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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. Distribution to Beneficiary of Non-Spouse Beneficiary (3 replies)
  2. Mandatory rollovers under 2550.404a-2 (5 replies)
  3. Distribution from IRA as a result of a divorce (5 replies)
  4. Historical Applicable Federal Rates (2 replies)
  5. Modifying Loan Policy (3 replies)
  6. RMDs not taken due to family attribution error (0 replies)
  7. Distribution -- Installment Payments (5 replies)
  8. State withholding on minimum distributions (3 replies)
  9. Distribution of a Deemed distribution (1 reply)
  10. In service withdrawal for 72 year old? (3 replies)
  11. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit (1 reply)
  12. Interpretation of bene des (1 reply)
  13. 1099-R coding for death distributions (5 replies)
  14. Timing of RBD due by 4/1/05 (2 replies)
  15. RMD, Plan Termination, Successor Employer (1 reply)
  16. Automatic Rollover - Amounts under $1,000? (3 replies)
  17. life expectancy option irrevocable or changeable (8 replies)
  18. TEFRA 242(b) election (1 reply)
  19. Annuity purchase to pay non spousal beneficiaries (1 reply)
  20. Terminate today, get my money, and hire me back tomorrow…… (12 replies)
  21. In-service withdrawal of employer contributions on account of hardship (1 reply)
  22. Installments payments via in-service for an active participant? (2 replies)
  23. Hardship w/d for medical expense (1 reply)
  24. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed (1 reply)
  25. Loan never defaulted, now wants new loan (1 reply)
  26. Death of Participant - Beneficiary Confusion (4 replies)
  27. Status of loan when payments are withheld but not submitted (1 reply)
  28. Discouraging Loans (7 replies)
  29. Defaulted Loan not reported (3 replies)
  30. Loan Fee (3 replies)
  31. 100% withholding/missingparticipants (10 replies)
  32. RMD Optional? (1 reply)
  33. Any definite IRS authority on written amendment requirement for automatic rollover? (9 replies)
  34. the $5,000 limit - guess we can't ignore rollovers now (2 replies)
  35. Charging for distribution packages (2 replies)
  36. Minimum Required Distribution on After Tax Monies (1 reply)
  37. loans from DB plans (3 replies)
  38. involuntary cash outs - new rules - looking for input (0 replies)
  39. Distributions "in kind" of nonmarket assets (3 replies)
  40. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year (1 reply)
  41. Timing of Dsitribution Issue... (0 replies)
  42. Spousal Consent exceptions? (4 replies)
  43. Participant Loans and Involuntary Cash Out (2 replies)
  44. Accepting loan payoff for a loan that should have been offset. (4 replies)
  45. Loan default amount (4 replies)
  46. Rollover of after tax (1 reply)
  47. Distributions in a Small Medical Practice (10 replies)
  48. loan admin fees (2 replies)
  49. loan payments made through payroll deduction but employer failed to send payments to trust account (2 replies)
  50. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans (1 reply)
  51. Refinancing loans originally made for more than 5 years (0 replies)
  52. MRD for member of a control group (2 replies)
  53. 401(k) loan: participant defaults (5 replies)
  54. State taxes (4 replies)
  55. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R? (8 replies)
  56. Safe Harbor suspension period (2 replies)
  57. 1099's/with holding not done on distributions. (5 replies)
  58. How to distribute deceased part's acct. to beneficiary in BWI (3 replies)
  59. Forfeitures to reduce employer non-elective contribution (1 reply)
  60. Disregarding rollover in determining < $5,000 balance for forced payout. (3 replies)
  61. Plan and Loan Note Conflict, Which Controls? (4 replies)
  62. Delegating Loan Administration -- Foolish? (1 reply)
  63. Plan Termination and Outstanding Loan (7 replies)
  64. Loan calculator (1 reply)
  65. Eliminate QJSA as normal form under PSP? (11 replies)
  66. Date of notary and participant's signature (4 replies)
  67. 72(t) and QDRO (7 replies)
  68. Possible stolen identity and conflicting claims (25 replies)
  69. loan default to satisfy RMD (4 replies)
  70. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period? (20 replies)
  71. Spouse of deceased participant wants to defer distribution to contingent beneficiary (10 replies)
  72. hardship and natural disaster (6 replies)
  73. Legal Address for 30% withholding (2 replies)
