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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. Invalid in service distribution (11 replies)
  2. Late RMD - which year for 1099? (3 replies)
  3. Distribution Fees and Residual Distributions (0 replies)
  4. Death before RBD - Spousal options? (9 replies)
  5. Involuntary cashouts (1 reply)
  6. Loans in balanced forward plan (1 reply)
  7. Distributions from Multiple Employer Plan (1 reply)
  8. Can active participants over age 72 make MRD elections now? (0 replies)
  9. Required Distributions - Defined Contribution Plan (1 reply)
  10. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision (1 reply)
  11. Hardship distribution documentation (3 replies)
  12. Going from co. to co. in a controlled group (2 replies)
  13. widow and mininum required distributions (2 replies)
  14. Distribution to Non-Spouse Beneficiary (2 replies)
  15. Defer first loan repayment (5 replies)
  16. Inservice dist (4 replies)
  17. Decline to be Beneficiary? (11 replies)
  18. Required Minimum Distribution from DB Plan (0 replies)
  19. DB minimum distribution (4 replies)
  20. Special Tax Notice (0 replies)
  21. Fed Wthd on foreign national (2 replies)
  22. Roth 401(k) -- Distributed to one beneficiary (0 replies)
  23. early withdrawl penalty (3 replies)
  24. Severance from Employment (0 replies)
  25. Missing Participant (4 replies)
  26. MRD Starting Date (5 replies)
  27. RMD Notification Requirements for Non-Owners (0 replies)
  28. RMDs & dec'd owner (2 replies)
  29. RMD if have multiple qualified retirement plans.... (1 reply)
  30. Murder in a small town (9 replies)
  31. How do you determine if a new loan is considered a “replacement loan”? (5 replies)
  32. Loan issued from Roth 401(k) account (3 replies)
  33. Late Form 945 penalty? (2 replies)
  34. Eligible Rollover Distributions and Church Plans (1 reply)
  35. 5-Year Rule (1 reply)
  36. No beneficiary (3 replies)
  37. Spousal consent for default election of direct rollover (0 replies)
  38. How Do These Guys Do It? (6 replies)
  39. hardship distribution and primary residence (2 replies)
  40. Tax withholding sent to IRS in error (4 replies)
  41. Odd 1099-R Situation - Underpayment (4 replies)
  42. Locating Lost Participants and paying them out (4 replies)
  43. DOH>70.5, what is MRD start date (6 replies)
  44. Lump Sums (0 replies)
  45. Need 1099 Help (8 replies)
  46. 401(h) Disbursements (9 replies)
  47. Direct Rollovers and Involuntary Cashouts (9 replies)
  48. Anti-cutback rule (1 reply)
  49. Late RMDs: Is There a Notification Requirement? (2 replies)
  50. How hard is it to get the IRS to waive the 50% penalty for a missed RMD? (3 replies)
  51. Loan in excess of 50% of account balance (2 replies)
  52. Suspend RMDs (0 replies)
  53. Death Benefit Payable to Trust (1 reply)
  54. Death Benefit to Non-Spouse Beneficiary (3 replies)
  55. Are ESOP shares counted to determine 5% owners? (0 replies)
  56. DC Plan Relative Value Disclosures (0 replies)
  57. Calculating minimum distribution with loan in the account balance (6 replies)
  58. MRD & Form of Benefit (1 reply)
  59. Corrected 1099-R for Prior Tax Year? (2 replies)
  60. in kind distribution of employer stock (1 reply)
  61. Automatic Rollovers and After-tax Contributions (0 replies)
  62. Term Employee going through a divorce (4 replies)
  63. Insurance Agent-bad info? (2 replies)
  64. Loan Interest Calculation (5 replies)
  65. Payout wording of DRO - any issues? (2 replies)
  66. Force payouts above $1000 (2 replies)
  67. Another NRA Withholding Q (5 replies)
  68. Does Trust receive 1099 from DC Plan (4 replies)
  69. Rollover nightmare (3 replies)
  70. Amendment eliminating cash out distributions (2 replies)
  71. RMD (0 replies)
  72. Non-Resident Withholding (9 replies)
  73. no rollover allowed out of plans? (1 reply)
  74. Automatic Rollovers (0 replies)
  75. Interpleader (1 reply)
  76. Inservice withdrawals 2 year/ 5 year aged money rule (16 replies)
  77. MRD to a rehired participant in pay status (1 reply)
