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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Segregation of account to Beneficiaries upon death timing

    By BG5150,
    • 3 replies
    • 826 views

  2. Payroll date last day of month, deposit next month, default date?

    By TPApril,
    • 7 replies
    • 825 views

  3. Roth 401k non qualified distribution penalty

    By WCC,
    • 0 replies
    • 825 views
    • WCC
    • WCC

  4. retirement disbursement option change

    By Teri,
    • 5 replies
    • 825 views

  5. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 823 views

  6. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 823 views

  7. Loss on unqualified Roth Distribution

    By Becky Schwing,
    • 3 replies
    • 822 views

  8. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 822 views

  9. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 821 views

  10. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 821 views

  11. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 820 views

  12. 430 Restrictions and Rollovers

    By rcline46,
    • 0 replies
    • 820 views

  13. order of withdrawal

    By Santo Gold,
    • 3 replies
    • 820 views

  14. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 820 views

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

    By drakecohen,
    • 1 reply
    • 818 views

  16. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 816 views

  17. 1099-R For Missing Participants (Forced Rollover)

    By Stash026,
    • 4 replies
    • 815 views

  18. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 815 views

  19. Excess Loan Amounts

    By cathyw,
    • 6 replies
    • 814 views

  20. Does a 'Designated Beneficiary' have to be designated in the plan?

    By TPApril,
    • 5 replies
    • 812 views

  21. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia,
    • 2 replies
    • 812 views

  22. Safe Harbor Contributions

    By Nassau,
    • 0 replies
    • 811 views

  23. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 811 views

  24. Sole Proprietor

    By Randy Watson,
    • 1 reply
    • 807 views

  25. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 806 views

  26. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 803 views

  27. Control group

    By scsfam,
    • 2 replies
    • 802 views

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

    By jkharvey,
    • 2 replies
    • 802 views

  29. loan for sole prop from rollover money

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

  30. RMD information was not provided

    By Jakyasar,
    • 3 replies
    • 799 views

  31. RMD from 401k with Roth and Traditional

    By Dougsbpc,
    • 3 replies
    • 799 views

  32. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 797 views

  33. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 797 views

  34. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 796 views

  35. senior moment

    By thepensionmaven,
    • 8 replies
    • 794 views

  36. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 794 views

  37. CAREST Act - RMD suspension

    By Jakyasar,
    • 2 replies
    • 794 views

  38. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 793 views

  39. 1st RMD clarification

    By Basically,
    • 3 replies
    • 792 views

  40. FSA reimbursement over multiple plan years

    By Dennis G.,
    • 0 replies
    • 790 views

  41. HS to buy house-what if closing falls thru?

    By doombuggy,   
    • 1 reply
    • 789 views
    • GMK
    • GMK

  42. Distribution of Gold and Silver

    By imchipbrown,   
    • 1 reply
    • 787 views

  43. Divorce decree changes periodic payments

    By M Norton,
    • 0 replies
    • 787 views

  44. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 787 views

  45. Loan in excess of dollar max permitted

    By Trekker,
    • 0 replies
    • 787 views

  46. delinquent loan

    By Tom,
    • 2 replies
    • 785 views

  47. Distribution

    By pgold,
    • 4 replies
    • 785 views

  48. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath,
    • 2 replies
    • 784 views

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

    By Tom,
    • 1 reply
    • 784 views

  50. Non owner RMD... must one be taken??

    By Basically,
    • 6 replies
    • 782 views
    • Bri
    • Bri
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