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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Hardship Withdrawal (2 replies)
  2. 1099-R Box 5 Reporting On Roth with loss (1 reply)
  3. Deposit of Federal Tax Withholding From Participant Distribution (24 replies)
  4. QDROs and Joinders (1 reply)
  5. in-plan Roth conversion and 1099R (1 reply)
  6. Proper dist code (1 reply)
  7. Disability or Termination (5 replies)
  8. Donate part of minimum distribution (1 reply)
  9. 1099-R for Annuity Purchase? (3 replies)
  10. How many Forms 1099-R (0 replies)
  11. The fun just never ends! (4 replies)
  12. Distribution Debacle (0 replies)
  13. F945 and PTIN (2 replies)
  14. RMD and in-service distribution (11 replies)
  15. EFTPS - required? (3 replies)
  16. hardship with loan balance (7 replies)
  17. paying child support from PS plan (9 replies)
  18. Hardship Withdrawal for Tuition (6 replies)
  19. RMD for person on "disability" (0 replies)
  20. Can beneficiary roll distribution into participant's 401k (4 replies)
  21. Year End withholding - Form 945? (0 replies)
  22. Coding 1099s for Roth (0 replies)
  23. Loan note for an laid off participant (0 replies)
  24. How long to unwind ineligible rollover transaction? (2 replies)
  25. RMD from SIMPLE (1 reply)
  26. Distribution Timing (1 reply)
  27. $200 withholding rule (3 replies)
  28. Loan to Party in Intererst (1 reply)
  29. RMD Calculation (1 reply)
  30. RMD effect on death benefit eligibility (2 replies)
  31. Alternate Payee and RMD (1 reply)
  32. Withholding for beneficiary (4 replies)
  33. Ineligible Loan Permitted (4 replies)
  34. Signing off on hardships (5 replies)
  35. Taxation of after-tax RMDs (6 replies)
  36. In-Plan Roth conversions (3 replies)
  37. Providing a QJ&S example (1 reply)
  38. Uncashed ESOP Dividend Payments (0 replies)
  39. Does rehire stop RMD (0 replies)
  40. RMD from Roth elective deferrals (21 replies)
  41. Plan Distribution to Spouse (5 replies)
  42. Distribution Without Social Security Number (9 replies)
  43. Form 1099-R Reporting (1 reply)
  44. 70 1/2 owner (RMD) (4 replies)
  45. Auto Rollover available? (1 reply)
  46. 2008 Form 945 (9 replies)
  47. rmd after rbd (2 replies)
  48. RMD for Fiscal Plan (2 replies)
  49. Terminate PS/ESOP Plan (0 replies)
  50. Hardship Withdrawal - Eviction Notice Required? (2 replies)
  51. RMD - Cash Balance Plan (0 replies)
  52. Loan limits (4 replies)
  53. RMD--participant consent needed? (2 replies)
  54. Missed Loan Payments (2 replies)
  55. Life Insurance Proceeds and 1099R (4 replies)
  56. Distribution year for first RMD (3 replies)
  57. RMD question (1 reply)
  58. Small Amount Distributions (7 replies)
  59. Loan past the 5 Years? (1 reply)
  60. tpa firm distribution account (4 replies)
  61. insurance premiums paid too early (3 replies)
  62. Participant Loan Refinance (2 replies)
  63. What does "retired" mean for purposes of RMD? (3 replies)
  64. Loan correction under EPCRS (3 replies)
  65. State income tax withholding - CA (1 reply)
  66. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts (2 replies)
  67. 5 years, even amortization (2 replies)
  68. Loan #2: took too much (2 replies)
  69. Satisfying RMDs with Lump Sum (6 replies)
  70. RMD as Charitable Contributions (2 replies)
  71. Age 65 Distributions - 401(a)(14) (0 replies)
  72. Waiver of Annuity Required? (1 reply)
  73. Electronic Filing of Withholding on Distributions (2 replies)
  74. Quick question and answer: Husband of owner needs RMD after 70.5? (1 reply)
  75. RMD in year of death (4 replies)
  76. Distribution of Rollover from PS Plan (5 replies)
  77. Fees Charged to Participants (3 replies)
  78. In-Service Distribution (1 reply)
  79. Hardship 6-month Suspension Over (1 reply)
