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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.3k views

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

    By pmacduff,
    • 2 replies
    • 490 views

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

    By TD,
    • 4 replies
    • 1.6k views

  4. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.5k views

  5. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 13.9k views

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

    By BG5150,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 5 replies
    • 2k views

  8. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 991 views

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

    By AlbanyConsultant,
    • 2 replies
    • 829 views

  10. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 3.7k views

  11. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 867 views

  12. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.4k views

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

    By Pammie57,
    • 4 replies
    • 1.2k views

  14. distribution to minor

    By AnnCK,
    • 3 replies
    • 828 views

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

    By MEP,   
    • 7 replies
    • 1.9k views

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

    By justanotheradmin,
    • 10 replies
    • 7.3k views

  17. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3.2k views

  19. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 953 views

  20. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 920 views

  21. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 2.5k views

  22. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.4k views

  23. RMD for beneficiary of spouse of deceased participant

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

  24. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 1.1k views

  25. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.8k views

  26. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 987 views

  27. senior moment

    By thepensionmaven,
    • 8 replies
    • 945 views

  28. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 448 views

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

    By Lauren3333,
    • 5 replies
    • 1.5k views

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

    By M Norton,   
    • 5 replies
    • 786 views

  31. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  32. 2nd Loan... have I been doing it wrong?

    By K-t-F,
    • 7 replies
    • 1.2k views

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

    By Barbara,
    • 4 replies
    • 707 views

  34. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 2.1k views

  35. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 373 views

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

    By BG5150,
    • 4 replies
    • 1.9k views

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

    By Peter Gulia,
    • 6 replies
    • 1.2k views

  38. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 774 views

  39. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 639 views

  40. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 449 views

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

    By Ananda,
    • 2 replies
    • 3.2k views

  42. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 2.4k views

  43. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.7k views

  44. 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
    • 757 views

  45. A Dumb Question

    By bzorc,
    • 3 replies
    • 703 views

  46. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 566 views

  47. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.2k views

  48. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 319 views

  49. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 856 views

  50. State withholding

    By Belgarath,
    • 4 replies
    • 796 views
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