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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 861 views

  2. 1099-R For Missing Participants (Forced Rollover)

    By Stash026,
    • 4 replies
    • 860 views

  3. Loan for someone on Leave

    By Lou S.,
    • 10 replies
    • 860 views

  4. 1st RMD clarification

    By Basically,
    • 3 replies
    • 860 views

  5. Spousal Consent - USC 1746

    By Kevin C,
    • 2 replies
    • 860 views

  6. Donate part of minimum distribution

    By SheilaD,
    • 1 reply
    • 859 views

  7. RMD information was not provided

    By Jakyasar,
    • 3 replies
    • 858 views

  8. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 858 views

  9. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 856 views

  10. Pre-mature 401(k) withdrawal

    By rcline46,
    • 2 replies
    • 854 views

  11. RMD question

    By BG5150,
    • 1 reply
    • 854 views

  12. Hardhip withdrawal of MP funds transferred to K plan

    By BG5150,
    • 1 reply
    • 853 views

  13. Loan Processed Twice

    By Guest jolson,
    • 1 reply
    • 852 views

  14. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 852 views

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

    By Guest Why Me!,
    • 0 replies
    • 852 views
    • Guest
    • Guest

  16. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 852 views

  17. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 851 views

  18. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 851 views

  19. Avoiding 10% 59-1/2 penalty tax

    By drakecohen,
    • 1 reply
    • 849 views

  20. Loss on unqualified Roth Distribution

    By Becky Schwing,
    • 3 replies
    • 849 views

  21. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 848 views

  22. Loan note for an laid off participant

    By Santo Gold,
    • 0 replies
    • 848 views

  23. Inward rollovers TO a qualified plan by..

    By Jerry Erisa,
    • 2 replies
    • 847 views

  24. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 847 views

  25. Death Benefit to a Trust

    By D Lewis,
    • 0 replies
    • 846 views

  26. Sole Proprietor

    By Randy Watson,
    • 1 reply
    • 846 views

  27. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 846 views

  28. ISW provision required to take more than RMD?

    By Guest Connie H,
    • 1 reply
    • 845 views
    • Guest
    • Guest

  29. Roth 401k non qualified distribution penalty

    By WCC,
    • 0 replies
    • 845 views
    • WCC
    • WCC

  30. PS58 part of RMD?

    By drakecohen,
    • 3 replies
    • 845 views

  31. Control group

    By scsfam,
    • 2 replies
    • 844 views

  32. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 841 views

  33. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller,
    • 4 replies
    • 841 views

  34. senior moment

    By thepensionmaven,
    • 8 replies
    • 840 views

  35. Safe Harbor Contributions

    By Nassau,
    • 0 replies
    • 838 views

  36. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath,
    • 2 replies
    • 837 views

  37. 430 Restrictions and Rollovers

    By rcline46,
    • 0 replies
    • 837 views

  38. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 834 views

  39. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 834 views

  40. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 831 views

  41. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 831 views

  42. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 831 views

  43. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 829 views

  44. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 828 views

  45. Maximum amount available for loan--what is a related plan

    By jkharvey,
    • 2 replies
    • 828 views

  46. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 828 views

  47. RMD for Sole Proprietor Starting Business at Age 73?

    By CuseFan,
    • 4 replies
    • 828 views

  48. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 824 views

  49. loan for sole prop from rollover money

    By Guest dubya,
    • 0 replies
    • 824 views
    • Guest
    • Guest

  50. delinquent loan

    By Tom,
    • 2 replies
    • 823 views
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