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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. QDRO earnings calculation (3 replies)
  2. Distribution Election Forms (7 replies)
  3. Overestimate of taxes in hardship (2 replies)
  4. Hardship Withdrawal plus Withholding Taxes in Cash (4 replies)
  5. Hardship Distributions: reasonable evidence (6 replies)
  6. Roth deferrals with a loss at distribution (7 replies)
  7. Non-Spousal Rollovers (1 reply)
  8. Lump Sum versus Installments (4 replies)
  9. rollover of loan (1 reply)
  10. Hardship Withdrawals Directly to Bank? (7 replies)
  11. Hardships for dependents (13 replies)
  12. In Svc Distributions for a 4k Safe Harbor Plan (1 reply)
  13. RO From DB To IRA - Is RMD Needed? (1 reply)
  14. Operational Error Correction on Loan (1 reply)
  15. NY State Mandatory Withholding? (4 replies)
  16. Distributions of $200 or less (2 replies)
  17. available hardship amount (6 replies)
  18. Rehire and distribution questions (3 replies)
  19. HIPPA & Hardship Withdrawals (3 replies)
  20. Loans (4 replies)
  21. Difficult Beneficiary Scenerio (18 replies)
  22. rmd for ira,roth & annuity (1 reply)
  23. Can In-Service Distribution provision be Removed? (2 replies)
  24. RMD and owner (2 replies)
  25. Now Part Time participant - eligible for distribution? (4 replies)
  26. Loan Interest Rate - can it be too high? (6 replies)
  27. Can death beneficiary's IRA hold deceased EE's participant loan as an asset? (14 replies)
  28. is spousal consent required for in service distribution? (2 replies)
  29. Unforseeable Emergency (457) (1 reply)
  30. PERF plan in Indiana (0 replies)
  31. Excess Contribution - Loss on Roth refund (0 replies)
  32. Prohibited Distribution of Deferrals (10 replies)
  33. Repayments beyond 5 years (2 replies)
  34. 401(k) custodian refuses to make RMDs - any ideas? (14 replies)
  35. Stopping RMD (0 replies)
  36. 402(f) Rollover Notice (2 replies)
  37. 2009 MRD suspension (7 replies)
  38. 945 ISSUES (4 replies)
  39. Penalty for Using 8109-B? (11 replies)
  40. Loan Default (2 replies)
  41. Suspension of Benefits (1 reply)
  42. Second Distribution (7 replies)
  43. Can commuted value of annuity be an eligible rollover distribution (0 replies)
  44. 72(p) Cure Period After Leave of absence (1 reply)
  45. Distribution Issues---Illiquid Assets (2 replies)
  46. Plan Loans and Merger (3 replies)
  47. WRERA RMD Issues (3 replies)
  48. 72(t) penalty exception (2 replies)
  49. Deceased Participant with Loan Balance (1 reply)
  50. How long to wait after asking SSA to send letters? (2 replies)
  51. EACA/QACA 90-day Permissible Withdrawals (5 replies)
  52. in service distribution when NRA is 55 (7 replies)
  53. Rollover Returned to Plan (2 replies)
  54. Distribution to Non-Spouse Beneficiary (3 replies)
  55. Failure to Withhold (5 replies)
  56. Age 55 Exception (1 reply)
  57. Plan Loan to Former Employee now back in service (1 reply)
  58. Plan as Creditor (11 replies)
  59. Pre-mature distribution penalty (3 replies)
  60. Minimum Required Distributions--No Designated Beneficiary (6 replies)
  61. Another Hardship Distribution Question (2 replies)
  62. Hardship to pay federal taxes? (10 replies)
  63. Distribution Fees (0 replies)
  64. Participant Loan in default (3 replies)
  65. Hardships - Refinancing a Primary Residence (2 replies)
  66. Outstanding loans and mergers (1 reply)
  67. Terminated Plan Participant Payout (1 reply)
  68. Restrictions on Plan Distributions (1 reply)
  69. Maximium Loan after prohibited transaction (2 replies)
  70. First time distribution with part of it being ROTH (2 replies)
  71. Distribution dates (9 replies)
  72. ethical issues regarding loans (13 replies)
  73. 1099-R - report when check issued or check received? (6 replies)
  74. ADP failure for 2008... (0 replies)
  75. Tax withholding remitted by ER (1 reply)
