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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 4k views

  2. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 825 views

  3. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1,   
    • 20 replies
    • 2.5k views

  4. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 1.1k views

  5. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 559 views
    • BTG
    • BTG

  6. RMD Required for now less than 5% owner?

    By Dougsbpc,
    • 4 replies
    • 1.6k views

  7. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.6k views

  8. Search service

    By Bird,
    • 7 replies
    • 1.3k views

  9. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.5k views

  10. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 3.5k views

  11. Payroll date last day of month, deposit next month, default date?

    By TPApril,
    • 7 replies
    • 1.2k views

  12. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 1.1k views
    • JOH
    • JOH

  13. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 1.3k views

  14. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 1.2k views

  15. Can an employee ask sponsor to stop loan repay?

    By BG5150,
    • 1 reply
    • 798 views

  16. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 3.1k views

  17. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1.2k views

  18. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1.4k views

  19. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.9k views

  20. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 2k views

  21. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.6k views

  22. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1.5k views

  23. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 3.1k views

  24. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2.9k views

  25. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 1.1k views

  26. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 1.1k views

  27. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 783 views

  28. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.5k views

  29. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2.4k views

  30. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 3.4k views

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

    By Jakyasar,
    • 2 replies
    • 937 views

  32. Small balance force-outs

    By Tom,
    • 2 replies
    • 1.2k views

  33. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.5k views

  34. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2.9k views

  35. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 964 views

  36. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 1k views

  37. Loan default correction

    By Belgarath,
    • 0 replies
    • 503 views

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

    By bvhea,
    • 4 replies
    • 3.2k views

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

    By BG5150,
    • 7 replies
    • 1.8k views

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

    By BG5150,
    • 6 replies
    • 1.8k views

  41. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 824 views

  42. hardship and the DIY guy

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

  43. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 881 views
    • JOH
    • JOH

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

    By msimpson,
    • 41 replies
    • 8.9k views

  45. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 894 views

  46. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 1.1k views

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

    By BG5150,
    • 19 replies
    • 4.9k views
    • ACK
    • ACK

  48. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 1.5k views

  49. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.8k views

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

    By BG5150,
    • 5 replies
    • 1.3k views
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