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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

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

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

  2. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 822 views

  3. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 821 views

  4. RMD from 401k with Roth and Traditional

    By Dougsbpc,
    • 3 replies
    • 820 views

  5. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 819 views

  6. Distribution

    By pgold,
    • 4 replies
    • 819 views

  7. FSA reimbursement over multiple plan years

    By Dennis G.,
    • 0 replies
    • 816 views

  8. force out distribution immediately upon separation of service

    By Santo Gold,
    • 4 replies
    • 815 views

  9. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 814 views

  10. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S.,
    • 4 replies
    • 813 views

  11. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured,
    • 8 replies
    • 812 views
    • Tom
    • Tom

  12. is an RMD to an active owner an "in service distribution"?

    By Lori H,
    • 1 reply
    • 811 views

  13. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard,   
    • 3 replies
    • 811 views

  14. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 810 views

  15. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 809 views

  16. Divorce decree changes periodic payments

    By M Norton,
    • 0 replies
    • 808 views

  17. Loan of plan assets

    By ombskid,
    • 6 replies
    • 808 views

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

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

  19. s-corp

    By Zorro1k,
    • 4 replies
    • 807 views

  20. Loan to Participant with Zero Balance

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 807 views

  21. calculating an RMD

    By K2retire,
    • 1 reply
    • 807 views

  22. Operational Violation w/r/t Distributions?

    By Biz Develop Consultant BJF,
    • 2 replies
    • 806 views

  23. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 806 views

  24. late RMD - which age factor to use

    By M Norton,
    • 1 reply
    • 805 views

  25. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 804 views

  26. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 804 views

  27. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 803 views

  28. Loan in excess of dollar max permitted

    By Trekker,
    • 0 replies
    • 803 views

  29. RMDs

    By oldman63,
    • 3 replies
    • 802 views

  30. Distribution of Gold and Silver

    By imchipbrown,   
    • 1 reply
    • 802 views

  31. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 802 views

  32. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 802 views

  33. loan payments for per diems

    By JKW,
    • 0 replies
    • 800 views
    • JKW
    • JKW

  34. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 799 views

  35. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 798 views

  36. Distribution and Management Fees Effect on Roth Basis

    By Vlad401k,
    • 1 reply
    • 797 views

  37. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold,
    • 3 replies
    • 795 views

  38. Loan terms and documentation

    By ClintonF,
    • 5 replies
    • 791 views

  39. disaster relief - April tornadoes in Alabama, etc.

    By M Norton,
    • 1 reply
    • 789 views

  40. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 788 views

  41. Old fashioned loan accounting

    By Guest tmills,
    • 0 replies
    • 787 views
    • Guest
    • Guest

  42. IRA distribution - 1099R coded as 5 Prohibited Transaction

    By GlacierNP,
    • 4 replies
    • 786 views

  43. W-4P and ADP Refund

    By Gilmore,
    • 3 replies
    • 786 views

  44. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 785 views

  45. Cancel Plan Loan, call it COVID Dist?

    By K-t-F,
    • 5 replies
    • 785 views

  46. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM,   
    • 1 reply
    • 785 views

  47. Plan holds non-US property (not allowed)

    By katieinny,
    • 0 replies
    • 784 views

  48. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 784 views

  49. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 782 views

  50. Loan Leave Suspension - One Year Cumulative?

    By Guest Mauiorbust,
    • 0 replies
    • 782 views
    • Guest
    • Guest
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