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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Loan for just one quater-is this OK

    By jane123,
    • 2 replies
    • 1.3k views
    • RCK
    • RCK

  2. 1099-R coding clarification

    By Guest dyoder,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  3. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  4. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski,
    • 3 replies
    • 1.4k views

  5. trust as beneficiary/death of participant before RBD

    By k man,
    • 4 replies
    • 1.7k views

  6. Hardship w/drawl question

    By Guest DeePA,
    • 9 replies
    • 2.7k views

  7. Rollovers of 'mandatory distributions'

    By Tom Poje,
    • 4 replies
    • 1.2k views

  8. Is IRC 414(k) still in effect?

    By Guest Carol the Writer,
    • 3 replies
    • 2.9k views

  9. Distribution timing - withdrawal date or check date?

    By Guest Emiman,
    • 10 replies
    • 2.8k views

  10. 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

  11. Are MRD elections still necessary

    By Guest crosseyedtester,
    • 2 replies
    • 1.1k views

  12. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan,
    • 1 reply
    • 1.2k views

  13. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 5 replies
    • 1.8k views

  14. Death Distribution to non-spouse beneficiary

    By Guest curmudgeon,
    • 4 replies
    • 1.5k views

  15. In-Service Distributions and Top Heavy Testing

    By Guest LHart,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  16. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser,
    • 3 replies
    • 1.2k views

  17. Mandatory rollovers under 2550.404a-2

    By Belgarath,
    • 5 replies
    • 1.7k views

  18. Distribution from IRA as a result of a divorce

    By Guest pete30075,
    • 5 replies
    • 1.9k views

  19. Historical Applicable Federal Rates

    By Guest TheBadger,
    • 2 replies
    • 2k views

  20. Modifying Loan Policy

    By Randy Watson,
    • 3 replies
    • 1.5k views

  21. RMDs not taken due to family attribution error

    By Guest ChopperPilot,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  22. Distribution -- Installment Payments

    By Archimage,
    • 5 replies
    • 1.5k views

  23. State withholding on minimum distributions

    By Guest terric,
    • 3 replies
    • 1.3k views

  24. Distribution of a Deemed distribution

    By Guest chris4013,
    • 1 reply
    • 1.4k views

  25. In service withdrawal for 72 year old?

    By Guest mpark,
    • 3 replies
    • 1.5k views

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

    By Guest 2stressed,
    • 1 reply
    • 1.1k views

  27. Interpretation of bene des

    By Bird,
    • 1 reply
    • 1.5k views

  28. 1099-R coding for death distributions

    By FundeK,
    • 5 replies
    • 2.3k views

  29. Timing of RBD due by 4/1/05

    By Guest mpark,
    • 2 replies
    • 1.1k views

  30. RMD, Plan Termination, Successor Employer

    By buckaroo,
    • 1 reply
    • 1.7k views

  31. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  32. life expectancy option irrevocable or changeable

    By jane123,
    • 8 replies
    • 1.6k views

  33. TEFRA 242(b) election

    By FundeK,
    • 1 reply
    • 1.3k views

  34. Annuity purchase to pay non spousal beneficiaries

    By Dan,
    • 1 reply
    • 1.2k views

  35. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99,
    • 12 replies
    • 4.2k views

  36. In-service withdrawal of employer contributions on account of hardship

    By SMB,
    • 1 reply
    • 1.3k views

  37. Installments payments via in-service for an active participant?

    By FundeK,
    • 2 replies
    • 1.1k views

  38. Hardship w/d for medical expense

    By chris,
    • 1 reply
    • 2.8k views

  39. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed

    By smm,
    • 1 reply
    • 1.1k views

  40. Loan never defaulted, now wants new loan

    By Guest jvandyke,
    • 1 reply
    • 1.1k views

  41. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices,
    • 4 replies
    • 1.5k views

  42. Status of loan when payments are withheld but not submitted

    By Guest MarthaAdmin,
    • 1 reply
    • 1k views

  43. Discouraging Loans

    By KoolLady4,
    • 7 replies
    • 1.5k views

  44. Defaulted Loan not reported

    By Guest MEWilson,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  45. Loan Fee

    By Guest tlc@cra,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  46. 100% withholding/missingparticipants

    By Guest jam10,
    • 10 replies
    • 2.7k views

  47. RMD Optional?

    By Guest M. Martin,
    • 1 reply
    • 1.1k views

  48. Any definite IRS authority on written amendment requirement for automatic rollover?

    By Guest LMalone,
    • 9 replies
    • 1.5k views
    • smm
    • smm

  49. the $5,000 limit - guess we can't ignore rollovers now

    By JanetM,
    • 2 replies
    • 1.3k views

  50. Charging for distribution packages

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