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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 751 views

  2. 1099-R Question

    By Lucky32,
    • 2 replies
    • 1.2k views

  3. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 1.2k views

  4. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1.5k views

  5. RMD and death

    By Cynchbeast,
    • 1 reply
    • 687 views

  6. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 929 views

  7. Is it okay to continue periodic payments after the participant’s death?

    By Peter Gulia,   
    • 8 replies
    • 1.7k views

  8. "Why isn't my loan balance still invested?"

    By RayRay,
    • 7 replies
    • 1.7k views

  9. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 539 views

  10. Plan subject to J&S did not sign forms with J&S options, what is fix?

    By Cobras59,
    • 2 replies
    • 721 views

  11. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 2k views

  12. Non owner RMD... must one be taken??

    By Basically,
    • 6 replies
    • 996 views
    • Bri
    • Bri

  13. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 814 views

  14. RMD for deceased participant, can check be made payable to estate?

    By BG5150,
    • 8 replies
    • 2.8k views

  15. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH,
    • 2 replies
    • 3.2k views

  16. Profit Sharing Plan with excess asset provision ( FIS)

    By VeryOldMan,
    • 2 replies
    • 817 views

  17. Can loans be stopped while there exists a loan?

    By TPApril,
    • 12 replies
    • 2k views

  18. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 1.1k views

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

    By metsfan026,
    • 13 replies
    • 3.5k views

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

    By Vlad401k,
    • 2 replies
    • 2.2k views

  21. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 1.6k views

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

    By TPApril,
    • 1 reply
    • 784 views

  24. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.9k views

  25. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 866 views

  26. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.6k views

  28. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.6k views

  29. RMD Taxation

    By coleboy,
    • 14 replies
    • 2.2k views

  30. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 982 views

  31. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 878 views

  32. Loan Refinance

    By Madison71,
    • 10 replies
    • 6.2k views

  33. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.8k views

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

    By Basically,
    • 1 reply
    • 651 views

  35. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 640 views

  36. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 2k views

  37. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 910 views

  38. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.9k views

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

    By Vlad401k,
    • 1 reply
    • 592 views

  40. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.5k views

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

    By Vlad401k,
    • 3 replies
    • 3k views

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

    By BG5150,
    • 1 reply
    • 1.2k views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.7k views

  44. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 986 views

  45. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 748 views
    • JOH
    • JOH

  46. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 510 views

  47. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3.9k views

  48. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 735 views

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

    By cjdwyer1,   
    • 20 replies
    • 2.3k views

  50. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 1k views
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