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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 519 views

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

    By BG5150,
    • 6 replies
    • 1.6k views

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

    By BG5150,
    • 7 replies
    • 1.5k views

  4. hardship and the DIY guy

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

  5. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 596 views
    • JOH
    • JOH

  6. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 614 views

  7. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2k views

  8. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 831 views

  9. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 975 views

  10. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 19 replies
    • 3.5k views
    • ACK
    • ACK

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

    By BG5150,
    • 5 replies
    • 1k views

  13. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 834 views

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

    By rocknrolls2,
    • 5 replies
    • 704 views

  15. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 418 views

  16. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 858 views

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

    By AlbanyConsultant,
    • 6 replies
    • 1k views

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

    By TPApril,
    • 2 replies
    • 410 views

  19. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1k views

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

    By Mr401kPaul,
    • 7 replies
    • 1.2k views

  21. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 884 views

  22. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 693 views

  23. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 448 views

  24. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.3k views
    • JOH
    • JOH

  25. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.6k views

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

    By C Williams,   
    • 1 reply
    • 724 views

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

    By Jakyasar,
    • 3 replies
    • 637 views

  28. Loan Offset treated as RMD

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

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

    By pmacduff,
    • 0 replies
    • 612 views

  30. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 920 views

  31. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 864 views

  32. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 738 views

  33. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 486 views

  34. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 710 views

  35. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.3k views

  36. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 6k views

  37. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.2k views

  38. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.5k views

  39. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.3k views

  40. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 410 views
    • JOH
    • JOH

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

    By rocknrolls2,
    • 1 reply
    • 480 views

  42. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.3k views

  43. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 2.1k views

  44. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.8k views

  45. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 879 views

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

    By tmalik,   
    • 3 replies
    • 1.1k views

  47. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 548 views

  48. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 504 views

  49. RMD 2020 Waiver and sample amendment

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

  50. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 472 views
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