By Gilmore,
    • 6 replies
    • 4.2k views

  34. In-Service Distribution with Outstanding Loan

    By Randy Watson,
    • 10 replies
    • 4.2k views

  35. Final 401(a)(9) Regs and Cont. Receivable

    By Guest pension222,
    • 6 replies
    • 4.2k views
    • Guest
    • Guest

  36. RMDs and After-Tax contributions

    By dmwe,
    • 18 replies
    • 4.2k views

  37. Room & Board Hardship--include off-campus housing

    By BG5150,
    • 2 replies
    • 4.2k views

  38. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99,
    • 12 replies
    • 4.2k views

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

    By Guest mmc,
    • 12 replies
    • 4.2k views

  40. Non-spouse rollovers

    By Guest Sieve,
    • 2 replies
    • 4.1k views
    • Guest
    • Guest

  41. Loan prepayment allowed?

    By Lou S.,
    • 21 replies
    • 4.1k views

  42. RMD-former 5% owner

    By BTH,
    • 3 replies
    • 4.1k views

  43. Repayment by payroll deductions for a participant who terminated emplo

    By smm,
    • 7 replies
    • 4.1k views
    • Guest
    • Guest

  44. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER,
    • 3 replies
    • 4.1k views

  45. Flexibility w/early in-service Roth w/drawals

    By TPApril,
    • 4 replies
    • 4.1k views

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

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

  47. Participant's required beginning date was 4/1/04 but entire balance rolled into IRA when employment terminated in 2003. Trouble? How to fix?

    By nancy,
    • 26 replies
    • 4.1k views

  48. rmd missed in 2008 and 2010

    By Guest Mk9522,
    • 8 replies
    • 4.1k views
    • Guest
    • Guest

  49. Distributable Event?

    By mgcpension,   
    • 4 replies
    • 4.1k views

  50. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons,
    • 12 replies
    • 4.1k views
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