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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. NonSpouse Rollovers

    By Guest lvegas,
    • 16 replies
    • 5.6k views
    • Guest
    • Guest

  2. Proper Tax Year for Loan Default

    By Bruddah Kimo,
    • 1 reply
    • 1.2k views

  3. Excess Loan Payments

    By Guest EPS2,
    • 4 replies
    • 1.9k views

  4. RMD of Rollover after 70-1/2

    By Guest PGH.ERISA,
    • 2 replies
    • 1.9k views

  5. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE,
    • 5 replies
    • 2k views

  6. Fees charged for distribution processing

    By Guest perplexedbypensions,
    • 2 replies
    • 1.5k views

  7. In-Service Request - Lump Sum Only Option

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

  8. RMD in the year participant turns 70 1/2

    By jkharvey,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  9. non-spouse beneficiary -reassign payment?

    By PFranckowiak,
    • 6 replies
    • 1.9k views

  10. IRS regs for Hardship

    By Guest yvonne001,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  11. RMD for DB Participant

    By Dougsbpc,
    • 0 replies
    • 931 views

  12. MRD and Asset sale

    By PMC,
    • 0 replies
    • 873 views
    • PMC
    • PMC

  13. Hardship to prevent eviction from parent's house?

    By Guest ssmith,
    • 3 replies
    • 3k views
    • Guest
    • Guest

  14. rmd table for db

    By abanky,
    • 5 replies
    • 1.5k views

  15. Under-Aged Beneficiary

    By Guest msprice,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  16. Distribution to Non-spouse Beneficiary

    By mming,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  17. Dead guy with an outstanding loan

    By MSN,
    • 16 replies
    • 3.9k views

  18. RMD for Multiple Beneficiaries

    By Dougsbpc,
    • 0 replies
    • 1.2k views

  19. Beneficiary designation of unmarried participant who later marries

    By Guest StephenJ7976,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  20. Notice of Availbalilty of Rollover Treatment

    By Guest KennyH,
    • 0 replies
    • 955 views
    • Guest
    • Guest

  21. 1099-R form for death benefit

    By pmacduff,
    • 3 replies
    • 3k views

  22. Hardships and "gross up" for Federal, State or Local taxes

    By Guest BM-VFCC,
    • 5 replies
    • 2.3k views

  23. RMD

    By Guest Mike Schwing,
    • 1 reply
    • 1.1k views

  24. Death, Rollover and RMD 1 2

    By SMB,
    • 52 replies
    • 10.2k views

  25. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  26. Overpayments on Participant Distributions

    By Jilliandiz,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  27. nontaxable portion of distribution

    By Guest KennyH,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  28. Late Distributions from MPPP

    By chris,
    • 5 replies
    • 1.4k views

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

    By Guest ResearchGirl,
    • 3 replies
    • 4.8k views

  30. Roth 401(k)/403(b)

    By Felicia,
    • 1 reply
    • 1k views

  31. Nonspouse Beneficiary Direct Rollover

    By DTH,
    • 3 replies
    • 1.8k views

  32. profit sharing death benefits

    By Tom Poje,
    • 6 replies
    • 2.5k views

  33. RMD

    By Lori H,
    • 1 reply
    • 1k views

  34. 401(k) Rollovers to Roth IRA

    By Guest Tad77,
    • 1 reply
    • 959 views

  35. DC Participant Receiving RMDs Buys Annuity Contract

    By rocknrolls2,
    • 2 replies
    • 921 views

  36. RMD & Charitable Rollovers

    By DP,
    • 2 replies
    • 1.3k views
    • DP
    • DP

  37. Beneficiary wants to keep money in plan

    By Guest lindamichals,
    • 0 replies
    • 897 views
    • Guest
    • Guest

  38. Software for electronic filing of 1099R

    By Monica Barnard,
    • 3 replies
    • 1.5k views

  39. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC,
    • 1 reply
    • 1.5k views

  40. Lost Participant Search

    By TBob,
    • 3 replies
    • 1.7k views

  41. Loans - Change in payroll frequency

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

  42. Overpayment of vested benefit to terminated participant

    By Guest Lil Anderson,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  43. Tax Withholding on ADP refund

    By Bruddah Kimo,
    • 1 reply
    • 2.5k views

  44. 1099R Code for return of contributions to DB plan

    By Guest KLM,
    • 0 replies
    • 916 views
    • Guest
    • Guest

  45. Life Insurance Proceeds

    By Randy Watson,
    • 6 replies
    • 1.6k views

  46. RMD - DB to DC and Off Calendar

    By Guest Twinky,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  47. early retirement distribution

    By Guest dereck@cpactuaries.com,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. RMD/Rollover Situation

    By BTH,
    • 1 reply
    • 2.1k views

  49. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1k views

  50. After-tax Employee Contributions and Pre-tax Benefits

    By J Simmons,
    • 3 replies
    • 2k views
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