  76. Sole Proprietor (1 reply)
  77. Hardship Gray Area (3 replies)
  78. including rollovers for cashouts (2 replies)
  79. Suspension of Benefits on Re-Employment (0 replies)
  80. Can an UTMA custodian rollover into an inherited IRA? (0 replies)
  81. Loan Availability AFTAP < 80% (2 replies)
  82. Corbel's GUST DC Proto, Basic Plan #01 (10 replies)
  83. vested balance after partial distribution (5 replies)
  84. Failed ADP refund; taxed in what year? (2 replies)
  85. WRERA - Participant Wants to take RMD (12 replies)
  86. Direct rollover by non-spouse benficiary (6 replies)
  87. hardship question (2 replies)
  88. Death benefit new spouse (6 replies)
  89. Loan initiated at incorrect rate (4 replies)
  90. Extension on 1099-R? (3 replies)
  91. PS Plan is issued a 1099-R (2 replies)
  92. 1096's on red or white paper (2 replies)
  93. Partial distribution and the Doc says lump sum (1 reply)
  94. Penalty(?) for sending out a 1099-R late? (1 reply)
  95. Can Part change election to w/draw eecwi? (1 reply)
  96. hardship and resumption of contributions (10 replies)
  97. 1099-R help for me too! (1 reply)
  98. Involuntary cash outs at annuity starting date (1 reply)
  99. Conflicting Loan Policy and Promissory Note (4 replies)
  100. Hardship Distribution for short sale? (11 replies)
  101. RMD Required in light of WRERA (2 replies)
  102. Death Distribution (6 replies)
  103. State withholding tax chart (3 replies)
  104. Participant Paid From Corporate Account (4 replies)
  105. 1099-R Help! (3 replies)
  106. PS-58's impact on rollovers (7 replies)
  107. December lump sum rates (1 reply)
  108. changing involuntary distribution amount (2 replies)
  109. 1099 Code for Pre Tax Deferral Rolled to Roth IRA (3 replies)
  110. Investment house refused to make required minimum distribution (1 reply)
  111. Money Purchase Pension Plan (2 replies)
  112. RMD before Rollover in year before RBD? (7 replies)
  113. Non-spouse rollovers (2 replies)
  114. Laid Off (2 replies)
  115. 945 forms (3 replies)
  116. Small Distribution Withholding Taxes (5 replies)
  117. involuntary distributions (5 replies)
  118. Hardship (5 replies)
  119. required minimum distribution (4 replies)
  120. 1099R Box 12 & Box 15 (1 reply)
  121. forged spousal consent (7 replies)
  122. RMD in year of death (1 reply)
  123. TEFRA and RMD (12 replies)
  124. loan and alienation rules (1 reply)
  125. Distribution from corporate checking account (7 replies)
  126. Mother a primary beneficiary for hardship (1 reply)
  127. RMD not taken one year, does it affect next year's? (1 reply)
  128. RMD in new defined benefit plan with past service (1 reply)
  129. Lost Earnings on Distribuion Error (0 replies)
  130. Exactly WHY is this transaction wrong? (10 replies)
  131. lost terminated participant (4 replies)
  132. who is the beneficiary (5 replies)
  133. Distribution to beneficiary & mandatory withholding (2 replies)
  134. Hypothetical RMD question (2 replies)
  135. Hardship distribution for a beneficiary (4 replies)
  136. First time RMD (4 replies)
  137. 3 outstanding loans and policy permits a max. of 2 (6 replies)
  138. What is "immediate" need? (1 reply)
  139. Annuity distribution from DC plans (4 replies)
  140. 402(g) Excess distributed b/4 PYE when loss involved (0 replies)
  141. Employee Contributions in DB Plan & Immediate Annuity < ERD (5 replies)
  142. Hardship taken after other distibs & loans (1 reply)
  143. MRD before Lump sum Rollover Not Processed (10 replies)
  144. RMD and Stock Attribution (2 replies)
  145. QPSA and rollover (2 replies)
  146. In service NR distribution (4 replies)
  147. Real Estate Distribution (8 replies)
  148. Plan Termination and lost or unknown beneficiary... (0 replies)
  149. Loans (11 replies)
  150. Question answered (0 replies)
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