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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Tracking Payments to Retired Participants.

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

  2. Distribution okay upon layoff?

    By John A,
    • 1 reply
    • 1.8k views

  3. Federal Tax Withholding

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  4. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder,
    • 1 reply
    • 3.9k views

  5. Participant loan for home construction

    By R. Butler,
    • 1 reply
    • 730 views

  6. RMD in new defined benefit plan with past service

    By Guest DCquestioner,
    • 1 reply
    • 1.1k views

  7. Original Signed Promissory Note

    By Guest KATHRYN01,
    • 1 reply
    • 1.1k views

  8. New 1099R Distribution code for reporting Loan Offsets

    By Eaglehoops,   
    • 1 reply
    • 4.8k views

  9. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 560 views

  10. Failure to file Form 945

    By Disco Stu,
    • 1 reply
    • 2.3k views

  11. Distribution of contributions deposited after account balance is distributed.

    By Guest mmc,
    • 1 reply
    • 1.3k views

  12. Distribution in error after break in service, rehire

    By Guest taxpractor,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  13. Proper dist code

    By doombuggy,
    • 1 reply
    • 1.3k views

  14. Pooled funds distributions

    By Belgarath,
    • 1 reply
    • 522 views

  15. In Service Distribution

    By Basically,
    • 1 reply
    • 447 views

  16. Does a waiver of benefits in a property settlement agreement constitut

    By Guest Pat Parks,
    • 1 reply
    • 1.4k views

  17. RMD, Plan Termination, Successor Employer

    By buckaroo,
    • 1 reply
    • 1.7k views

  18. Death of a terminated vested participant under age 55

    By Guest crosseyetester,
    • 1 reply
    • 1.2k views

  19. Early withdrawal Penalty (10% exception)

    By Nassau,
    • 1 reply
    • 1.1k views

  20. Can an employee ask sponsor to stop loan repay?

    By BG5150,
    • 1 reply
    • 522 views

  21. Early loan payoff

    By Guest Melissa Winslow,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  22. Do you recommend allowing participants to pay-off defaulted loans usin

    By Guest Frank Jackson,
    • 1 reply
    • 1.3k views

  23. Distribution to Minor

    By Guest HHR,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  24. Triggering Event with Multiple ER Arrangement

    By Guest Jim Kais,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  25. Small Balance - Death benefit

    By Nassau,
    • 1 reply
    • 1.4k views

  26. Hardship withdrawal signatures

    By Guest cdana,
    • 1 reply
    • 901 views

  27. Beneficiary Designation of Accounts

    By LIBERTYKID,
    • 1 reply
    • 1.1k views

  28. in kind distribution of employer stock

    By eilano,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  29. Remedy for PSP distribution to estate, not designated beneficiary?

    By Guest mkaplan1,
    • 1 reply
    • 1.3k views

  30. Trailing Distributions

    By Guest Beth Handrick,
    • 1 reply
    • 1.1k views

  31. How should on-going minimum required distributions be calculated when

    By John A,
    • 1 reply
    • 1.2k views

  32. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN

    By Guest ATTY,
    • 1 reply
    • 1.5k views

  33. terminating a plan's loan policy

    By Guest Pat Metallic,
    • 1 reply
    • 1.3k views

  34. Decrease in distribution amounts

    By eilano,
    • 1 reply
    • 1.3k views

  35. SIMPLE IRA to 401(k)

    By Guest Lesley Sifers,
    • 1 reply
    • 1.6k views

  36. Penalty(?) for sending out a 1099-R late?

    By BG5150,
    • 1 reply
    • 7.7k views

  37. Prior loan used in determining accouint balance for additional loan.

    By Guest Lawrence_Groves,
    • 1 reply
    • 1.1k views

  38. Automatic Rollovers for those who do not respond

    By Guest EPS2,
    • 1 reply
    • 1.1k views

  39. Taxation of distribution to a beneficiary which is a trust

    By Alan Simpson,
    • 1 reply
    • 1.1k views

  40. Purchasing Life Insurance

    By Guest geewhiz,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  41. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 731 views

  42. 72(t) distribution help

    By Guest MikeD,
    • 1 reply
    • 996 views

  43. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 643 views

  44. At what point is the "substantially level" loan repayment re

    By John A,
    • 1 reply
    • 2.3k views

  45. Loan offset question

    By BG5150,
    • 1 reply
    • 443 views

  46. Employee w/ loan becomes Union EE--default the loan?

    By BG5150,
    • 1 reply
    • 609 views

  47. QJSA waiting period for paperless distributions

    By Guest kfel,
    • 1 reply
    • 4k views

  48. Must distributions must be suspended because definition of RBD has cha

    By smm,
    • 1 reply
    • 1.5k views

  49. Determining Cost Basis of Employer Stock

    By Guest Renea,
    • 1 reply
    • 1.6k views

  50. Penalty for untimely 402(f) notice.

    By KJohnson,
    • 1 reply
    • 1.7k views
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