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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Hardship - Foreclosure

    By luissaha,
    • 1 reply
    • 717 views

  2. RMD before Roth Conversion Rule

    By Yesnam,
    • 2 replies
    • 717 views

  3. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

    By cheersmate,
    • 2 replies
    • 717 views

  4. RMD rollout of plan prior to termination and RBD

    By Tom,   
    • 3 replies
    • 715 views

  5. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 714 views

  6. Direct rollover for non-active participant?

    By david rigby,
    • 1 reply
    • 712 views

  7. Excess contribution to IRA due to testing failure

    By Bird,
    • 0 replies
    • 710 views

  8. RMD required when transferring between employers in a MEP?

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

  9. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 709 views

  10. COVID loans

    By thepensionmaven,
    • 4 replies
    • 709 views

  11. Loan Refinance under COVID Rules?

    By Gilmore,
    • 4 replies
    • 707 views

  12. Should the different ways for a participant to get money be on the same claim form?

    By Peter Gulia,
    • 5 replies
    • 706 views
    • EBP
    • EBP

  13. allocating lost earnings on distribution overpayment

    By M Norton,
    • 2 replies
    • 705 views

  14. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab,
    • 3 replies
    • 705 views

  15. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 704 views

  16. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 703 views

  17. 1099R forms

    By pmacduff,
    • 2 replies
    • 702 views

  18. Return Loan Payments to Participant?

    By cmick,   
    • 3 replies
    • 700 views

  19. Do recordkeepers recoup ACH payments made after payee’s death?

    By Peter Gulia,
    • 4 replies
    • 700 views

  20. Mandatory Withholding

    By DPSRich,   
    • 6 replies
    • 700 views

  21. penalties for failure to issue 1099

    By Belgarath,
    • 0 replies
    • 700 views

  22. in-kind/in-service distribution under 59.5

    By TPApril,
    • 1 reply
    • 699 views

  23. RMD was missed

    By Renee H,
    • 1 reply
    • 699 views

  24. PBGC beneficiary

    By Dave105,
    • 3 replies
    • 698 views

  25. Casualty

    By cdavis25,
    • 3 replies
    • 697 views

  26. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2,
    • 5 replies
    • 697 views

  27. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 696 views

  28. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers,
    • 4 replies
    • 695 views

  29. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion,
    • 0 replies
    • 694 views
    • Guest
    • Guest

  30. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension,   
    • 2 replies
    • 694 views

  31. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 694 views

  32. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k,
    • 3 replies
    • 693 views

  33. Plan Changes Loan Provisions

    By Vlad401k,
    • 3 replies
    • 693 views

  34. Distributions to alternate payee after QDRO - penalty

    By Scuba 401,
    • 1 reply
    • 692 views
    • GMK
    • GMK

  35. Involuntary Distributions - Timing

    By Will.I.Am,
    • 3 replies
    • 692 views

  36. taxation and witholding on beneficiary payouts

    By K2,
    • 1 reply
    • 691 views

  37. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 691 views

  38. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 690 views

  39. loan payments when missing work/limited income

    By Lori H,
    • 1 reply
    • 690 views

  40. RMD started in error?

    By James Shen,
    • 2 replies
    • 690 views

  41. Loan Question

    By Madison71,
    • 2 replies
    • 688 views

  42. roth in service over 59 1/2 but less than 5 years

    By pmacduff,
    • 2 replies
    • 685 views

  43. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 685 views

  44. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 681 views

  45. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton,   
    • 5 replies
    • 680 views

  46. Distribution From Terminated Plan

    By pgold,
    • 3 replies
    • 680 views

  47. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 680 views

  48. Qualified Charitable Distributions from rollover IRA?

    By J Simmons,
    • 1 reply
    • 680 views

  49. RMD

    By mehmgo,
    • 4 replies
    • 679 views

  50. Cash Balance In Service Annuity

    By mefrancis1729,   
    • 1 reply
    • 678 views
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