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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,205 topics in this forum

  1. Participant Loan after Rehire

    By Susan S.,
    • 6 replies
    • 3k views

  2. In service dists after RMD

    By TPApril,
    • 1 reply
    • 1k views

  3. SSA Notification - deferred benefit

    By Karen McIver,
    • 2 replies
    • 1.7k views

  4. 1099R Correction

    By AmyETPA,
    • 6 replies
    • 2k views

  5. De minimis for auto forfeit instead of auto cash out

    By TPApril,
    • 0 replies
    • 859 views

  6. RMDs after death to parents(beneficiaries)

    By mefrancis1729,   
    • 4 replies
    • 1.9k views

  7. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 1.2k views

  8. RMD for an as-needed employee

    By Tom,
    • 2 replies
    • 1.5k views

  9. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 1.5k views

  10. Maximum Loan Limit - defies logic

    By Brenda Wren,
    • 9 replies
    • 5.7k views

  11. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 1.3k views

  12. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 2.4k views

  13. Should the different ways for a participant to get money be on the same claim form?

    By Peter Gulia,
    • 5 replies
    • 1.1k views
    • EBP
    • EBP

  14. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 944 views

  15. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 797 views

  16. Repayment of loan after termination of employee to avoid deemed distriution

    By rblum50,
    • 5 replies
    • 2.9k views

  17. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 4k views

  18. RMD was missed

    By Renee H,
    • 1 reply
    • 976 views

  19. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 2.5k views

  20. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 3.2k views

  21. Amendment to add loans and then amend to no longer allow it

    By pensionam,
    • 9 replies
    • 2.3k views

  22. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 2.2k views

  23. Is there any rollover that is not a rollover under any State’s tax law?

    By Peter Gulia,
    • 7 replies
    • 2.2k views

  24. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 2.5k views

  25. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 1.2k views

  26. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 825 views

  27. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 2.1k views

  28. Coronavirus distribution affecting current vesting on termination payout?!

    By pmacduff,
    • 2 replies
    • 854 views

  29. Employer Securities as part of in-plan Roth Rollovers

    By TD,
    • 4 replies
    • 2.4k views

  30. In-service Distribution In General

    By Basically,
    • 4 replies
    • 4k views

  31. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 21.1k views

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

    By BG5150,
    • 5 replies
    • 1.7k views

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

    By Peter Gulia,
    • 5 replies
    • 2.5k views

  34. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  36. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 5.3k views

  37. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 1.4k views

  38. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 2.1k views

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

    By Pammie57,
    • 4 replies
    • 2.2k views

  40. distribution to minor

    By AnnCK,
    • 3 replies
    • 1.3k views

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

    By MEP,   
    • 7 replies
    • 3.2k views

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

    By justanotheradmin,
    • 10 replies
    • 8.7k views

  43. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 9 replies
    • 4.6k views

  45. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 1.3k views

  46. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 1.5k views

  47. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 3.5k views

  48. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.9k views

  49. RMD for beneficiary of spouse of deceased participant

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

  50. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 1.7k views
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