Distributions and Loans, Other than QDROs

3,507 topics in this forum

1. Help with 945-X "Administrative Error"

   By Sleuth, 8 hours ago   

   • 945-x
   • 0 replies
   • 28 views
   • 
   • Sleuth
   • 8 hours ago

2. Beneficiary Determination

   By RatherBeGolfing, Wednesday at 02:24 PM
   • 17 replies
   • 321 views
   • 
   • jpod
   • 8 hours ago

3. Partial Plan Term - Can Participant Leave Money In Plan???

   By RestAssured, Wednesday at 08:07 PM
   • 2 replies
   • 102 views
   • 
   • CuseFan
   • Thursday at 05:38 PM

4. Participant Loan to Purchase Residence

   By mjf06241972, March 17
   • 3 replies
   • 183 views
   • 
   • david rigby
   • March 18

5. W-4P and ADP Refund

   By Gilmore, March 12
   • 3 replies
   • 145 views
   • 
   • Gilmore
   • March 15

6. RMD not processed before rollover

   By Vlad401k, March 12
   • 4 replies
   • 227 views
   • 
   • CJ Allen
   • March 15

7. GoFundMe mitigating hardship?

   By AlbanyConsultant, February 26
   • 6 replies
   • 372 views
   • 
   • BG5150
   • March 14

8. Terminating Plan and RMD

   By perplexedbypensions, March 7
   • 6 replies
   • 150 views
   • 
   • M Norton
   • March 8

9. Loan was deemed twice

   By 401kLife, February 28
   • 3 replies
   • 112 views
   • 
   • chc93
   • March 7

10. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing, February 27
    • 7 replies
    • 241 views
    • 
    • card
    • March 7

11. Protected Benefit question

    By cpc0506, March 4
    • 2 replies
    • 137 views
    • 
    • Mike Preston
    • March 5

12. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 5 replies
    • 1,375 views
    • 
    • Bumppo23
    • March 2

13. RMD Retired 12/31/13

    • 1
    • 2

    By Just Me, November 12, 2014
    • 28 replies
    • 2,483 views
    • 
    • david rigby
    • March 1

14. Force Out Rollovers

    By AF2019, February 28
    • 2 replies
    • 264 views
    • 
    • Kevin C
    • March 1

15. One Hardship, Two Reasons

    By Fielding Mellish, February 25
    • 2 replies
    • 153 views
    • 
    • RAH401(k)
    • February 26

16. Roth 401k Distribution if Terminated after 55

    By Vlad401k, February 26
    • 1 reply
    • 119 views
    • 
    • card
    • February 26

17. Hardship Withdrawals - Timing of Medical Bills

    By Danny CPA, June 14, 2018
    • 19 replies
    • 1,972 views
    • 
    • ACK
    • February 26

18. Payment of Federal Tax Withholding During The Year

    By mming, February 21
    • 9 replies
    • 250 views
    • 
    • Earl
    • February 25

19. Loan Default, 1099-R & Age 59 1/2

    By TPApril, January 19, 2018
    • 12 replies
    • 1,144 views
    • 
    • Martine Benne
    • February 23

20. For minimum distribution, when is an employee retired?

    By Fiduciary Guidance Counsel, February 22   

    • minimum distribution; severance from employment
    • 3 replies
    • 154 views
    • 
    • QDROphile
    • February 23

21. PPA Distribution Notice requirements

    By Belgarath, February 18
    • 4 replies
    • 130 views
    • 
    • chc93
    • February 19

22. Overpaid distribution

    By ombskid, February 8
    • 8 replies
    • 353 views
    • 
    • QDROphile
    • February 14

23. In-service distribution periodic payment

    By s2mone, February 11   

    • in-service distribution
    • periodic payment
    • (and 3 more)

      Tagged with:

      • in-service distribution
      • periodic payment
      • annuity
      • 59.5
      • 70.5
    • 2 replies
    • 154 views
    • 
    • chc93
    • February 12

24. RMD for active owner rolled balance

    By pmacduff, January 29
    • 6 replies
    • 192 views
    • 
    • pmacduff
    • January 30

25. Taxation of Annuities

    By ERISAAPPLE, January 26
    • 0 replies
    • 62 views
    • 
    • ERISAAPPLE
    • January 26