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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Interest on Retro Payments (1 reply)
  2. Change in Timing of Distributions to Terminated Participants (2 replies)
  3. Valuation of insurance policies (1 reply)
  4. Loan limit exceeded, what to do? (10 replies)
  5. Are plans required to suspend loan payments for military/non-military leaves of absence? (7 replies)
  6. Required Minimum Distribution? (10 replies)
  7. Automatic Rollovers (4 replies)
  8. disability and the 10% penalty (1 reply)
  9. May a foreign national and designated beneficary without a USA social (10 replies)
  10. Distribution Code 2 - reported on 1099-R (1 reply)
  11. Hardship distribution after loan taken....? (4 replies)
  12. Death Benefit Payment (9 replies)
  13. Can a participant pay Fed Ex costs with plan assets? (1 reply)
  14. Dsitribution to Non-Spouse Benef under "new" 401(a)(9) rules (5 replies)
  15. loan for sole prop from rollover money (0 replies)
  16. loan interest (6 replies)
  17. Inactive 401(k) participant deferring plan loans WITHOUT making loan payments or taking distributions. (3 replies)
  18. Lump Sum payment - 100% witholding (3 replies)
  19. Timing of Distribution to Beneficiaries (2 replies)
  20. Distribution to illegal alien (2 replies)
  21. 5329 Abatement (0 replies)
  22. Force payout when balance over $5,000 (9 replies)
  23. Second loan, also for a primary residence (2 replies)
  24. Do you have to provide a 402(f) notice before processing a loan offset? (0 replies)
  25. Successful methods for locating lost participants??? (11 replies)
  26. Deemed loan - 1099 Question (1 reply)
  27. Improper Distribution? (3 replies)
  28. Required distribution forms for an alternate payee from a QDRO (0 replies)
  29. Can't find thread...ER forgets to start loan payments. (0 replies)
  30. 941 and 945 deposits aggregated requiring EFTPS processing (2 replies)
  31. Account balance less than check processing plan expense (6 replies)
  32. Prior loan used in determining accouint balance for additional loan. (1 reply)
  33. Plan Participant claims to be a corporation and not subject to withholding (10 replies)
  34. Terminated ptp with loan balance (3 replies)
  35. Deemed distribution - loan payments never made (1 reply)
  36. Loan payments and participant on strike. (1 reply)
  37. Help in finding a private letter ruling or individual PTE re:participant loans (0 replies)
  38. Spousal consent - incompetent spouse (2 replies)
  39. Trust as beneificiary and tax withholding (7 replies)
  40. Reamortize or Refinance (3 replies)
  41. 1099-R for Excess 402(g) Contributions (4 replies)
  42. How to correct loan violation for owner-employee (0 replies)
  43. Is there such a thing as a "loan rollover"? (5 replies)
  44. Final 401(a)(9) Regs and Cont. Receivable (6 replies)
  45. Taxation of distribution to a beneficiary which is a trust (1 reply)
  46. Participant Loan s/h/b defaulted at termination but was not. (2 replies)
  47. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan? (0 replies)
  48. Participant's required beginning date was 4/1/04 but entire balance rolled into IRA when employment terminated in 2003. Trouble? How to fix? (26 replies)
  49. reason for hardship w/d (6 replies)
  50. 5 percent owner for RMD purposes (1 reply)
  51. More RMD Issues (1 reply)
  52. Court Order to stop participant loan repayment (3 replies)
  53. Self-Correction of "Accidental" Distribution (9 replies)
  54. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed? (2 replies)
  55. Texas Man Loses Retirement Loan Tax Fight (0 replies)
  56. RMD in termination setting (5 replies)
  57. RMD and Rollovers (5 replies)
  58. Withholding of monthly payments from defined contribution plan. (6 replies)
  59. Participant used loan money for a different reason that originally stated. (11 replies)
  60. Are you required to send a tax notice & more? (0 replies)
  61. Distribution - Due to death, nonspousal beneficary after RMDs had started (3 replies)
  62. Delayed distribution due to Custodian - Who is liable? (1 reply)
  63. Is there a penalty for not complying with the mandatory state withholding in North Carolina for an out of state company? (4 replies)
  64. Account ownership after death but before distribution (1 reply)
  65. Residence Loan (2 replies)
  66. 72(t) distribution and rollover account (2 replies)
  67. SAS 70 (1 reply)
  68. 1099-R reporting for loan Rolled over to another plan (3 replies)
  69. 1099r for loan (4 replies)
  70. Recommended Software for 1099s, Form 945? (2 replies)
