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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.4k views

  2. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.3k views

  3. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1.1k views

  4. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2.3k views

  5. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2.2k views

  6. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 943 views

  7. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 907 views

  8. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 559 views

  9. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.2k views

  10. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2k views

  11. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.8k views

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

    By Jakyasar,
    • 2 replies
    • 765 views

  13. Small balance force-outs

    By Tom,
    • 2 replies
    • 946 views

  14. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.2k views

  15. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2.2k views

  16. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 781 views

  17. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 781 views

  18. Loan default correction

    By Belgarath,
    • 0 replies
    • 440 views

  19. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea,
    • 4 replies
    • 2.4k views

  20. Partic never cashed check is now missing--what to do?

    By BG5150,
    • 7 replies
    • 1.5k views

  21. Missing partic: where do you send the 1099?

    By BG5150,
    • 6 replies
    • 1.7k views

  22. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 553 views

  23. hardship and the DIY guy

    By AlbanyConsultant,
    • 2 replies
    • 585 views
    • JOH
    • JOH

  24. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 636 views
    • JOH
    • JOH

  25. "failed" direct rollover - obligations of plan?

    By msimpson,
    • 41 replies
    • 8k views

  26. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 654 views

  27. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 872 views

  28. Participant took in-service w/d before 59.5, what now?

    By BG5150,
    • 19 replies
    • 4k views
    • ACK
    • ACK

  29. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 1.2k views

  30. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.3k views

  31. First RMD was 2020, when is 2021 due?

    By BG5150,
    • 5 replies
    • 1.1k views

  32. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 912 views

  33. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2,
    • 5 replies
    • 747 views

  34. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 445 views

  35. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 913 views

  36. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant,
    • 6 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 445 views

  38. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1.1k views

  39. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul,
    • 7 replies
    • 1.3k views

  40. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 2.9k views

  41. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.3k views
    • JOH
    • JOH

  42. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 744 views

  43. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 487 views

  44. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.4k views

  45. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.8k views

  46. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 982 views

  47. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 795 views

  48. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber,
    • 10 replies
    • 3.3k views
    • Era
    • Era

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

    By Jakyasar,
    • 3 replies
    • 675 views

  50. Loan Offset treated as RMD

    By Vlad401k,
    • 1 reply
    • 668 views
    • Bri
    • Bri
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