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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

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

    By MEP,   
    • 7 replies
    • 1.7k views

  2. distribution to minor

    By AnnCK,
    • 3 replies
    • 708 views

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

    By justanotheradmin,
    • 10 replies
    • 6.7k views

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

    By AlbanyConsultant,
    • 9 replies
    • 3k views

  5. hardship distribution question

    By BG5150,
    • 8 replies
    • 1.1k views

  6. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 829 views

  7. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 2.2k views

  8. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 864 views

  9. RMD for beneficiary of spouse of deceased participant

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

  10. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.3k views

  11. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 907 views

  12. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.5k views

  13. senior moment

    By thepensionmaven,
    • 8 replies
    • 840 views

  14. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 415 views

  15. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.9k views

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

    By M Norton,   
    • 5 replies
    • 708 views

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

    By Lauren3333,
    • 5 replies
    • 1.3k views

  18. 2nd Loan... have I been doing it wrong?

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

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

    By Barbara,
    • 4 replies
    • 654 views

  20. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.6k views

  21. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 933 views

  22. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  23. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 343 views

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

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  25. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 729 views

  26. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 583 views

  27. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 417 views

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

    By Ananda,
    • 2 replies
    • 2.8k views

  29. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 2.1k views

  30. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.5k views

  31. A Dumb Question

    By bzorc,
    • 3 replies
    • 669 views

  32. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 530 views

  33. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 295 views

  34. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2.1k views

  35. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 810 views

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

    By Basically,
    • 1 reply
    • 540 views

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

    By Peter Gulia,
    • 7 replies
    • 2.4k views

  38. State withholding

    By Belgarath,
    • 4 replies
    • 762 views

  39. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 968 views

  40. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 437 views
    • Tom
    • Tom

  41. In Service Distribution

    By Basically,
    • 1 reply
    • 454 views

  42. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.3k views

  43. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 476 views

  44. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1.1k views

  45. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1k views

  46. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4.5k views

  47. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 1.8k views

  48. 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
    • 679 views

  49. Write off of small balances

    By Tom,
    • 1 reply
    • 491 views
    • Bri
    • Bri

  50. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 774 views
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