Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. RMD was missed

    By Renee H,
    • 1 reply
    • 763 views

  2. Payout of Terminated and now Deceased Participant

    By Basically,
    • 8 replies
    • 1.8k views

  3. participant loan interest rate

    By Santo Gold,
    • 15 replies
    • 2.1k views

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

    By pensionam,
    • 9 replies
    • 1.7k views

  5. Distribution in the mail and employer rehired employee

    By Kansas401k,   
    • 9 replies
    • 1.5k views

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

    By Peter Gulia,
    • 7 replies
    • 1.7k views

  7. Life insurance policy distribution

    By Santo Gold,
    • 10 replies
    • 1.7k views

  8. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 804 views

  9. Delinquent Loan not defaulted

    By Tom,
    • 1 reply
    • 578 views

  10. SECURE 2.0 overpayments

    By WCC,
    • 6 replies
    • 1.4k views

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

    By pmacduff,
    • 2 replies
    • 522 views

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

    By TD,
    • 4 replies
    • 1.8k views

  13. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.8k views

  14. 59 1/2 - When exactly?

    By Lou S.,
    • 17 replies
    • 15.9k views

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

    By BG5150,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 5 replies
    • 2.1k views

  17. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 866 views

  19. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 4k views

  20. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 917 views

  21. Loans allowed only for hardship

    By Belgarath,
    • 4 replies
    • 1.5k views

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

    By Pammie57,
    • 4 replies
    • 1.4k views

  23. distribution to minor

    By AnnCK,
    • 3 replies
    • 906 views

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

    By MEP,   
    • 7 replies
    • 2.2k views

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

    By justanotheradmin,
    • 10 replies
    • 7.6k views

  26. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3.4k views

  28. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 1k views

  29. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 975 views

  30. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 2.7k views

  31. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.4k views

  32. RMD for beneficiary of spouse of deceased participant

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

  33. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 1.2k views

  34. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 2k views

  35. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 1k views

  36. senior moment

    By thepensionmaven,
    • 8 replies
    • 993 views

  37. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 470 views

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

    By Lauren3333,
    • 5 replies
    • 1.6k views

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

    By M Norton,   
    • 5 replies
    • 844 views

  40. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  41. 2nd Loan... have I been doing it wrong?

    By K-t-F,
    • 7 replies
    • 1.3k views

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

    By Barbara,
    • 4 replies
    • 750 views

  43. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 2.5k views

  44. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 409 views

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

    By BG5150,
    • 4 replies
    • 1.9k views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

  47. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 809 views

  48. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 675 views

  49. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 474 views

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

    By Ananda,
    • 2 replies
    • 3.4k views
×
×
  • Create New...