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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 626 views

  2. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 621 views

  3. Loan Refinance

    By Madison71,
    • 10 replies
    • 3.8k views

  4. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

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

    By Basically,
    • 1 reply
    • 443 views

  6. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 432 views

  7. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.4k views

  8. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 588 views

  9. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2k views

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

    By Vlad401k,
    • 1 reply
    • 403 views

  11. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

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

    By Vlad401k,
    • 3 replies
    • 1.7k views

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

    By BG5150,
    • 1 reply
    • 911 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  15. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 681 views

  16. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 461 views
    • JOH
    • JOH

  17. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 340 views

  18. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 2.7k views

  19. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 539 views

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

    By cjdwyer1,   
    • 20 replies
    • 1.7k views

  21. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 793 views

  22. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 332 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 841 views

  24. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.1k views

  25. Search service

    By Bird,
    • 7 replies
    • 946 views

  26. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  27. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 1.9k views

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

    By TPApril,
    • 7 replies
    • 820 views

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

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

  30. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 893 views

  31. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 917 views

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

    By BG5150,
    • 1 reply
    • 503 views

  33. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.7k views

  34. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 958 views

  35. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 921 views

  36. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 3.5k views

  37. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.1k views

  38. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1k views

  39. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 974 views

  40. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 1.8k views

  41. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 1.7k views

  42. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 820 views

  43. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 795 views

  44. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 488 views

  45. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1k views

  46. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 1.8k views

  47. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.7k views

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

    By Jakyasar,
    • 2 replies
    • 603 views

  49. Small balance force-outs

    By Tom,
    • 2 replies
    • 844 views

  50. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 987 views
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