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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. ROTH funded plan... RMD rule

    By Basically,
    • 2 replies
    • 1.4k views

  2. Deemed loan

    By thepensionmaven,
    • 1 reply
    • 682 views
    • Bri
    • Bri

  3. Fix missed loan payments when no paycheck

    By M Norton,   
    • 17 replies
    • 2.5k views

  4. Mandatory 100% QJSA

    By Ananda,
    • 7 replies
    • 2k views

  5. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 838 views

  6. 1099-R Question

    By Lucky32,
    • 2 replies
    • 1.3k views

  7. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 1.2k views

  8. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1.7k views

  9. RMD and death

    By Cynchbeast,
    • 1 reply
    • 762 views

  10. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 968 views

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

    By Peter Gulia,   
    • 8 replies
    • 1.8k views

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

    By RayRay,
    • 7 replies
    • 1.8k views

  13. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 599 views

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

    By Cobras59,
    • 2 replies
    • 787 views

  15. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 2.2k views

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

    By Basically,
    • 6 replies
    • 1.1k views
    • Bri
    • Bri

  17. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 912 views

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

    By BG5150,
    • 8 replies
    • 3k views

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

    By BTH,
    • 2 replies
    • 3.3k views

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

    By VeryOldMan,
    • 2 replies
    • 881 views

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

    By TPApril,
    • 12 replies
    • 2.2k views

  22. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 1.2k views

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

    By metsfan026,
    • 13 replies
    • 3.7k views

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

    By Vlad401k,
    • 2 replies
    • 2.3k views

  25. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 1.7k views

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

    By TPApril,
    • 1 reply
    • 804 views

  28. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 3k views

  29. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 914 views

  30. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.7k views

  32. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.7k views

  33. RMD Taxation

    By coleboy,
    • 14 replies
    • 2.3k views

  34. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 1.1k views

  35. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 952 views

  36. Loan Refinance

    By Madison71,
    • 10 replies
    • 6.5k views

  37. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.9k views

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

    By Basically,
    • 1 reply
    • 730 views

  39. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 708 views

  40. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 2.1k views

  41. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 1k views

  42. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 3k views

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

    By Vlad401k,
    • 1 reply
    • 629 views

  44. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.6k views

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

    By Vlad401k,
    • 3 replies
    • 3.1k views

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

    By BG5150,
    • 1 reply
    • 1.2k views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.8k views

  48. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 1.1k views

  49. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 798 views
    • JOH
    • JOH

  50. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 545 views
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