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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 1.1k views

  2. Pay back defaulted loan before new one?

    By BG5150,
    • 3 replies
    • 2.1k views

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

    By Peter Gulia,
    • 5 replies
    • 915 views
    • EBP
    • EBP

  4. Is an RMD applicable?

    By Connor,
    • 2 replies
    • 691 views

  5. installment payments from pooled DC Plan - beneficiary

    By pmacduff,
    • 0 replies
    • 628 views

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

    By rblum50,
    • 5 replies
    • 2.6k views

  7. Beneficiary changed before marriage

    By Josh,
    • 9 replies
    • 3.5k views

  8. RMD was missed

    By Renee H,
    • 1 reply
    • 806 views

  9. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 2k views

  10. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 2.6k views

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

    By pensionam,
    • 9 replies
    • 1.9k views

  12. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.7k views

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

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  14. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 2k views

  15. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 938 views

  16. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 640 views

  17. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.5k views

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

    By pmacduff,
    • 2 replies
    • 580 views

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

    By TD,
    • 4 replies
    • 2.1k views

  20. In-service Distribution In General

    By Basically,
    • 4 replies
    • 3.5k views

  21. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 18.8k views

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

    By BG5150,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 5 replies
    • 2.2k views

  24. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 937 views

  26. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 4.6k views

  27. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 1.1k views

  28. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.7k views

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

    By Pammie57,
    • 4 replies
    • 1.7k views

  30. distribution to minor

    By AnnCK,
    • 3 replies
    • 1.1k views

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

    By MEP,   
    • 7 replies
    • 2.5k views

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

    By justanotheradmin,
    • 10 replies
    • 8k views

  33. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3.8k views

  35. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 1.1k views

  36. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 1.1k views

  37. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 3k views

  38. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.6k views

  39. RMD for beneficiary of spouse of deceased participant

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

  40. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 1.3k views

  41. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 2.4k views

  42. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 1.1k views

  43. senior moment

    By thepensionmaven,
    • 8 replies
    • 1.1k views

  44. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 527 views

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

    By Lauren3333,
    • 5 replies
    • 1.8k views

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

    By M Norton,   
    • 5 replies
    • 968 views

  47. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  48. 2nd Loan... have I been doing it wrong?

    By Basically,
    • 7 replies
    • 1.5k views

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

    By Barbara,
    • 4 replies
    • 859 views

  50. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 3.2k views
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