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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.3k views

  2. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 3k views

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

    By TPApril,
    • 7 replies
    • 1k views

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

    By BG5150,
    • 3 replies
    • 949 views
    • JOH
    • JOH

  5. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 1k views

  6. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 1k views

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

    By BG5150,
    • 1 reply
    • 614 views

  8. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 2.7k views

  9. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1.1k views

  10. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1.1k views

  11. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.6k views

  12. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.7k views

  13. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.4k views

  14. Partial withdrawals in excess of RMD

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

  15. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2.7k views

  16. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2.5k views

  17. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 1k views

  18. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 989 views

  19. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 607 views

  20. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.3k views

  21. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2.1k views

  22. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 3k views

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

    By Jakyasar,
    • 2 replies
    • 848 views

  24. Small balance force-outs

    By Tom,
    • 2 replies
    • 1k views

  25. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.4k views

  26. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2.5k views

  27. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 853 views

  28. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 859 views

  29. Loan default correction

    By Belgarath,
    • 0 replies
    • 459 views

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

    By bvhea,
    • 4 replies
    • 2.8k views

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

    By BG5150,
    • 7 replies
    • 1.6k views

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

    By BG5150,
    • 6 replies
    • 1.7k views

  33. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 597 views

  34. hardship and the DIY guy

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

  35. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 677 views
    • JOH
    • JOH

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

    By msimpson,
    • 41 replies
    • 8.4k views

  37. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 709 views

  38. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 937 views

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

    By BG5150,
    • 19 replies
    • 4.5k views
    • ACK
    • ACK

  40. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 1.3k views

  41. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.4k views

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

    By BG5150,
    • 5 replies
    • 1.1k views

  43. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 993 views

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

    By rocknrolls2,
    • 5 replies
    • 822 views

  45. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 486 views

  46. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 990 views

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

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

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

    By TPApril,
    • 2 replies
    • 498 views

  49. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1.1k views

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

    By Mr401kPaul,
    • 7 replies
    • 1.4k views
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