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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. When does a Beneficiary need take their money from a 401(k) after thei

    By Guest TWR,
    • 2 replies
    • 2k views

  2. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 813 views

  3. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia,
    • 2 replies
    • 854 views

  4. RMD plan terminated

    By 52626,
    • 2 replies
    • 982 views

  5. nontaxable portion of distribution

    By Guest KennyH,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  6. Inservice Distribution

    By Pammie57,
    • 2 replies
    • 918 views

  7. Can voluntary after-tax money be used for 401(k) loan?

    By Guest Heather,
    • 2 replies
    • 1.7k views

  8. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman,
    • 2 replies
    • 1.4k views

  9. Hardships from sources other than salary deferral

    By Guest ewhitmore,
    • 2 replies
    • 994 views

  10. RMD for terminated participant who has rolled over her funds to an IRA

    By Pammie57,
    • 2 replies
    • 584 views

  11. Can you stop Required Minimum payments?

    By FundeK,
    • 2 replies
    • 1.8k views

  12. Tax consequences of pre-retirement death benefits.

    By jlf,
    • 1 reply
    • 1.8k views

  13. Withholding taken but...

    By Guest M.L. Martin,
    • 1 reply
    • 1.5k views
    • RCK
    • RCK

  14. Loan calculator

    By SMB,
    • 1 reply
    • 1.6k views

  15. Loan Refinance of Primary Residence

    By Guest frosty,
    • 1 reply
    • 1.1k views

  16. Required Beginning Date

    By Lori H,
    • 1 reply
    • 1k views

  17. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 629 views

  18. INSERVICE w/Drawal-Protected benefit?

    By Guest DeePA,
    • 1 reply
    • 1.5k views

  19. Loan Reamortization

    By Guest 401KBeacon,
    • 1 reply
    • 1k views

  20. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150,
    • 1 reply
    • 935 views

  21. in-kind/in-service distribution under 59.5

    By TPApril,
    • 1 reply
    • 699 views

  22. re-amortize loan before default

    By WCC,
    • 1 reply
    • 730 views

  23. Anti-cutback rule

    By Guest ALittleHelpNeeded,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  24. Distributions paid from wrong plan

    By Guest tdouglas@integrabc.com,
    • 1 reply
    • 867 views

  25. Wrong interest rate applied to 401(k)k loan.

    By KIP KRAUS,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  26. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 774 views

  27. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  28. Loan amortized incorrectly

    By JKW,
    • 1 reply
    • 1k views

  29. In Service Non-hardship Withdrawals

    By Guest Richard7123,
    • 1 reply
    • 1.5k views

  30. Distribution Code 2 - reported on 1099-R

    By Jilliandiz,
    • 1 reply
    • 16.7k views

  31. When to start repaying a loan

    By Santo Gold,
    • 1 reply
    • 1.1k views

  32. pension

    By Guest emmala,
    • 1 reply
    • 1.1k views

  33. Revoking a TEFRA 242(b) election

    By TPATC,
    • 1 reply
    • 1.3k views

  34. HCE attribution and RMD

    By Guest wlank,
    • 1 reply
    • 1.7k views

  35. Deemed loan - 1099 Question

    By FundeK,
    • 1 reply
    • 3.1k views

  36. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit

    By Guest 2stressed,
    • 1 reply
    • 1k views

  37. Rollover Distribution to an IRA

    By betheeg,
    • 1 reply
    • 1.3k views
    • jevd
    • jevd

  38. Late required minimum distribution

    By Guest jc1457,
    • 1 reply
    • 1.7k views

  39. Delay in distribution of my retirement plan. What to do?

    By Guest mmcarp,
    • 1 reply
    • 1.8k views

  40. retiree lump sum

    By Guest JBY,
    • 1 reply
    • 903 views

  41. Loan Interest Rates

    By Jilliandiz,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. Mother a primary beneficiary for hardship

    By Guest Holly Foster,
    • 1 reply
    • 1k views

  43. Educational Hardship for Student Loan

    By bdeancpa,   
    • 1 reply
    • 1.6k views

  44. Estate of deceased employee as default death beneficiary

    By J Simmons,
    • 1 reply
    • 1k views
    • GMK
    • GMK

  45. RMD in the year of death

    By K2retire,
    • 1 reply
    • 614 views

  46. Computation of minimum distribution period.

    By Guest datalife,
    • 1 reply
    • 1.6k views

  47. 401k Hardship Distribution

    By Guest run_n_fool,
    • 1 reply
    • 2k views

  48. Disclaimer of Benefits

    By Guest TroyRiley,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. Loan Processed Twice

    By Guest jolson,
    • 1 reply
    • 846 views

  50. Who gets the QJSA Survivor Benefits after Benefit Commencement: Spous

    By Guest RW,
    • 1 reply
    • 1.4k views
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