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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath,
    • 4 replies
    • 1.1k views

  2. RMD change to calculation method

    By Melissa2115,
    • 3 replies
    • 1.8k views

  3. 8955-SSA Filings - records of filings?

    By RestAssured,
    • 7 replies
    • 3.4k views

  4. Disability benefits in a cash balance plan

    By Jakyasar,
    • 7 replies
    • 1.9k views

  5. RMD

    By Egold,
    • 3 replies
    • 1k views
    • Bri
    • Bri

  6. ROTH funded plan... RMD rule

    By Basically,
    • 2 replies
    • 1.5k views

  7. Deemed loan

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

  8. Fix missed loan payments when no paycheck

    By M Norton,   
    • 17 replies
    • 2.8k views

  9. Mandatory 100% QJSA

    By Ananda,
    • 7 replies
    • 2.2k views

  10. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 965 views

  11. 1099-R Question

    By Lucky32,
    • 2 replies
    • 1.4k views

  12. Distribution of insurance primer?

    By BG5150,
    • 3 replies
    • 1.4k views

  13. Mandatory Federal Withholding

    By Dougsbpc,
    • 11 replies
    • 1.9k views

  14. RMD and death

    By Cynchbeast,
    • 1 reply
    • 881 views

  15. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 1.1k views

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

    By Peter Gulia,   
    • 8 replies
    • 2k views

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

    By RayRay,
    • 7 replies
    • 2.1k views

  18. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 711 views

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

    By Cobras59,
    • 2 replies
    • 876 views

  20. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 2.5k views

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

    By Basically,
    • 6 replies
    • 1.2k views
    • Bri
    • Bri

  22. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 1k views

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

    By BG5150,
    • 8 replies
    • 3.2k views

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

    By BTH,
    • 2 replies
    • 3.5k views

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

    By VeryOldMan,
    • 2 replies
    • 1.1k views

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

    By TPApril,
    • 12 replies
    • 2.6k views

  27. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 1.4k views

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

    By metsfan026,
    • 13 replies
    • 4k views

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

    By Vlad401k,
    • 2 replies
    • 2.4k views

  30. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 2k views

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

    By TPApril,
    • 1 reply
    • 895 views

  33. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 3.1k views

  34. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 1k views

  35. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.9k views

  37. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.8k views

  38. RMD Taxation

    By coleboy,
    • 14 replies
    • 2.6k views

  39. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 1.2k views

  40. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  41. Loan Refinance

    By Madison71,
    • 10 replies
    • 7k views

  42. 1 day termination

    By Santo Gold,
    • 8 replies
    • 2.1k views

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

    By Basically,
    • 1 reply
    • 812 views

  44. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 867 views

  45. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 2.3k views

  46. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 1.2k views

  47. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 3.4k views

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

    By Vlad401k,
    • 1 reply
    • 740 views

  49. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.7k views

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

    By Vlad401k,
    • 3 replies
    • 3.3k views
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