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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 775 views

  2. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 943 views

  3. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia,
    • 1 reply
    • 375 views

  4. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 1.8k views

  5. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.5k views

  6. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

    By cheersmate,
    • 2 replies
    • 717 views

  7. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1.1k views

  8. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 768 views

  9. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 754 views

  10. Termed w/ Loan, took funds, now rehired

    By BG5150,
    • 2 replies
    • 726 views

  11. Mandatory Force-out for <$5,000 and attained NRA.

    By Tom,
    • 7 replies
    • 1.7k views

  12. Notice 2022-53

    By Bird,
    • 2 replies
    • 577 views

  13. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 670 views

  14. Distribution returned to plan

    By Basically,
    • 17 replies
    • 2.4k views

  15. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

  16. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3.3k views

  17. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 1k views

  18. Lump Sum then rolled over w/in 60 days - 1099-R

    By TPApril,
    • 7 replies
    • 1k views

  19. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 1.7k views

  20. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S,   
    • 2 replies
    • 569 views

  21. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 845 views

  22. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am,
    • 1 reply
    • 447 views

  23. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 528 views

  24. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 495 views

  25. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller,
    • 4 replies
    • 813 views

  26. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am,
    • 2 replies
    • 657 views

  27. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 731 views

  28. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 1.6k views

  29. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1.1k views

  30. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey,
    • 5 replies
    • 1.1k views

  31. New York State Withholding

    By DPSRich,
    • 2 replies
    • 508 views

  32. RMD For Owner

    By DPSRich,
    • 2 replies
    • 609 views

  33. Death Benefit, how is it taxed?

    By Basically,
    • 7 replies
    • 1.6k views

  34. 401k piggy bank

    By TPApril,
    • 9 replies
    • 993 views

  35. 2022 RMD Waiver?

    By R.J. Gage,
    • 6 replies
    • 1.2k views

  36. Vesting, what happens if a participant is given 100% by mistake?

    By Basically,
    • 7 replies
    • 930 views

  37. Distribution Dilemma

    By bzorc,
    • 9 replies
    • 1k views

  38. RMD Needed?

    By Basically,
    • 12 replies
    • 939 views

  39. participant paid out twice

    By Santo Gold,
    • 5 replies
    • 1.3k views

  40. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril,
    • 1 reply
    • 535 views

  41. Inservice Withdrawal After A Period Certain

    By Lucky32,
    • 7 replies
    • 930 views

  42. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

    By Steamboat,
    • 11 replies
    • 1.1k views

  43. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias,
    • 5 replies
    • 670 views

  44. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions,
    • 11 replies
    • 1.6k views

  45. Asset Sale, New Employer plan, Loan offset

    By K-t-F,
    • 15 replies
    • 1.1k views

  46. 401k plan beneficiary RMD

    By Santo Gold,
    • 0 replies
    • 292 views

  47. Loan from Unrelated Balance

    By Basically,
    • 3 replies
    • 545 views

  48. Beneficiary... can someone waive their right?

    By K-t-F,
    • 11 replies
    • 2.7k views

  49. Deceased Participant RMD

    By K-t-F,
    • 4 replies
    • 735 views

  50. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 773 views
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