Distributions and Loans, Other than QDROs

3,532 topics in this forum

1. Distribution

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

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

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

3. Maximum Loan Amount

   By DTH, December 14, 2005
   • 19 replies
   • 8,440 views
   • 
   • Clinton
   • July 14

4. Loan prepayment allowed?

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

5. force out distribution immediately upon separation of service

   By Santo Gold, July 8
   • 4 replies
   • 170 views
   • 
   • John Feldt ERPA CPC QPA
   • July 9

6. In-service and 5 years participation

   By Ajillity, June 25
   • 3 replies
   • 168 views
   • 
   • Ajillity
   • June 27

7. 1099-R reporting on QUALIFIED dist from designated Roth account

   By Belgarath, June 24
   • 2 replies
   • 137 views
   • 
   • Belgarath
   • June 24

8. Question on first RMD over age 70.5

   By CBenefits, June 19
   • 3 replies
   • 194 views
   • 
   • Tom Poje
   • June 19

9. allocating lost earnings on distribution overpayment

   By M Norton, June 14
   • 2 replies
   • 132 views
   • 
   • M Norton
   • June 18

10. Loans after Default

    By Stash026, May 30
    • 7 replies
    • 470 views
    • 
    • Luke Bailey
    • June 17

11. Hardship Withdrawals - Timing of Medical Bills 1 2

    By Danny CPA, June 14, 2018
    • 25 replies
    • 3,939 views
    • 
    • Lillie
    • June 13

12. Distribution paid too early to a terminated participant

    By AlbanyConsultant, May 24
    • 11 replies
    • 361 views
    • 
    • Kevin C
    • May 30

13. late RMD - which age factor to use

    By M Norton, May 17
    • 1 reply
    • 219 views
    • 
    • spiritrider
    • May 17

14. RMD failure and corrections

    By Karen McIver, May 14
    • 2 replies
    • 269 views
    • 
    • justanotheradmin
    • May 15

15. Hardship Documenation

    By Vlad401k, May 9
    • 0 replies
    • 149 views
    • 
    • Vlad401k
    • May 9

16. Hardship Availability

    By Caitlin, May 7
    • 1 reply
    • 174 views
    • 
    • justanotheradmin
    • May 8

17. Duplicate Distributions Processed/Lump Sum and Rollover for same amount

    By whitboston, May 6
    • 2 replies
    • 190 views
    • 
    • Earl
    • May 7

18. Partic age 75 takes full distribution before termination. RMD still?

    By BG5150, May 1
    • 11 replies
    • 315 views
    • 
    • Appleby
    • May 6

19. RMD - 2 Questions

    By RestAssured, April 18
    • 13 replies
    • 447 views
    • 
    • chc93
    • April 25

20. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16
    • 7 replies
    • 320 views
    • 
    • Luke Bailey
    • April 22

21. Loss on unqualified Roth Distribution

    By Becky Schwing, April 15
    • 3 replies
    • 162 views
    • 
    • C. B. Zeller
    • April 18

22. "Odd" loan repays

    By pmacduff, April 15
    • 10 replies
    • 258 views
    • 
    • pmacduff
    • April 16

23. Terminating Plan and RMD

    By perplexedbypensions, March 7
    • 9 replies
    • 264 views
    • 
    • ldr
    • April 12

24. Plan sponsor wants to pay a participant's loan

    By ldr, April 5   

    • contributions
    • loans
    • 20 replies
    • 474 views
    • 
    • jpod
    • April 12

25. Dumb Question about mandatory distribution?

    By thepensionmaven, April 1
    • 10 replies
    • 386 views
    • 
    • G8Rs
    • April 9