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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Employer failed to make 401K loan payroll deductions (8 replies)
  2. disability leave and vesting (0 replies)
  3. Participant died before rollover made (9 replies)
  4. ISW provision required to take more than RMD? (1 reply)
  5. Used Credit Card to Pay Medical Expense Now Wants a Hardship (8 replies)
  6. Military Reservist Distribution - (0 replies)
  7. cashout of distribution less than $200 (6 replies)
  8. 5% owner & MRD (5 replies)
  9. Hardship - Building Principal Residence (2 replies)
  10. Rollover to Same Plan (2 replies)
  11. late loan repayments en masse (21 replies)
  12. Over the 402g limit (1 reply)
  13. In-service distribution in Profit Sharing Plan (1 reply)
  14. Balance Forward - Revalue for Distribution (5 replies)
  15. Failure to withhold (3 replies)
  16. Timing of Distributions - Protected Benefit? (10 replies)
  17. Loan software question! (2 replies)
  18. Rollover in from England Pension Scheme (14 replies)
  19. Too much money distributed. (22 replies)
  20. Inservice after Loan (1 reply)
  21. Distribution (loan) Before 59 1/2 (7 replies)
  22. Hardship safe harbor vs Facts and Circumstances (15 replies)
  23. Designated Vs. Default Beneficiary (1 reply)
  24. Distributions of Death Benefit (5 replies)
  25. Fraudulent Withdrawal (23 replies)
  26. Nonspouse Beneficiary (1 reply)
  27. Spouse waive pension benefit (5 replies)
  28. Overpayment of distribution to participant (6 replies)
  29. after tax contributions on termination of employment (1 reply)
  30. Loan distribution from Money Purchase source of money (4 replies)
  31. Rollovers of after-tax funds to Roth IRAs (5 replies)
  32. Prohibited Transaction? (1 reply)
  33. Participant Loan Pre Payment (3 replies)
  34. Allow distributions in cash or property (1 reply)
  35. part. wants to default on loan (25 replies)
  36. RMD not taken by April 1, 2008 (1 reply)
  37. rehire of terminated employee w/ distribution and loan (4 replies)
  38. Payroll withholding continued after loan was paid off (5 replies)
  39. ER Late Participant Loan (1 reply)
  40. adding loan policy (5 replies)
  41. non hardship in service dist of 401(k) deferrals (2 replies)
  42. Hardship availability after taking a loan (3 replies)
  43. Renegotiating loan interest rate (7 replies)
  44. Hardship to buy ex-spouse's share of home (3 replies)
  45. Return of Hardship Distribution (7 replies)
  46. Amending Plan to Loan Acceleration Upon Termination of Employment (1 reply)
  47. Death benefit - subject to anti-cutback rules? (2 replies)
  48. changing distribution options (3 replies)
  49. Change of payment method (2 replies)
  50. Distribution in error after break in service, rehire (1 reply)
  51. 2-parter (2 replies)
  52. Rollover of Cash, Deemed Distribution of Loan - what to payout? (3 replies)
  53. Hardship and Medical Expenses (2 replies)
  54. Loans and RMDs (1 reply)
  55. Plan Loan Question (1 reply)
  56. Hardship Distributions (3 replies)
  57. Hardship distribution 401k vs profit sharing (6 replies)
  58. Hardship - Documentation (2 replies)
  59. Alien Beneficiary (5 replies)
  60. RMD prior to rolling $ out of plan? (1 reply)
  61. Mandatory withholdings - Keogh plan distributions (3 replies)
  62. Confused about hardship w/d sources (1 reply)
  63. Roll to Roth 2008-30 (5 replies)
  64. Rollable portion of corrective distribution (0 replies)
  65. After tax basis preservation (0 replies)
  66. Loan Refinancing (13 replies)
  67. Owner Loan (7 replies)
  68. Really Old Loan (32 replies)
  69. Distribution involving after tax contributions (0 replies)
  70. Taxation of After Tax Distributions (7 replies)
  71. Money Purchase Plan: Termination and Distribution (0 replies)
  72. Spousal Consent-Hardship (1 reply)
  73. Plan Loan Default During USERRA Service (0 replies)
  74. Beneficiary non-US citizen - How do we report 1099? (3 replies)
  75. Roth Qualified Distribution (1 reply)
  76. Wrong interest rate applied to 401(k)k loan. (1 reply)
  77. Hardship standards in an AccuDraft doc (5 replies)
