Help - Search - Members - Calendar
Full Version: Distributions and Loans, Other than QDROs
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
Pages: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18
  1. Taxation of employee contributions distributed from DB plan (0 replies)
  2. Okay for a plan loan to be made to a terminated HCE when plan provides (1 reply)
  3. Proposed MRD rules disclaimer. (1 reply)
  4. Direct Rollover of Loans (2 replies)
  5. Participant can calculate Required Minimum Distribution under new rule (3 replies)
  6. Notice to Participants of Interim Valuation (0 replies)
  7. Treatment of outstanding plan loans when Employer shuts down. (1 reply)
  8. Can employer loan money to participant to pay off plan loan? (2 replies)
  9. Is the notice to remove J&S language a separate notice or can be (1 reply)
  10. Can minimum required distributions due from both a qualified plan and (2 replies)
  11. State taxation of distributions (2 replies)
  12. Hardship Withdrawls: Are they Federally Regulated? (1 reply)
  13. Which boxes to check on Form 1099-R when IRA accountholder closes acco (13 replies)
  14. Deposit of IRS withholding (4 replies)
  15. 1099R & Form 5500 Schedule R (2 replies)
  16. Rolling money into foreign plan (3 replies)
  17. QDRO distribution in top heavy determination (3 replies)
  18. Combined DB plan distributions (1 reply)
  19. Additional Earning by Trust that Terminated and made "Final" (0 replies)
  20. What ever happened to the 1997 Florida loan tax on qualified plans? (0 replies)
  21. 1099-R for Prior Year? (1 reply)
  22. Distribution of QDRO rollover (2 replies)
  23. 1099-R reporting and withholding on reissued distribution checks (5 replies)
  24. "Withdrawals on account of hardship" from employer contribut (23 replies)
  25. Exception to early w/d penalty (7 replies)
  26. Rolling over monies from multiple employer 401(k) Plan in stock deal t (2 replies)
  27. Money Purchase $$ to Defined Benefit Plan? (1 reply)
  28. Is there a problem if the company receiving a rollover check well with (3 replies)
  29. Employer wants to "clean up" 350 defaulted participant loans (0 replies)
  30. Loan Offset Distributions and 402(f) notice requirements- please advis (1 reply)
  31. Can participant loans be treated as plan investments where interest re (1 reply)
  32. hardship and in-service/notices? (1 reply)
  33. Restricted Employee Mysteries (0 replies)
  34. Reliance upon new minimum distribution rules for RBD of 4/1/2001? (1 reply)
  35. How do new required minimum distribution rules affect DB plans? (0 replies)
  36. Interim Valuation Procedure (6 replies)
  37. new minimum distribution rules- separate accounts (0 replies)
  38. Loan origination fees and 1099-R reporting (1 reply)
  39. Participant Loans to Retirees (non party-in-interest) (0 replies)
  40. Limits on 401k loans? (4 replies)
  41. Retroactive Annuity Starting Date (1 reply)
  42. minimum distributions for parents of 5% owners (0 replies)
  43. Paying out after-tax monies when taxable vs. non-taxable amounts canno (1 reply)
  44. Loans extended past 60 months - general loans (7 replies)
  45. Subtantially equal payments impossible. (3 replies)
  46. Subtantially equal periodic payments - payments in first year (1 reply)
  47. 1099R issue re: insurance premiums in Defined Benefit Plan (2 replies)
  48. Paid too much to a participant plus didn't withhold for taxes - what t (1 reply)
  49. Form for Late 1099 Withholding (8 replies)
  50. plan loan statistics (0 replies)
  51. 1099R Reporting for Incorrect Distribution (4 replies)
  52. 10 Year Averaging to an active participant? (7 replies)
  53. can a trustee cite the distribution policy of a plan in the document a (0 replies)
  54. new proposed minimum distributions (12 replies)
  55. What does the IRs require for waiver of the excise tax on Form 5329 fo (5 replies)
  56. 457k withdrawal (1 reply)
  57. Return of loan payments made in error (4 replies)
  58. loan repayments--amount financed (5 replies)
  59. Profit Sharing Plans - Forfeiture of Small Balances (2 replies)
  60. Alternate payee ( from QDRO) age or original participant age used for (1 reply)
  61. failure to deduct loan payments from pay (2 replies)
  62. Withholding Taxes On Low-Income Retiree (6 replies)
  63. Distribution to Terminated Participant Whose Account Balance is Direct (1 reply)
  64. Required Minimum Distribution (SBJPA transition) issue. (0 replies)
  65. Loan coupons at termination (1 reply)
  66. Puzzled over 401(k) Beneficiary Rights (0 replies)
  67. What amount is eligible for rollover from in-service withdrawals that (2 replies)
  68. Form 1099-R Reporting for Loans (0 replies)
  69. Small minimum distribution amount (1 reply)
  70. If a 50 year old individual has begun taking substantially equal payme (7 replies)
  71. Can I calculate a RMD for a participant in a DC plan using the single (4 replies)
  72. Outstanding policy loan taxable at surrender (0 replies)
  73. What happens to loan notes when a plan loan program terminates and all (3 replies)
  74. Quarterly repayment question (4 replies)
  75. 10 Averaging with RMD requirements (0 replies)
  76. Are check fees for a distribution permissable? (0 replies)
