Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Rollover Distribution from qualified plan to SEP

   By Guest SCUDDESLER, January 8, 2003
   • 1 reply
   • 886 views
   • 
   • Appleby
   • January 8, 2003

2. Rollover Distribution Request processed as cash distribution

   By perplexedbypensions, April 26, 2022
   • 11 replies
   • 1.5k views
   • 
   • Appleby
   • April 29, 2022

3. Rollover Distribution to an IRA

   By betheeg, September 14, 2006
   • 1 reply
   • 1.3k views
   • 
   • jevd
   • September 14, 2006

4. Rollover due to Disability

   By Christine Roberts, April 4, 2000
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • April 6, 2000

5. Rollover Eligible for Hardship Withdrawal?

   By Guest ELS, June 1, 2001
   • 4 replies
   • 2.1k views
   • 
   • R. Butler
   • June 5, 2001

6. Rollover from 401(k) plan to thrift plan.

   By R. Butler, June 18, 2001
   • 0 replies
   • 1.4k views
   • 
   • R. Butler
   • June 18, 2001

7. Rollover from 401K to Roth IRA

   By Guest psgross, March 2, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 2, 2005

8. Rollover from an IRA to an eligible plan

   By Lori Friedman, July 30, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • August 2, 2004

9. Rollover from DC Plan to DB Plan

   By Guest TedMunice, June 27, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 27, 2006

10. Rollover from deceased spouse's account and top-heavy status

    By lcollins300, October 24, 2018   

    • unrelated rollover
    • top-heavy
    • (and 1 more)

      Tagged with:

      • unrelated rollover
      • top-heavy
      • related rollover
    • 31 replies
    • 3.1k views
    • 
    • Luke Bailey
    • October 31, 2018

11. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER, September 10, 2001
    • 3 replies
    • 4.1k views
    • 
    • david rigby
    • September 10, 2001

12. Rollover from Foreign plan to U.S. Plan?

    By kwalified, November 30, 2011
    • 3 replies
    • 2.2k views
    • 
    • Nassau
    • November 30, 2011

13. Rollover from QP to Roth IRA

    By pmacduff, September 22, 2009
    • 17 replies
    • 10.1k views
    • 
    • Appleby
    • February 12, 2010

14. Rollover in from England Pension Scheme

    By Guest oxdougw, August 31, 2004
    • 14 replies
    • 3.2k views
    • 
    • PensionPro
    • September 6, 2008

15. Rollover into a trust?

    By Lori H, August 12, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • August 12, 2014

16. Rollover into plan includes employer stock

    By Bird, August 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • August 25, 2010

17. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!, April 21, 2010
    • 0 replies
    • 832 views
    • 
    • Guest
    • April 21, 2010

18. Rollover IRA accepted cash but sent stock certificates back to plan

    By Guest LMalone, January 24, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 25, 2002

19. Rollover issue

    By Guest bergs, October 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • October 20, 2006

20. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 21, 2005

21. Rollover of after tax

    By Guest sritts, October 12, 2004
    • 1 reply
    • 985 views
    • 
    • Guest
    • October 12, 2004

22. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 20, 2002

23. Rollover of after-tax dollars

    By Guest bmurphy, June 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 29, 2004

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

    By Vlad401k, September 30
    • 1 reply
    • 634 views
    • 
    • CuseFan
    • September 30

25. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

26. Rollover of Cash, Deemed Distribution of Loan - what to payout?

    By Guest SuzieQNEC, June 26, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 27, 2008

27. Rollover of employee contributions?

    By Guest mikeak, May 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • May 14, 2004

28. Rollover of Employer Securities

    By Guest Gibson, June 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2001

29. rollover of loan

    By k man, May 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 27, 2009

30. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477, October 26, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 26, 2011

31. Rollover of loan offset amount within 60 days

    By Guest LMalone, March 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 22, 2001

32. Rollover of Loans

    By Guest Suanne, June 29, 2004
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • July 13, 2004

33. Rollover of non-employer-stock investments to money purchase plan esta

    By Dave Baker, July 20, 2000
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • July 20, 2000

34. Rollover of of amounts subsequent to turning 70 1/2

    By Guest Jae, March 14, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 16, 2000

35. Rollover of Participant Loan

    By Christopher Wilson, August 9, 2019
    • 3 replies
    • 882 views
    • 
    • chc93
    • August 13, 2019

36. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • May 3, 2005

37. Rollover of PS-58 costs

    By Guest Judy S, December 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • December 11, 2003

38. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • November 19, 2005

39. rollover on death

    By Earl, June 29, 2017
    • 3 replies
    • 481 views
    • 
    • Earl
    • June 29, 2017

40. Rollover Only In-Service Distribution Option

    By ERISAAPPLE, April 25, 2018
    • 12 replies
    • 1.9k views
    • 
    • Doc Ument
    • April 26, 2018

41. Rollover or Not

    By thepensionmaven, March 24, 2023
    • 15 replies
    • 1.8k views
    • 
    • thepensionmaven
    • December 12, 2024

42. Rollover Q

    By Guest lvegas, February 20, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2007

43. Rollover Returned to Plan

    By BTG, March 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 23, 2009

44. Rollover to a Roth IRA

    By Guest jetfaninmn, October 6, 2006
    • 2 replies
    • 1.2k views
    • 
    • doombuggy
    • October 9, 2006

45. rollover to a Roth IRA

    By betheeg, January 15, 2003
    • 1 reply
    • 992 views
    • 
    • Appleby
    • January 15, 2003

46. Rollover to a UK plan?

    By BG5150, December 5, 2019
    • 4 replies
    • 873 views
    • 
    • Larry Starr
    • December 7, 2019

47. Rollover to Exempt Organizations

    By ERISAAPPLE, March 20, 2018
    • 0 replies
    • 409 views
    • 
    • ERISAAPPLE
    • March 20, 2018

48. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.2k views
    • 
    • JJRetirement
    • August 4, 2016

49. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 8.9k views
    • 
    • masteff
    • September 9, 2011

50. Rollover to Same Plan

    By Randy Watson, October 7, 2008
    • 2 replies
    • 993 views
    • 
    • Guest
    • October 7, 2008