Distributions and Loans, Other than QDROs

3,568 topics in this forum

1. Minimum distribution timing for surviving spouse

   By pensiongeek, Thursday at 07:34 PM
   • 1 reply
   • 61 views
   • 
   • Doc Ument
   • 3 hours ago

2. RMD rollout of plan prior to termination and RBD

   By Tom, Friday at 07:42 PM   

   • rmd
   • 1 reply
   • 45 views
   • 
   • Lou S.
   • Friday at 07:54 PM

3. Participant Plan Loan and taxation

   By Becky Schwing, November 4
   • 24 replies
   • 389 views
   • 
   • BenefitJack
   • Thursday at 08:13 PM

4. Consolidating Loans

   By Stash026, November 4
   • 6 replies
   • 156 views
   • 
   • Larry Starr
   • Thursday at 12:18 AM

5. non spouse bene will not respond

   By hileman, November 4
   • 1 reply
   • 93 views
   • 
   • fmsinc
   • Tuesday at 10:28 PM

6. Loan for Hardship Reasons

   By Megandps, October 18
   • 11 replies
   • 874 views
   • 
   • Larry Starr
   • October 24

7. Distribution Lawsuit! - Estee Lauder plan

   By justanotheradmin, October 16
   • 13 replies
   • 452 views
   • 
   • Bill Presson
   • October 24

8. Inherited IRA

   By NJ Mike, October 21
   • 3 replies
   • 172 views
   • 
   • NJ Mike
   • October 23

9. Loan Repayments for Spin-off Plan

   By RayRay, October 14   

   • loan
   • spinoff
   • (and 1 more)

     Tagged with:

     • loan
     • spinoff
     • spin-off
   • 10 replies
   • 311 views
   • 
   • Luke Bailey
   • October 17

10. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 11
    • 3 replies
    • 234 views
    • 
    • Luke Bailey
    • October 16

11. Terminating Plan - RMD Required?

    By Lou S., December 12, 2018
    • 14 replies
    • 757 views
    • 
    • ESOP Guy
    • October 16

12. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2, October 8
    • 3 replies
    • 176 views
    • 
    • Luke Bailey
    • October 8

13. In-service withdrawal at Age 50 question

    By BG5150, October 7
    • 3 replies
    • 216 views
    • 
    • Kevin C
    • October 7

14. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr, September 18
    • 17 replies
    • 507 views
    • 
    • Luke Bailey
    • October 3

15. RMDs

    By oldman63, September 27
    • 3 replies
    • 170 views
    • 
    • Dave Baker
    • October 1

16. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant, September 27
    • 2 replies
    • 140 views
    • 
    • Peter Gulia
    • September 27

17. Partial Plan Termination

    By khn, September 25
    • 8 replies
    • 295 views
    • 
    • Larry Starr
    • September 25

18. RMD for former owner

    By perplexedbypensions, September 23
    • 4 replies
    • 296 views
    • 
    • Larry Starr
    • September 23

19. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA, September 12   

    • rmd
    • spouse
    • (and 1 more)

      Tagged with:

      • rmd
      • spouse
      • minimum distribution
    • 4 replies
    • 341 views
    • 
    • Kevin C
    • September 13

20. calculating RMD for spouse beneficiary

    By M Norton, September 12
    • 1 reply
    • 177 views
    • 
    • Lou S.
    • September 13

21. After Tax Contributions and Mega Back Door Roth Contribution

    By mjf06241972, September 4
    • 5 replies
    • 355 views
    • 
    • MoJo
    • September 9

22. too many loans taken - correction method?

    By jmartinrps, September 4
    • 3 replies
    • 322 views
    • 
    • CJ Allen
    • September 9

23. Non-Qual Plan: Payout of account upon same yr of death

    By 007inTraining, September 4
    • 1 reply
    • 140 views
    • 
    • Luke Bailey
    • September 6

24. changing timing of force-outs

    By AlbanyConsultant, September 2
    • 5 replies
    • 291 views
    • 
    • AKowalski
    • September 3

25. Hardship and Safe Harbor

    By mjf06241972, August 26
    • 2 replies
    • 352 views
    • 
    • rr_sphr
    • August 27