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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. loan admin fees (2 replies)
  2. loan payments made through payroll deduction but employer failed to send payments to trust account (2 replies)
  3. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans (1 reply)
  4. Refinancing loans originally made for more than 5 years (0 replies)
  5. MRD for member of a control group (2 replies)
  6. 401(k) loan: participant defaults (5 replies)
  7. State taxes (4 replies)
  8. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R? (8 replies)
  9. Safe Harbor suspension period (2 replies)
  10. 1099's/with holding not done on distributions. (5 replies)
  11. How to distribute deceased part's acct. to beneficiary in BWI (3 replies)
  12. Forfeitures to reduce employer non-elective contribution (1 reply)
  13. Disregarding rollover in determining < $5,000 balance for forced payout. (3 replies)
  14. Plan and Loan Note Conflict, Which Controls? (4 replies)
  15. Delegating Loan Administration -- Foolish? (1 reply)
  16. Plan Termination and Outstanding Loan (7 replies)
  17. Loan calculator (1 reply)
  18. Eliminate QJSA as normal form under PSP? (11 replies)
  19. Date of notary and participant's signature (4 replies)
  20. 72(t) and QDRO (7 replies)
  21. Possible stolen identity and conflicting claims (25 replies)
  22. loan default to satisfy RMD (4 replies)
  23. Loan amoritzed over 4 years; small baalnce at maturity; default immediately or apply cure period? (20 replies)
  24. Spouse of deceased participant wants to defer distribution to contingent beneficiary (10 replies)
  25. hardship and natural disaster (6 replies)
  26. Legal Address for 30% withholding (2 replies)
  27. Plan Loan for Construction of House (13 replies)
  28. Force out a participant who has a loan balance? (2 replies)
  29. Death Certificate (2 replies)
  30. Plan Loans - Corrections (2 replies)
  31. Spousal consent needed for hardship? (1 reply)
  32. Is there any way to force a distribution for over $5000 account (3 replies)
  33. Distribution of stock (2 replies)
  34. Revised 401(a)(9) Model Amendment for Defined Benefit Plans (0 replies)
  35. Penalties for not withholding (1 reply)
  36. Loan Payments past NRA (2 replies)
  37. Income offset by charitable deduction? (1 reply)
  38. Is this really a "Distribution", requiring a 1099? (3 replies)
  39. Distributions and Loans (3 replies)
  40. Distribution was based on incorrect valuation date, then investment losses occur. (4 replies)
  41. Required Minimum Distributions - 2 questions (4 replies)
  42. Plan Loan Limits (Refinancing): Definition of Vested Balance (5 replies)
  43. In-service Distribution (2 replies)
  44. Disclosure for returning employee (1 reply)
  45. Rollover from an IRA to an eligible plan (2 replies)
  46. IRA Automatic Rollover (5 replies)
  47. Changes in treatment of cash distributions to rollover (3 replies)
  48. Power of Attorney Question (12 replies)
  49. Where to find settled cases? (2 replies)
  50. Does this loan need to be deemed, or can you still offset? (2 replies)
  51. Loan Offsets and Cashouts (1 reply)
  52. Terminated EEs and Self-directed Accounts (5 replies)
  53. 2004 1099r change to rollover code? (1 reply)
  54. Setting interest rate on plan loans to participants (5 replies)
  55. Timing of distributions (4 replies)
  56. Large Partial Distributions (2 replies)
  57. Plan Loan - No loan documents, No payments - How best to correct (1 reply)
  58. Reporting Participant Loan Defaults on Form 5500 (0 replies)
  59. Rollover of Loans (11 replies)
  60. New 1099 form for ESAs and 529 Plans (8 replies)
  61. Refusal to take Minimum Required Distribution (7 replies)
  62. RMD for owner (2 replies)
  63. Distributions to Small Estates by Affidavit Submitted by Decedent's Successor (0 replies)
  64. Participant remarried to non-resident alien for 3 years, does old beneficary designation apply? (4 replies)
  65. RMD Question (0 replies)
  66. Rollover of after-tax dollars (2 replies)
  67. Reasons for Loan Denial Required under Fair Credit Reporting Act? (0 replies)
  68. Incorrect Loan Made (4 replies)
  69. Revoking installment election allowed? (5 replies)
  70. Spousal Consent Rules (1 reply)
  71. QJSA Disclosures for DC Plans (1 reply)
  72. Amending a 1009R? (4 replies)
  73. Spousal Consent for Loan from NON-QJSA Plan ? (3 replies)
  74. Which rule has precedence? (2 replies)
  75. Failure of substantailly equal payments (23 replies)
  76. RMD to charity? (2 replies)
  77. Accidental RMD (4 replies)
