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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. RMD and death

    By Cynchbeast,
    • 1 reply
    • 562 views

  2. 2021 RMD for over 72 Participant

    By Vlad401k,
    • 1 reply
    • 878 views

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

    By Peter Gulia,   
    • 8 replies
    • 1.6k views

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

    By RayRay,
    • 7 replies
    • 1.6k views

  5. Covid loan re-finance

    By Pam Shoup,
    • 1 reply
    • 458 views

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

    By Cobras59,
    • 2 replies
    • 664 views

  7. Is this RMD still required?

    By Santo Gold,
    • 12 replies
    • 1.9k views

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

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

  9. Participant COVID Distribution for Bills

    By Basically,
    • 3 replies
    • 715 views

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

    By BG5150,
    • 8 replies
    • 2.6k views

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

    By BTH,
    • 2 replies
    • 3.1k views

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

    By VeryOldMan,
    • 2 replies
    • 752 views

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

    By TPApril,
    • 12 replies
    • 1.9k views

  14. Special Tax Notice for in service dists?

    By TPApril,
    • 1 reply
    • 1k views

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

    By metsfan026,
    • 13 replies
    • 3.2k views

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

    By Vlad401k,
    • 2 replies
    • 2.1k views

  17. Required Minimum Distributions Not Paid

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

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

    By thepensionmaven,
    • 12 replies
    • 1.4k views

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

    By TPApril,
    • 1 reply
    • 710 views

  20. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.7k views

  21. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 779 views

  22. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 4 replies
    • 1.4k views

  24. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.4k views

  25. RMD Taxation

    By coleboy,
    • 14 replies
    • 2k views

  26. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 893 views

  27. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 766 views

  28. Loan Refinance

    By Madison71,
    • 10 replies
    • 5.8k views

  29. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.6k views

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

    By Basically,
    • 1 reply
    • 552 views

  31. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 549 views

  32. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.8k views

  33. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 778 views

  34. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.8k views

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

    By Vlad401k,
    • 1 reply
    • 525 views

  36. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.3k views

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

    By Vlad401k,
    • 3 replies
    • 2.8k views

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

    By BG5150,
    • 1 reply
    • 1.1k views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.6k views

  40. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 877 views

  41. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 628 views
    • JOH
    • JOH

  42. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 466 views

  43. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3.7k views

  44. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 664 views

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

    By cjdwyer1,   
    • 20 replies
    • 2.1k views

  46. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 956 views

  47. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 433 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 1.3k views

  49. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.3k views

  50. Search service

    By Bird,
    • 7 replies
    • 1.1k views
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