Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Publication 590 v.s. MDIB Table

    By Guest bjschiedel,
    • 1 reply
    • 1.7k views

  2. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1k views

  3. Can an RMD from a profit sharing plan be taken from an IRA?

    By Lori H,
    • 1 reply
    • 1.2k views

  4. Non-Qual Plan: Payout of account upon same yr of death

    By 007inTraining,
    • 1 reply
    • 432 views

  5. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner,
    • 1 reply
    • 2.1k views

  6. Can a plan add a mandatory cashout provision if it has not had one bef

    By Guest WMW,
    • 1 reply
    • 2k views

  7. Corrective Distribution Taxes

    By Vlad401k,
    • 1 reply
    • 1.7k views

  8. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault,
    • 1 reply
    • 2.1k views

  9. Military Leave

    By Guest PJW,
    • 1 reply
    • 942 views
    • MGB
    • MGB

  10. Hardship withdrawal

    By Guest Amy Marie,
    • 1 reply
    • 1.3k views

  11. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 636 views

  12. State Tax Updates

    By cmartinez,
    • 1 reply
    • 1.3k views

  13. Interpretation of bene des

    By Bird,
    • 1 reply
    • 1.5k views

  14. Mandatory withholding spouse beneficiary

    By Guest srs,
    • 1 reply
    • 1.4k views

  15. Plan Loan to Former Employee now back in service

    By Guest newtobenefits,
    • 1 reply
    • 1.1k views

  16. Confused about hardship w/d sources

    By Guest dhall,
    • 1 reply
    • 1.1k views

  17. Required Minimum Distribution

    By Guest HD WILLIAMS,
    • 1 reply
    • 2.2k views

  18. Beneficiary is a minor

    By Guest ngresham,
    • 1 reply
    • 1.6k views

  19. RMD/Rollover Situation

    By BTH,
    • 1 reply
    • 2.1k views

  20. First time distribution with part of it being ROTH

    By Jim Chad,
    • 1 reply
    • 979 views

  21. withholding on distributions

    By Guest pensiondoc,
    • 1 reply
    • 2.1k views

  22. 1099-R Box 5 Reporting On Roth with loss

    By Lou S.,
    • 1 reply
    • 3.9k views

  23. hardship distribution, principal residence could be a duplex

    By Guest cbclark,
    • 1 reply
    • 1.1k views

  24. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 697 views

  25. no rollover allowed out of plans?

    By Santo Gold,
    • 1 reply
    • 1.2k views

  26. RMDs and Plan's Form of Payment

    By KateSmithPA,
    • 1 reply
    • 1.4k views

  27. rmd for ira,roth & annuity

    By Guest mandal,
    • 1 reply
    • 1.4k views

  28. Notice 2020-51 and Roth

    By Gruegen,
    • 1 reply
    • 625 views

  29. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 681 views

  30. Required Minimum Distribution

    By Guest le190,
    • 1 reply
    • 2k views
    • Guest
    • Guest

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

    By TPApril,
    • 1 reply
    • 614 views

  32. Loan Repayment Requirements

    By Archimage,
    • 1 reply
    • 1.3k views

  33. Should Reg Z loan disclosure include MF redemption fees?

    By Guest halka,
    • 1 reply
    • 959 views

  34. QDROs and Joinders

    By Guest SEmer1969,
    • 1 reply
    • 1.3k views

  35. Refinanced Loans

    By sam2012,   
    • 1 reply
    • 1.3k views

  36. Disclaimed Death Benefit

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

  37. Substantially Equal Periodic Payments Begin/Subsequent Disability/10%

    By Guest,
    • 1 reply
    • 1.5k views

  38. Spousal consent needed for hardship?

    By Guest Happy Actuary,
    • 1 reply
    • 1.9k views
    • Alf
    • Alf

  39. estate as beneficiary

    By Scuba 401,
    • 1 reply
    • 1.1k views

  40. mandatory withholding

    By Guest le190,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  41. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 524 views

  42. RMD from DC Plans and IRA's

    By Guest lindamichals,
    • 1 reply
    • 1.2k views

  43. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 497 views

  44. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

    By Guest goaliemom,
    • 1 reply
    • 1.1k views

  45. Can a participant pay Fed Ex costs with plan assets?

    By FundeK,
    • 1 reply
    • 964 views

  46. TEFRA 242(b)(2)

    By Guest Francine,
    • 1 reply
    • 1.6k views

  47. COVID Distributions - Designations and Withholding

    By D.J. Simonetti,
    • 1 reply
    • 652 views

  48. Rollover of After-Tax Employee Contributions to Roth IRA

    By Vlad401k,
    • 1 reply
    • 741 views

  49. Loan Refinancing

    By Guest jkwok,
    • 1 reply
    • 1.2k views

  50. Rollover Distribution from qualified plan to SEP

    By Guest SCUDDESLER,
    • 1 reply
    • 898 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept