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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,167 topics in this forum

  1. Participant with 75% J&S benefit in pay status and then participant and spouse divorce

    By Steamboat,
    • 11 replies
    • 1.1k views

  2. Beneficiary... can someone waive their right?

    By K-t-F,
    • 11 replies
    • 2.5k views

  3. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions,
    • 11 replies
    • 1.6k views

  4. Loan from Unrelated Balance

    By Basically,
    • 3 replies
    • 529 views

  5. 401k plan beneficiary RMD

    By Santo Gold,
    • 0 replies
    • 287 views

  6. RMD... financial advisor did not withhold

    By Basically,
    • 2 replies
    • 479 views

  7. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 758 views

  8. Incorrect Corrective Distribution Amount

    By Vlad401k,
    • 1 reply
    • 492 views

  9. Loan offset question

    By BG5150,
    • 1 reply
    • 432 views

  10. IRA distribution - 1099R coded as 5 Prohibited Transaction

    By GlacierNP,
    • 4 replies
    • 726 views

  11. Distribution in error - refund of FIT withheld?

    By t.haley,
    • 5 replies
    • 912 views

  12. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn,
    • 1 reply
    • 376 views

  13. New uniform life table for 2022 RMD--where?

    By BG5150,
    • 7 replies
    • 1.5k views

  14. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath,
    • 4 replies
    • 660 views

  15. RMD change to calculation method

    By Melissa2115,
    • 3 replies
    • 1.3k views

  16. 8955-SSA Filings - records of filings?

    By RestAssured,
    • 7 replies
    • 2.1k views

  17. Disability benefits in a cash balance plan

    By Jakyasar,
    • 7 replies
    • 1.2k views

  18. RMD

    By Egold,
    • 3 replies
    • 561 views
    • Bri
    • Bri

  19. ROTH funded plan... RMD rule

    By K-t-F,
    • 2 replies
    • 1.1k views

  20. Deemed loan

    By thepensionmaven,
    • 1 reply
    • 503 views
    • Bri
    • Bri

  21. Fix missed loan payments when no paycheck

    By M Norton,   
    • 17 replies
    • 1.8k views

  22. Mandatory 100% QJSA

    By Ananda,
    • 7 replies
    • 1.5k views

  23. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 517 views

  24. 1099-R Question

    By Lucky32,
    • 2 replies
    • 975 views

  25. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 957 views

  26. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1.1k views

  27. RMD and death

    By Cynchbeast,
    • 1 reply
    • 457 views

  28. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 781 views

  29. Is it okay to continue periodic payments after the participant’s death?

    By Peter Gulia,   
    • 8 replies
    • 968 views

  30. "Why isn't my loan balance still invested?"

    By RayRay,
    • 7 replies
    • 1.4k views

  31. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 365 views

  32. Plan subject to J&S did not sign forms with J&S options, what is fix?

    By Cobras59,
    • 2 replies
    • 539 views

  33. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 1.5k views

  34. Non owner RMD... must one be taken??

    By Basically,
    • 6 replies
    • 795 views
    • Bri
    • Bri

  35. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 542 views

  36. RMD for deceased participant, can check be made payable to estate?

    By BG5150,
    • 8 replies
    • 1.9k views

  37. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH,
    • 2 replies
    • 2.5k views

  38. Profit Sharing Plan with excess asset provision ( FIS)

    By VeryOldMan,
    • 2 replies
    • 621 views

  39. Can loans be stopped while there exists a loan?

    By TPApril,
    • 12 replies
    • 1.6k views

  40. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 904 views

  41. Refinancing a Loan From a 401(k) Plan

    By metsfan026,
    • 13 replies
    • 2.4k views

  42. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k,
    • 2 replies
    • 1.5k views

  43. Required Minimum Distributions Not Paid

    By maryflemingphr@yahoo.com,
    • 1 reply
    • 511 views

  44. participant terminates employment - plan has a life insurance policy

    By thepensionmaven,
    • 12 replies
    • 1.1k views

  45. EE requests pmt, DORH < distribution; required to take dist?

    By TPApril,
    • 1 reply
    • 604 views

  46. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.5k views

  47. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 640 views

  48. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.1k views

  49. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia,   
    • 4 replies
    • 921 views

  50. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.1k views
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