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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. DB rollover

    By Guest EBC,
    • 1 reply
    • 1.6k views

  2. MRD to a rehired participant in pay status

    By Guest terric,
    • 1 reply
    • 2.9k views

  3. How Much Security for Loans -

    By namealreadyinuse,
    • 1 reply
    • 1.2k views

  4. RMD required?

    By Sully,
    • 1 reply
    • 1.2k views

  5. Payout prior to distribution date

    By eilano,
    • 1 reply
    • 1.4k views

  6. crossing the line re "advice"?

    By AlbanyConsultant,
    • 1 reply
    • 3.2k views

  7. Covid distribution if SPOUSE gets laid off

    By Belgarath,
    • 1 reply
    • 514 views

  8. Mailing Rollover Checks to Participants?

    By Spencer,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  9. loan

    By Guest greggi39,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  10. Amending Plan to Loan Acceleration Upon Termination of Employment

    By Guest aciepluch,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  11. severance vs termination from service/employment

    By Guest bobolink,
    • 1 reply
    • 3.1k views

  12. Proof for restricted loans???

    By heygents,
    • 1 reply
    • 863 views

  13. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 834 views

  14. Spousal Consent for Participant Loan

    By Guest Jane Freeman,
    • 1 reply
    • 1.5k views

  15. Automatic Rollovers

    By Kevin01,
    • 1 reply
    • 1.5k views

  16. Tax Withholding from payment to deceased's estate

    By flosfur,
    • 1 reply
    • 1.3k views

  17. Required Minimum Distribution (70 1/2)

    By Guest Mindy,
    • 1 reply
    • 1.2k views

  18. Ira To 403(b) Rollover After Age 70 1/2

    By Guest JBeck,
    • 1 reply
    • 2k views

  19. Assignment of Pension Benefits

    By Guest jac,
    • 1 reply
    • 2.7k views

  20. Hardship Withdrawals and Loans

    By Guest farmington,
    • 1 reply
    • 1.8k views

  21. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision

    By namealreadyinuse,
    • 1 reply
    • 1.6k views
    • Dan
    • Dan

  22. Vesting change between payouts

    By Guest Jennyb473,
    • 1 reply
    • 1k views

  23. Sub-S Corp & loan

    By alexa,
    • 1 reply
    • 1.1k views

  24. How to proceed when distributions taken but not allowed

    By Guest FLALADY,
    • 1 reply
    • 1.3k views

  25. Direct rollover for non-active participant?

    By david rigby,
    • 1 reply
    • 714 views

  26. eviction prevention hardship

    By 401_noob,
    • 1 reply
    • 745 views

  27. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris,
    • 1 reply
    • 1.6k views

  28. Tax Withholding on ADP refund

    By Bruddah Kimo,
    • 1 reply
    • 2.5k views

  29. Loan Default and Correction

    By cs771,
    • 1 reply
    • 1k views

  30. 72(p) Cure Period After Leave of absence

    By Guest dms9999,
    • 1 reply
    • 1.2k views

  31. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 517 views

  32. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  33. Forced payouts under $ 1,000.

    By Guest jetfaninmn,
    • 1 reply
    • 1.3k views

  34. Hardship taken after other distibs & loans

    By BG5150,
    • 1 reply
    • 939 views

  35. Defaulted loan Still on the Books

    By thepensionmaven,
    • 1 reply
    • 450 views

  36. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1.1k views

  37. distribution from related employer

    By Golgi,
    • 1 reply
    • 938 views

  38. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.3k views

  39. Aggregation of Qualified Plan and IRA for RMD purposes?

    By Guest dory,
    • 1 reply
    • 1.3k views

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

    By smm,
    • 1 reply
    • 1.1k views

  41. Distribution of employer stock and 10-year averaging

    By Guest Steve Palmer,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  42. MRD - 1099R for 2002 or 2003?

    By Guest RONNIE WASEL,
    • 1 reply
    • 1k views

  43. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)?

    By katieinny,
    • 1 reply
    • 1.2k views

  44. Changing distribution election due to check not being cashed

    By Guest bmurphy,
    • 1 reply
    • 1.3k views

  45. Distribution Made Prior to Document Payout Date

    By Guest LCOLLINS,
    • 1 reply
    • 1.2k views

  46. RMD

    By Nassau,
    • 1 reply
    • 1.3k views

  47. Hardship w/d for medical expense

    By chris,
    • 1 reply
    • 2.8k views

  48. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 478 views

  49. Correcting an old defaulted loan

    By John A,
    • 1 reply
    • 1.4k views

  50. Notification onus

    By Guest STLGiant,
    • 1 reply
    • 1.6k views
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