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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

3,944 topics in this forum

  1. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 342 views

  2. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 188 views

  3. A Dumb Question

    By bzorc,
    • 3 replies
    • 168 views

  4. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 129 views

  5. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 372 views

  6. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 58 views

  7. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 128 views

  8. State withholding

    By Belgarath,
    • 4 replies
    • 196 views

  9. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia,
    • 7 replies
    • 201 views

  10. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 144 views

  11. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 161 views

  12. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 78 views

  13. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 222 views

  14. In Service Distribution

    By Basically,
    • 1 reply
    • 184 views

  15. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 136 views

  16. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 195 views

  17. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 286 views

  18. RMD for recently deceased & 1099-R/1-person plan

    By TPApril,
    • 4 replies
    • 230 views

  19. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 402 views

  20. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 166 views

  21. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 269 views

  22. Write off of small balances

    By Tom,
    • 1 reply
    • 97 views

  23. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff,
    • 6 replies
    • 125 views

  24. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 200 views

  25. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 283 views
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