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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Excess/Defaulted Loan

    By mming,
    • 5 replies
    • 1.3k views

  2. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias,
    • 5 replies
    • 671 views

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

    By Steamboat,
    • 11 replies
    • 1.1k views

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

    By K-t-F,
    • 11 replies
    • 2.7k views

  5. Rollover Distribution Request processed as cash distribution

    By perplexedbypensions,
    • 11 replies
    • 1.6k views

  6. Loan from Unrelated Balance

    By Basically,
    • 3 replies
    • 545 views

  7. 401k plan beneficiary RMD

    By Santo Gold,
    • 0 replies
    • 292 views

  8. RMD... financial advisor did not withhold

    By Basically,
    • 2 replies
    • 486 views

  9. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 773 views

  10. Incorrect Corrective Distribution Amount

    By Vlad401k,
    • 1 reply
    • 501 views

  11. Loan offset question

    By BG5150,
    • 1 reply
    • 443 views

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

    By GlacierNP,
    • 4 replies
    • 760 views

  13. Distribution in error - refund of FIT withheld?

    By t.haley,
    • 5 replies
    • 934 views

  14. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn,
    • 1 reply
    • 388 views

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

    By BG5150,
    • 7 replies
    • 1.5k views

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

    By Belgarath,
    • 4 replies
    • 673 views

  17. RMD change to calculation method

    By Melissa2115,
    • 3 replies
    • 1.3k views

  18. 8955-SSA Filings - records of filings?

    By RestAssured,
    • 7 replies
    • 2.1k views

  19. Disability benefits in a cash balance plan

    By Jakyasar,
    • 7 replies
    • 1.3k views

  20. RMD

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

  21. ROTH funded plan... RMD rule

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

  22. Deemed loan

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

  23. Fix missed loan payments when no paycheck

    By M Norton,   
    • 17 replies
    • 1.9k views

  24. Mandatory 100% QJSA

    By Ananda,
    • 7 replies
    • 1.5k views

  25. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 537 views

  26. 1099-R Question

    By Lucky32,
    • 2 replies
    • 986 views

  27. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 968 views

  28. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1.1k views

  29. RMD and death

    By Cynchbeast,
    • 1 reply
    • 473 views

  30. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 793 views

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

    By Peter Gulia,   
    • 8 replies
    • 997 views

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

    By RayRay,
    • 7 replies
    • 1.4k views

  33. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 373 views

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

    By Cobras59,
    • 2 replies
    • 550 views

  35. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 1.5k views

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

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

  37. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 563 views

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

    By BG5150,
    • 8 replies
    • 2k views

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

    By BTH,
    • 2 replies
    • 2.6k views

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

    By VeryOldMan,
    • 2 replies
    • 636 views

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

    By TPApril,
    • 12 replies
    • 1.6k views

  42. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 917 views

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

    By metsfan026,
    • 13 replies
    • 2.5k views

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

    By Vlad401k,
    • 2 replies
    • 1.5k views

  45. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 1.2k views

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

    By TPApril,
    • 1 reply
    • 614 views

  48. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.5k views

  49. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 649 views

  50. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.1k views
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