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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. Loan offset IRA rollover

    By B21,
    • 1 reply
    • 696 views

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

    By ERISA-Bubs,
    • 2 replies
    • 695 views

  3. Cash Balance In Service Annuity

    By mefrancis1729,   
    • 1 reply
    • 694 views

  4. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 693 views

  5. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 690 views

  6. Qualified Charitable Distributions from rollover IRA?

    By J Simmons,
    • 1 reply
    • 690 views

  7. RMD - plan year change

    By Jakyasar,
    • 1 reply
    • 689 views

  8. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 687 views

  9. CARES loan repay suspension

    By pmacduff,
    • 2 replies
    • 687 views

  10. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 686 views

  11. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 685 views

  12. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias,
    • 5 replies
    • 685 views

  13. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath,
    • 4 replies
    • 685 views

  14. hardship - possible changes due to law change

    By Tom Poje,
    • 3 replies
    • 685 views

  15. COVID DIstribution Repayment

    By TN CPA,
    • 1 reply
    • 685 views

  16. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant,
    • 2 replies
    • 682 views

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

    By Jakyasar,
    • 2 replies
    • 680 views

  18. 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
    • 679 views

  19. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 676 views

  20. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 675 views

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

    By AlbanyConsultant,
    • 3 replies
    • 674 views

  22. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH,
    • 1 reply
    • 674 views

  23. Hardship Distributions - Rely on Employee Certification?

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

  24. auto-rollover... to employer's other plan?

    By AlbanyConsultant,
    • 0 replies
    • 670 views

  25. A Dumb Question

    By bzorc,
    • 3 replies
    • 669 views

  26. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 668 views

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

    By AlbanyConsultant,
    • 2 replies
    • 667 views

  28. COVID Distributions - Designations and Withholding

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

  29. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 666 views

  30. RMD's & rehires

    By JeffB,
    • 1 reply
    • 665 views

  31. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 664 views

  32. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 664 views

  33. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 663 views

  34. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 663 views

  35. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 661 views

  36. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 659 views

  37. CARES Act--403(b)

    By Philip2,
    • 2 replies
    • 658 views

  38. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 657 views

  39. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 657 views

  40. Loan

    By cdavis25,
    • 1 reply
    • 655 views

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

    By VeryOldMan,
    • 2 replies
    • 654 views

  42. Hardship Dist, SSDI... Just want to verify rules

    By Basically,
    • 2 replies
    • 654 views

  43. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 654 views

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

    By Barbara,
    • 4 replies
    • 654 views

  45. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 652 views

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

    By Chris.Y,   
    • 3 replies
    • 652 views

  47. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 651 views

  48. Question on first RMD over age 70.5

    By CBenefits,
    • 3 replies
    • 649 views

  49. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 647 views

  50. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 646 views
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