  78. Automatic Rollovers for those who do not respond (1 reply)
  79. Pre 87 after tax contributions (1 reply)
  80. Tangible Assets (3 replies)
  81. Loan Default, Deemed Dist'n, Ongoing Repayments? (4 replies)
  82. Accelerated Payments (2 replies)
  83. Pre Retirement Distributions from Money Purchase Plan (0 replies)
  84. Loan for non participant from their rollover? (3 replies)
  85. Corrrective 401(a)(9) distribution (1 reply)
  86. disability payout (6 replies)
  87. Mandatory Distribution of After-Tax Contributions? (12 replies)
  88. Tax withholding on corrective distribution (0 replies)
  89. In-Kind Distribution of Real Estate (1 reply)
  90. In-Service Dist.... penalty free? (10 replies)
  91. Divorce and the DB (3 replies)
  92. Taxability of Life Insurance Proceeds (0 replies)
  93. Military leave of absense (3 replies)
  94. 1099 Deemed Loan Distribitution (2 replies)
  95. Deported Employee - 401k Balance (1 reply)
  96. Rollovers by non-spouse beneficiaries (3 replies)
  97. Loan limits - 50% of account balance as of what date (3 replies)
  98. Refund of Mistaken Deferrals (0 replies)
  99. Tax Withholding from payment to deceased's estate (1 reply)
  100. Non-Spoosue Beneficiary Direct Rollovers (1 reply)
  101. Distribution of Undivided Interests in Real Estate (1 reply)
  102. South Carolina Tax Withholding (2 replies)
  103. What is the "date of the loan" for starting the 5 year repay (11 replies)
  104. Spouse MIA can she name a different beneficiary? (3 replies)
  105. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts (5 replies)
  106. Distribution Fee Charged to Participant (3 replies)
  107. Rollovers to Roth IRAs Under PPA 2006 (5 replies)
  108. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008? (4 replies)
  109. Reporting Rollovers from Qual Plans to Roth IRAs (1 reply)
  110. Withholding on Rollovers to Roth IRAs (16 replies)
  111. No Withholding on Distribution in Stock and Cash (1 reply)
  112. Forced distributions for those that do not respond (7 replies)
  113. Is a 401(k) the Same "Kind" of Plan as an ESOP? (3 replies)
  114. Distribution to participant who died (2 replies)
  115. Multiple Death Beneficiaries (5 replies)
  116. Withholding on a hardship withdrawal (5 replies)
  117. Won't Return Forms - Plan Termination (4 replies)
  118. New Plan - Is Averaging Still Relevant? (0 replies)
  119. Correcting missed RMDs (0 replies)
  120. Waiver of Excess Accumulation Penalty (1 reply)
  121. RMD if they have 401(k) AND ROTH 401(k) Question (1 reply)
  122. DB distributes too much to a retiring participant (5 replies)
  123. Minimum Lump Sums under PPA (11 replies)
  124. Calculating RMD for spousal beneficiary (5 replies)
  125. 1099-R Excess contribution for Roth (3 replies)
  126. Amending a plan for Hardship Distributions (1 reply)
  127. NonSpouse Rollovers (16 replies)
  128. Proper Tax Year for Loan Default (1 reply)
  129. Excess Loan Payments (4 replies)
  130. RMD of Rollover after 70-1/2 (2 replies)
  131. Security for Loan to Acquire Primary Residence (5 replies)
  132. Fees charged for distribution processing (2 replies)
  133. In-Service Request - Lump Sum Only Option (2 replies)
  134. RMD in the year participant turns 70 1/2 (2 replies)
  135. non-spouse beneficiary -reassign payment? (6 replies)
  136. IRS regs for Hardship (2 replies)
  137. RMD for DB Participant (0 replies)
  138. MRD and Asset sale (0 replies)
  139. Hardship to prevent eviction from parent's house? (3 replies)
  140. rmd table for db (5 replies)
  141. Under-Aged Beneficiary (2 replies)
  142. Distribution to Non-spouse Beneficiary (3 replies)
  143. Dead guy with an outstanding loan (16 replies)
  144. RMD for Multiple Beneficiaries (0 replies)
  145. Beneficiary designation of unmarried participant who later marries (5 replies)
  146. Notice of Availbalilty of Rollover Treatment (0 replies)
  147. 1099-R form for death benefit (3 replies)
  148. Hardships and "gross up" for Federal, State or Local taxes (5 replies)
  149. RMD (1 reply)
  150. Death, Rollover and RMD (52 replies)
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