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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Required minimum distribution/installment payments

    By pmacduff,
    • 1 reply
    • 1.3k views

  2. Rollover to a Roth IRA

    By Guest jetfaninmn,
    • 2 replies
    • 1.3k views

  3. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM,
    • 0 replies
    • 1.3k views
    • SRM
    • SRM

  4. How to proceed when distributions taken but not allowed

    By Guest FLALADY,
    • 1 reply
    • 1.3k views

  5. interpleader

    By Guest b2kates,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  6. Loan Offsets and Cashouts

    By Guest Rosalind,
    • 1 reply
    • 1.3k views

  7. Distribution to participant who died

    By wvbeachgirl,
    • 2 replies
    • 1.3k views

  8. Maximum Loan Amount

    By jane123,
    • 3 replies
    • 1.3k views

  9. Loan Repayments

    By Guest lhinson,
    • 2 replies
    • 1.3k views

  10. Special income allocations for distribution pay outs

    By Guest Laurie Harmon,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  11. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.3k views

  12. terminated participant with loan

    By thepensionmaven,
    • 1 reply
    • 1.3k views

  13. Bankruptcy, loan payments and contributions

    By RCK,
    • 4 replies
    • 1.3k views
    • RCK
    • RCK

  14. How to distribute vested benefits to illegal aliens?

    By JDuns,
    • 1 reply
    • 1.3k views

  15. RRSP Plans

    By Guest sheilamarie,
    • 1 reply
    • 1.3k views

  16. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  17. Can a loan be issued for more than 50% of account balance?

    By BG5150,
    • 5 replies
    • 1.3k views
    • Guest
    • Guest

  18. Loan Interest Rates

    By FundeK,
    • 2 replies
    • 1.3k views

  19. Roth Ira Distributions

    By Guest APPPRO,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  20. Definition of Employer in 402(e)(4)

    By Guest newtobenefits,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  21. Gain on excess annual additions

    By Guest ktyler,
    • 1 reply
    • 1.3k views

  22. Withholding on distribution to Estate

    By dmwe,
    • 1 reply
    • 1.3k views

  23. Disability Distribution - Non-Taxable Scenario?

    By TCWalker,
    • 0 replies
    • 1.3k views

  24. Age 65 Distributions - 401(a)(14)

    By Guest Kiki,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  25. Changing the terms of the loan policy

    By Guest anne1,
    • 1 reply
    • 1.3k views

  26. Distribution of contributions deposited after account balance is distributed.

    By Guest mmc,
    • 1 reply
    • 1.3k views

  27. RMD and Life Insurance Investment

    By RPP2001,
    • 1 reply
    • 1.3k views

  28. Rollover of plan account when RMD is due

    By Santo Gold,
    • 3 replies
    • 1.2k views

  29. Accidental RMD

    By Guest Hank_155,
    • 4 replies
    • 1.2k views

  30. State taxes

    By rcline46,
    • 4 replies
    • 1.2k views

  31. Where to find settled cases?

    By FundeK,
    • 2 replies
    • 1.2k views

  32. Do Employer Contribution Accounts have to be separate?

    By Guest sarasf,
    • 1 reply
    • 1.2k views

  33. Missing Participants and State Law

    By Susan S.,
    • 2 replies
    • 1.2k views

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

    By Lauren3333,
    • 5 replies
    • 1.2k views

  35. Is this really a "Distribution", requiring a 1099?

    By Guest Happy Actuary,
    • 3 replies
    • 1.2k views

  36. Tracking Payments to Retired Participants.

    By Guest,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  37. Roth 401(k) Distributions -- When are earnings tax free?

    By Jean,
    • 0 replies
    • 1.2k views

  38. Withholding for beneficiary

    By ombskid,
    • 4 replies
    • 1.2k views

  39. Refinanced participant loan

    By Guest Pat Metallic,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  40. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen,
    • 2 replies
    • 1.2k views

  41. Loan Availability after Messy Loan Transactions

    By TPApril,
    • 2 replies
    • 1.2k views

  42. QJSA exception for PS balances

    By Fred Payne,
    • 0 replies
    • 1.2k views

  43. What code to use for a qualified hurricane distribution?

    By Vlad401k,
    • 3 replies
    • 1.2k views

  44. Repayment of Hardship money allowed?

    By Guest m.n.ouellette,
    • 1 reply
    • 1.2k views

  45. employee transfer

    By Guest MNR,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  46. 72(p) Cure Period After Leave of absence

    By Guest dms9999,
    • 1 reply
    • 1.2k views

  47. Non-Resident Alien Distribution

    By Nassau,
    • 1 reply
    • 1.2k views

  48. Plan Termination Distribution

    By Guest Kevin1,
    • 2 replies
    • 1.2k views

  49. In-service dist. from money p.plan

    By Guest Keenan,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  50. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.2k views
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