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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. 1099-R For Deceased Participant

    By Stash026,
    • 1 reply
    • 966 views

  2. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 882 views

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

    By C Williams,   
    • 1 reply
    • 703 views

  4. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 407 views

  5. Defaulted Loan:

    By Guest Pennysaver,
    • 1 reply
    • 979 views
    • Guest
    • Guest

  6. Hardship and Loan distribution

    By Guest Jeff Hewett,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  7. Required signatures on retirement forms

    By Guest meggie,
    • 1 reply
    • 2k views

  8. Income offset by charitable deduction?

    By chris,
    • 1 reply
    • 1.2k views

  9. Taxation of non-periodic payments after the Annuity Start Date

    By Guest Bob Collins,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  10. IRA: surviving spouse

    By Felicia,
    • 1 reply
    • 960 views

  11. Distribution to Husband/participant; Wife back in Mexico

    By Guest PenProTx,
    • 1 reply
    • 1.5k views

  12. IRC Sec 72(p) has been amended several times since the early 1980's.

    By Moe Howard,
    • 1 reply
    • 1.9k views

  13. paying off a deemed loan

    By Guest anne1,
    • 1 reply
    • 2.8k views

  14. Land Purchase

    By Guest Donell,
    • 1 reply
    • 1.1k views

  15. Deceased Participant with Loan Balance

    By Guest Bizitchie,
    • 1 reply
    • 1.1k views

  16. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test

    By Everett Moreland,
    • 1 reply
    • 1.4k views

  17. Correcting a defaulted loan

    By katieinny,
    • 1 reply
    • 1.3k views

  18. Prohibited Transaction?

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

  19. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed,
    • 1 reply
    • 1.1k views

  20. Gain on excess annual additions

    By Guest ktyler,
    • 1 reply
    • 1.3k views

  21. Required Distributions - Defined Contribution Plan

    By luissaha,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  22. Distribution Fees

    By Guest lvisco,
    • 1 reply
    • 935 views

  23. Installment payments at Termination

    By Nassau,
    • 1 reply
    • 1k views

  24. rollover to spouse in same plan

    By M Norton,   
    • 1 reply
    • 518 views

  25. RMDs and Rollover to IRA

    By Archimage,
    • 1 reply
    • 1.6k views

  26. No Withholding on Distribution in Stock and Cash

    By GMK,
    • 1 reply
    • 1.6k views

  27. RMD in year of death

    By BG5150,
    • 1 reply
    • 1k views

  28. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 828 views

  29. Alternate payee ( from QDRO) age or original participant age used for

    By John A,
    • 1 reply
    • 1.9k views

  30. Interest on Retro Payments

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

  31. Avoiding 10% 59-1/2 penalty tax

    By drakecohen,
    • 1 reply
    • 844 views

  32. Roth 401k Distribution if Terminated after 55

    By Vlad401k,
    • 1 reply
    • 454 views

  33. RMD was missed

    By Renee H,
    • 1 reply
    • 699 views

  34. Hardship for Tuition.

    By FundeK,
    • 1 reply
    • 1.5k views

  35. Prohibited Transaction ?

    By Guest AlyssaC,
    • 1 reply
    • 1.2k views

  36. Hardships taken from incorrect source

    By Guest doh5557,
    • 1 reply
    • 1.1k views

  37. Distributions

    By Guest Kevin1,
    • 1 reply
    • 918 views

  38. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan,
    • 1 reply
    • 3k views
    • Guest
    • Guest

  39. Loan for a Principal Residence

    By Archimage,
    • 1 reply
    • 1.6k views

  40. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn,
    • 1 reply
    • 389 views

  41. Interpleader 1099-R Question

    By Guest ToddieBear,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  42. Number of loans

    By PMC,
    • 1 reply
    • 1.1k views

  43. Hardship 6-month Suspension Over

    By KateSmithPA,
    • 1 reply
    • 1.9k views

  44. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.5k views

  45. Distribution via ACH - ACH verification tool

    By 401Katie,
    • 1 reply
    • 1.4k views

  46. Participant Dies after LS Election

    By kocak,
    • 1 reply
    • 1.5k views

  47. what is the loan limit if any for qualified plans?

    By Guest bobgio,
    • 1 reply
    • 1.2k views

  48. Multiple Hardship Distributions

    By chris,
    • 1 reply
    • 1.8k views
    • Alf
    • Alf

  49. Default Beneficiary

    By Randy Watson,
    • 1 reply
    • 992 views

  50. Hardship Withdrawls: Are they Federally Regulated?

    By Guest rjpower,
    • 1 reply
    • 2.5k views
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