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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Tax Deposits

    By Earl,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  2. Hardship distribution

    By R. Butler,
    • 2 replies
    • 1.5k views

  3. Re-employment after distribution

    By Guest Robert Lees,
    • 1 reply
    • 1.5k views

  4. Loan from defunct P.C.

    By Lori H,
    • 7 replies
    • 1.5k views
    • Guest
    • Guest

  5. Hardship and Loans

    By kocak,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  6. Rollout of Life Insurance - Tax Impact

    By EBECatty,
    • 5 replies
    • 1.5k views

  7. Conversion from C to S Corp.

    By Guest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  8. Benefits Questions

    By Guest Linda Valenta,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  9. Payee of the required minimum distribution in the year of the death of

    By Guest SCUDDESLER,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  10. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH,
    • 2 replies
    • 1.5k views

  11. Can participant's surviving spouse continue to make loan payments to a

    By smm,
    • 1 reply
    • 1.5k views

  12. RMD failure

    By MEPL,
    • 1 reply
    • 1.5k views

  13. Can minimum required distributions due from both a qualified plan and

    By Guest michaelv,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  14. Fees charged for distribution processing

    By Guest perplexedbypensions,
    • 2 replies
    • 1.5k views

  15. Federal Tax Withholding

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  16. Non-spouse Beneficiary rollovers

    By KJohnson,
    • 1 reply
    • 1.5k views

  17. Loan Limits in Daily Valued Plans

    By Guest wolfman,
    • 2 replies
    • 1.5k views

  18. Automatic Rollovers

    By Kevin01,
    • 1 reply
    • 1.5k views

  19. "Odd" loan repays

    By pmacduff,
    • 10 replies
    • 1.5k views

  20. Overpayment of loan payments

    By Guest Bob Lees,
    • 1 reply
    • 1.5k views

  21. Rollover(s) from Multiple Plans

    By Christine Roberts,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  22. Reverse a hardship

    By Bird,
    • 2 replies
    • 1.5k views

  23. IRA Automatic Rollover

    By Gruegen,
    • 5 replies
    • 1.5k views

  24. Reliance upon new minimum distribution rules for RBD of 4/1/2001?

    By Guest Mr. X,
    • 1 reply
    • 1.5k views

  25. Please help me with loan calculation

    By DP,
    • 7 replies
    • 1.5k views

  26. Calculation of RMD

    By lkpittman,
    • 2 replies
    • 1.5k views

  27. Rollover Check - disgruntled participant

    By Pammie57,
    • 11 replies
    • 1.5k views
    • KED
    • KED

  28. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices,
    • 4 replies
    • 1.5k views

  29. rmd table for db

    By abanky,
    • 5 replies
    • 1.5k views

  30. RMD in year of death

    By M Norton,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  31. 402(f) notice?

    By Richard Anderson,
    • 0 replies
    • 1.5k views

  32. SCAM - link to 401k board

    By Erik Read,
    • 0 replies
    • 1.5k views

  33. return of distribution check

    By Guest lindamichals,
    • 3 replies
    • 1.5k views

  34. Distribution via ACH - ACH verification tool

    By 401Katie,
    • 1 reply
    • 1.5k views

  35. Prohibited Transaction

    By chris,
    • 1 reply
    • 1.5k views

  36. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru,
    • 2 replies
    • 1.5k views

  37. Restricted payout from a DB plan to the surviving spouse of a top 25 e

    By JDuns,
    • 0 replies
    • 1.5k views

  38. Loans Principal Residence - Documentation Required

    By Lou S.,
    • 3 replies
    • 1.5k views

  39. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin,   
    • 3 replies
    • 1.5k views

  40. Beneficiaries when change from QPSA to QJSA

    By Guest wwest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  41. Are hardship distributions from non-deferral sources eligible for roll

    By John A,
    • 0 replies
    • 1.5k views

  42. new minimum distribution rules- separate accounts

    By card,
    • 0 replies
    • 1.5k views

  43. Withholding requirements for foreign receipt of US-earned pension

    By Guest Julie Silverstein,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  44. Establishing IRA rollover account for missing participants

    By Guest bmurphy,
    • 3 replies
    • 1.5k views

  45. RMDs

    By Nassau,
    • 6 replies
    • 1.5k views

  46. Medical bills for Mother--hardship cause?

    By BG5150,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  47. RMD for year of death

    By CassandraS,
    • 4 replies
    • 1.5k views

  48. Annual election to defer or receive an RMD for a non-5% owner - is any

    By John A,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  49. Required minimum distribution applies in year of death (after age 70-1

    By Guest Lori Basilico,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  50. Lump Sum factor for participants at 415 limit

    By drakecohen,
    • 2 replies
    • 1.5k views
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