  78. Spousal Consent - Legally Separated but not Divorced (0 replies)
  79. Required signatures on retirement forms (1 reply)
  80. Death after RBD (5 replies)
  81. RMD from PS plan with life insurance only major asset (0 replies)
  82. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit (8 replies)
  83. Bank won't accept a check cut from a pension trust account for the par (15 replies)
  84. Cobra Payments - safe harbor hardship reason? (1 reply)
  85. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan? (8 replies)
  86. Participant Loan in Excess of $50,000 (1 reply)
  87. Meaning of "Retired" for 401(a)(9) purposes (7 replies)
  88. Timing of Distribution - Balance Forward plans (2 replies)
  89. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan? (1 reply)
  90. Rollover of employee contributions? (3 replies)
  91. 1099-R code for Loan (1 reply)
  92. Repayment of Distribution & Forfeiture Restoration (6 replies)
  93. Repayment of Hardship money allowed? (1 reply)
  94. spousal consent for participant loan (0 replies)
  95. Minor child as beneficiary (4 replies)
  96. Spousal Consent for Participant Loan (1 reply)
  97. Defauled Loan To HCE with a Rollover Account (6 replies)
  98. Spousal Consent (6 replies)
  99. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan. (10 replies)
  100. Cure Period (3 replies)
  101. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required? (1 reply)
  102. Spouse portion of DC plan balance based on 50% J&S annuity purchase (11 replies)
  103. Accelerated Loan Payment (3 replies)
  104. In-Service Distribution of Merged MPP Money (3 replies)
  105. Loans to Actively Employed Participants Only (12 replies)
  106. Interest on Retro Payments (1 reply)
  107. Change in Timing of Distributions to Terminated Participants (2 replies)
  108. Valuation of insurance policies (1 reply)
  109. Loan limit exceeded, what to do? (10 replies)
  110. Are plans required to suspend loan payments for military/non-military leaves of absence? (7 replies)
  111. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable? (8 replies)
  112. Required Minimum Distribution? (10 replies)
  113. Automatic Rollovers (4 replies)
  114. disability and the 10% penalty (1 reply)
  115. May a foreign national and designated beneficary without a USA social (10 replies)
  116. Distribution Code 2 - reported on 1099-R (1 reply)
  117. Hardship distribution after loan taken....? (4 replies)
  118. Death Benefit Payment (9 replies)
  119. Can a participant pay Fed Ex costs with plan assets? (1 reply)
  120. Dsitribution to Non-Spouse Benef under "new" 401(a)(9) rules (5 replies)
  121. loan for sole prop from rollover money (0 replies)
  122. loan interest (6 replies)
  123. Inactive 401(k) participant deferring plan loans WITHOUT making loan payments or taking distributions. (3 replies)
  124. Lump Sum payment - 100% witholding (3 replies)
  125. Timing of Distribution to Beneficiaries (2 replies)
  126. Distribution to illegal alien (2 replies)
  127. 5329 Abatement (0 replies)
  128. Force payout when balance over $5,000 (9 replies)
  129. Second loan, also for a primary residence (2 replies)
  130. Do you have to provide a 402(f) notice before processing a loan offset? (0 replies)
  131. Successful methods for locating lost participants??? (11 replies)
  132. Deemed loan - 1099 Question (1 reply)
  133. Improper Distribution? (3 replies)
  134. Required distribution forms for an alternate payee from a QDRO (0 replies)
  135. Can't find thread...ER forgets to start loan payments. (0 replies)
  136. 941 and 945 deposits aggregated requiring EFTPS processing (2 replies)
  137. Account balance less than check processing plan expense (6 replies)
  138. Prior loan used in determining accouint balance for additional loan. (1 reply)
  139. Plan Participant claims to be a corporation and not subject to withholding (10 replies)
  140. Terminated ptp with loan balance (3 replies)
  141. Deemed distribution - loan payments never made (1 reply)
  142. Loan payments and participant on strike. (1 reply)
  143. Help in finding a private letter ruling or individual PTE re:participant loans (0 replies)
  144. Spousal consent - incompetent spouse (2 replies)
  145. Trust as beneificiary and tax withholding (7 replies)
  146. Reamortize or Refinance (3 replies)
  147. 1099-R for Excess 402(g) Contributions (4 replies)
  148. How to correct loan violation for owner-employee (0 replies)
  149. Is there such a thing as a "loan rollover"? (5 replies)
  150. Final 401(a)(9) Regs and Cont. Receivable (6 replies)
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