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Full Version: Distributions and Loans, Other than QDROs
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. overpayment (3 replies)
  2. Wants to "reverse" the hardship distribution (3 replies)
  3. Designated Roth accounts (0 replies)
  4. In-Service Distributions (3 replies)
  5. distribution for employee receiving severence pay (3 replies)
  6. TEFRA 242(b) Election (3 replies)
  7. Maximum Loan Amount (17 replies)
  8. Loan Availability after Messy Loan Transactions (2 replies)
  9. Withholding (3 replies)
  10. Hardships taken from incorrect source (1 reply)
  11. Employer Pays Distributions, Plan Reimburses Employer (4 replies)
  12. rmd missed in 2008 and 2010 (7 replies)
  13. Determination of Vest % for 401(m) excess match contribution (6 replies)
  14. Michigan Withholding on Lump Sum (1 reply)
  15. Maximum Number of Outstanding Loans (2 replies)
  16. 1099-R 945 and withholding not done? (9 replies)
  17. Overpayment of Employer Match (3 replies)
  18. IRS letter forwarding program (5 replies)
  19. can't determine FMV for RMD (6 replies)
  20. EPCRS Death RMD & Proposed Regs (1 reply)
  21. Plan termination - RMD (4 replies)
  22. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable? (12 replies)
  23. Over Loan Limit (1 reply)
  24. RMD empl status is "layed off" (2 replies)
  25. Small Balance - Death benefit (1 reply)
  26. Required Beginning Date for RMD (3 replies)
  27. Money Purchase Pension Plan (4 replies)
  28. RMD (3 replies)
  29. Loan payment / refinance (1 reply)
  30. Money Purchase Pension Plan (0 replies)
  31. Distribution Paperwork (0 replies)
  32. RMDs (6 replies)
  33. Distributions to Small Estates by Affidavit Submitted by Decedent's Successor (4 replies)
  34. Rollover from Foreign plan to U.S. Plan? (3 replies)
  35. Hardships (2 replies)
  36. "Parent" for hardship purposes (1 reply)
  37. Loan from Rolover Account (4 replies)
  38. In-Service Distribution Restrictions (2 replies)
  39. Second Distribution After Rehire (5 replies)
  40. Daily Value of interest (1 reply)
  41. retiree lump sum (1 reply)
  42. pension (1 reply)
  43. Uncleared rollover check (4 replies)
  44. RMD - Lost 242b notice? (2 replies)
  45. Second Distribution Under $200 (2 replies)
  46. Protected form of distribution? (0 replies)
  47. Who pays for the interpleader? (3 replies)
  48. after-tax distribution (2 replies)
  49. Approval of Participant Loans in 401k (2 replies)
  50. Rollover of loan offset amount to Roth IRA (1 reply)
  51. Disabled Participant Unable to Repay loan (2 replies)
  52. Hardship - Code Section 165 damage repair (1 reply)
  53. Spousal Consent and Notary is a fraud (3 replies)
  54. Plan Termination with Deceased Participant (No Bene) (1 reply)
  55. 945 PTIN (0 replies)
  56. estate as beneficiary (1 reply)
  57. Hardship withdrawal (1 reply)
  58. RMD requirements for a rehire (4 replies)
  59. Does it matter: QDRO before in pay status or after (4 replies)
  60. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor (0 replies)
  61. Hardship Withdrawal (1 reply)
  62. Defaulted Loan: (1 reply)
  63. IRS Phone forum (5 replies)
  64. who gets the death benefit? (4 replies)
  65. RMD (1 reply)
  66. RMD (0 replies)
  67. Spousal waiver of death benefit (2 replies)
  68. Hardship Withdrawal for Principal Residence (0 replies)
  69. Hardship Withdrawals of Principal Residence (2 replies)
  70. Defaulted loan, deemed distribution, then rehire (4 replies)
  71. Rollover to IRA in Puerto Rico? (3 replies)
  72. RMD from a Traditional IRA (3 replies)
  73. Overpayment on Distribution? (5 replies)
  74. In-service distributions and RMDs (5 replies)
  75. RMD for owners (7 replies)
  76. Distributions of Real Property to Disqualified Person (2 replies)
  77. 401(k) Loan Rollover from one plan to next (2 replies)
  78. Repayment of Deemed Distribution (0 replies)
  79. Defaulted Loan - 1099R incorrect (3 replies)
  80. Principal residence loan (6 replies)
