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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. TEFRA and RMD

    By JanetM,
    • 12 replies
    • 3.9k views

  2. loan and alienation rules

    By Guest erisaattorney,
    • 1 reply
    • 1.1k views

  3. Distribution from corporate checking account

    By Guest persie,
    • 7 replies
    • 2k views

  4. Mother a primary beneficiary for hardship

    By Guest Holly Foster,
    • 1 reply
    • 1k views

  5. RMD not taken one year, does it affect next year's?

    By BG5150,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  6. RMD in new defined benefit plan with past service

    By Guest DCquestioner,
    • 1 reply
    • 1.2k views

  7. Lost Earnings on Distribuion Error

    By Guest toddez,
    • 0 replies
    • 907 views
    • Guest
    • Guest

  8. Exactly WHY is this transaction wrong?

    By AlbanyConsultant,
    • 10 replies
    • 1.6k views
    • Guest
    • Guest

  9. lost terminated participant

    By Guest lip,
    • 4 replies
    • 1.2k views

  10. who is the beneficiary

    By Guest lip,
    • 5 replies
    • 1.3k views

  11. Distribution to beneficiary & mandatory withholding

    By BG5150,
    • 2 replies
    • 1.2k views

  12. Hypothetical RMD question

    By BG5150,
    • 2 replies
    • 972 views

  13. Hardship distribution for a beneficiary

    By Guest Statler,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  14. First time RMD

    By doombuggy,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  15. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder,
    • 6 replies
    • 1.4k views

  16. What is "immediate" need?

    By BG5150,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  17. Annuity distribution from DC plans

    By RCK,
    • 4 replies
    • 1.3k views

  18. 402(g) Excess distributed b/4 PYE when loss involved

    By blue,
    • 0 replies
    • 976 views

  19. Employee Contributions in DB Plan & Immediate Annuity < ERD

    By Guest SuzieQNEC,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  20. Hardship taken after other distibs & loans

    By BG5150,
    • 1 reply
    • 961 views

  21. MRD before Lump sum Rollover Not Processed

    By Guest CJA,
    • 10 replies
    • 2.9k views

  22. RMD and Stock Attribution

    By Guest Twinky,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  23. QPSA and rollover

    By Guest Penny17,
    • 2 replies
    • 1.2k views

  24. In service NR distribution

    By abanky,
    • 4 replies
    • 1.4k views

  25. Real Estate Distribution

    By Guest ERISA?,
    • 8 replies
    • 1.6k views

  26. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  27. Loans

    By Guest lindamichals,
    • 11 replies
    • 2.7k views

  28. Question answered

    By Guest unregistered,
    • 0 replies
    • 915 views
    • Guest
    • Guest

  29. disability leave and vesting

    By Kimberly S,
    • 0 replies
    • 970 views

  30. Participant died before rollover made

    By jane123,
    • 9 replies
    • 4.4k views

  31. ISW provision required to take more than RMD?

    By Guest Connie H,
    • 1 reply
    • 858 views
    • Guest
    • Guest

  32. Used Credit Card to Pay Medical Expense Now Wants a Hardship

    By Guest KateSmithVA,
    • 8 replies
    • 5.9k views

  33. Military Reservist Distribution -

    By Guest kchadwell,
    • 0 replies
    • 886 views
    • Guest
    • Guest

  34. cashout of distribution less than $200

    By AKconsult,
    • 6 replies
    • 6.2k views

  35. 5% owner & MRD

    By Guest Sieve,
    • 5 replies
    • 1.9k views

  36. Hardship - Building Principal Residence

    By PFranckowiak,
    • 2 replies
    • 2.7k views

  37. Rollover to Same Plan

    By Randy Watson,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  38. late loan repayments en masse

    By Santo Gold,
    • 21 replies
    • 6.2k views

  39. Over the 402g limit

    By CJS07,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  40. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner,
    • 1 reply
    • 2.2k views

  41. Balance Forward - Revalue for Distribution

    By Guest Factor,
    • 5 replies
    • 2k views

  42. Failure to withhold

    By Bird,
    • 3 replies
    • 1.7k views

  43. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek,
    • 10 replies
    • 3k views

  44. Loan software question!

    By Guest JimP,
    • 2 replies
    • 1.7k views

  45. Rollover in from England Pension Scheme

    By Guest oxdougw,
    • 14 replies
    • 3.4k views

  46. Too much money distributed.

    By katieinny,
    • 22 replies
    • 5.5k views

  47. Inservice after Loan

    By PFranckowiak,
    • 1 reply
    • 1.4k views

  48. Distribution (loan) Before 59 1/2

    By Guest oldman74,
    • 7 replies
    • 2.6k views

  49. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad,
    • 15 replies
    • 9.6k views

  50. Designated Vs. Default Beneficiary

    By flosfur,
    • 1 reply
    • 1.6k views
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