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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,171 topics in this forum

  1. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 659 views

  2. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.1k views

  3. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia,   
    • 4 replies
    • 1.1k views

  4. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.2k views

  5. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.8k views

  6. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 705 views

  7. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 651 views

  8. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.5k views

  9. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

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

    By Basically,
    • 1 reply
    • 467 views

  11. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 465 views

  12. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  13. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 658 views

  14. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.2k views

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

    By Vlad401k,
    • 1 reply
    • 439 views

  16. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

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

    By Vlad401k,
    • 3 replies
    • 2k views

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

    By BG5150,
    • 1 reply
    • 946 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  20. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 746 views

  21. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 519 views
    • JOH
    • JOH

  22. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 394 views

  23. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3k views

  24. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 575 views

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

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

  26. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 829 views

  27. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 362 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 931 views

  29. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  30. Search service

    By Bird,
    • 7 replies
    • 1k views

  31. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  32. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.2k views

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

    By TPApril,
    • 7 replies
    • 886 views

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

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

  35. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 942 views

  36. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 943 views

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

    By BG5150,
    • 1 reply
    • 533 views

  38. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.9k views

  39. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  40. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 989 views

  41. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4k views

  42. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  43. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  44. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1k views

  45. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2k views

  46. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2k views

  47. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 879 views

  48. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 850 views

  49. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 524 views

  50. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.1k views
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