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, 19
  1. Does 50% excise tax apply in this case? (3 replies)
  2. Money Purchase Plan Terminating.. Can they force out participant balan (1 reply)
  3. How is the maximum loan amount calculated when there is more than one (1 reply)
  4. Loan to 5% Owner in S-Corp. (1 reply)
  5. Length of loan > NRD (1 reply)
  6. Resuming MRD after termination (1 reply)
  7. Minimum distributions- is the default election to defer MRD if no elec (2 replies)
  8. Withholding on non-5% owners (1 reply)
  9. RMD With an IRA and a 401(k) Account (0 replies)
  10. RMD started with no election, can method now change? (5 replies)
  11. Incentives to take immediate distributions (0 replies)
  12. TEFRA 242(b)(2) Election and Rollovers (3 replies)
  13. Participant elects rollover but dies b4 payment; plan's beneficiary de (7 replies)
  14. DEATH OF 100% OWNER PARTICIPANT (0 replies)
  15. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t (0 replies)
  16. Taxation of non-periodic payments after the Annuity Start Date (1 reply)
  17. Interest rate charged on loans (3 replies)
  18. Convert from PC to LLC (1 reply)
  19. When reporting defaulted loans to the IRS do you include interest to t (1 reply)
  20. Post-Secondary Education (2 replies)
  21. If a participant in a 401(k) plan terminates at age 60 with an account (2 replies)
  22. Distribution to 401(k) participant who will terminate employment and b (1 reply)
  23. Beneficiaries for Survivor Annuities (0 replies)
  24. Participant divorces but does not take ex-spouse off of beneficiary de (3 replies)
  25. Loan to HCE (0 replies)
  26. Beneficiaries when change from QPSA to QJSA (0 replies)
  27. Qualified Preretirement Survivor: 2nd Spouse (0 replies)
  28. Should the value of individual insurance policies held by a participan (1 reply)
  29. Reporting Hardship Distribution on 1099-R after 12/31/99 (0 replies)
  30. Loans when going from S Corp to C Corp (1 reply)
  31. Stoppng payroll deduction loan repayment (5 replies)
  32. Withholding on Distributions to Nonresident Aliens (5 replies)
  33. Hardship distribution for 2nd residence (4 replies)
  34. Loans from Retirement Plans and State Laws (1 reply)
  35. loan and hardship at same time (6 replies)
  36. Incarcerated Beneficiary - Help! (4 replies)
  37. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan? (0 replies)
  38. 1099 for "make up" MRD (0 replies)
  39. Distributions less than $200 (0 replies)
  40. 70 1/2 distributions (3 replies)
  41. Spousal consent, cash-out limit, DC plan sources (7 replies)
  42. Converting loan under old rules to loan under current rules? (0 replies)
  43. Spousal Consent for Loans (2 replies)
  44. Offset loans in M/P (0 replies)
  45. Correcting an old defaulted loan (1 reply)
  46. If a participant has a portion of his balance that was deposited on hi (0 replies)
  47. MRD notice (0 replies)
  48. Distribution of employer stock and 10-year averaging (1 reply)
  49. Any problems with a take-now-or-wait provision? (2 replies)
  50. Mandatory withholding correction (5 replies)
  51. RBD for 70 1/2 Distribution (2 replies)
  52. 1099 For Beneficiary That's Foreign National (0 replies)
  53. 70 1/2 MRD-Communication to Participants - Samples (1 reply)
  54. Should employer revalue? (3 replies)
  55. Distribution Fees (3 replies)
  56. Direct Rollovers Including Plan Loans (5 replies)
  57. Changing participant elections after the annuity starting date. (0 replies)
  58. 401(k) loans to employees of non-US sub (0 replies)
  59. Mailing Rollover Checks to Participants? (1 reply)
  60. Min Dist and Multiple Beneficiaries (0 replies)
  61. Distribution of Trailing Contributions (1 reply)
  62. SEPP (1 reply)
  63. TEFRA 242(b) Election (2 replies)
  64. NUA election--can basis be rolled in kind??? (2 replies)
  65. Death before minimum required distribution (2 replies)
  66. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!! (0 replies)
  67. QDRO Distributions/401(a)(9) (4 replies)
  68. Has anybody seen my basis? (0 replies)
  69. Loan Rollover? (1 reply)
  70. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS (1 reply)
  71. Benefits Questions (0 replies)
  72. plan loan to family member as indirect loan (7 replies)
  73. Conversion from C to S Corp. (0 replies)
  74. Applying Loan Repayments to Sources (0 replies)
