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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. 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

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

    By justanotheradmin,
    • 10 replies
    • 6.2k views

  3. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 9 replies
    • 2.9k views

  5. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 823 views

  6. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 762 views

  7. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 1.9k views

  8. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.1k views

  9. RMD for beneficiary of spouse of deceased participant

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

  10. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 808 views

  11. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.3k views

  12. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 846 views

  13. senior moment

    By thepensionmaven,
    • 8 replies
    • 794 views

  14. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 388 views

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

    By Lauren3333,
    • 5 replies
    • 1.2k views

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

    By M Norton,   
    • 5 replies
    • 628 views

  17. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  18. 2nd Loan... have I been doing it wrong?

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

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

    By Barbara,
    • 4 replies
    • 611 views

  20. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.4k views

  21. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 313 views

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

    By BG5150,
    • 4 replies
    • 1.8k views

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

    By Peter Gulia,
    • 6 replies
    • 985 views

  24. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 697 views

  25. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 513 views

  26. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 388 views

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

    By Ananda,
    • 2 replies
    • 2.6k views

  28. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 1.7k views

  29. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.4k views

  30. 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
    • 647 views

  31. A Dumb Question

    By bzorc,
    • 3 replies
    • 638 views

  32. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 491 views

  33. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2k views

  34. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 268 views

  35. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 765 views

  36. State withholding

    By Belgarath,
    • 4 replies
    • 715 views

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

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  38. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 888 views

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

    By Basically,
    • 1 reply
    • 490 views

  40. 945 Filing

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

  41. RMD Rolled Over

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

  42. In Service Distribution

    By Basically,
    • 1 reply
    • 434 views

  43. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 424 views

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

    By BG5150,
    • 7 replies
    • 1.6k views

  45. Distribution elections over the phone?

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

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

    By TPApril,
    • 4 replies
    • 1k views

  47. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4k views

  48. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 936 views

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

    By Luke Bailey,
    • 13 replies
    • 1.6k views

  50. Write off of small balances

    By Tom,
    • 1 reply
    • 470 views
    • Bri
    • Bri
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