  71. Endorsement Language (2 replies)
  72. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent (2 replies)
  73. Minimum Dist question (2 replies)
  74. No taxes withheld... (1 reply)
  75. Help - Severance Distribution and Bankrupty Court Order (1 reply)
  76. Minimum distributions from inherited funds (2 replies)
  77. Amend for Retroactive Cashout Provision? (1 reply)
  78. Distribution fees paid by participants (0 replies)
  79. Distribution Timing (2 replies)
  80. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004 (4 replies)
  81. State Income Tax Withholding for Maryland on retirement plan distribut (6 replies)
  82. Loan to 10% Partner Still a PT? (2 replies)
  83. Payments Owed by DB Plan to Deceased Participant (7 replies)
  84. Pre-1987 403(b) Balance (3 replies)
  85. Cashout Limits Applied to Alternate Payee? (3 replies)
  86. Form 1099-R Reporting (3 replies)
  87. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age. (0 replies)
  88. what year to report dist on 1099? (6 replies)
  89. How to Calculate Accrued Interest on Deemed Distribution for 1099-R (1 reply)
  90. Hardship for Tuition. (1 reply)
  91. Distribution reported incorrectly to client (2 replies)
  92. Survivor Benefits Claimed by Two Wives (10 replies)
  93. 1099R forms not filed (5 replies)
  94. Minimum Distributions from 403(b) (4 replies)
  95. Deemed Distribution to Participant who has filed under Chapter 13 (2 replies)
  96. State Tax withholding ? (1 reply)
  97. Repetitive Payments and After Tax contributions (1 reply)
  98. Participant dies before RBD with daughter as sole beneficiary (3 replies)
  99. Maximum Loan Calculation (2 replies)
  100. Can you stop Required Minimum payments? (2 replies)
  101. Federal Withholding from Qualified Plan (8 replies)
  102. RMD--multiple beneficiaries (1 reply)
  103. Failure to make loan repayments (1 reply)
  104. Death Distribution w/ No Beneficiary, No Spouse, No Estate? (1 reply)
  105. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY? (1 reply)
  106. Should Reg Z loan disclosure include MF redemption fees? (1 reply)
  107. RMD from DC Plans and IRA's (1 reply)
  108. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57? (2 replies)
  109. RMD in year of death (2 replies)
  110. Distribution of a deceased participant (5 replies)
  111. RMDs--after tax monies (4 replies)
  112. new rules for 2004? (1 reply)
  113. Optional Form of Benefit Eliminated (1 reply)
  114. Prohibited Transaction--or fixed by EGTRRA (4 replies)
  115. Loans in Balance Forward Plans (1 reply)
  116. Rollover of PS-58 costs (2 replies)
  117. 2004 W4-P (2 replies)
  118. Calculating an RMD with an annuity and subsequent accruals (1 reply)
  119. Segregating a Terminated Participant's vested benefit (1 reply)
  120. Single participant in a plan subject to QJSA requirements. (8 replies)
  121. Taxability of life insurance held as an asset in PSP (1 reply)
  122. Rehire by the same company after pension distribution (1 reply)
  123. Withholding procedures for non resident vs. resident aliens? (3 replies)
  124. Required Minimum Distributions for rehired employees (0 replies)
  125. RMD-surviving spouse--rollover to IRA (0 replies)
  126. is mother of owner entitled to defer 70 1/2 distribution? (9 replies)
  127. QJSA waiting period for paperless distributions (1 reply)
  128. QDRO and Participant Loan (2 replies)
  129. Maximum loan limitations (5 replies)
  130. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan? (2 replies)
  131. DB minimum distribution for 03 (1 reply)
  132. MRD account balance (1 reply)
  133. Change distribution code? (0 replies)
  134. RRSP Plans (1 reply)
  135. distribution of real estate-keogh plan (5 replies)
  136. RMD Account Balance (3 replies)
  137. 401(a)(9) Incorporation by Reference? (0 replies)
  138. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD? (0 replies)
  139. State Withholding Taxes on distributions. (7 replies)
  140. 70 1/2 RMD where bene is non-spouse (1 reply)
  141. 1099-R/#945 reporting question (2 replies)
  142. 70-1/2 MRD & Withholding Taxes. (2 replies)
  143. actuarial question (1 reply)
  144. Outdated Distribution Forms (3 replies)
  145. document issues involved re adding loan provision (0 replies)
  146. Distributions from Orphan/Abandoned Plans (4 replies)
  147. MRD from ESOP/PS Plan hybrid (0 replies)
  148. Lump Sum Federal Withholding (0 replies)
  149. 401(k) loan OK if EE already on Military Leave? (1 reply)
  150. Can a participant in a plan that only allows one loan do a refinance? (3 replies)
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