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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 1.8k views

  2. RMDs and Rehire

    By BTG,
    • 4 replies
    • 1.4k views

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

    By cheersmate,
    • 2 replies
    • 692 views

  4. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 1k views

  5. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 696 views

  6. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 721 views

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

    By BG5150,
    • 2 replies
    • 704 views

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

    By Tom,
    • 7 replies
    • 1.6k views

  9. Notice 2022-53

    By Bird,
    • 2 replies
    • 557 views

  10. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 642 views

  11. Distribution returned to plan

    By Basically,
    • 17 replies
    • 2.2k views

  12. 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

  13. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3k views

  14. Non-US beneficiary

    By Santo Gold,
    • 3 replies
    • 952 views

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

    By TPApril,
    • 7 replies
    • 950 views

  16. Plan loan and Hardship withdrawal

    By Ananda,
    • 7 replies
    • 1.6k views

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

    By Nate S,   
    • 2 replies
    • 543 views

  18. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 827 views

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

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

  20. Plan Loan and Change in Controlled Group status

    By PensionPro,
    • 3 replies
    • 507 views

  21. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 477 views

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

    By KMiller,
    • 4 replies
    • 770 views

  23. Hardship Distributions - Rely on Employee Certification?

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

  24. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 716 views

  25. How to enforce RMD requirements?

    By Carol V. Calhoun,
    • 9 replies
    • 1.4k views

  26. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1k views

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

    By jkharvey,
    • 5 replies
    • 1k views

  28. New York State Withholding

    By DPSRich,
    • 2 replies
    • 487 views

  29. RMD For Owner

    By DPSRich,
    • 2 replies
    • 576 views

  30. Death Benefit, how is it taxed?

    By Basically,
    • 7 replies
    • 1.4k views

  31. 401k piggy bank

    By TPApril,
    • 9 replies
    • 954 views

  32. 2022 RMD Waiver?

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

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

    By Basically,
    • 7 replies
    • 896 views

  34. Distribution Dilemma

    By bzorc,
    • 9 replies
    • 1k views

  35. RMD Needed?

    By Basically,
    • 12 replies
    • 908 views

  36. participant paid out twice

    By Santo Gold,
    • 5 replies
    • 1.2k views

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

    By TPApril,
    • 1 reply
    • 506 views

  38. Inservice Withdrawal After A Period Certain

    By Lucky32,
    • 7 replies
    • 887 views

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

    By Steamboat,
    • 11 replies
    • 1k views

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

    By MrsMacias,
    • 5 replies
    • 651 views

  41. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions,
    • 11 replies
    • 1.5k views

  42. Asset Sale, New Employer plan, Loan offset

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

  43. 401k plan beneficiary RMD

    By Santo Gold,
    • 0 replies
    • 281 views

  44. Loan from Unrelated Balance

    By Basically,
    • 3 replies
    • 519 views

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

    By K-t-F,
    • 11 replies
    • 2.5k views

  46. Deceased Participant RMD

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

  47. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 741 views

  48. Incorrect Corrective Distribution Amount

    By Vlad401k,
    • 1 reply
    • 483 views

  49. RMD... financial advisor did not withhold

    By Basically,
    • 2 replies
    • 470 views

  50. Loan offset question

    By BG5150,
    • 1 reply
    • 422 views
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