  77. Net Unrealized Appreciation (and age 70-1/2) (2 replies)
  78. Special income allocations for distribution pay outs (0 replies)
  79. Consequences of Rollover to Roth IRA? (0 replies)
  80. Plan Loan to Partner (0 replies)
  81. Substantially Equal Periodic Payments Begin/Subsequent Disability/10% (1 reply)
  82. Need help fighting former employer to pay my 401(k) account balance (4 replies)
  83. terminating plan (0 replies)
  84. Retaining The Tax-Deferral by Non-Spouse Beneficiaries (0 replies)
  85. What distribution options do children (under 18) have after participan (2 replies)
  86. About how long does an IRS determination letter take? (1 reply)
  87. Year of death minimum required distribution - 1099R (0 replies)
  88. Loan Repayments (3 replies)
  89. Must a distribution election form include the dollar amount of the acc (1 reply)
  90. What to do with missing participants' money -- balances are less than (17 replies)
  91. Interpleader--taxation upon deposit to court? (1 reply)
  92. Does a 1099R form need to be filed for a missing participant from a te (0 replies)
  93. Buyer's plan will not accept loan rollovers from seller's terminating (2 replies)
  94. Tax consequences of pre-retirement death benefits. (1 reply)
  95. What is penalty for failure of plan to withhold 20% from non-rollover (9 replies)
  96. $5,000 Involuntary Cash-out Limit (0 replies)
  97. Looking for the 1980 CNSMT joint life mortality table (1 reply)
  98. If a named 401k beneficiary rejects the distribution on the death of t (4 replies)
  99. If an individual has 3 IRA,s and the MRD from each one is $5,000, can (2 replies)
  100. Does the account balance to use to determine the required minimum dist (2 replies)
  101. Non-Participant Loan (1 reply)
  102. QDROs and plan terminations (1 reply)
  103. Required minimum distribution applies in year of death (after age 70-1 (0 replies)
  104. Education Saving: Roth vs. Education IRA (2 replies)
  105. How to correct distribution from 401(k) plan to participant whose empl (1 reply)
  106. Need to find Notice 97-10 (1 reply)
  107. When has an owner terminated employment for purposes of being entitled (3 replies)
  108. Same Desk Rule: tranfer from one subsidiary to another. (1 reply)
  109. Distributions when there is creation of a joint venture (0 replies)
  110. Employee paychecks no longer cover loan payments; what happens on defa (1 reply)
  111. Can participant's surviving spouse continue to make loan payments to a (1 reply)
  112. For hardship withdrawal funeral expense purposes, who is a family memb (0 replies)
  113. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do? (3 replies)
  114. Can a plan add a mandatory cashout provision if it has not had one bef (1 reply)
  115. Hardship distribution of rollover money. (0 replies)
  116. What to do with outstanding loans on termination of the Plan (2 replies)
  117. challenge by first spouse of bigamist participant to spousal consent g (2 replies)
  118. Fax signatures acceptable? (2 replies)
  119. Check fee for distributions (0 replies)
  120. Deemed Distribution of Loan - Taxation Question (2 replies)
  121. Is there a difference in taxable amount if a plan surrenders a life in (0 replies)
  122. distribution code L1 (1 reply)
  123. Does a plan sponsor have a fiduciary duty to notify, and send distribu (2 replies)
  124. Withholding requirements for foreign receipt of US-earned pension (3 replies)
  125. Who gets the QJSA Survivor Benefits after Benefit Commencement: Spous (1 reply)
  126. Qualified higher education loan under retirement plan (1 reply)
  127. How do PS-58 costs affect a distribution? (3 replies)
  128. Required Minimum Dist from 457 and IRA (1 reply)
  129. RMD when participant in PS plan and has IRA also (2 replies)
  130. Software--RMDs, etc. (0 replies)
  131. 457(b) plan minimum distribution rules (0 replies)
  132. TEFRA 242(b) elections (0 replies)
  133. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option? (0 replies)
  134. IRC Sec 72(p) has been amended several times since the early 1980's. (1 reply)
  135. Need an updated Special Tax Notice (1 reply)
  136. Hardship Distributions - Distributable Amount (2 replies)
  137. QJSA and QPSA rules regarding common law spouse (4 replies)
  138. Covering a CDSC (0 replies)
  139. Must participants be given choice of how Required Minimum Distribution (0 replies)
  140. Can you still make annual payment on an old, old loan or must they now (3 replies)
  141. Minimum Distribution - Revocable Trust named as Designated Beneficiary (1 reply)
  142. is a minimum distribution required for a participant who is rolling hi (1 reply)
  143. Loan reamortization w/change in payroll frequency (4 replies)
  144. Additional fee for in-kind tranfer? (0 replies)
  145. How can Plan distribute a contribution receivable from employer compan (1 reply)
  146. accounting for loans in default (2 replies)
  147. Non-Bargaining to Barganing employment status change - what happens to (3 replies)
  148. Can Beneficiary roll to IRA ever? (1 reply)
  149. Can a repayment of a bank loan be classified as a residential loan in (4 replies)
  150. Proposed Regulations Issued: Participant Loan Refinancing Transactions (4 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.