  80. loan policy effective date (0 replies)
  81. RMD's (18 replies)
  82. Hardships from sources other than salary deferral (2 replies)
  83. Hardship Distribution (2 replies)
  84. Reporting of Repaid Deemed Distribution (1 reply)
  85. Hardship for purchase of principal residence (4 replies)
  86. 402(f) Notice for distributions under $200...Required??? (10 replies)
  87. Loan default after cure period (2 replies)
  88. Original Signed Promissory Note (1 reply)
  89. Foreclosure on mother's mortgage (5 replies)
  90. Distribution and Valuation of Promissory Note (2 replies)
  91. beneficiaries don't want the benefit (5 replies)
  92. Hardship distribution (2 replies)
  93. Maximum Loan amount and subsequent distribution (1 reply)
  94. Rollover into plan includes employer stock (4 replies)
  95. Partial lump sum distributions (3 replies)
  96. Distribution to Non-US Citizen (2 replies)
  97. RMD's for 2010 - Were they suspended too? (2 replies)
  98. Hardship and Deferrals (4 replies)
  99. Non-spouse beneficiary rollover (3 replies)
  100. Loan Processed Twice (1 reply)
  101. Return of withholding (0 replies)
  102. Erroneous rollover (5 replies)
  103. Loan defaults still treated as asset on balance sheet? (6 replies)
  104. Loan Leave Suspension - One Year Cumulative? (0 replies)
  105. Problem getting a death certificate (3 replies)
  106. Dated Hardship Expense (4 replies)
  107. Automatic Rollover to non IRA (2 replies)
  108. Tax deposit coupons for 2011 (0 replies)
  109. Hardship - RV as Primary Residence (2 replies)
  110. Prohibited Transaction or Ordinary Loan Default? (0 replies)
  111. Rehires and RMDs (0 replies)
  112. Spousal Consent (again) (6 replies)
  113. timing of distribution for deceased participant (6 replies)
  114. DB J&S payment after divorce and death of retiree (12 replies)
  115. Illegal Aliens (6 replies)
  116. Participant paying for distribution fees out of pocket? (2 replies)
  117. Taxation of After-Tax Amounts (3 replies)
  118. Notary requirement for spousal consent on distribution form (1 reply)
  119. Business continues but in a new form (12 replies)
  120. annuity payment from DC plan with money purchase (3 replies)
  121. Loan repayment (1 reply)
  122. changing ownership on annuity (2 replies)
  123. Distribution to non-terminated employee; taxes withheld (0 replies)
  124. Distributions in Error (8 replies)
  125. Divorce decree changes periodic payments (0 replies)
  126. Spousal Consent Question (4 replies)
  127. Loan Refinance for Principal Home Plan Loan (2 replies)
  128. DB Beneficiary Deceased (4 replies)
  129. DB Plan RMDs, Marriage Status Unknown (1 reply)
  130. Lost participants again (1 reply)
  131. ISW before RMD (4 replies)
  132. Hardship Distribution - Primary Beneficiary (1 reply)
  133. Loan Refinancing (2 replies)
  134. Trouble Distributing Benefits (18 replies)
  135. Loan Refinance of Primary Residence (1 reply)
  136. RMD definition of account balance (0 replies)
  137. Can a loan be issued for more than 50% of account balance? (5 replies)
  138. Loan Policy requiring loans to be paid back in less than 5 Years? (2 replies)
  139. Participant Election of Life Annuity Under a Non-QJSA DC Plan (2 replies)
  140. Mandatory Cashouts (3 replies)
  141. Repeated Hardship Requests / Access to Commercial Credit (8 replies)
  142. Fraudulent Distribution (16 replies)
  143. RMD calculation (4 replies)
  144. RMD - Required or not? (1 reply)
  145. Return from military leave (1 reply)
  146. severance vs termination from service/employment (1 reply)
  147. In Service Withdrawals of Rollover contributions (1 reply)
  148. 945 forms (2 replies)
  149. Loan Reamortization (1 reply)
  150. RMD Online Calculator for Defined Benefit Plans (1 reply)
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