  75. Assuming a plan allows loans to be repaid over 5 years, what is the re (8 replies)
  76. Distribution on Plan Termination including after-tax contributions (2 replies)
  77. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns (0 replies)
  78. Taxation of Distributions for American Indians (2 replies)
  79. AP story on "Lost Participants" (5 replies)
  80. Multiple Hardship Distributions in a 12 month period (2 replies)
  81. Return of over-distribution (1 reply)
  82. Minimimum Distribution Requirements - IRA and 403b (1 reply)
  83. Elimination of 1099 Distribution Codes B and C (0 replies)
  84. Are 401(k) Assets Distributable in these Transactions? (1 reply)
  85. Rollovers as Hardship Distributions (8 replies)
  86. Are RMD's required for rollover money into new plan (3 replies)
  87. When to measure $5,000 cash-out (3 replies)
  88. Computation of minimum distribution period. (1 reply)
  89. Distributions to Annuitant after death (0 replies)
  90. Delay in distribution of my retirement plan. What to do? (1 reply)
  91. How are other employers implementing GATT -- what criteria to use in c (5 replies)
  92. Distribution Fees (2 replies)
  93. Terminated participant with outstanding loan balance (2 replies)
  94. Lost participants in a terminated Money Purchase Pension Plan (0 replies)
  95. Tax reporting of deceased participant loan (4 replies)
  96. IRS Withholding on min. req. distrib. (2 replies)
  97. 1099's when sponsor no longer exists? (1 reply)
  98. Does any one know where there is a cite for the definition of the begi (0 replies)
  99. Can voluntary after-tax money be used for 401(k) loan? (2 replies)
  100. Loans from Rollover accounts (3 replies)
  101. When does a Beneficiary need take their money from a 401(k) after thei (2 replies)
  102. Spousal Consent (1 reply)
  103. Participant Loans during a Plan Administrator Change (4 replies)
  104. state income tax withholding (3 replies)
  105. Repayment of overpayment of distribution (1 reply)
  106. Death distribution to minor children (1 reply)
  107. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH? (1 reply)
  108. Loan (property puchase) (1 reply)
  109. Minimum distribution requirement for initial Plan Year (5 replies)
  110. Incorrect Withholding (2 replies)
  111. Minimum Required Distribution from IRA OK if Plan terminates? (3 replies)
  112. participant distribution fees (1 reply)
  113. Underpayment of Distributions (1 reply)
  114. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT? (0 replies)
  115. HELP--The Retroactive Payment Rule (1 reply)
  116. In-kind Distribution a Protected Benefit? (1 reply)
  117. 72T Substantially Equal Payments Resources (1 reply)
  118. forfeitures allocated to terminated participants (2 replies)
  119. Help--can a 501(c)(18) dist be rolled to an IRA? (0 replies)
  120. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension (1 reply)
  121. Withdrawal at 59 1/2 (2 replies)
  122. FAILURE TO WITHHOLD (10 replies)
  123. Withholding deposits (6 replies)
  124. cash out rule (1 reply)
  125. tax deductible if interest is credited to participant (0 replies)
  126. deductible participant loan interest (4 replies)
  127. Lost Participant (1 reply)
  128. removing plan loan provision (3 replies)
  129. Notice 99-5 (0 replies)
  130. third party loan from a profit sharing plan (4 replies)
  131. Calculating Hardship Withdrawals (1 reply)
  132. Terminated profit sharing plans (0 replies)
  133. withholding on salary reduction taken as hardship withdrawl (0 replies)
  134. mandatory withholding (1 reply)
  135. Life and Death Planning for Retirement Benefits, by Choate (2 replies)
  136. STATE WITHHOLDING ON DISTRIBUTIONS (2 replies)
  137. S Corp to C Corp? (2 replies)
  138. Required Minimum Distribution (1 reply)
  139. Failure to provide 1099 on defaulted loan (4 replies)
  140. withholding on distributions (1 reply)
  141. Required Minimum Distribution (1 reply)
  142. Procedures on defaulted loans (0 replies)
  143. Paperless Loans/Takeover Plans (0 replies)
  144. Tax Withholding on Minimum Distributions (3 replies)
  145. Conversion to LLC (2 replies)
  146. Prior year errors or unavailable history (1 reply)
  147. Hardship Withdrawal (2 replies)
  148. Accrued Interest on Participant Loan (4 replies)
  149. Distribution to corporation owner (0 replies)
  150. 70 1/2 Minimum Distribution (7 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.