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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

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

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

  2. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 1k views

  3. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 1k views

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

    By BG5150,
    • 1 reply
    • 600 views

  5. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 2.4k views

  6. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1.1k views

  7. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 1.1k views

  8. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4.5k views

  9. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  10. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.3k views

  11. Partial withdrawals in excess of RMD

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

  12. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2.6k views

  13. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2.4k views

  14. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 980 views

  15. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 958 views

  16. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 589 views

  17. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.3k views

  18. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2.1k views

  19. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.9k views

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

    By Jakyasar,
    • 2 replies
    • 812 views

  21. Small balance force-outs

    By Tom,
    • 2 replies
    • 982 views

  22. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.3k views

  23. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2.4k views

  24. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 820 views

  25. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 837 views

  26. Loan default correction

    By Belgarath,
    • 0 replies
    • 456 views

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

    By bvhea,
    • 4 replies
    • 2.6k views

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

    By BG5150,
    • 7 replies
    • 1.6k views

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

    By BG5150,
    • 6 replies
    • 1.7k views

  30. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 584 views

  31. hardship and the DIY guy

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

  32. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 662 views
    • JOH
    • JOH

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

    By msimpson,
    • 41 replies
    • 8.2k views

  34. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 693 views

  35. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 917 views

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

    By BG5150,
    • 19 replies
    • 4.3k views
    • ACK
    • ACK

  37. In-service distribution of rollover account only

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

  38. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 5 replies
    • 1.1k views

  40. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 961 views

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

    By rocknrolls2,
    • 5 replies
    • 794 views

  42. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 476 views

  43. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 958 views

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

    By AlbanyConsultant,
    • 6 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 479 views

  46. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1.1k views

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

    By Mr401kPaul,
    • 7 replies
    • 1.3k views

  48. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 3k views

  49. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.4k views
    • JOH
    • JOH

  50. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 776 views
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