Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Default IRA Custodians

   By Dougsbpc, April 4, 2023
   • 1 reply
   • 405 views
   • 
   • Lou S.
   • April 4, 2023

2. Distribution Code for Exceeding 415 Limit

   By Vlad401k, March 15, 2021
   • 0 replies
   • 404 views
   • 
   • Vlad401k
   • March 15, 2021

3. Death Claim and Spousal Assumption/Rollover

   By JOH, December 11, 2020
   • 0 replies
   • 399 views
   • 
   • JOH
   • December 11, 2020

4. Loan repayments in 2021 (not related to CARES Act)

   By TPApril, February 26, 2021
   • 2 replies
   • 398 views
   • 
   • C. B. Zeller
   • February 26, 2021

5. QPSA Lump Sum Payment to Nonresident Alien

   By RTK, February 13, 2024
   • 0 replies
   • 392 views
   • 
   • RTK
   • February 13, 2024

6. Spousal Beneficiary RMD- adjustment for new tables?

   By PMZJohn, March 4, 2022
   • 1 reply
   • 388 views
   • 
   • Luke Bailey
   • March 18, 2022

7. RMD - Less than 100% vested

   By Vlad401k, December 10, 2025
   • 2 replies
   • 382 views
   • 
   • C. B. Zeller
   • December 16, 2025

8. Cares Act - Repayment

   By Scuba 401, September 17, 2021
   • 0 replies
   • 379 views
   • 
   • Scuba 401
   • September 17, 2021

9. Getting rid of a retirement plan’s lifetime-income investments

   By Peter Gulia, November 15, 2022
   • 1 reply
   • 375 views
   • 
   • Peter Gulia
   • November 16, 2022

10. Covid loan re-finance

    By Pam Shoup, December 28, 2021
    • 1 reply
    • 373 views
    • 
    • Dave Baker
    • January 3, 2022

11. Voluntary After Tax Contribution... Distribution

    By Basically, October 29, 2025
    • 2 replies
    • 369 views
    • 
    • Basically
    • October 30, 2025

12. Uncashed Distribution Checks

    By fmsinc, August 20, 2019
    • 0 replies
    • 354 views
    • 
    • fmsinc
    • August 20, 2019

13. Uncompleted Rollover

    By BTG, September 9, 2021
    • 0 replies
    • 349 views
    • 
    • BTG
    • September 9, 2021

14. Taxation of Annuities

    By ERISAAPPLE, January 26, 2019
    • 0 replies
    • 340 views
    • 
    • ERISAAPPLE
    • January 26, 2019

15. Commercial Locator Services

    By Tom Veal, November 13, 2025
    • 2 replies
    • 336 views
    • 
    • Lou S.
    • November 13, 2025

16. Switch tables?

    By thepensionmaven, February 23, 2023
    • 1 reply
    • 329 views
    • 
    • R Griffith
    • March 6, 2023

17. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
    • 0 replies
    • 292 views
    • 
    • Santo Gold
    • April 14, 2022

18. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 0 replies
    • 289 views
    • 
    • Cindy Anderson
    • August 24, 2020

19. 2020 Covid Withdrawal Issue

    By 401kAllTheWay, January 11, 2023
    • 0 replies
    • 281 views
    • 
    • 401kAllTheWay
    • January 11, 2023
20. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)