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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.6k views

  2. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 467 views

  3. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 654 views

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

    By thepensionmaven,
    • 12 replies
    • 1.2k views

  5. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  6. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 707 views

  7. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 664 views

  8. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.2k views

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

    By Vlad401k,
    • 1 reply
    • 443 views

  10. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 949 views

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

    By Vlad401k,
    • 3 replies
    • 2k views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  14. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 749 views

  15. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 525 views
    • JOH
    • JOH

  16. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 395 views

  17. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3k views

  18. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 579 views

  19. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 831 views

  20. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 364 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 932 views

  22. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

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

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

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

    By TPApril,
    • 7 replies
    • 892 views

  25. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.2k views

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

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

  27. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 943 views

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

    By BG5150,
    • 1 reply
    • 534 views

  29. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 943 views

  30. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  31. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 990 views

  32. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.9k views

  33. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  34. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4k views

  35. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  36. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1k views

  37. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2k views

  38. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2k views

  39. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 852 views

  40. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.1k views

  41. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 525 views

  42. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 1.9k views

  43. DB plan distribution, request date vs actual date of transfer

    By Jakyasar,
    • 2 replies
    • 680 views

  44. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.1k views

  45. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 749 views

  46. Small balance force-outs

    By Tom,
    • 2 replies
    • 895 views

  47. Loan default correction

    By Belgarath,
    • 0 replies
    • 427 views

  48. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  49. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 738 views

  50. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea,
    • 4 replies
    • 2.1k views
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