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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 1.9k views

  2. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 719 views

  3. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 708 views

  4. Loan default correction

    By Belgarath,
    • 0 replies
    • 398 views

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

    By bvhea,
    • 4 replies
    • 1.9k views

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

    By BG5150,
    • 7 replies
    • 1.4k views

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

    By BG5150,
    • 6 replies
    • 1.6k views

  8. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 486 views

  9. hardship and the DIY guy

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

  10. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 565 views
    • JOH
    • JOH

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

    By msimpson,
    • 41 replies
    • 7.4k views

  12. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 588 views

  13. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 797 views

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

    By BG5150,
    • 19 replies
    • 3.2k views
    • ACK
    • ACK

  15. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 836 views

  16. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.1k views

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

    By BG5150,
    • 5 replies
    • 977 views

  18. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 766 views

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

    By rocknrolls2,
    • 5 replies
    • 681 views

  20. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 391 views

  21. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 804 views

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

    By AlbanyConsultant,
    • 6 replies
    • 953 views

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

    By TPApril,
    • 2 replies
    • 377 views

  24. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 991 views

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

    By Mr401kPaul,
    • 7 replies
    • 1.1k views

  26. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 2.7k views

  27. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.2k views
    • JOH
    • JOH

  28. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 649 views

  29. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 407 views

  30. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.2k views

  31. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.5k views

  32. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 881 views

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

    By C Williams,   
    • 1 reply
    • 669 views

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

    By Jay Bobber,
    • 10 replies
    • 2.1k views
    • Era
    • Era

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

    By Jakyasar,
    • 3 replies
    • 605 views

  36. Loan Offset treated as RMD

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

  37. forms 1096/1099-R hard copy filing address

    By pmacduff,
    • 0 replies
    • 536 views

  38. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 685 views

  39. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 830 views

  40. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.2k views

  41. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 455 views

  42. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 659 views

  43. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.1k views

  44. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.4k views

  45. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 1.9k views

  46. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath,
    • 7 replies
    • 1.8k views

  47. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2,
    • 1 reply
    • 455 views

  48. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 377 views
    • JOH
    • JOH

  49. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 1.9k views

  50. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.5k views
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