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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

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

    By VeryOldMan,
    • 2 replies
    • 696 views

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

    By TPApril,
    • 12 replies
    • 1.8k views

  3. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 965 views

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

    By metsfan026,
    • 13 replies
    • 2.9k views

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

    By Vlad401k,
    • 2 replies
    • 1.9k views

  6. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 1.3k views

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

    By TPApril,
    • 1 reply
    • 666 views

  9. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.6k views

  10. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 710 views

  11. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.3k views

  13. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.3k views

  14. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.9k views

  15. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 812 views

  16. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 699 views

  17. Loan Refinance

    By Madison71,
    • 10 replies
    • 5.1k views

  18. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.5k views

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

    By Basically,
    • 1 reply
    • 511 views

  20. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 503 views

  21. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.7k views

  22. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 715 views

  23. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.5k views

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

    By Vlad401k,
    • 1 reply
    • 475 views

  25. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.3k views

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

    By Vlad401k,
    • 3 replies
    • 2.4k views

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

    By BG5150,
    • 1 reply
    • 986 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.4k views

  29. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 803 views

  30. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 581 views
    • JOH
    • JOH

  31. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 426 views

  32. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3.4k views

  33. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 613 views

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

    By cjdwyer1,   
    • 20 replies
    • 1.9k views

  35. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 889 views

  36. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 397 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  38. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  39. Search service

    By Bird,
    • 7 replies
    • 1.1k views

  40. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.2k views

  41. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.6k views

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

    By TPApril,
    • 7 replies
    • 955 views

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

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

  44. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 990 views

  45. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 975 views

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

    By BG5150,
    • 1 reply
    • 573 views

  47. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 2.2k views

  48. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  49. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1k views

  50. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.3k views
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