  81. Beneficiary Unknown (3 replies)
  82. Distribution to the Wrong Beneficiary (4 replies)
  83. State Withholding (21 replies)
  84. Exclusive Benefit Rule a Prohibited Transaction? (7 replies)
  85. Hardship for Medical Expense Paid (2 replies)
  86. In-Service Distribution with Outstanding Loan (10 replies)
  87. RMD - spouse of 5% owner (1 reply)
  88. MPPP/PS Hardship Distribution (6 replies)
  89. Plan loans (6 replies)
  90. Regular EE & ER Contributions to Roth IRA (1 reply)
  91. partner sells ownership but still works for company, can he take distribution? (7 replies)
  92. Loan Spousal Consent-Meaning of accrued benefit (3 replies)
  93. Lost Participant found many years after required minimum distributions should have started (5 replies)
  94. Delay in Depositing Distribution Check (7 replies)
  95. Discussion on Loan Payments and Double Taxation (15 replies)
  96. Defaulted Loan - 1099R Never issued (7 replies)
  97. 87 year old participant estranged from wife for 25 years (4 replies)
  98. Loan issues (0 replies)
  99. multiple plan loan limit (1 reply)
  100. Funeral expenses for grandparent (5 replies)
  101. RMd (4 replies)
  102. Anti Assignment under IRC 401(a)(13)(C) (5 replies)
  103. Vesting change between payouts (1 reply)
  104. RMD for non-profits (1 reply)
  105. when is last day of plan year in plan termination (5 replies)
  106. husband's distribution and roll over to wife, in same plan (4 replies)
  107. Form 945 (0 replies)
  108. Death benefit payable to estate (4 replies)
  109. Can a plan administrator require distributions to be made via direct deposit? (1 reply)
  110. Retroactive QDRO of Rollover IRA (4 replies)
  111. Terminated Participants - VERY Small Balances (3 replies)
  112. Acquisition of portion of control group (1 reply)
  113. hardship, room & board expenses, etc (4 replies)
  114. 401k loan reamortization (3 replies)
  115. Participant loans (7 replies)
  116. Can a plan's terms require distributions to be made via direct deposit (3 replies)
  117. RMD with ROTH (2 replies)
  118. Distribution Forms (1 reply)
  119. 2011 form 945 (3 replies)
  120. Determining Policy Loan Limit (5 replies)
  121. Premature Distribution Penalty applicable to distribution from Disqualified Plan? (0 replies)
  122. Loan default, deemed, offset, tax withholding, balance payable (2 replies)
  123. disaster relief - April tornadoes in Alabama, etc. (1 reply)
  124. Age 70 1/2 Distribution (9 replies)
  125. Distribution Fees (1 reply)
  126. Paying RMDs to incarcerated individual (1 reply)
  127. Age 55 Exception (6 replies)
  128. F&C Hardships (4 replies)
  129. Distributions - paid out incorrectly...who makes plan whole? (2 replies)
  130. Extra Payments on Plan Loans (1 reply)
  131. distribution from related employer (1 reply)
  132. Tax withholding and reporting on escheated funds (1 reply)
  133. Hardship Withdrawal from Deferral Source (2 replies)
  134. RMD from DB plan when plan is terminating (0 replies)
  135. Beneficiary not US citizen (1 reply)
  136. Employer Not Submitting Payments Withheld on My Check (7 replies)
  137. Form of benefit allowed in doc but not at asset carrier (3 replies)
  138. Spousal rollover from 403b to 401k (1 reply)
  139. Roth IRA conversion from pre-tax and Roth 401(k) (2 replies)
  140. Participant Signature on Excess Contrib Withdrawals (2 replies)
  141. Hardship Withdrawals (2 replies)
  142. Loan payment on severance package (0 replies)
  143. Multiple Beneficiaries Primary and Contingent (2 replies)
  144. Repayment of impermissible hardship withdrawal (0 replies)
  145. Hardship Withdrawal (4 replies)
  146. Trustee is refusing to sign (13 replies)
  147. Deceased Participant's account balance (5 replies)
  148. Deceased Participant's Outstanding Loan (2 replies)
  149. Distribution to non-resident alien procedure (1 reply)
  150. RMD Payments for a deceased participant (0 replies)
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