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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. CARES loan repay suspension

    By pmacduff,
    • 2 replies
    • 650 views

  2. COVID DIstribution Repayment

    By TN CPA,
    • 1 reply
    • 648 views

  3. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 647 views

  4. Change to force-out timing: a cutback?

    By AlbanyConsultant,
    • 2 replies
    • 646 views

  5. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 646 views

  6. Max loan from two plans, now plans are merging!

    By AlbanyConsultant,
    • 3 replies
    • 645 views

  7. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 645 views

  8. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 644 views

  9. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 640 views

  10. A Dumb Question

    By bzorc,
    • 3 replies
    • 638 views

  11. RMD's & rehires

    By JeffB,
    • 1 reply
    • 636 views

  12. RMD

    By mehmgo,
    • 4 replies
    • 634 views

  13. Rollover of After-Tax Employee Contributions to Roth IRA

    By Vlad401k,
    • 1 reply
    • 634 views

  14. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 633 views

  15. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 633 views

  16. Can a distribution method be changed after payment has started?

    By Lucky32,
    • 1 reply
    • 631 views

  17. Hardship Distributions - Rely on Employee Certification?

    By Will.I.Am,
    • 2 replies
    • 629 views

  18. distribution to minor

    By AnnCK,
    • 3 replies
    • 627 views

  19. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton,   
    • 5 replies
    • 627 views

  20. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 627 views

  21. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 627 views

  22. Distribution of Deferrals on Post Severance Comp

    By Vlad401k,
    • 2 replies
    • 627 views

  23. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 626 views

  24. Lump Sum Cash Distribution Returned to the Plan - Corrected 1099-R?

    By Chris.Y,   
    • 3 replies
    • 626 views

  25. Hardship distribution from a merging plan

    By kwalified,
    • 4 replies
    • 625 views

  26. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 625 views

  27. Correcting Late Payment of a Loan (with a twist)

    By ERISA-Bubs,
    • 2 replies
    • 625 views

  28. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 624 views

  29. COVID Distributions - Designations and Withholding

    By D.J. Simonetti,
    • 1 reply
    • 623 views

  30. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 622 views

  31. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 621 views

  32. Loan

    By cdavis25,
    • 1 reply
    • 621 views

  33. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 621 views

  34. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 620 views

  35. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 619 views

  36. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 619 views

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

    By VeryOldMan,
    • 2 replies
    • 617 views

  38. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 616 views

  39. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 614 views

  40. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 612 views

  41. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 611 views

  42. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara,
    • 4 replies
    • 611 views

  43. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 609 views

  44. CARES Act--403(b)

    By Philip2,
    • 2 replies
    • 606 views

  45. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar,
    • 3 replies
    • 604 views

  46. Correct Distribution Code for Loan Offset Due to Disability

    By Vlad401k,
    • 2 replies
    • 604 views

  47. RBD and rollover

    By ombskid,
    • 3 replies
    • 603 views

  48. Question on first RMD over age 70.5

    By CBenefits,
    • 3 replies
    • 603 views

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

    By Jakyasar,
    • 2 replies
    • 603 views

  50. RMD in the year of death

    By K2retire,
    • 1 reply
    • 602 views
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