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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. distribution to minor

    By AnnCK,
    • 3 replies
    • 677 views

  2. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 676 views

  3. CARES loan repay suspension

    By pmacduff,
    • 2 replies
    • 676 views

  4. In-service withdrawal at Age 50 question

    By BG5150,
    • 3 replies
    • 675 views

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

    By Lucky32,
    • 1 reply
    • 674 views

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

    By Belgarath,
    • 4 replies
    • 673 views

  7. hardship - possible changes due to law change

    By Tom Poje,
    • 3 replies
    • 673 views

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

    By MrsMacias,
    • 5 replies
    • 670 views

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

    By AlbanyConsultant,
    • 2 replies
    • 670 views

  10. PTE For Distribution Made From Business Account

    By Connor,
    • 4 replies
    • 670 views

  11. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 670 views

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

    By AlbanyConsultant,
    • 3 replies
    • 669 views

  13. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 669 views

  14. COVID DIstribution Repayment

    By TN CPA,
    • 1 reply
    • 668 views

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

    By ERISA-Bubs,
    • 2 replies
    • 667 views

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

    By AlbanyConsultant,
    • 0 replies
    • 666 views

  17. 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
    • 666 views

  18. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley,
    • 6 replies
    • 665 views

  19. Funds available for Qualified Reservist Distribution

    By AKconsult,
    • 2 replies
    • 662 views

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

    By AlbanyConsultant,
    • 2 replies
    • 661 views

  21. Distribution to Participant who lives in Puerto Rico

    By Vlad401k,
    • 0 replies
    • 658 views

  22. Hardship Distributions - Rely on Employee Certification?

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

  23. A Dumb Question

    By bzorc,
    • 3 replies
    • 651 views

  24. RMD's & rehires

    By JeffB,
    • 1 reply
    • 651 views

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

    By Jakyasar,
    • 2 replies
    • 650 views

  26. COVID Distributions - Designations and Withholding

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

  27. <Nothing to see here>

    By Nood1e,
    • 3 replies
    • 649 views

  28. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 649 views

  29. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 648 views

  30. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 646 views

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

    By Chris.Y,   
    • 3 replies
    • 644 views

  32. RMD for deceased plan participant

    By Egold,
    • 6 replies
    • 644 views

  33. CARES Act--403(b)

    By Philip2,
    • 2 replies
    • 644 views

  34. Eligible Rollover?

    By luissaha,
    • 5 replies
    • 643 views

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

    By BTH,
    • 1 reply
    • 643 views

  36. distribution to fired employee, who may be reinstated

    By Santo Gold,
    • 1 reply
    • 643 views

  37. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 642 views

  38. Loan

    By cdavis25,
    • 1 reply
    • 642 views

  39. Can I get around an RMD this way?

    By BG5150,
    • 2 replies
    • 642 views

  40. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 641 views

  41. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 640 views

  42. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 638 views

  43. Distribution of Deferrals on Post Severance Comp

    By Vlad401k,
    • 2 replies
    • 638 views

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

    By Barbara,
    • 4 replies
    • 637 views

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

    By VeryOldMan,
    • 2 replies
    • 636 views

  46. In-service distribution periodic payment

    By s2mone,   
    • 2 replies
    • 635 views

  47. Hardship distribution from a merging plan

    By kwalified,
    • 4 replies
    • 635 views

  48. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 635 views

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

    By Basically,
    • 2 replies
    • 634 views

  50. Child Beneficiary - documentation?

    By jmartin,
    • 1 reply
    • 633 views
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