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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Death Distribution w/ No Beneficiary, No Spouse, No Estate?

    By Guest Dan Gomez,
    • 1 reply
    • 1.3k views

  2. Qualified higher education loan under retirement plan

    By Theresa Lynn,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  3. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek,
    • 1 reply
    • 3.5k views

  4. Loan Software

    By Guest JBarn1,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  5. Maximium Loan after prohibited transaction

    By Guest SuzieQNEC,
    • 1 reply
    • 916 views

  6. RMD question - Non-owner, still working

    By Spencer,
    • 1 reply
    • 1.2k views

  7. Required minimum distribution (5% owner)

    By k man,
    • 1 reply
    • 3.4k views

  8. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  9. Loan Offsets and Cashouts

    By Guest Rosalind,
    • 1 reply
    • 1.3k views

  10. RMD not taken by April 1, 2008

    By doombuggy,
    • 1 reply
    • 1.7k views

  11. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.1k views

  12. In-kind Distribution a Protected Benefit?

    By Guest TortoraG,
    • 1 reply
    • 3.6k views
    • Guest
    • Guest

  13. Termination Benefit Options

    By Fielding Mellish,
    • 1 reply
    • 972 views

  14. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 591 views

  15. HELP--The Retroactive Payment Rule

    By Guest Adam Stone,
    • 1 reply
    • 2.1k views

  16. Incorrect Corrective Distribution Amount

    By Vlad401k,
    • 1 reply
    • 501 views

  17. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan,
    • 1 reply
    • 1.2k views

  18. Participant is 59.5... can he take dist?

    By K-t-F,
    • 1 reply
    • 1.4k views

  19. Return from military leave

    By 30Rock,
    • 1 reply
    • 946 views
    • RCK
    • RCK

  20. Missing Participants search options

    By Guest bernverd,
    • 1 reply
    • 945 views

  21. Age 55 Exception

    By bzorc,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  22. Reporting of Repaid Deemed Distribution

    By J. Bringhurst,
    • 1 reply
    • 1.2k views
    • Bird
    • Bird

  23. Form 1099-R

    By retbenser,
    • 1 reply
    • 1.1k views

  24. RMD and Life Insurance Investment

    By RPP2001,
    • 1 reply
    • 1.2k views

  25. After tax rollover to Roth IRA

    By perkinsran,
    • 1 reply
    • 1.1k views

  26. Underpayment of Distributions

    By Guest Brad Brewer,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  27. participant distribution fees

    By Guest Mike Kimball,
    • 1 reply
    • 2.1k views

  28. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC,
    • 1 reply
    • 1.3k views

  29. Terminated Plan Participant Payout

    By Guest RichM,
    • 1 reply
    • 875 views

  30. What's the mandatory withholding?

    By JAS76,
    • 1 reply
    • 488 views
    • JOH
    • JOH

  31. late 1099-R

    By Guest m.n.ouellette,
    • 1 reply
    • 1.2k views

  32. "Accrued Interest" During "Cure Period"

    By Guest cjk,
    • 1 reply
    • 1.5k views

  33. Investment house refused to make required minimum distribution

    By Oh so SIMPLE,
    • 1 reply
    • 1k views

  34. harship withdrawal

    By jkdoll2,
    • 1 reply
    • 1.5k views

  35. Employee paychecks no longer cover loan payments; what happens on defa

    By Guest,
    • 1 reply
    • 2.1k views

  36. Roth Qualified Distribution

    By DTH,
    • 1 reply
    • 1.2k views

  37. Over the 402g limit

    By CJS07,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  38. RMD Online Calculator for Defined Benefit Plans

    By Guest ERISAQUEEN,
    • 1 reply
    • 3k views

  39. Hardship - Code Section 165 damage repair

    By jmartin,
    • 1 reply
    • 3.3k views

  40. RMD stock acquisition

    By R. Butler,
    • 1 reply
    • 870 views

  41. Loan (property puchase)

    By Guest cascigm,
    • 1 reply
    • 1.8k views

  42. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer,
    • 1 reply
    • 1.3k views

  43. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

    By Guest Fourohonekay,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  44. Age 59 1/2 and monthly payments

    By Guest Nineteen,
    • 1 reply
    • 1.3k views

  45. COVID DIstribution Repayment

    By TN CPA,
    • 1 reply
    • 668 views

  46. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

    By Guest Jim Hunt,
    • 1 reply
    • 1.9k views

  47. Deemed loan

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

  48. QJSA Disclosures for DC Plans

    By Guest MichaelO,
    • 1 reply
    • 1.5k views

  49. Participant RMD in Year of Death -- Recipient and Tax Reporting

    By rocknrolls2,
    • 1 reply
    • 1.4k views
    • jpod
    • jpod

  50. Help with 945-X "Administrative Error"

    By Sleuth,   
    • 1 reply
    • 550 views
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