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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.3k views

  2. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 12.8k views

  3. Participant now in eligible class, can they take a loan?

    By BG5150,
    • 5 replies
    • 1.2k views

  4. Do you require that a beneficiary designation be ink-on-paper?

    By Peter Gulia,
    • 5 replies
    • 1.9k views

  5. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 952 views

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

    By AlbanyConsultant,
    • 2 replies
    • 810 views

  7. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 3.6k views

  8. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 837 views

  9. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.4k views

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

    By Pammie57,
    • 4 replies
    • 1.1k views

  11. distribution to minor

    By AnnCK,
    • 3 replies
    • 783 views

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

    By MEP,   
    • 7 replies
    • 1.8k views

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

    By justanotheradmin,
    • 10 replies
    • 7.1k views

  14. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3.1k views

  16. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 924 views

  17. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 883 views

  18. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 2.4k views

  19. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.3k views

  20. RMD for beneficiary of spouse of deceased participant

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

  21. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 1k views

  22. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.6k views

  23. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 949 views

  24. senior moment

    By thepensionmaven,
    • 8 replies
    • 878 views

  25. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 437 views

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

    By Lauren3333,
    • 5 replies
    • 1.4k views

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

    By M Norton,   
    • 5 replies
    • 747 views

  28. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  29. 2nd Loan... have I been doing it wrong?

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

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

    By Barbara,
    • 4 replies
    • 677 views

  31. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.9k views

  32. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 359 views

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

    By BG5150,
    • 4 replies
    • 1.8k views

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

    By Peter Gulia,
    • 6 replies
    • 1.2k views

  35. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 753 views

  36. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 621 views

  37. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 434 views

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

    By Ananda,
    • 2 replies
    • 3k views

  39. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 2.3k views

  40. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.6k views

  41. 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
    • 711 views

  42. A Dumb Question

    By bzorc,
    • 3 replies
    • 689 views

  43. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 546 views

  44. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.2k views

  45. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 307 views

  46. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 831 views

  47. State withholding

    By Belgarath,
    • 4 replies
    • 779 views

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

    By Peter Gulia,
    • 7 replies
    • 3k views

  49. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 1k views

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

    By Basically,
    • 1 reply
    • 560 views
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