Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. hardship and the DIY guy

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

  2. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 582 views
    • JOH
    • JOH

  3. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 604 views

  4. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 1.9k views

  5. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 819 views

  6. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 904 views

  7. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 19 replies
    • 3.4k views
    • ACK
    • ACK

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

    By BG5150,
    • 5 replies
    • 996 views

  10. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 822 views

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

    By rocknrolls2,
    • 5 replies
    • 697 views

  12. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 404 views

  13. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 841 views

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

    By AlbanyConsultant,
    • 6 replies
    • 989 views

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

    By TPApril,
    • 2 replies
    • 398 views

  16. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1k views

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

    By Mr401kPaul,
    • 7 replies
    • 1.1k views

  18. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 850 views

  19. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 681 views

  20. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 434 views

  21. Distribution Hierarchy for Designated Roth Withdraws?

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

  22. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.6k views

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

    By C Williams,   
    • 1 reply
    • 703 views

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

    By Jakyasar,
    • 3 replies
    • 624 views

  25. Loan Offset treated as RMD

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

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

    By pmacduff,
    • 0 replies
    • 563 views

  27. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 906 views

  28. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 855 views

  29. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 719 views

  30. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 478 views

  31. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 690 views

  32. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.2k views

  33. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 5.7k views

  34. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.1k views

  35. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.4k views

  36. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.3k views

  37. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 399 views
    • JOH
    • JOH

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

    By rocknrolls2,
    • 1 reply
    • 471 views

  39. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.3k views

  40. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 2k views

  41. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.7k views

  42. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 870 views

  43. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik,   
    • 3 replies
    • 1.1k views

  44. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 515 views

  45. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 487 views

  46. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM,   
    • 1 reply
    • 767 views

  47. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 456 views

  48. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 962 views

  49. DB RMD (>72) DOT=12/31

    By TPApril,
    • 4 replies
    • 756 views

  50. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 591 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept