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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

  1. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 922 views

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

    By AlbanyConsultant,
    • 2 replies
    • 784 views

  3. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 3.4k views

  4. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 801 views

  5. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.3k views

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

    By Pammie57,
    • 4 replies
    • 1k views

  7. distribution to minor

    By AnnCK,
    • 3 replies
    • 737 views

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

    By MEP,   
    • 7 replies
    • 1.7k views

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

    By justanotheradmin,
    • 10 replies
    • 7k views

  10. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3.1k views

  12. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 873 views

  13. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 839 views

  14. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 2.3k views

  15. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.3k views

  16. RMD for beneficiary of spouse of deceased participant

    By TPApril,
    • 1 reply
    • 524 views
    • EBP
    • EBP

  17. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 971 views

  18. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.6k views

  19. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 918 views

  20. senior moment

    By thepensionmaven,
    • 8 replies
    • 849 views

  21. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 423 views

  22. Form W-4R for distributions under $200

    By Lauren3333,
    • 5 replies
    • 1.3k views

  23. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton,   
    • 5 replies
    • 718 views

  24. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured,
    • 8 replies
    • 818 views
    • Tom
    • Tom

  25. 2nd Loan... have I been doing it wrong?

    By K-t-F,
    • 7 replies
    • 1.1k views

  26. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara,
    • 4 replies
    • 657 views

  27. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.8k views

  28. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 346 views

  29. W-4P or W-4R for RMDs?

    By BG5150,
    • 4 replies
    • 1.8k views

  30. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  31. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 736 views

  32. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 595 views

  33. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 423 views

  34. RMD Withholding Form W-4R or W-4P

    By Ananda,
    • 2 replies
    • 2.9k views

  35. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 2.2k views

  36. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.6k views

  37. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 686 views

  38. A Dumb Question

    By bzorc,
    • 3 replies
    • 673 views

  39. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 537 views

  40. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.1k views

  41. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 296 views

  42. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 816 views

  43. State withholding

    By Belgarath,
    • 4 replies
    • 766 views

  44. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia,
    • 7 replies
    • 2.7k views

  45. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 985 views

  46. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 544 views

  47. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 444 views
    • Tom
    • Tom

  48. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.4k views

  49. In Service Distribution

    By Basically,
    • 1 reply
    • 459 views

  50. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 480 views
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