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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,205 topics in this forum

  1. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k,
    • 3 replies
    • 3.3k views

  2. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150,
    • 1 reply
    • 1.4k views

  3. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant,
    • 16 replies
    • 2.2k views

  4. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 1.2k views

  5. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 937 views
    • JOH
    • JOH

  6. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 713 views

  7. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 4.4k views

  8. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 1k views

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

    By cjdwyer1,   
    • 20 replies
    • 3k views

  10. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 1.3k views

  11. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 709 views
    • BTG
    • BTG

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

    By Dougsbpc,
    • 4 replies
    • 1.7k views

  13. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.8k views

  14. Search service

    By Bird,
    • 7 replies
    • 1.5k views

  15. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.7k views

  16. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 4.1k views

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

    By TPApril,
    • 7 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.3k views
    • JOH
    • JOH

  19. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 1.4k views

  20. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 1.3k views

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

    By BG5150,
    • 1 reply
    • 984 views

  22. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 3.8k views

  23. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1.4k views

  24. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1.6k views

  25. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 5.2k views

  26. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 2.4k views

  27. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.8k views

  28. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1.8k views

  29. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 3.5k views

  30. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 3.2k views

  31. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 1.3k views

  32. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 1.3k views

  33. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 906 views

  34. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.7k views

  35. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2.8k views

  36. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 3.8k views

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

    By Jakyasar,
    • 2 replies
    • 1.1k views

  38. Small balance force-outs

    By Tom,
    • 2 replies
    • 1.4k views

  39. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.7k views

  40. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 3.4k views

  41. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 1.2k views

  42. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 1.2k views

  43. Loan default correction

    By Belgarath,
    • 0 replies
    • 586 views

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

    By bvhea,
    • 4 replies
    • 3.4k views

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

    By BG5150,
    • 7 replies
    • 2k views

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

    By BG5150,
    • 6 replies
    • 2.1k views

  47. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 969 views

  48. hardship and the DIY guy

    By AlbanyConsultant,
    • 2 replies
    • 1k views
    • JOH
    • JOH

  49. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 1k views
    • JOH
    • JOH

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

    By msimpson,
    • 41 replies
    • 9.8k views
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