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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By GlacierNP,
    • 4 replies
    • 718 views

  2. Excess/Defaulted Loan

    By mming,
    • 5 replies
    • 1.3k views

  3. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn,
    • 1 reply
    • 371 views

  4. Distribution in error - refund of FIT withheld?

    By t.haley,
    • 5 replies
    • 900 views

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

    By Belgarath,
    • 4 replies
    • 655 views

  6. 8955-SSA Filings - records of filings?

    By RestAssured,
    • 7 replies
    • 2k views

  7. RMD change to calculation method

    By Melissa2115,
    • 3 replies
    • 1.2k views

  8. Disability benefits in a cash balance plan

    By Jakyasar,
    • 7 replies
    • 1.2k views

  9. RMD

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

  10. ROTH funded plan... RMD rule

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

  11. Deemed loan

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

  12. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 495 views

  13. Mandatory 100% QJSA

    By Ananda,
    • 7 replies
    • 1.4k views

  14. 1099-R Question

    By Lucky32,
    • 2 replies
    • 966 views

  15. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 951 views

  16. Fix missed loan payments when no paycheck

    By M Norton,   
    • 17 replies
    • 1.8k views

  17. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1k views

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

    By BG5150,
    • 7 replies
    • 1.5k views

  19. RMD and death

    By Cynchbeast,
    • 1 reply
    • 454 views

  20. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 773 views

  21. W-4P or W-4R for RMDs?

    By BG5150,
    • 4 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 8 replies
    • 956 views

  23. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 358 views

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

    By Cobras59,
    • 2 replies
    • 535 views

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

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

  26. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 534 views

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

    By BTH,
    • 2 replies
    • 2.4k views

  28. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 901 views

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

    By TPApril,
    • 12 replies
    • 1.6k views

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

    By BG5150,
    • 8 replies
    • 1.9k views

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

    By VeryOldMan,
    • 2 replies
    • 617 views

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

    By RayRay,
    • 7 replies
    • 1.4k views

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

    By metsfan026,
    • 13 replies
    • 2.3k views

  34. Required Minimum Distributions Not Paid

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

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

    By TPApril,
    • 1 reply
    • 599 views

  36. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 694 views

  37. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 1.4k views

  38. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 633 views

  39. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 4 replies
    • 823 views

  41. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.1k views

  42. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.7k views

  43. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically,
    • 1 reply
    • 443 views

  44. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

  45. Loan Refinance

    By Madison71,
    • 10 replies
    • 3.8k views

  46. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 432 views

  47. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 621 views

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

    By thepensionmaven,
    • 12 replies
    • 1.1k views

  49. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.4k views

  50. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 625 views
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