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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Accidental RMD

    By Guest Hank_155,
    • 4 replies
    • 1.3k views

  2. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest

  3. Required signatures on retirement forms

    By Guest meggie,
    • 1 reply
    • 2.1k views

  4. Death after RBD

    By DTH,
    • 5 replies
    • 2.4k views

  5. RMD from PS plan with life insurance only major asset

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

  6. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit

    By TPAVP,
    • 8 replies
    • 2.5k views

  7. Bank won't accept a check cut from a pension trust account for the par

    By alexa,
    • 15 replies
    • 4.1k views

  8. Cobra Payments - safe harbor hardship reason?

    By FundeK,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  9. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan?

    By Rai401k,
    • 8 replies
    • 3.2k views
    • Guest
    • Guest

  10. Participant Loan in Excess of $50,000

    By Guest cease,
    • 1 reply
    • 1.4k views

  11. Meaning of "Retired" for 401(a)(9) purposes

    By smm,
    • 7 replies
    • 1.8k views

  12. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright,
    • 2 replies
    • 3k views
    • Guest
    • Guest

  13. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan?

    By Guest rocnrols2,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  14. Rollover of employee contributions?

    By Guest mikeak,
    • 3 replies
    • 1.4k views

  15. 1099-R code for Loan

    By pmacduff,
    • 1 reply
    • 1.5k views

  16. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne,
    • 6 replies
    • 1.7k views

  17. Repayment of Hardship money allowed?

    By Guest m.n.ouellette,
    • 1 reply
    • 1.3k views

  18. spousal consent for participant loan

    By Guest Jane Freeman,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  19. Minor child as beneficiary

    By Guest MEWilson,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  20. Spousal Consent for Participant Loan

    By Guest Jane Freeman,
    • 1 reply
    • 1.6k views

  21. Defauled Loan To HCE with a Rollover Account

    By Guest merlin,
    • 6 replies
    • 1.5k views

  22. Spousal Consent

    By dmb,
    • 6 replies
    • 1.4k views

  23. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan.

    By FundeK,
    • 10 replies
    • 2.3k views

  24. Cure Period

    By Randy Watson,
    • 3 replies
    • 1.9k views

  25. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

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

  26. Spouse portion of DC plan balance based on 50% J&S annuity purchase

    By Guest crosseyedtester,
    • 11 replies
    • 2.4k views

  27. Accelerated Loan Payment

    By Guest BarryK,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  28. In-Service Distribution of Merged MPP Money

    By DP,
    • 3 replies
    • 1.1k views
    • DP
    • DP

  29. Loans to Actively Employed Participants Only

    By smm,
    • 12 replies
    • 5.8k views

  30. Interest on Retro Payments

    By Guest lvegas,
    • 1 reply
    • 2.1k views
    • MGB
    • MGB

  31. Change in Timing of Distributions to Terminated Participants

    By chris,
    • 2 replies
    • 1.4k views

  32. Valuation of insurance policies

    By Guest death and taxes,
    • 1 reply
    • 952 views
    • ljr
    • ljr

  33. Loan limit exceeded, what to do?

    By FundeK,
    • 10 replies
    • 3.6k views

  34. Are plans required to suspend loan payments for military/non-military leaves of absence?

    By Guest M. Martin,
    • 7 replies
    • 2.6k views
    • Guest
    • Guest

  35. Required Minimum Distribution?

    By Guest jgordon,
    • 10 replies
    • 1.9k views

  36. Automatic Rollovers

    By Guest Kevin Wiggins,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  37. disability and the 10% penalty

    By abanky,
    • 1 reply
    • 1.2k views

  38. May a foreign national and designated beneficary without a USA social

    By Guest Cliff Langwith,
    • 10 replies
    • 9.7k views

  39. Distribution Code 2 - reported on 1099-R

    By Jilliandiz,
    • 1 reply
    • 17k views

  40. Hardship distribution after loan taken....?

    By chris,
    • 4 replies
    • 1.7k views

  41. Death Benefit Payment

    By Jilliandiz,
    • 9 replies
    • 1.7k views

  42. Can a participant pay Fed Ex costs with plan assets?

    By FundeK,
    • 1 reply
    • 1k views

  43. Dsitribution to Non-Spouse Benef under "new" 401(a)(9) rules

    By Guest blkdoro,
    • 5 replies
    • 1.7k views

  44. loan for sole prop from rollover money

    By Guest dubya,
    • 0 replies
    • 861 views
    • Guest
    • Guest

  45. loan interest

    By betheeg,
    • 6 replies
    • 1.4k views

  46. Inactive 401(k) participant deferring plan loans WITHOUT making loan payments or taking distributions.

    By Guest Richard Plant,
    • 3 replies
    • 3.5k views
    • Guest
    • Guest

  47. Lump Sum payment - 100% witholding

    By Guest RJM,
    • 3 replies
    • 1.4k views

  48. Timing of Distribution to Beneficiaries

    By R. Butler,
    • 2 replies
    • 1.7k views

  49. Distribution to illegal alien

    By Guest Thomas Pritchett,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  50. 5329 Abatement

    By Guest bernie lomax,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest
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