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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Refinancing a Loan From a 401(k) Plan

    By metsfan026,
    • 13 replies
    • 2.8k views

  2. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k,
    • 2 replies
    • 1.8k views

  3. Required Minimum Distributions Not Paid

    By maryflemingphr@yahoo.com,
    • 1 reply
    • 553 views

  4. participant terminates employment - plan has a life insurance policy

    By thepensionmaven,
    • 12 replies
    • 1.2k views

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

    By TPApril,
    • 1 reply
    • 644 views

  6. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.6k views

  7. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 679 views

  8. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.3k views

  10. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.2k views

  11. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.8k views

  12. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 767 views

  13. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 675 views

  14. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.9k views

  15. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.5k views

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

    By Basically,
    • 1 reply
    • 491 views

  17. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 484 views

  18. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.6k views

  19. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 690 views

  20. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.3k views

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

    By Vlad401k,
    • 1 reply
    • 463 views

  22. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.3k views

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

    By Vlad401k,
    • 3 replies
    • 2.3k views

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

    By BG5150,
    • 1 reply
    • 973 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.3k views

  26. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 780 views

  27. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 549 views
    • JOH
    • JOH

  28. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 407 views

  29. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3.3k views

  30. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 601 views

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

    By cjdwyer1,   
    • 20 replies
    • 1.9k views

  32. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 864 views

  33. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 381 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 1k views

  35. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  36. Search service

    By Bird,
    • 7 replies
    • 1k views

  37. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.2k views

  38. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.4k views

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

    By TPApril,
    • 7 replies
    • 916 views

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

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

  41. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 963 views

  42. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 961 views

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

    By BG5150,
    • 1 reply
    • 557 views

  44. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 2.1k views

  45. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  46. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1k views

  47. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.2k views

  48. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.4k views

  49. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.2k views

  50. Partial withdrawals in excess of RMD

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