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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Acquisition of portion of control group

    By Guest tashasman,
    • 1 reply
    • 959 views
    • Guest
    • Guest

  2. Cure period - Does it apply to the last payment of 5 year loan term

    By ErisaGooroo,   
    • 1 reply
    • 737 views

  3. Loans when going from S Corp to C Corp

    By Guest Tamra,
    • 1 reply
    • 1.4k views

  4. Ineligible distribution

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

  5. QDRO

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

  6. RMD

    By joel,
    • 1 reply
    • 1.1k views

  7. When Must Loan be Repaid if Plan Terminates?

    By Susan S.,
    • 1 reply
    • 932 views

  8. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

    By Basically,
    • 1 reply
    • 539 views

  9. Repayment of Hardship money allowed?

    By Guest m.n.ouellette,
    • 1 reply
    • 1.2k views

  10. 1099-R help for me too!

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

  11. Should the value of individual insurance policies held by a participan

    By John A,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  12. Distribution Notice and Option Forms

    By Guest cjk,
    • 1 reply
    • 1.3k views

  13. RO From DB To IRA - Is RMD Needed?

    By mming,
    • 1 reply
    • 1.1k views

  14. Lost participants again

    By Bird,
    • 1 reply
    • 928 views

  15. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 678 views

  16. New Required Min. Dist. Regs.

    By mming,
    • 1 reply
    • 1.4k views

  17. Distribution Made in Error & 5330

    By CLE401kGuy,
    • 1 reply
    • 1.1k views

  18. taxation and witholding on beneficiary payouts

    By K2,
    • 1 reply
    • 677 views

  19. Interpleader--taxation upon deposit to court?

    By JWK,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  20. Divorce and Outdated Beni Designation

    By Christine Roberts,
    • 1 reply
    • 1.2k views

  21. First becoming a 5% owner after 70 1/2.

    By KJohnson,
    • 1 reply
    • 1.4k views

  22. IRA to plan to avoid RMD

    By ombskid,
    • 1 reply
    • 905 views

  23. distribution code L1

    By Guest ngresham,
    • 1 reply
    • 9.1k views

  24. Forfeitures to reduce employer non-elective contribution

    By MarZDoates,
    • 1 reply
    • 1.9k views

  25. Distributions in a Formal Plan Termination

    By commishvp,
    • 1 reply
    • 1.2k views

  26. ISW from Integrated Plan?

    By JButtrick,
    • 1 reply
    • 1.1k views

  27. Participant Loan - date vested balance is determined

    By JustnERPA,
    • 1 reply
    • 558 views

  28. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 668 views

  29. Loan Offset treated as RMD

    By Vlad401k,
    • 1 reply
    • 574 views
    • Bri
    • Bri

  30. Distribution to 401(k) participant who will terminate employment and b

    By John A,
    • 1 reply
    • 2.4k views

  31. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 361 views

  32. Notices and Elections

    By WDIK,
    • 1 reply
    • 1.6k views

  33. Flood relief legislation?

    By Guest bmurphy61,
    • 1 reply
    • 1k views

  34. Death benefit and 5-year rule; failure to distribute

    By Spodie,   
    • 1 reply
    • 1.1k views

  35. Plan Loan Minimum vs. Market Fluctuation

    By John A,
    • 1 reply
    • 1.5k views

  36. RMD - Required or not?

    By emmetttrudy,
    • 1 reply
    • 1.5k views

  37. "Parent" for hardship purposes

    By SMB,
    • 1 reply
    • 1.7k views

  38. Form 945 Plan Termination

    By KoolLady4,
    • 1 reply
    • 546 views

  39. Multiple Loans from Unrelated Employers

    By pixiebear,
    • 1 reply
    • 890 views

  40. 70 1/2 RMD where bene is non-spouse

    By doombuggy,
    • 1 reply
    • 1.4k views

  41. RMD

    By Guest Mike Schwing,
    • 1 reply
    • 1k views

  42. Waiver of QJSA - Remaining Options

    By Guest Statler,   
    • 1 reply
    • 1.4k views

  43. When reporting defaulted loans to the IRS do you include interest to t

    By Guest Donna Lee,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  44. In Svc Distributions for a 4k Safe Harbor Plan

    By Guest DNH,
    • 1 reply
    • 942 views

  45. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2k views

  46. Pension Protection Act and Non-Spouse Beneficiary

    By Guest EMM118,
    • 1 reply
    • 1.4k views

  47. Qualified Plan to Roth IRA

    By Guest mbw,
    • 1 reply
    • 1.3k views

  48. 1099-R For Deceased Participant

    By Stash026,
    • 1 reply
    • 955 views

  49. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 851 views

  50. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 669 views
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