Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loan default correction

   By Belgarath, May 11, 2021
   • 0 replies
   • 427 views
   • 
   • Belgarath
   • May 11, 2021

2. Distribution Code for Exceeding 415 Limit

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

3. Roth Conversion of After Tax Basis in Deemed Distribution

   By ERISA1, February 13, 2023
   • 0 replies
   • 417 views
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   • ERISA1
   • February 13, 2023

4. Default IRA Custodians

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

5. Voluntary After Tax Contribution... Distribution

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

6. Loan payments and leave of absence

   By Belgarath, September 14, 2017
   • 0 replies
   • 411 views
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   • Belgarath
   • September 14, 2017

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

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

8. Death Claim and Spousal Assumption/Rollover

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

9. QPSA Lump Sum Payment to Nonresident Alien

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

10. Spousal Beneficiary RMD- adjustment for new tables?

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

11. Cares Act - Repayment

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

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

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

13. Covid loan re-finance

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

14. Commercial Locator Services

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

15. Uncompleted Rollover

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

16. Uncashed Distribution Checks

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

17. Taxation of Annuities

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

18. Switch tables?

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

19. RMD for deceased owner's spouse

    By Renee H, January 26
    • 2 replies
    • 340 views
    • 
    • Renee H
    • January 27

20. 401k plan beneficiary RMD

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

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

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

22. 2020 Covid Withdrawal Issue

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

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