  78. Participant failed to take RMDs. (2 replies)
  79. Limit on Elective Deferrals in Year Following Hardship (2 replies)
  80. Hardship Withdrawals and Loans (1 reply)
  81. Rollover of RMD (8 replies)
  82. MRD for active participant born in 1916 (5 replies)
  83. Final Final Regulations - Variable Annuity Contracts (0 replies)
  84. Pre-Tax Loan Repayments? (6 replies)
  85. State Withholding (3 replies)
  86. A Puzzle - need a site or reference as well as your opinions - PLEASE (3 replies)
  87. Non Qualified Annuity Stretch in Trust (2 replies)
  88. Hardship Distribution (6 replies)
  89. RMD to multiple beneficiaries (2 replies)
  90. Gain on excess annual additions (1 reply)
  91. Sporadic partial distributions to HCE (3 replies)
  92. Deferral on Severance Pay (2 replies)
  93. Distribution to Husband/participant; Wife back in Mexico (1 reply)
  94. Collection Agency (4 replies)
  95. Separation of service? (0 replies)
  96. IRS Audit - Plan Distributions (3 replies)
  97. Participant Loan (1 reply)
  98. Is this legal? Plan assets to Pay IRS liability (3 replies)
  99. Death Benefits, loans and an ex-wife (5 replies)
  100. Use of Form W-4P (2 replies)
  101. In Service Rollover Distribution (4 replies)
  102. Loan over the $50,000 Limit (2 replies)
  103. Double Taxation of Loans (8 replies)
  104. Equal periodic Payments - payments - monthly or annually (2 replies)
  105. RMD and leave of absence (2 replies)
  106. when plan loan balance is close or equals contributions on file (20 replies)
  107. Distribution Code for over 59 1/2 Deem Distribution (9 replies)
  108. Excess Deferral Processed After 4/15 (0 replies)
  109. Non profit as named beneficiary (1 reply)
  110. Posted in DB plans, but more applicable here - (0 replies)
  111. Katrina 1099-R Distribution Code (1 reply)
  112. RMD to Active Participant and Designated Beneficiary (3 replies)
  113. RMD of inkind assets from DB plan (2 replies)
  114. Katrina (0 replies)
  115. Death Benefits (1 reply)
  116. Beneficiary Designations (2 replies)
  117. Referral to ERISA counsel - was this correct? (5 replies)
  118. IRA Rollovers for Returned Distribution Checks (1 reply)
  119. distribution fees (0 replies)
  120. Hurricane Katrina Loans and Harships (3 replies)
  121. IRS Locator - over 50 (2 replies)
  122. Loans beyond normal retirement age (2 replies)
  123. Final Loan Regulations (2 replies)
  124. Multiple Hardship Distributions (1 reply)
  125. Replacement loans-how many times (1 reply)
  126. Pensioner is not cashing payments to avoid IRS (3 replies)
  127. Outsourced Distributions? (1 reply)
  128. defaulted loan (0 replies)
  129. Are mutual fund back end sales charges included on Schedule C? (0 replies)
  130. Child Support Payments (6 replies)
  131. Roth 401(k) Distributions -- When are earnings tax free? (0 replies)
  132. Can Distributions Be Made Out To Third Party? (5 replies)
  133. Eliminating Optional Forms of Benefit when QJSA Required (0 replies)
  134. Pension Benefit Recovery (1 reply)
  135. Withholding in Error From Previous Tax Year (5 replies)
  136. Does Traditional IRA Rollover into 401k plan require Form 5498? (1 reply)
  137. Disability Distribution - Non-Taxable Scenario? (0 replies)
  138. Participant Loan Interest Rates - Does this satisfy "commercially reasonable rate" requirement? (2 replies)
  139. New Bankruptcy Act (2 replies)
  140. Distributions from terminated plans...... (31 replies)
  141. QDRO/Earliest Retirement Age (0 replies)
  142. Maryland State tax withholding mandatory as of 7/1/05? (22 replies)
  143. amoritization (2 replies)
  144. Loan Limits in Daily Valued Plans (2 replies)
  145. The old retire, distribute, rehire sham (12 replies)
  146. Missing Beneficiary of Deceased Participant (6 replies)
  147. Cash / IRA option in Forced Distributions under $1,000 (2 replies)
  148. Documentation for Loan on Principal Residence (2 replies)
  149. Single sum of remainder of life certain annuity period (0 replies)
  150. Any software recommendations for loan processing? (1 reply)
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