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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. TEFRA 242(b) election

    By FundeK,
    • 1 reply
    • 1.4k views

  2. Annuity purchase to pay non spousal beneficiaries

    By Dan,
    • 1 reply
    • 1.3k views

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

    By Guest Guest99,
    • 12 replies
    • 4.5k views

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

    By SMB,
    • 1 reply
    • 1.4k views

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

    By FundeK,
    • 2 replies
    • 1.1k views

  6. Hardship w/d for medical expense

    By chris,
    • 1 reply
    • 2.9k views

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

    By smm,
    • 1 reply
    • 1.2k views

  8. Loan never defaulted, now wants new loan

    By Guest jvandyke,
    • 1 reply
    • 1.2k views

  9. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices,
    • 4 replies
    • 1.6k views

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

    By Guest MarthaAdmin,
    • 1 reply
    • 1.1k views

  11. Discouraging Loans

    By KoolLady4,
    • 7 replies
    • 1.6k views

  12. Defaulted Loan not reported

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

  13. Loan Fee

    By Guest tlc@cra,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  14. 100% withholding/missingparticipants

    By Guest jam10,
    • 10 replies
    • 2.9k views

  15. RMD Optional?

    By Guest M. Martin,
    • 1 reply
    • 1.2k views

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

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

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

    By JanetM,
    • 2 replies
    • 1.4k views

  18. Charging for distribution packages

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

  19. Minimum Required Distribution on After Tax Monies

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

  20. loans from DB plans

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

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

    By JanetM,
    • 0 replies
    • 1.6k views

  22. Distributions "in kind" of nonmarket assets

    By jkharvey,
    • 3 replies
    • 1.4k views

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

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

  24. Timing of Dsitribution Issue...

    By chris,
    • 0 replies
    • 1.1k views

  25. Spousal Consent exceptions?

    By Guest agordon,
    • 4 replies
    • 2.2k views

  26. Participant Loans and Involuntary Cash Out

    By Randy Watson,
    • 2 replies
    • 1.6k views

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

    By FundeK,
    • 4 replies
    • 1.7k views

  28. Loan default amount

    By Bird,
    • 4 replies
    • 1.7k views

  29. Rollover of after tax

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

  30. Distributions in a Small Medical Practice

    By DP,
    • 10 replies
    • 1.6k views

  31. loan admin fees

    By Santo Gold,
    • 2 replies
    • 1.1k views

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

    By eilano,
    • 2 replies
    • 1.4k views

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

    By Guest cjk,
    • 1 reply
    • 1.1k views

  34. Refinancing loans originally made for more than 5 years

    By kocak,
    • 0 replies
    • 1.1k views

  35. MRD for member of a control group

    By Guest sritts,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  36. 401(k) loan: participant defaults

    By k man,
    • 5 replies
    • 1.4k views

  37. State taxes

    By rcline46,
    • 4 replies
    • 1.4k views

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

    By Guest Lisha,
    • 8 replies
    • 2k views

  39. Safe Harbor suspension period

    By FundeK,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  40. 1099's/with holding not done on distributions.

    By Lori H,
    • 5 replies
    • 1.4k views

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

    By Kathy,
    • 3 replies
    • 1.5k views

  42. Forfeitures to reduce employer non-elective contribution

    By MarZDoates,
    • 1 reply
    • 2k views

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

    By MarZDoates,
    • 3 replies
    • 1.8k views

  44. Plan and Loan Note Conflict, Which Controls?

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

  45. Delegating Loan Administration -- Foolish?

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

  46. Plan Termination and Outstanding Loan

    By DP,
    • 7 replies
    • 1.7k views
    • Bird
    • Bird

  47. Loan calculator

    By SMB,
    • 1 reply
    • 1.7k views

  48. Eliminate QJSA as normal form under PSP?

    By Guest Kathleen Meagher,
    • 11 replies
    • 2.7k views

  49. Date of notary and participant's signature

    By FundeK,
    • 4 replies
    • 2.6k views

  50. 72(t) and QDRO

    By Guest KHayes,
    • 7 replies
    • 2.9k views
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