Distributions and Loans, Other than QDROs

3,976 topics in this forum

1. Loan terms and documentation

   By ClintonF, yesterday at 12:49 AM
   • 4 replies
   • 75 views
   • 
   • Towanda
   • 4 hours ago

2. Loans allowed only for hardship

   By Belgarath, yesterday at 02:24 PM
   • 4 replies
   • 61 views
   • 
   • Paul I
   • Yesterday at 06:04 PM

3. Premature Distribution Penalty/Tax still due on hardship withdrawals?

   By Pammie57, Tuesday at 06:47 PM
   • 4 replies
   • 144 views
   • 
   • BG5150
   • Wednesday at 02:32 PM

4. distribution to minor

   By AnnCK, May 24
   • 3 replies
   • 132 views
   • 
   • Peter Gulia
   • May 26

5. Participant awarded non-spousal pension by lying about being married; he's now dead and wife wants her spousal benefits

   By MEP, May 24   

   • fraud
   • 7 replies
   • 320 views
   • 
   • MEP
   • May 25

6. Qualification Letter - what is it, how to get one

   By justanotheradmin, May 22
   • 10 replies
   • 339 views
   • 
   • Roycal
   • May 24

7. hardship distribution question

   By BG5150, May 2
   • 8 replies
   • 390 views
   • 
   • BG5150
   • May 23

8. can QJ&S be waived in separation agreement?

   By AlbanyConsultant, May 9
   • 9 replies
   • 324 views
   • 
   • Peter Gulia
   • May 11

9. ROTH Distribution, Taxable?

   By Basically, April 25
   • 3 replies
   • 278 views
   • 
   • Basically
   • May 4

10. RMDs by Jan. 1 not April?

    By Griswold, May 1
    • 5 replies
    • 272 views
    • 
    • Paul I
    • May 3

11. Uncashed checks - always a difficult issue

    By Belgarath, May 1
    • 10 replies
    • 343 views
    • 
    • Bill Presson
    • May 3

12. RMDs after death - IRS guidance?

    By Bird, April 18
    • 5 replies
    • 309 views
    • 
    • Bird
    • April 20

13. RMD for beneficiary of spouse of deceased participant

    By TPApril, April 19
    • 1 reply
    • 114 views
    • 
    • EBP
    • April 19

14. Disabled Participant and Loan Offset

    By Ananda, February 28
    • 2 replies
    • 111 views
    • 
    • Lou S.
    • April 19

15. loan repayments different from sources taken from

    By DMcGovern, April 11
    • 10 replies
    • 292 views
    • 
    • Bird
    • April 17

16. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA, April 13
    • 2 replies
    • 164 views
    • 
    • Paul I
    • April 13

17. senior moment

    By thepensionmaven, April 8
    • 8 replies
    • 196 views
    • 
    • thepensionmaven
    • April 12

18. Default IRA Custodians

    By Dougsbpc, April 4
    • 1 reply
    • 132 views
    • 
    • Lou S.
    • April 4

19. Rollover or Not

    By thepensionmaven, March 24
    • 14 replies
    • 348 views
    • 
    • ErnieG
    • March 28

20. Form W-4R for distributions under $200

    By Lauren3333, March 13
    • 5 replies
    • 310 views
    • 
    • Paul I
    • March 17

21. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton, March 13   

    • inservice distribution
    • distribution procedure
    • 5 replies
    • 171 views
    • 
    • Paul I
    • March 17

22. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured, February 27
    • 8 replies
    • 138 views
    • 
    • Tom
    • March 16

23. 2nd Loan... have I been doing it wrong?

    By K-t-F, March 6
    • 7 replies
    • 350 views
    • 
    • BenefitJack
    • March 13

24. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara, March 3
    • 4 replies
    • 181 views
    • 
    • Barbara
    • March 7

25. Direct rollover even without distribution event?

    By ERISA guy, March 3
    • 5 replies
    • 321 views
    • 
    • joel
    • March 7