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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Hardship for Acquiring Primary Residence

    By J Simmons,
    • 2 replies
    • 1.2k views

  2. 2004 W4-P

    By Guest ArrowMatt,
    • 2 replies
    • 1.2k views

  3. no rollover allowed out of plans?

    By Santo Gold,
    • 1 reply
    • 1.2k views

  4. Rollovers of 'mandatory distributions'

    By Tom Poje,
    • 4 replies
    • 1.2k views

  5. Loan repayments and change of status

    By 30Rock,
    • 4 replies
    • 1.2k views

  6. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  7. Automatic IRA rollover

    By Cynchbeast,
    • 1 reply
    • 1.2k views

  8. RMD--multiple beneficiaries

    By Felicia,
    • 1 reply
    • 1.2k views

  9. Plan Loan Default

    By waid10,
    • 0 replies
    • 1.2k views

  10. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.2k views

  11. 401K distribution

    By Guest sethf123,
    • 3 replies
    • 1.2k views

  12. Loans defaulted, but no 1099-R's issued

    By BG5150,
    • 1 reply
    • 1.2k views

  13. Vesting

    By Guest chris4013,
    • 1 reply
    • 1.2k views

  14. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan,
    • 1 reply
    • 1.2k views

  15. Plan Termination - unresponsive participants

    By Tom,
    • 5 replies
    • 1.2k views

  16. latest permissible term date

    By ccassetty,
    • 0 replies
    • 1.2k views

  17. Distribution Code Chart

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

  18. Regulation for restricting distributions until termination or 59 1/2

    By Guest ckreut,
    • 2 replies
    • 1.2k views

  19. Failure to Remit Loan Payments

    By Guest Jimmy B,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  20. What is the procedure for a terminated participant to maintain ownership of life insurance?

    By kwalified,
    • 5 replies
    • 1.2k views

  21. 945 forms

    By pmacduff,
    • 2 replies
    • 1.2k views

  22. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  23. Okay to make distribution from a 401(k) to son?

    By katieinny,   
    • 5 replies
    • 1.2k views

  24. Election form signature over 90 days old

    By Guest padmin,
    • 1 reply
    • 1.2k views

  25. Loan from Rollover before becoming participant?

    By BG5150,
    • 7 replies
    • 1.2k views

  26. Divorce and Outdated Beni Designation

    By Christine Roberts,
    • 1 reply
    • 1.2k views

  27. Distributions in a Formal Plan Termination

    By commishvp,
    • 1 reply
    • 1.2k views

  28. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru,   
    • 2 replies
    • 1.2k views

  29. loan default

    By Santo Gold,
    • 2 replies
    • 1.2k views
    • GMK
    • GMK

  30. Proper Tax Year for Loan Default

    By Bruddah Kimo,
    • 1 reply
    • 1.2k views

  31. hardship after max loan

    By Guest Ed Walker,
    • 2 replies
    • 1.2k views

  32. Lump Sums

    By Randy Watson,
    • 0 replies
    • 1.2k views

  33. Paying Federal taxes with Form 945

    By perplexedbypensions,
    • 5 replies
    • 1.2k views

  34. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST,
    • 3 replies
    • 1.2k views

  35. RMD & Death question

    By Earl,
    • 3 replies
    • 1.2k views

  36. Distributions after retirement age, but before actual retirement

    By Guest Tara Curran,
    • 1 reply
    • 1.2k views

  37. PT loans, Form 5330, statute of limitations

    By wvbeachgirl,
    • 0 replies
    • 1.2k views

  38. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  39. Defaulted Loan Reported as Deemed Distribution

    By Übernerd,
    • 1 reply
    • 1.2k views

  40. Pension Benefit Recovery

    By Guest Julie,
    • 1 reply
    • 1.2k views

  41. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  42. Rollover from DC Plan to DB Plan

    By Guest TedMunice,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  43. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  44. Roth Distribution - Fees and Roth Basis

    By Vlad401k,
    • 3 replies
    • 1.2k views

  45. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.2k views

  46. Triggering Event with Multiple ER Arrangement

    By Guest Jim Kais,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  47. participant terminates employment - plan has a life insurance policy

    By thepensionmaven,
    • 12 replies
    • 1.2k views

  48. In Service Distribution from individual 401k to SEP IRA

    By BT,   
    • 10 replies
    • 1.2k views
    • BT
    • BT

  49. Rollover from an IRA to an eligible plan

    By Lori Friedman,
    • 2 replies
    • 1.2k views

  50. RMD and Rollovers

    By Guest Pete Joachim,
    • 5 replies
    • 1.2k views
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