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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. What to do for distributions that do not require spousal consent.

    By jkharvey,
    • 6 replies
    • 2k views

  2. Can participant retire at age 52 but wait until age 55 to take a distr

    By chris,
    • 2 replies
    • 1.6k views

  3. rmd: payment of expenses

    By Guest amy darnell,
    • 3 replies
    • 2.3k views

  4. "Bridge" loans on plan termination

    By JWK,
    • 0 replies
    • 1.6k views

  5. Seeking references/articles detailing IRS Publication 504

    By Guest [Pat M],
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  6. revocation of 70 1/2 election

    By k man,
    • 2 replies
    • 1.4k views

  7. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M],
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  8. Do you recommend allowing participants to pay-off defaulted loans usin

    By Guest Frank Jackson,
    • 1 reply
    • 1.4k views

  9. Can participant loans be forgiven?

    By pbarrett,
    • 5 replies
    • 2k views

  10. Hardship withdrawal from "frozen" account

    By Guest IPound,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  11. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown,
    • 1 reply
    • 1.5k views

  12. Interest to terminated participant

    By Guest AEA,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  13. Can loans be taken from rollover accounts prior to employee becoming a

    By John A,
    • 9 replies
    • 2.1k views

  14. Withdrawal of Pre-1987 "After Tax" Employee Contributions

    By Guest EMC,
    • 2 replies
    • 3k views
    • Guest
    • Guest

  15. Distributions made by Age 62 or Age 65?

    By Guest mam,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  16. Death Benefit Distribution options for non-spouse beneficiary.

    By Guest Mike Visse,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  17. Cost basis of mutual funds

    By Guest Renea,
    • 2 replies
    • 1.6k views

  18. Can in-service withdrawals avoid 20% withholding by direct rollover or

    By John A,
    • 7 replies
    • 2.9k views
    • Guest
    • Guest

  19. Determining Cost Basis of Employer Stock

    By Guest Renea,
    • 1 reply
    • 1.6k views

  20. At what point is the "substantially level" loan repayment re

    By John A,
    • 1 reply
    • 2.4k views

  21. Purchasing Life Insurance

    By Guest geewhiz,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  22. 411(d)(6) Protected Benefits

    By Guest Effie Clark,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  23. Good (and inexpensive) participant locator service.

    By KJohnson,
    • 3 replies
    • 1.7k views

  24. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN

    By Guest ATTY,
    • 1 reply
    • 1.6k views

  25. How should on-going minimum required distributions be calculated when

    By John A,
    • 1 reply
    • 1.3k views

  26. What should happen with loans when participant comes out of bankruptcy

    By John A,
    • 5 replies
    • 1.8k views

  27. Does anyone have a cite for a participant being able to elect more tha

    By John A,
    • 3 replies
    • 1.5k views

  28. What rights do defined contribution participants in pay status have to

    By John A,
    • 5 replies
    • 2k views

  29. Early loan payoff

    By Guest Melissa Winslow,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  30. Loss of Earnings...

    By Guest JasonElliott,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  31. Loans/ UCC

    By Felicia,
    • 0 replies
    • 1.3k views

  32. Tracking Payments to Retired Participants.

    By Guest,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  33. Direct Rollover to qualified Plan

    By BTH,
    • 1 reply
    • 1.6k views

  34. Leaves of Absence and Truth in Lending

    By Christine Roberts,
    • 2 replies
    • 1.6k views

  35. Puerto Rican reporting

    By Guest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  36. How to get withholding from distributions to IRS

    By Alan Simpson,
    • 4 replies
    • 1.5k views

  37. Does rollover of KEOGH to conduit IRA eliminate 10 year averaging opti

    By Guest Joe Twidwell,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  38. Rollover due to Disability

    By Christine Roberts,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  39. loans from multiple plans.

    By Guest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  40. Participant Bankruptcy

    By k man,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  41. Force Out Upon Plan Termination?

    By Alonzo,
    • 3 replies
    • 3.9k views

  42. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen,
    • 3 replies
    • 1.5k views

  43. Rollover of of amounts subsequent to turning 70 1/2

    By Guest Jae,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  44. Penalties for Rollovers?

    By Guest KOlsen,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  45. I need a Primer on taxation of defaulted loans.

    By Guest PLHart,
    • 1 reply
    • 1.4k views

  46. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  47. FIT submitted in error

    By Guest GregSelf,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  48. What controls and who does plan pay when plan participant and wife die

    By John A,
    • 2 replies
    • 1.5k views

  49. IRA: Earliest Distribution

    By Guest RW,
    • 1 reply
    • 1.6k views

  50. California address for withholding?

    By John A,
    • 1 reply
    • 1.5k views
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