Distributions and Loans, Other than QDROs

3,805 topics in this forum

1. Lump Sum Window for Missing Participants

   By BTG, July 20
   • 3 replies
   • 202 views
   • 
   • BTG
   • Wednesday at 01:38 AM

2. hardship withdrawal - withholding

   By Santo Gold, Tuesday at 02:27 PM
   • 2 replies
   • 98 views
   • 
   • Santo Gold
   • Tuesday at 02:55 PM

3. Can an employee ask sponsor to stop loan repay?

   By BG5150, Tuesday at 12:38 PM
   • 1 reply
   • 115 views
   • 
   • Peter Gulia
   • Tuesday at 01:08 PM

4. Insurance Transfer

   By ASFESQ, July 7
   • 20 replies
   • 358 views
   • 
   • Bird
   • July 20

5. hardship backup documentation

   By pmacduff, July 14
   • 1 reply
   • 220 views
   • 
   • Peter Gulia
   • July 14

6. Required minimum distributions (rmds)

   By pmacduff, July 12
   • 6 replies
   • 257 views
   • 
   • C. B. Zeller
   • July 14

7. 401k hardship withdrawal for non safe harbor reasons

   By Santo Gold, June 22
   • 5 replies
   • 254 views
   • 
   • Belgarath
   • June 29

8. Mandatory Cashouts

   By Purplemandinga, June 24
   • 4 replies
   • 156 views
   • 
   • Kevin C
   • June 28

9. Deferrals Made on $0 Compensation Distribution Code

   By Vlad401k, June 17
   • 8 replies
   • 218 views
   • 
   • Luke Bailey
   • June 22

10. Partial withdrawals in excess of RMD

    By Susan S., June 15
    • 4 replies
    • 162 views
    • 
    • Susan S.
    • June 17

11. Documentation for Rollover

    By Remote Kathleen, June 11
    • 7 replies
    • 319 views
    • 
    • Cardscrazy
    • June 15

12. Qualifying Documentation for Residential Loan

    By K Erica Miller, June 11
    • 5 replies
    • 164 views
    • 
    • Luke Bailey
    • June 15

13. QPLO reporting

    By DMcGovern, February 11
    • 3 replies
    • 176 views
    • 
    • EagerToKnow
    • June 11

14. Is RMD required?

    By Santo Gold, June 10
    • 4 replies
    • 187 views
    • 
    • Luke Bailey
    • June 11

15. Coronavirus Related Loan

    By Dougsbpc, June 7
    • 2 replies
    • 173 views
    • 
    • Dougsbpc
    • June 10

16. Decedent had no designated beneficiary

    By Tom, June 8
    • 7 replies
    • 242 views
    • 
    • JOH
    • June 9

17. Loan default correction

    By Belgarath, May 11
    • 1 reply
    • 122 views
    • 
    • Dougsbpc
    • June 7

18. RMD - 402f notice not needed?

    By AlbanyConsultant, May 31
    • 11 replies
    • 270 views
    • 
    • Peter Gulia
    • June 2

19. RMD for Spouse Sole Beneficiary

    By GMK, January 30, 2015
    • 13 replies
    • 1.4k views
    • 
    • TPApril
    • May 26

20. DB plan distribution, request date vs actual date of transfer

    By Jakyasar, May 22
    • 2 replies
    • 180 views
    • 
    • Jakyasar
    • May 24

21. Small balance force-outs

    By Tom, May 13
    • 2 replies
    • 207 views
    • 
    • BG5150
    • May 18

22. Does default 10% withholding apply to RMD?

    By BG5150, May 18
    • 2 replies
    • 191 views
    • 
    • Belgarath
    • May 18

23. Hardship Distribution - Time limit for eligible expense?

    By Gilmore, April 20
    • 12 replies
    • 336 views
    • 
    • Luke Bailey
    • May 14

24. Distribution post RMD to Inherited IRA

    By Karen McIver, May 13
    • 1 reply
    • 168 views
    • 
    • Lou S.
    • May 13

25. Qualified Loan Offsets

    By JOH, May 10
    • 5 replies
    • 159 views
    • 
    • Lou S.
    • May 11