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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Loan to Participant with Zero Balance

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

  2. Inherited IRA

    By NJ Mike,
    • 3 replies
    • 783 views

  3. calculating an RMD

    By K2retire,
    • 1 reply
    • 783 views

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

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

  5. Distribution and Management Fees Effect on Roth Basis

    By Vlad401k,
    • 1 reply
    • 782 views

  6. changing timing of force-outs

    By AlbanyConsultant,
    • 5 replies
    • 781 views

  7. force out distribution immediately upon separation of service

    By Santo Gold,
    • 4 replies
    • 781 views

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

    By Lori H,
    • 1 reply
    • 779 views

  9. Operational Violation w/r/t Distributions?

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

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

    By Lou S.,
    • 4 replies
    • 778 views

  11. Funds received fter death of both participant and beneficiary

    By R. Butler,
    • 6 replies
    • 777 views

  12. s-corp

    By Zorro1k,
    • 4 replies
    • 776 views

  13. loan payments for per diems

    By JKW,
    • 0 replies
    • 776 views
    • JKW
    • JKW

  14. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 774 views

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

    By M Norton,
    • 1 reply
    • 774 views

  16. late RMD - which age factor to use

    By M Norton,
    • 1 reply
    • 774 views

  17. RMDs

    By oldman63,
    • 3 replies
    • 773 views

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

    By KMiller,
    • 4 replies
    • 773 views

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

    By CuseFan,
    • 4 replies
    • 772 views

  20. Direct rollover of loan note

    By Belgarath,
    • 3 replies
    • 771 views

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

    By katieinny,
    • 0 replies
    • 769 views

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

    By Kent Allard,   
    • 3 replies
    • 768 views

  23. Loan Leave Suspension - One Year Cumulative?

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

  24. Taking a Distribution and Loan Offset

    By Vlad401k,
    • 1 reply
    • 768 views

  25. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 767 views

  26. Participant with loan wants to drain their account

    By Lori H,
    • 4 replies
    • 766 views

  27. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 766 views

  28. Loan Offset timing

    By mrazny,
    • 0 replies
    • 766 views

  29. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 766 views

  30. Plan Sponsor went AWOL & died

    By Earl,
    • 1 reply
    • 765 views

  31. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k,
    • 0 replies
    • 765 views

  32. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 765 views

  33. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 763 views

  34. Distribution of Insurance in 401(k)

    By MjInvestments,   
    • 3 replies
    • 762 views

  35. 1099-R Requirement (Roth and pre-tax monies)

    By Basically,
    • 2 replies
    • 760 views

  36. Union Participant taking loan?

    By jmartin,
    • 2 replies
    • 760 views

  37. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 757 views

  38. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

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

  39. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 757 views

  40. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 756 views

  41. Loan of plan assets

    By ombskid,
    • 6 replies
    • 755 views

  42. Old fashioned loan accounting

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

  43. Participant Owner With Two Businesses Seeks Distribution

    By Lucky32,
    • 7 replies
    • 753 views

  44. W-4P and ADP Refund

    By Gilmore,
    • 3 replies
    • 751 views

  45. Joint Life and Last Survivor Expectancy Table

    By Archimage,
    • 1 reply
    • 750 views

  46. Cancel Plan Loan, call it COVID Dist?

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

  47. Non-PBGC DB Plan Closedown. Spouse won't sign. Company being acquired.

    By Guest_Question,
    • 5 replies
    • 748 views

  48. 3(16) Services as a TPA

    By mjf06241972,
    • 3 replies
    • 745 views

  49. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 744 views

  50. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 743 views
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