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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. Loan never defaulted, now wants new loan

    By Guest jvandyke,
    • 1 reply
    • 1.1k views

  2. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices,
    • 4 replies
    • 1.5k views

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

    By Guest MarthaAdmin,
    • 1 reply
    • 1k views

  4. Discouraging Loans

    By KoolLady4,
    • 7 replies
    • 1.5k views

  5. Defaulted Loan not reported

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

  6. Loan Fee

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

  7. 100% withholding/missingparticipants

    By Guest jam10,
    • 10 replies
    • 2.8k views

  8. RMD Optional?

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

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

    By Guest LMalone,
    • 9 replies
    • 1.6k views
    • smm
    • smm

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

    By JanetM,
    • 2 replies
    • 1.3k views

  11. Charging for distribution packages

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

  12. Minimum Required Distribution on After Tax Monies

    By Guest terric,
    • 1 reply
    • 1.1k views
    • MGB
    • MGB

  13. loans from DB plans

    By k man,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  14. involuntary cash outs - new rules - looking for input

    By JanetM,
    • 0 replies
    • 1.5k views

  15. Distributions "in kind" of nonmarket assets

    By jkharvey,
    • 3 replies
    • 1.3k views

  16. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

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

  17. Timing of Dsitribution Issue...

    By chris,
    • 0 replies
    • 1k views

  18. Spousal Consent exceptions?

    By Guest agordon,
    • 4 replies
    • 2.1k views

  19. Participant Loans and Involuntary Cash Out

    By Randy Watson,
    • 2 replies
    • 1.5k views

  20. Accepting loan payoff for a loan that should have been offset.

    By FundeK,
    • 4 replies
    • 1.6k views

  21. Loan default amount

    By Bird,
    • 4 replies
    • 1.6k views

  22. Rollover of after tax

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

  23. Distributions in a Small Medical Practice

    By DP,
    • 10 replies
    • 1.5k views

  24. loan admin fees

    By Santo Gold,
    • 2 replies
    • 1.1k views

  25. loan payments made through payroll deduction but employer failed to send payments to trust account

    By eilano,
    • 2 replies
    • 1.4k views

  26. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans

    By Guest cjk,
    • 1 reply
    • 1k views

  27. Refinancing loans originally made for more than 5 years

    By kocak,
    • 0 replies
    • 981 views

  28. MRD for member of a control group

    By Guest sritts,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  29. 401(k) loan: participant defaults

    By k man,
    • 5 replies
    • 1.3k views

  30. State taxes

    By rcline46,
    • 4 replies
    • 1.3k views

  31. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R?

    By Guest Lisha,
    • 8 replies
    • 1.9k views

  32. Safe Harbor suspension period

    By FundeK,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  33. 1099's/with holding not done on distributions.

    By Lori H,
    • 5 replies
    • 1.3k views

  34. How to distribute deceased part's acct. to beneficiary in BWI

    By Kathy,
    • 3 replies
    • 1.4k views

  35. Forfeitures to reduce employer non-elective contribution

    By MarZDoates,
    • 1 reply
    • 1.9k views

  36. Disregarding rollover in determining < $5,000 balance for forced payout.

    By MarZDoates,
    • 3 replies
    • 1.7k views

  37. Plan and Loan Note Conflict, Which Controls?

    By Alf,
    • 4 replies
    • 1.2k views
    • Alf
    • Alf

  38. Delegating Loan Administration -- Foolish?

    By sloble@crowleyfleck.com,
    • 1 reply
    • 1.1k views

  39. Plan Termination and Outstanding Loan

    By DP,
    • 7 replies
    • 1.6k views
    • Bird
    • Bird

  40. Loan calculator

    By SMB,
    • 1 reply
    • 1.7k views

  41. Eliminate QJSA as normal form under PSP?

    By Guest Kathleen Meagher,
    • 11 replies
    • 2.5k views

  42. Date of notary and participant's signature

    By FundeK,
    • 4 replies
    • 2.5k views

  43. 72(t) and QDRO

    By Guest KHayes,
    • 7 replies
    • 2.8k views

  44. Possible stolen identity and conflicting claims

    By Medusa,
    • 25 replies
    • 4.5k views

  45. loan default to satisfy RMD

    By Guest terric,
    • 4 replies
    • 4k views

  46. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period?

    By R. Butler,
    • 20 replies
    • 3.5k views

  47. Spouse of deceased participant wants to defer distribution to contingent beneficiary

    By eilano,
    • 10 replies
    • 2.5k views

  48. hardship and natural disaster

    By Guest quinn the car fixer,
    • 6 replies
    • 1.4k views

  49. Legal Address for 30% withholding

    By rcline46,
    • 2 replies
    • 1.3k views

  50. Plan Loan for Construction of House

    By chris,
    • 13 replies
    • 4.8k views
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