Distributions and Loans, Other than QDROs

3,635 topics in this forum

1. 2019 MRD due today

   By bzorc, 13 hours ago
   • 3 replies
   • 43 views
   • 
   • Mike Preston
   • 1 hour ago

2. CARES Act Loan Repayments And The IRS Cure Period

   By mming, yesterday at 12:04 AM
   • 5 replies
   • 74 views
   • 
   • mming
   • 5 hours ago

3. Coronavirus-related Distribution scenario

   By Gilmore, 11 hours ago
   • 0 replies
   • 24 views
   • 
   • Gilmore
   • 11 hours ago

4. CARES Act--403(b)

   By Philip2, 14 hours ago
   • 0 replies
   • 21 views
   • 
   • Philip2
   • 14 hours ago

5. 401K withdrawal CARES discretion

   By JRSP533, Tuesday at 12:59 AM
   • 5 replies
   • 170 views
   • 
   • JRSP533
   • Yesterday at 12:00 AM

6. CARES ACT Loans Delay of Payments

   By sdix401k, Tuesday at 04:15 PM
   • 2 replies
   • 117 views
   • 
   • Larry Starr
   • Tuesday at 05:42 PM

7. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

   By Belgarath, Tuesday at 11:11 AM
   • 0 replies
   • 76 views
   • 
   • Belgarath
   • Tuesday at 11:11 AM

8. interim valuation used to measure distribution amount

   By mariemonroe, March 26
   • 5 replies
   • 161 views
   • 
   • Larry Starr
   • Monday at 02:06 AM

9. Hardship Distribution before In-Service

   By Vlad401k, March 25
   • 5 replies
   • 219 views
   • 
   • TPABob
   • Friday at 05:17 PM

10. Calculating 50% of account value for max loan

    By pensiongeek, March 26
    • 5 replies
    • 125 views
    • 
    • JOH
    • March 26

11. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25
    • 3 replies
    • 250 views
    • 
    • justanotheradmin
    • March 26

12. CAREST Act - RMD suspension

    By Jakyasar, March 24
    • 2 replies
    • 157 views
    • 
    • Jakyasar
    • March 24

13. 60-day rollover waiver

    By B21, March 23
    • 2 replies
    • 114 views
    • 
    • Peter Gulia
    • March 23

14. Lump Sum Cash Distribution Returned to the Plan - Corrected 1099-R?

    By Chris.Y, March 23   

    • 1099-r
    • lump sum distributions
    • (and 1 more)

      Tagged with:

      • 1099-r
      • lump sum distributions
      • correction
    • 3 replies
    • 103 views
    • 
    • Larry Starr
    • March 23

15. Loan Repayments Admist COVID-19

    By JOH, March 23
    • 3 replies
    • 131 views
    • 
    • Larry Starr
    • March 23

16. Participant loans - no default?

    By Tom, March 23
    • 2 replies
    • 130 views
    • 
    • JOH
    • March 23

17. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15
    • 3 replies
    • 466 views
    • 
    • AKconsult
    • March 19

18. COVID 19 and Hardship Distributions

    By DKE, March 17
    • 5 replies
    • 384 views
    • 
    • Peter Gulia
    • March 18

19. NRA and Distributions

    By SEM, March 12
    • 5 replies
    • 169 views
    • 
    • rocknrolls2
    • March 13

20. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber, January 10
    • 7 replies
    • 312 views
    • 
    • Eve Sav
    • March 13

21. Spousal Consent - USC 1746

    By Kevin C, March 12
    • 2 replies
    • 145 views
    • 
    • Kevin C
    • March 13

22. Can Money Purchase Plan Be Amended to Allow Distribution in Final stages of cancer??

    By rocknrolls2, February 24
    • 6 replies
    • 218 views
    • 
    • Luke Bailey
    • March 13

23. Determination of loan amount with market fluctuation

    By jsample, March 11
    • 4 replies
    • 160 views
    • 
    • jsample
    • March 13

24. Trouble with "Qualifying" a Hardship Distribution

    By Below Ground, March 10
    • 2 replies
    • 214 views
    • 
    • Below Ground
    • March 12

25. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19
    • 4 replies
    • 345 views
    • 
    • Luke Bailey
    • March 11