  74. Plan Loan for Construction of House (13 replies)
  75. Force out a participant who has a loan balance? (2 replies)
  76. Death Certificate (2 replies)
  77. Plan Loans - Corrections (2 replies)
  78. Spousal consent needed for hardship? (1 reply)
  79. Is there any way to force a distribution for over $5000 account (3 replies)
  80. Distribution of stock (2 replies)
  81. Revised 401(a)(9) Model Amendment for Defined Benefit Plans (0 replies)
  82. Penalties for not withholding (1 reply)
  83. Loan Payments past NRA (2 replies)
  84. Income offset by charitable deduction? (1 reply)
  85. Is this really a "Distribution", requiring a 1099? (3 replies)
  86. Distributions and Loans (3 replies)
  87. Distribution was based on incorrect valuation date, then investment losses occur. (4 replies)
  88. Required Minimum Distributions - 2 questions (4 replies)
  89. Plan Loan Limits (Refinancing): Definition of Vested Balance (5 replies)
  90. In-service Distribution (2 replies)
  91. Disclosure for returning employee (1 reply)
  92. Rollover from an IRA to an eligible plan (2 replies)
  93. IRA Automatic Rollover (5 replies)
  94. Changes in treatment of cash distributions to rollover (3 replies)
  95. Where to find settled cases? (2 replies)
  96. Does this loan need to be deemed, or can you still offset? (2 replies)
  97. Loan Offsets and Cashouts (1 reply)
  98. Terminated EEs and Self-directed Accounts (5 replies)
  99. 2004 1099r change to rollover code? (1 reply)
  100. Setting interest rate on plan loans to participants (5 replies)
  101. Timing of distributions (4 replies)
  102. Large Partial Distributions (2 replies)
  103. Plan Loan - No loan documents, No payments - How best to correct (1 reply)
  104. Reporting Participant Loan Defaults on Form 5500 (0 replies)
  105. Rollover of Loans (11 replies)
  106. New 1099 form for ESAs and 529 Plans (8 replies)
  107. Refusal to take Minimum Required Distribution (7 replies)
  108. RMD for owner (2 replies)
  109. Participant remarried to non-resident alien for 3 years, does old beneficary designation apply? (4 replies)
  110. RMD Question (0 replies)
  111. Rollover of after-tax dollars (2 replies)
  112. Reasons for Loan Denial Required under Fair Credit Reporting Act? (0 replies)
  113. Incorrect Loan Made (4 replies)
  114. Revoking installment election allowed? (5 replies)
  115. Spousal Consent Rules (1 reply)
  116. QJSA Disclosures for DC Plans (1 reply)
  117. Amending a 1009R? (4 replies)
  118. Spousal Consent for Loan from NON-QJSA Plan ? (3 replies)
  119. Which rule has precedence? (2 replies)
  120. Failure of substantailly equal payments (23 replies)
  121. RMD to charity? (2 replies)
  122. Accidental RMD (4 replies)
  123. Spousal Consent - Legally Separated but not Divorced (0 replies)
  124. Required signatures on retirement forms (1 reply)
  125. Death after RBD (5 replies)
  126. RMD from PS plan with life insurance only major asset (0 replies)
  127. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit (8 replies)
  128. Bank won't accept a check cut from a pension trust account for the par (15 replies)
  129. Cobra Payments - safe harbor hardship reason? (1 reply)
  130. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan? (8 replies)
  131. Participant Loan in Excess of $50,000 (1 reply)
  132. Meaning of "Retired" for 401(a)(9) purposes (7 replies)
  133. Timing of Distribution - Balance Forward plans (2 replies)
  134. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan? (1 reply)
  135. Rollover of employee contributions? (3 replies)
  136. 1099-R code for Loan (1 reply)
  137. Repayment of Distribution & Forfeiture Restoration (6 replies)
  138. Repayment of Hardship money allowed? (1 reply)
  139. spousal consent for participant loan (0 replies)
  140. Minor child as beneficiary (4 replies)
  141. Spousal Consent for Participant Loan (1 reply)
  142. Defauled Loan To HCE with a Rollover Account (6 replies)
  143. Spousal Consent (6 replies)
  144. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan. (10 replies)
  145. Cure Period (3 replies)
  146. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required? (1 reply)
  147. Spouse portion of DC plan balance based on 50% J&S annuity purchase (11 replies)
  148. Accelerated Loan Payment (3 replies)
  149. In-Service Distribution of Merged MPP Money (3 replies)
  150. Loans to Actively Employed Participants Only (12 replies)
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