Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Rollover of After-Tax Employee Contributions to Roth IRA

    By Vlad401k,
    • 1 reply
    • 781 views

  2. Loan Offset timing

    By mrazny,
    • 0 replies
    • 781 views

  3. 3(16) Services as a TPA

    By mjf06241972,
    • 3 replies
    • 780 views

  4. Union Participant taking loan?

    By jmartin,
    • 2 replies
    • 780 views

  5. Plan sponsor making participants pay loan fees outside the plan

    By AlbanyConsultant,
    • 2 replies
    • 779 views

  6. Is RMD due?

    By cheersmate,   
    • 5 replies
    • 779 views

  7. Death Disbursement - Pooled Account

    By mjf06241972,
    • 2 replies
    • 779 views

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

    By Guest_Question,
    • 5 replies
    • 778 views

  9. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k,
    • 0 replies
    • 778 views

  10. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 778 views

  11. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 774 views

  12. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 771 views

  13. Cure period - Does it apply to the last payment of 5 year loan term

    By ErisaGooroo,   
    • 1 reply
    • 768 views

  14. Loan for primary residence

    By Lou81,
    • 5 replies
    • 768 views

  15. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller,
    • 2 replies
    • 765 views

  16. DB RMD (>72) DOT=12/31

    By TPApril,
    • 4 replies
    • 764 views

  17. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril,
    • 0 replies
    • 763 views

  18. Calculating 50% of account value for max loan

    By pensiongeek,
    • 5 replies
    • 762 views
    • JOH
    • JOH

  19. State withholding

    By Belgarath,
    • 4 replies
    • 762 views

  20. Net Unrealized Appreciation and Lump Sums

    By ERISAAPPLE,
    • 7 replies
    • 760 views

  21. Participant loan refinancing during cure period

    By Belgarath,
    • 3 replies
    • 760 views
    • Bird
    • Bird

  22. Cash Out Threshold after partial distribution

    By jkharvey,
    • 1 reply
    • 758 views

  23. RMDs after death to surviving spouse

    By Bird,
    • 2 replies
    • 758 views

  24. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 758 views

  25. tax notice for Cares Act Distributions

    By mattmc82,
    • 2 replies
    • 757 views

  26. eviction prevention hardship

    By 401_noob,
    • 1 reply
    • 757 views

  27. Worker's comepnsation & loan suspension

    By R. Butler,
    • 0 replies
    • 756 views

  28. Merged MP - still uses MP inservice wdl rules?

    By AlbanyConsultant,
    • 2 replies
    • 754 views

  29. RMD from SIMPLE

    By ombskid,
    • 1 reply
    • 754 views
    • Guest
    • Guest

  30. Death of participant and beneficiary

    By Monica Barnard,
    • 0 replies
    • 753 views

  31. Interesr

    By moho,
    • 3 replies
    • 753 views

  32. re-amortize loan before default

    By WCC,
    • 1 reply
    • 752 views

  33. Hardship and Safe Harbor

    By mjf06241972,
    • 2 replies
    • 751 views

  34. RMD from a terminating profit sharing plan

    By Jakyasar,
    • 3 replies
    • 750 views

  35. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 749 views

  36. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 749 views

  37. Deceased Participant RMD

    By K-t-F,
    • 4 replies
    • 744 views

  38. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 744 views

  39. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2,
    • 3 replies
    • 744 views

  40. Hardship Distributions

    By Coleboy1,
    • 1 reply
    • 743 views

  41. Additional distributions - election forms?

    By t.haley,
    • 0 replies
    • 741 views

  42. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 741 views

  43. Termed w/ Loan, took funds, now rehired

    By BG5150,
    • 2 replies
    • 741 views

  44. COVID Distributions and vesting

    By shERPA,
    • 3 replies
    • 740 views

  45. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley,
    • 6 replies
    • 739 views

  46. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 738 views

  47. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 738 views

  48. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 738 views

  49. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 737 views

  50. 2019 MRD due today

    By bzorc,
    • 5 replies
    • 737 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept