Distributions and Loans, Other than QDROs

3,782 topics in this forum

1. Is this a Qualified Plan Loan Offset (QPLO)?

   By bvhea, Friday at 07:14 PM
   • 3 replies
   • 33 views
   • 
   • M.S. Hatlee QPA, QPFC
   • Saturday at 03:20 PM

2. Partic never cashed check is now missing--what to do?

   By BG5150, May 3
   • 7 replies
   • 111 views
   • 
   • BG5150
   • Thursday at 12:58 PM

3. Missing partic: where do you send the 1099?

   By BG5150, May 3
   • 6 replies
   • 153 views
   • 
   • Bill Presson
   • Wednesday at 06:12 PM

4. RMD for in service dist?

   By TPApril, May 3
   • 1 reply
   • 155 views
   • 
   • C. B. Zeller
   • Tuesday at 02:10 PM

5. hardship and the DIY guy

   By AlbanyConsultant, April 27
   • 2 replies
   • 120 views
   • 
   • JOH
   • April 28

6. 60 rollover into same plan

   By JOH, April 22
   • 2 replies
   • 141 views
   • 
   • JOH
   • April 28

7. "failed" direct rollover - obligations of plan? 1 2

   By msimpson, April 5, 2010
   • 41 replies
   • 4.5k views
   • 
   • BG5150
   • April 26

8. Hardship - Medical Bill in Collections

   By Vlad401k, April 22
   • 2 replies
   • 86 views
   • 
   • Lou S.
   • April 23

9. Hardship Distribution - Time limit for eligible expense?

   By Gilmore, April 20
   • 11 replies
   • 244 views
   • 
   • Peter Gulia
   • April 22

10. QDRO mistake

    By Judith Morse, April 17
    • 2 replies
    • 159 views
    • 
    • QDROphile
    • April 17

11. Participant took in-service w/d before 59.5, what now?

    By BG5150, April 1
    • 19 replies
    • 454 views
    • 
    • ACK
    • April 13

12. In-service distribution of rollover account only

    By t.haley, April 8
    • 4 replies
    • 148 views
    • 
    • BG5150
    • April 8

13. Options for Missing Beneficiary

    By EBECatty, April 5
    • 5 replies
    • 226 views
    • 
    • Peter Gulia
    • April 5

14. First RMD was 2020, when is 2021 due?

    By BG5150, March 23
    • 5 replies
    • 333 views
    • 
    • BG5150
    • March 23

15. State tax elected but not withheld

    By BG5150, March 22
    • 3 replies
    • 178 views
    • 
    • CuseFan
    • March 22

16. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2, March 16
    • 5 replies
    • 123 views
    • 
    • Lou S.
    • March 18

17. Distribution Code for Exceeding 415 Limit

    By Vlad401k, March 15
    • 0 replies
    • 70 views
    • 
    • Vlad401k
    • March 15

18. Death benefit to new spouse

    By Santo Gold, March 8
    • 5 replies
    • 305 views
    • 
    • Santo Gold
    • March 10

19. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant, March 1
    • 6 replies
    • 277 views
    • 
    • FormsRstillmylife
    • March 3

20. Loan repayments in 2021 (not related to CARES Act)

    By TPApril, February 26
    • 2 replies
    • 109 views
    • 
    • C. B. Zeller
    • February 26

21. Eliminating participant loans from a plan

    By Santo Gold, February 24
    • 4 replies
    • 170 views
    • 
    • Santo Gold
    • February 24

22. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul, February 19
    • 7 replies
    • 177 views
    • 
    • Bird
    • February 22

23. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 1k views
    • 
    • Mike Preston
    • February 17

24. QPLO reporting

    By DMcGovern, February 11
    • 2 replies
    • 121 views
    • 
    • DMcGovern
    • February 12

25. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27
    • 2 replies
    • 274 views
    • 
    • JOH
    • February 8