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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. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 797 views

  3. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 836 views

  4. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.1k views

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

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

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

    By BG5150,
    • 5 replies
    • 977 views

  7. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 765 views

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

    By rocknrolls2,
    • 5 replies
    • 681 views

  9. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 389 views

  10. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 803 views

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

    By AlbanyConsultant,
    • 6 replies
    • 953 views

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

    By TPApril,
    • 2 replies
    • 377 views

  13. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 991 views

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

    By Mr401kPaul,
    • 7 replies
    • 1.1k views

  15. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 821 views

  16. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 648 views

  17. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 406 views

  18. Distribution Hierarchy for Designated Roth Withdraws?

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

  19. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.5k views

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

    By C Williams,   
    • 1 reply
    • 669 views

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

    By Jakyasar,
    • 3 replies
    • 605 views

  22. Loan Offset treated as RMD

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

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

    By pmacduff,
    • 0 replies
    • 534 views

  24. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 879 views

  25. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 828 views

  26. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 684 views

  27. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 453 views

  28. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 659 views

  29. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.2k views

  30. Prepayment not allowed on loans?

    By Belgarath,
    • 13 replies
    • 5.2k views

  31. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.1k views

  32. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 1.4k views

  33. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.2k views

  34. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 375 views
    • JOH
    • JOH

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

    By rocknrolls2,
    • 1 reply
    • 452 views

  36. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.3k views

  37. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 1.9k views

  38. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 1.5k views

  39. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 830 views

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

    By tmalik,   
    • 3 replies
    • 1.1k views

  41. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 471 views

  42. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 464 views

  43. RMD 2020 Waiver and sample amendment

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

  44. CARES Act Loan Deferment

    By cathgrace,   
    • 1 reply
    • 436 views

  45. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 934 views

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

    By TPApril,
    • 4 replies
    • 726 views

  47. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 575 views

  48. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 445 views

  49. CARES increased loan limits deadline

    By Dennis G.,
    • 6 replies
    • 1.1k views

  50. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 533 views
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