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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,167 topics in this forum

  1. distribution to minor

    By AnnCK,
    • 3 replies
    • 648 views

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

    By MEP,   
    • 7 replies
    • 1.5k views

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

    By justanotheradmin,
    • 10 replies
    • 6.3k views

  4. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 9 replies
    • 2.9k views

  6. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 829 views

  7. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 769 views

  8. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 1.9k views

  9. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.1k views

  10. RMD for beneficiary of spouse of deceased participant

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

  11. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 827 views

  12. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.3k views

  13. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 857 views

  14. senior moment

    By thepensionmaven,
    • 8 replies
    • 801 views

  15. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 391 views

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

    By Lauren3333,
    • 5 replies
    • 1.2k views

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

    By M Norton,   
    • 5 replies
    • 647 views

  18. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  19. 2nd Loan... have I been doing it wrong?

    By K-t-F,
    • 7 replies
    • 993 views

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

    By Barbara,
    • 4 replies
    • 618 views

  21. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.5k views

  22. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 319 views

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

    By BG5150,
    • 4 replies
    • 1.8k views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

  25. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 702 views

  26. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 538 views

  27. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 393 views

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

    By Ananda,
    • 2 replies
    • 2.6k views

  29. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 1.8k views

  30. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.4k views

  31. 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
    • 654 views

  32. A Dumb Question

    By bzorc,
    • 3 replies
    • 645 views

  33. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 497 views

  34. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2k views

  35. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 271 views

  36. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 781 views

  37. State withholding

    By Belgarath,
    • 4 replies
    • 723 views

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

    By Peter Gulia,
    • 7 replies
    • 2k views

  39. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 905 views

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

    By Basically,
    • 1 reply
    • 502 views

  41. 945 Filing

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

  42. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.2k views

  43. In Service Distribution

    By Basically,
    • 1 reply
    • 438 views

  44. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 433 views

  45. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 1.7k views

  46. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1k views

  47. RMD for recently deceased & 1099-R/1-person plan

    By TPApril,
    • 4 replies
    • 1k views

  48. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4.1k views

  49. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 957 views

  50. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 1.6k views
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