Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,173 topics in this forum

  1. EE requests pmt, DORH < distribution; required to take dist?

    By TPApril,
    • 1 reply
    • 636 views

  2. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.5k views

  3. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 665 views

  4. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.2k views

  6. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.2k views

  7. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.8k views

  8. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 727 views

  9. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 658 views

  10. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.8k views

  11. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

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

    By Basically,
    • 1 reply
    • 474 views

  13. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 473 views

  14. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  15. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 673 views

  16. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.2k views

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

    By Vlad401k,
    • 1 reply
    • 451 views

  18. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

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

    By Vlad401k,
    • 3 replies
    • 2.1k views

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

    By BG5150,
    • 1 reply
    • 966 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.3k views

  22. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 756 views

  23. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 535 views
    • JOH
    • JOH

  24. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 397 views

  25. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3.2k views

  26. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 587 views

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

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

  28. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 841 views

  29. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 373 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 979 views

  31. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  32. Search service

    By Bird,
    • 7 replies
    • 1k views

  33. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  34. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.3k views

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

    By TPApril,
    • 7 replies
    • 900 views

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

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

  37. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 949 views

  38. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 951 views

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

    By BG5150,
    • 1 reply
    • 543 views

  40. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 2k views

  41. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  42. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 998 views

  43. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.1k views

  44. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  45. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.2k views

  46. Partial withdrawals in excess of RMD

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

  47. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2.1k views

  48. Qualifying Documentation for Residential Loan

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

  49. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 894 views

  50. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 868 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept