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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By 007inTraining,
    • 1 reply
    • 420 views

  2. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner,
    • 1 reply
    • 2.1k views

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

    By Guest WMW,
    • 1 reply
    • 2k views

  4. Corrective Distribution Taxes

    By Vlad401k,
    • 1 reply
    • 1.6k views

  5. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault,
    • 1 reply
    • 2.1k views

  6. Military Leave

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

  7. Hardship withdrawal

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

  8. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 619 views

  9. State Tax Updates

    By cmartinez,
    • 1 reply
    • 1.3k views

  10. Interpretation of bene des

    By Bird,
    • 1 reply
    • 1.5k views

  11. Mandatory withholding spouse beneficiary

    By Guest srs,
    • 1 reply
    • 1.4k views

  12. Plan Loan to Former Employee now back in service

    By Guest newtobenefits,
    • 1 reply
    • 1.1k views

  13. Confused about hardship w/d sources

    By Guest dhall,
    • 1 reply
    • 1.1k views

  14. Required Minimum Distribution

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

  15. Beneficiary is a minor

    By Guest ngresham,
    • 1 reply
    • 1.6k views

  16. RMD/Rollover Situation

    By BTH,
    • 1 reply
    • 2k views

  17. First time distribution with part of it being ROTH

    By Jim Chad,
    • 1 reply
    • 965 views

  18. withholding on distributions

    By Guest pensiondoc,
    • 1 reply
    • 2.1k views

  19. 1099-R Box 5 Reporting On Roth with loss

    By Lou S.,
    • 1 reply
    • 3.8k views

  20. hardship distribution, principal residence could be a duplex

    By Guest cbclark,
    • 1 reply
    • 1.1k views

  21. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 660 views

  22. no rollover allowed out of plans?

    By Santo Gold,
    • 1 reply
    • 1.2k views

  23. RMDs and Plan's Form of Payment

    By KateSmithPA,
    • 1 reply
    • 1.4k views

  24. rmd for ira,roth & annuity

    By Guest mandal,
    • 1 reply
    • 1.4k views

  25. Notice 2020-51 and Roth

    By Gruegen,
    • 1 reply
    • 596 views

  26. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 650 views

  27. Required Minimum Distribution

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

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

    By TPApril,
    • 1 reply
    • 600 views

  29. Loan Repayment Requirements

    By Archimage,
    • 1 reply
    • 1.3k views

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

    By Guest halka,
    • 1 reply
    • 945 views

  31. QDROs and Joinders

    By Guest SEmer1969,
    • 1 reply
    • 1.3k views

  32. Refinanced Loans

    By sam2012,   
    • 1 reply
    • 1.3k views

  33. Disclaimed Death Benefit

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

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

    By Guest,
    • 1 reply
    • 1.5k views

  35. Spousal consent needed for hardship?

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

  36. estate as beneficiary

    By Scuba 401,
    • 1 reply
    • 1.1k views

  37. mandatory withholding

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

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

    By Basically,
    • 1 reply
    • 491 views

  39. RMD from DC Plans and IRA's

    By Guest lindamichals,
    • 1 reply
    • 1.2k views

  40. Both spouses die in the same calendar year.

    By Belgarath,
    • 1 reply
    • 480 views

  41. 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

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

    By FundeK,
    • 1 reply
    • 950 views

  43. TEFRA 242(b)(2)

    By Guest Francine,
    • 1 reply
    • 1.5k views

  44. COVID Distributions - Designations and Withholding

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

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

    By Vlad401k,
    • 1 reply
    • 635 views

  46. Loan Refinancing

    By Guest jkwok,
    • 1 reply
    • 1.2k views

  47. Rollover Distribution from qualified plan to SEP

    By Guest SCUDDESLER,
    • 1 reply
    • 887 views

  48. "Interest" During "Cure Period"

    By Guest cjk,
    • 1 reply
    • 1.4k views

  49. RMD and minority interest discounts

    By Guest JPIngold,
    • 1 reply
    • 1k views

  50. Calculating Hardship Withdrawals

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