Distributions and Loans, Other than QDROs

3,720 topics in this forum

1. Opinions Please RE COVID loan

   By bzorc, Wednesday at 08:35 PM
   • 3 replies
   • 87 views
   • 
   • Luke Bailey
   • 16 hours ago

2. Search service

   By Bird, 18 hours ago
   • 2 replies
   • 27 views
   • 
   • Lois Baker
   • 17 hours ago

3. SSA Notice- Benefit Due

   By 52626, September 3
   • 23 replies
   • 384 views
   • 
   • acm_acm
   • September 11

4. What's the mandatory withholding?

   By JAS76, September 3
   • 1 reply
   • 93 views
   • 
   • JOH
   • September 9

5. order of withdrawal

   By Santo Gold, September 3
   • 3 replies
   • 255 views
   • 
   • Santo Gold
   • September 9

6. COVID loans

   By thepensionmaven, August 3
   • 4 replies
   • 193 views
   • 
   • Lou S.
   • September 8

7. Missed RMD and balance rolled out of plan

   By khr, August 26
   • 8 replies
   • 304 views
   • 
   • Appleby
   • August 31

8. Loan of plan assets

   By ombskid, August 25
   • 6 replies
   • 177 views
   • 
   • BG5150
   • August 27

9. distribution to fired employee, who may be reinstated

   By Santo Gold, August 24
   • 1 reply
   • 151 views
   • 
   • Madison71
   • August 24

10. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24
    • 0 replies
    • 49 views
    • 
    • Cindy Anderson
    • August 24

11. periodic payments vs required minimum distributions

    By M Norton, August 18
    • 3 replies
    • 164 views
    • 
    • M Norton
    • August 19

12. Distribution code for COVID related distributions

    By Suellen Howard, August 13
    • 2 replies
    • 232 views
    • 
    • RatherBeGolfing
    • August 15

13. Can A CRD Be Directly Rolled Over To A Roth IRA? 1 2

    By mming, May 27
    • 49 replies
    • 1,371 views
    • 
    • Appleby
    • August 15

14. COVID distributions

    By pmacduff, August 12
    • 3 replies
    • 238 views
    • 
    • RatherBeGolfing
    • August 14

15. IRS Notice 2020-62

    By Belgarath, August 12
    • 10 replies
    • 328 views
    • 
    • Luke Bailey
    • August 13

16. RMD from a terminating profit sharing plan

    By Jakyasar, August 11
    • 3 replies
    • 169 views
    • 
    • Larry Starr
    • August 12

17. plan disqualification (tax conseqences)

    By Scuba 401, August 11
    • 5 replies
    • 167 views
    • 
    • Larry Starr
    • August 12

18. 20% withholding requirement

    By Jakyasar, August 11
    • 1 reply
    • 219 views
    • 
    • Lou S.
    • August 11

19. RMD for terminated plan 2019

    By Dennis G., July 30
    • 14 replies
    • 253 views
    • 
    • Larry Starr
    • August 8

20. 2020 RMDs on a state level

    By B21, August 5
    • 2 replies
    • 191 views
    • 
    • B21
    • August 6

21. RMD information was not provided

    By Jakyasar, July 13
    • 3 replies
    • 291 views
    • 
    • Jakyasar
    • July 30

22. DB plan RMD - paid out more that the required amount

    By Jakyasar, July 27
    • 2 replies
    • 151 views
    • 
    • Jakyasar
    • July 27

23. CARES act - existing loans

    By Scuba 401, July 24
    • 1 reply
    • 227 views
    • 
    • Luke Bailey
    • July 25

24. ex-spouse holding up plan term - ideas?

    By AlbanyConsultant, July 17
    • 8 replies
    • 306 views
    • 
    • Larry Starr
    • July 23

25. Participant to sign release before benefit is paid

    By DJL, July 17
    • 14 replies
    • 388 views
    • 
    • DJL
    • July 22