Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. QDRO earnings calculation

   By Guest Achilles, June 5, 2009
   • 3 replies
   • 5.5k views
   • 
   • david rigby
   • June 5, 2009

2. Qdro gone wrong, funds distributed incorrectly

   By Needhelp, May 16, 2020
   • 6 replies
   • 1.6k views
   • 
   • char Nahashon
   • May 31, 2020

3. QDRO mistake

   By Judith Morse, April 17, 2021
   • 2 replies
   • 831 views
   • 
   • QDROphile
   • April 17, 2021

4. QDRO: Distributions before QDRO determination

   By Guest RWC, September 5, 2001
   • 2 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • September 5, 2001

5. QDRO/Earliest Retirement Age

   By KJohnson, August 1, 2005
   • 0 replies
   • 1.4k views
   • 
   • KJohnson
   • August 1, 2005

6. QDROs and Joinders

   By Guest SEmer1969, February 1, 2011
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • February 1, 2011

7. QDROs and plan terminations

   By Guest TW2000, November 7, 2000
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • November 7, 2000

8. QJSA

   By Guest blabukiff, May 24, 2007
   • 19 replies
   • 2.9k views
   • 
   • Guest
   • May 30, 2007

9. QJSA and QPSA rules regarding common law spouse

   By Guest Mike Melnick, September 6, 2000
   • 4 replies
   • 3.3k views
   • 
   • david rigby
   • September 7, 2000

10. QJSA Disclosures for DC Plans

    By Guest MichaelO, June 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 21, 2004

11. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • September 18, 2007

12. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Fred Payne
    • January 25, 2002

13. QJSA in Plan want to remove

    By TPA Bob, July 23, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • September 28, 2018

14. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

15. QJSA Requirements

    By Guest kowen, August 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

16. QJSA Rules

    By ERISAAPPLE, December 11, 2017   

    • annuity
    • qjsa
    • (and 2 more)

      Tagged with:

      • annuity
      • qjsa
      • commercial
      • insurance
    • 13 replies
    • 2.7k views
    • 
    • Luke Bailey
    • December 14, 2017

17. QJSA waiting period for paperless distributions

    By Guest kfel, December 22, 2000
    • 1 reply
    • 4k views
    • 
    • FundeK
    • December 3, 2003

18. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 7k views
    • 
    • John A
    • November 20, 2001

19. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 1.7k views
    • 
    • PJ2009
    • August 24, 2009

20. QPLO reporting

    By DMcGovern, February 11, 2021
    • 3 replies
    • 888 views
    • 
    • EagerToKnow
    • June 11, 2021

21. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 6, 2008

22. QPSA Lump Sum Payment to Nonresident Alien

    By RTK, February 13, 2024
    • 0 replies
    • 406 views
    • 
    • RTK
    • February 13, 2024

23. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 4k views
    • 
    • Guest
    • October 15, 1998

24. Qualification Letter - what is it, how to get one

    By justanotheradmin, May 22, 2023
    • 10 replies
    • 6.7k views
    • 
    • Roycal
    • May 24, 2023

25. Qualified Charitable Distributions from rollover IRA?

    By J Simmons, May 13, 2016
    • 1 reply
    • 690 views
    • 
    • lisam
    • May 23, 2016

26. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing, October 3, 2024
    • 15 replies
    • 2.6k views
    • 
    • Peter Gulia
    • October 24, 2024

27. Qualified higher education loan under retirement plan

    By Theresa Lynn, September 19, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 19, 2000

28. Qualified Loan Offset - oddball situation

    By Belgarath, May 29, 2020
    • 4 replies
    • 970 views
    • 
    • Luke Bailey
    • June 1, 2020

29. Qualified Loan Offsets

    By JOH, May 10, 2021
    • 5 replies
    • 738 views
    • 
    • Lou S.
    • May 11, 2021

30. Qualified Plan Loan Offset Amounts (QPLO)

    By joel, October 25, 2021
    • 2 replies
    • 707 views
    • 
    • joel
    • November 8, 2021

31. Qualified Plan to Roth IRA

    By Guest mbw, July 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • eeyore
    • July 23, 2009

32. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • May 20, 2005

33. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 1999

34. Qualified Settlement Fund

    By JRN, June 2, 2015
    • 0 replies
    • 1.7k views
    • 
    • JRN
    • June 2, 2015

35. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11, 2021
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 15, 2021

36. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.3k views
    • 
    • E as in ERISA
    • July 25, 2003

37. Quarterly repayment question

    By Guest Katharine Jungkind, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • bzorc
    • December 14, 2000

38. Question answered

    By Guest unregistered, October 20, 2008
    • 0 replies
    • 904 views
    • 
    • Guest
    • October 20, 2008

39. Question on first RMD over age 70.5

    By CBenefits, June 19, 2019
    • 3 replies
    • 649 views
    • 
    • Tom Poje
    • June 19, 2019

40. Question RMD after date of death

    By MarZDoates, January 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 13, 2005

41. Questioning Hardship amount that would be allowed

    By bpenfold, April 17, 2017   

    • hardship
    • amount allowed
    • 16 replies
    • 2.8k views
    • 
    • Lisa Robertson
    • April 18, 2017

42. Quick clarification on RMD after death of participant

    By jkharvey, January 29, 2013
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

43. Quick question and answer: Husband of owner needs RMD after 70.5?

    By Lori H, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 13, 2010

44. Quick RMD question

    By Lori H, August 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 19, 2013

45. ramifications of violating Loan program?

    By Lori H, June 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • June 19, 2009

46. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 1, 2003

47. RBD and rollover

    By ombskid, January 31, 2017
    • 3 replies
    • 620 views
    • 
    • ombskid
    • January 31, 2017

48. RBD for 70 1/2 Distribution

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 27, 1999

49. re-amortize loan before default

    By WCC, August 18, 2025
    • 1 reply
    • 752 views
    • 
    • Lou S.
    • August 18, 2025

50. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 13, 2005