Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. Spousal Consent for Loan from NON-QJSA Plan ?

    By Guest halka,
    • 3 replies
    • 2.2k views

  2. Which rule has precedence?

    By Guest mikeak,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  3. Failure of substantailly equal payments

    By Fred Payne,
    • 23 replies
    • 3k views
    • Guest
    • Guest

  4. RMD to charity?

    By Lori H,
    • 2 replies
    • 1.6k views

  5. Accidental RMD

    By Guest Hank_155,
    • 4 replies
    • 1.4k views

  6. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  7. Required signatures on retirement forms

    By Guest meggie,
    • 1 reply
    • 2.2k views

  8. Death after RBD

    By DTH,
    • 5 replies
    • 2.4k views

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

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

  10. 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

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

    By alexa,
    • 15 replies
    • 4.2k views

  12. Cobra Payments - safe harbor hardship reason?

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

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

    By Rai401k,
    • 8 replies
    • 3.4k views
    • Guest
    • Guest

  14. Participant Loan in Excess of $50,000

    By Guest cease,
    • 1 reply
    • 1.5k views

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

    By smm,
    • 7 replies
    • 1.9k views

  16. Timing of Distribution - Balance Forward plans

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

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

    By Guest rocnrols2,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  18. Rollover of employee contributions?

    By Guest mikeak,
    • 3 replies
    • 1.5k views

  19. 1099-R code for Loan

    By pmacduff,
    • 1 reply
    • 1.6k views

  20. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne,
    • 6 replies
    • 1.8k views

  21. Repayment of Hardship money allowed?

    By Guest m.n.ouellette,
    • 1 reply
    • 1.4k views

  22. spousal consent for participant loan

    By Guest Jane Freeman,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  23. Minor child as beneficiary

    By Guest MEWilson,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  24. Spousal Consent for Participant Loan

    By Guest Jane Freeman,
    • 1 reply
    • 1.7k views

  25. Defauled Loan To HCE with a Rollover Account

    By Guest merlin,
    • 6 replies
    • 1.5k views

  26. Spousal Consent

    By dmb,
    • 6 replies
    • 1.5k views

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

    By FundeK,
    • 10 replies
    • 2.3k views

  28. Cure Period

    By Randy Watson,
    • 3 replies
    • 1.9k views

  29. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

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

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

    By Guest crosseyedtester,
    • 11 replies
    • 2.5k views

  31. Accelerated Loan Payment

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

  32. In-Service Distribution of Merged MPP Money

    By DP,
    • 3 replies
    • 1.2k views
    • DP
    • DP

  33. Loans to Actively Employed Participants Only

    By smm,
    • 12 replies
    • 5.9k views

  34. Interest on Retro Payments

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

  35. Change in Timing of Distributions to Terminated Participants

    By chris,
    • 2 replies
    • 1.5k views

  36. Valuation of insurance policies

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

  37. Loan limit exceeded, what to do?

    By FundeK,
    • 10 replies
    • 3.8k views

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

    By Guest M. Martin,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

  39. Required Minimum Distribution?

    By Guest jgordon,
    • 10 replies
    • 1.9k views

  40. Automatic Rollovers

    By Guest Kevin Wiggins,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  41. disability and the 10% penalty

    By abanky,
    • 1 reply
    • 1.2k views

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

    By Guest Cliff Langwith,
    • 10 replies
    • 10.1k views

  43. Distribution Code 2 - reported on 1099-R

    By Jilliandiz,
    • 1 reply
    • 17.1k views

  44. Hardship distribution after loan taken....?

    By chris,
    • 4 replies
    • 1.7k views

  45. Death Benefit Payment

    By Jilliandiz,
    • 9 replies
    • 1.7k views

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

    By FundeK,
    • 1 reply
    • 1.1k views

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

    By Guest blkdoro,
    • 5 replies
    • 1.7k views

  48. loan for sole prop from rollover money

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

  49. loan interest

    By betheeg,
    • 6 replies
    • 1.5k views

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

    By Guest Richard Plant,
    • 3 replies
    • 3.6k views
    • Guest
    • Guest
×
×
  • Create New...