Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

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

    By thepensionmaven,
    • 12 replies
    • 1.2k views

  2. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  3. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 676 views

  4. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 633 views

  5. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.1k views

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

    By Vlad401k,
    • 1 reply
    • 430 views

  7. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 933 views

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

    By Vlad401k,
    • 3 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  11. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 731 views

  12. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 506 views
    • JOH
    • JOH

  13. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 379 views

  14. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 2.9k views

  15. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 566 views

  16. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 820 views

  17. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 349 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 898 views

  19. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

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

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

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

    By TPApril,
    • 7 replies
    • 866 views

  22. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.1k views

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

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

  24. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 932 views

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

    By BG5150,
    • 1 reply
    • 522 views

  26. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 922 views

  27. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 989 views

  28. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 964 views

  29. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.8k views

  30. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.2k views

  31. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 3.8k views

  32. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  33. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 996 views

  34. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 1.9k views

  35. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 1.9k views

  36. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 827 views

  37. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.1k views

  38. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 507 views

  39. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 1.8k views

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

    By Jakyasar,
    • 2 replies
    • 650 views

  41. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1k views

  42. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 738 views

  43. Small balance force-outs

    By Tom,
    • 2 replies
    • 873 views

  44. Loan default correction

    By Belgarath,
    • 0 replies
    • 424 views

  45. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  46. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 721 views

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

    By bvhea,
    • 4 replies
    • 2k views

  48. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 510 views

  49. Missing partic: where do you send the 1099?

    By BG5150,
    • 6 replies
    • 1.6k views

  50. Partic never cashed check is now missing--what to do?

    By BG5150,
    • 7 replies
    • 1.4k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept