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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. How to report distribution (4 replies)
  2. MRD - 1099R for 2002 or 2003? (1 reply)
  3. Loan/Spousal Consent (16 replies)
  4. Distributions from Terminated Small DB Plan (13 replies)
  5. 10% penalty (2 replies)
  6. Plan participant dies with an outstanding loan (8 replies)
  7. Can an owner, who no longer works for the company but is receiving W-2 (6 replies)
  8. 1099-R question (3 replies)
  9. 401K distribution (3 replies)
  10. Failure to Make 945 Deposits (2 replies)
  11. Where a participant owns part of the primary residence the participant (2 replies)
  12. 1099-R Distribution Code (4 replies)
  13. Required Beginning Date for Terminated Participant in DB Plan (1 reply)
  14. Mindi Transfer From Db To Ira (2 replies)
  15. Uncashed Distribution Checks (2 replies)
  16. Sub-S Corp & loan (1 reply)
  17. Florida Documentary Stamp Tax and Loans from ERISA Plans (8 replies)
  18. How to distribute vested benefits to illegal aliens? (1 reply)
  19. Distribution to trust (4 replies)
  20. Loans--Death (2 replies)
  21. Reportable Distribution error... (3 replies)
  22. Waiver of Spousal Interest (2 replies)
  23. 20% tax withholding (0 replies)
  24. Penalty for untimely 402(f) notice. (1 reply)
  25. What is the earliest a qualified plan can allow in-service withdrawals (12 replies)
  26. 1099 When Plan Pays Participant Tax Levy? (5 replies)
  27. Beneficiary Rollover within 401(k) (5 replies)
  28. Trust Beneficiary of QP with Spouse as Sole Trust Bene (4 replies)
  29. calculating PS-58 cost? (4 replies)
  30. Separate Accounts for Beneficiaries (2 replies)
  31. Loan Repayments (2 replies)
  32. rollover to a Roth IRA (1 reply)
  33. Does Marriage Trump a Prior Beneficiary Designation Form? (3 replies)
  34. Bankruptcy, loan payments and contributions (4 replies)
  35. Missing Participants? (3 replies)
  36. Return of check issued for force payout (2 replies)
  37. Rollover Distribution from qualified plan to SEP (1 reply)
  38. minimum loan term (0 replies)
  39. Failure to Remit Loan Payments (0 replies)
  40. Changing Substantially Equal Pmts (8 replies)
  41. Hardship and Loans (3 replies)
  42. Hardship Withdrawal From ESOP (4 replies)
  43. RMD and 5% owner test (5 replies)
  44. RMD for spouse of deceased participant (3 replies)
  45. Ordering 1099-R Forms (2 replies)
  46. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye (2 replies)
  47. Annuity form of benefit (2 replies)
  48. in-service withdrawal, fed tax withholding (2 replies)
  49. IRA aggregated with Qualified Plan for RMD (4 replies)
  50. loan (1 reply)
  51. Participant Deceased, No Beneficiary or Estate - now what? (1 reply)
  52. minimum distributions (2 replies)
  53. Nonresident Alien Withholding - Effectively Connected Income (9 replies)
  54. An in-service loan from a governmental DB plan (3 replies)
  55. Impact of Chapter 13 Bankruptcy on Loan (2 replies)
  56. Nominee 1099-R (2 replies)
  57. Participant Dies after LS Election (1 reply)
  58. Losses on Corrective Distributions (3 replies)
  59. Defaulted loan (3 replies)
  60. IRS Minimum Distribution Regulation Delayed (6 replies)
  61. When is retirement for 401(a)(9) purposes - last day worked or next da (2 replies)
  62. Establishing IRA rollover account for missing participants (3 replies)
  63. Joint and Survivor Annuities (1 reply)
  64. Ira To 403(b) Rollover After Age 70 1/2 (1 reply)
  65. Fiduciary timing responsibilities for processing & forwarding dist (0 replies)
  66. Sole Prop. Loans (2 replies)
  67. CA STATE WITHHOLDING vs. RESIDENCE (3 replies)
  68. NUA and Lump Sum distributions (1 reply)
  69. Annual election to defer or receive an RMD for a non-5% owner - is any (2 replies)
  70. Pension Distribution Withholding - State Level (4 replies)
  71. Final LOan Regs- Effective date??? (4 replies)
  72. Required Minimum Distribution for 5-percent Owner???? (3 replies)
  73. Joint & Survivor Annuity-Terminated Plan (8 replies)
  74. Payment of benefits into court fund pending interpleader (7 replies)
  75. interpleader (0 replies)
  76. Loan Refinancing (1 reply)
  77. Loan Software (1 reply)
  78. Repaying Defaulted Loan (2 replies)
  79. RMDs - Lots of Owners, But No 5% Owners (1 reply)
  80. Defaulted loans (1 reply)
  81. Tax Reporting Defaulted Loans (0 replies)
  82. Distribution from US Plan to Former Participant who is now a Canadian (2 replies)
  83. Back up documentation for Hardship Distribution (3 replies)
  84. 30% withholding (10 replies)
  85. Deemed Distributions (4 replies)
  86. 100% withholding - eligible rollover distribution (1 reply)
  87. Uniform table for RMD's? (2 replies)
  88. Missing Participants (2 replies)
  89. Hardship withdrawals from 401K (1 reply)
  90. Spousal Consent (1 reply)
  91. Required Minimum Distribution (70 1/2) (1 reply)
  92. MRD Using new or old tables? (3 replies)
  93. loan question (4 replies)
  94. Distributions (2 replies)
  95. Ineligible distribution (1 reply)
  96. required minimum distributions on employer stock (1 reply)
  97. 60-day rollover period (2 replies)
  98. Changing 1099-r distribution code? (1 reply)
  99. Interest on Distributions (5 replies)
  100. Calculating maximum loan limit in a multi-plan, multi-loan environment (3 replies)
  101. RMD's and Illiquid Assets (0 replies)
  102. Repayment by payroll deductions for a participant who terminated emplo (7 replies)
  103. Company "forgot" to payroll deduct loan payments (14 replies)
  104. Bankruptcy judge orders participant to stop loan payments? (6 replies)
  105. 72(t) rule changes-legislative update (0 replies)
  106. Proposed Regulations Issued: Multiple Loans to a Plan Participant (6 replies)
  107. Defined Benefit Plan Death Benefits (3 replies)
  108. Loans for the elderly (18 replies)
  109. Post-retirement divorce & QDROs divesting ex-spouse of interest (6 replies)
  110. Termed Plan - trying to pay out remaining participants (1 reply)
  111. Involuntary Distributions (3 replies)
  112. 401(k) distributions (8 replies)
  113. Does anyone have a sample distribution letter (3 replies)
  114. Legally separated spouse's consent?? (10 replies)
  115. pension protection against debts (6 replies)
  116. loss on balance prior to final distribution (9 replies)
  117. Late distribution (4 replies)
  118. MRD for non-5% owner (4 replies)
  119. Loan treatment in Chapter 7 Bankruptcy (12 replies)
  120. 401(k) distribution-deceased participant/estate closed (1 reply)
  121. Continuation of periodic payments after re-hire following a good-faith (0 replies)
  122. Missing beneficiary form (4 replies)
  123. Do Employer Contribution Accounts have to be separate? (1 reply)
  124. Valuation Date for Distribution (0 replies)
  125. Setting up decedent IRA from a qualified plan? (5 replies)
  126. ira distribution (3 replies)
  127. Separation from service (0 replies)
  128. Participant Loans (2 replies)
  129. 100% Joint & Survivor Distribution (3 replies)
  130. Aggregation of Qualified Plan and IRA for RMD purposes? (1 reply)
  131. 70 1/2 distributions with after tax money (2 replies)
  132. Safe-Harbor hardship distribution (2 replies)
  133. Routing Numbers (1 reply)
  134. Cite for Voluntary After Tax Distributions (4 replies)
  135. Distribution Used Wrong Vesting % (8 replies)
  136. IRS Distribution Codes (6 replies)
  137. Pension Distribution Forms Software (1 reply)
  138. Altering substantially equal payments. (1 reply)
  139. is this one loan or two?? (5 replies)
  140. Timing of reporting deemed distribution for USERRA employee. (5 replies)
  141. Distributions after retirement age, but before actual retirement (1 reply)
  142. Number of Outstanding Loans (2 replies)
  143. 0% Interest Rate (5 replies)
  144. Federal and State Income Tax Withholding (4 replies)
  145. SIMPLE IRA to 401(k) (1 reply)
  146. Distribution to Minor (1 reply)
  147. Starting and stopping RMDs (2 replies)
  148. 2002 Required Minimum Distribution (2 replies)
  149. Death Distribution (1 reply)
  150. Interim Valuations (1 reply)
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