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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,167 topics in this forum

  1. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.7k views

  2. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 647 views

  3. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 632 views

  4. Loan Refinance

    By Madison71,
    • 10 replies
    • 3.9k views

  5. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

  6. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically,
    • 1 reply
    • 448 views

  7. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 444 views

  8. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.4k views

  9. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 606 views

  10. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2k views

  11. Transfer of Loan from one 401k plan to another.

    By Vlad401k,
    • 1 reply
    • 416 views

  12. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

  13. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k,
    • 3 replies
    • 1.7k views

  14. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150,
    • 1 reply
    • 922 views

  15. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  16. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 695 views

  17. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 479 views
    • JOH
    • JOH

  18. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 350 views

  19. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 2.8k views

  20. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 552 views

  21. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

  22. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 807 views

  23. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 339 views
    • BTG
    • BTG

  24. RMD Required for now less than 5% owner?

    By Dougsbpc,
    • 4 replies
    • 863 views

  25. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  26. Search service

    By Bird,
    • 7 replies
    • 953 views

  27. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  28. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2k views

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

    By TPApril,
    • 7 replies
    • 846 views

  30. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 844 views
    • JOH
    • JOH

  31. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 906 views

  32. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 927 views

  33. Can an employee ask sponsor to stop loan repay?

    By BG5150,
    • 1 reply
    • 511 views

  34. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.8k views

  35. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 974 views

  36. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 939 views

  37. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 3.6k views

  38. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.2k views

  39. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  40. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 985 views

  41. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 1.8k views

  42. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 1.8k views

  43. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 835 views

  44. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 813 views

  45. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 498 views

  46. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.1k views

  47. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 1.8k views

  48. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.7k views

  49. DB plan distribution, request date vs actual date of transfer

    By Jakyasar,
    • 2 replies
    • 619 views

  50. Small balance force-outs

    By Tom,
    • 2 replies
    • 858 views
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