Distributions and Loans, Other than QDROs

3,553 topics in this forum

1. RMD for former owner

   By perplexedbypensions, 2 hours ago
   • 4 replies
   • 19 views
   • 
   • Larry Starr
   • 23 minutes ago

2. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

   By Nuggetjr, Wednesday at 12:28 PM
   • 12 replies
   • 253 views
   • 
   • Luke Bailey
   • 1 hour ago

3. RMD and spouse is more than 10 years younger

   By John Feldt ERPA CPC QPA, September 12   

   • rmd
   • spouse
   • (and 1 more)

     Tagged with:

     • rmd
     • spouse
     • minimum distribution
   • 4 replies
   • 208 views
   • 
   • Kevin C
   • September 13

4. calculating RMD for spouse beneficiary

   By M Norton, September 12
   • 1 reply
   • 106 views
   • 
   • Lou S.
   • September 13

5. After Tax Contributions and Mega Back Door Roth Contribution

   By mjf06241972, September 4
   • 5 replies
   • 258 views
   • 
   • MoJo
   • September 9

6. too many loans taken - correction method?

   By jmartinrps, September 4
   • 3 replies
   • 242 views
   • 
   • CJ Allen
   • September 9

7. Non-Qual Plan: Payout of account upon same yr of death

   By 007inTraining, September 4
   • 1 reply
   • 86 views
   • 
   • Luke Bailey
   • September 6

8. changing timing of force-outs

   By AlbanyConsultant, September 2
   • 5 replies
   • 227 views
   • 
   • AKowalski
   • September 3

9. Hardship and Safe Harbor

   By mjf06241972, August 26
   • 2 replies
   • 280 views
   • 
   • rr_sphr
   • August 27

10. RMD on voluntary contribution account

    By thepensionmaven, August 26
    • 1 reply
    • 131 views
    • 
    • thepensionmaven
    • August 26

11. Direct rollover of loan note

    By Belgarath, August 22
    • 3 replies
    • 232 views
    • 
    • Belgarath
    • August 23

12. uncashed distribution check - rev rul 2019-19

    By Tom Poje, August 20
    • 4 replies
    • 133 views
    • 
    • Tom Poje
    • August 21

13. Participant loan - not a segregated investment

    By RatherBeGolfing, August 16
    • 14 replies
    • 317 views
    • 
    • Tigerket
    • August 21

14. Uncashed Distribution Checks

    By fmsinc, August 20
    • 0 replies
    • 65 views
    • 
    • fmsinc
    • August 20

15. Loan payroll deduction did not start

    By K-t-F, August 19
    • 7 replies
    • 263 views
    • 
    • Belgarath
    • August 20

16. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 104 views
    • 
    • Luke Bailey
    • August 19

17. 3(16) Services as a TPA

    By mjf06241972, August 15
    • 3 replies
    • 236 views
    • 
    • mjf06241972
    • August 17

18. Too much withholding

    By Becky Schwing, August 13
    • 7 replies
    • 286 views
    • 
    • Luke Bailey
    • August 14

19. Force out participants to IRA institution owned by sponsor

    By C. B. Zeller, August 12
    • 2 replies
    • 271 views
    • 
    • C. B. Zeller
    • August 13

20. Rollover of Participant Loan

    By Christopher Wilson, August 9
    • 3 replies
    • 230 views
    • 
    • chc93
    • August 13

21. In Service Distributions

    By mjf06241972, August 6
    • 2 replies
    • 315 views
    • 
    • Luke Bailey
    • August 6

22. Distribution

    By pgold, July 15
    • 4 replies
    • 395 views
    • 
    • Pam Shoup
    • July 16

23. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant, July 15
    • 4 replies
    • 296 views
    • 
    • QDROphile
    • July 16

24. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 8,603 views
    • 
    • Clinton
    • July 14

25. Loan prepayment allowed?

    By Lou S., July 8
    • 21 replies
    • 501 views
    • 
    • AKconsult
    • July 12