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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Taxation of distribution to a beneficiary which is a trust (1 reply)
  2. Participant Loan s/h/b defaulted at termination but was not. (2 replies)
  3. Correct 1099R Code for in-kind distribution of annuity contract from qualified plan? (0 replies)
  4. 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)
  5. reason for hardship w/d (6 replies)
  6. 5 percent owner for RMD purposes (1 reply)
  7. More RMD Issues (1 reply)
  8. Court Order to stop participant loan repayment (3 replies)
  9. Self-Correction of "Accidental" Distribution (9 replies)
  10. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed? (2 replies)
  11. Texas Man Loses Retirement Loan Tax Fight (0 replies)
  12. RMD in termination setting (5 replies)
  13. RMD and Rollovers (5 replies)
  14. Withholding of monthly payments from defined contribution plan. (6 replies)
  15. Participant used loan money for a different reason that originally stated. (11 replies)
  16. Are you required to send a tax notice & more? (0 replies)
  17. Distribution - Due to death, nonspousal beneficary after RMDs had started (3 replies)
  18. Delayed distribution due to Custodian - Who is liable? (1 reply)
  19. Is there a penalty for not complying with the mandatory state withholding in North Carolina for an out of state company? (4 replies)
  20. Account ownership after death but before distribution (1 reply)
  21. Residence Loan (2 replies)
  22. 72(t) distribution and rollover account (2 replies)
  23. SAS 70 (1 reply)
  24. 1099-R reporting for loan Rolled over to another plan (3 replies)
  25. 1099r for loan (4 replies)
  26. Recommended Software for 1099s, Form 945? (2 replies)
  27. Endorsement Language (2 replies)
  28. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent (2 replies)
  29. Minimum Dist question (2 replies)
  30. No taxes withheld... (1 reply)
  31. Help - Severance Distribution and Bankrupty Court Order (1 reply)
  32. Minimum distributions from inherited funds (2 replies)
  33. Amend for Retroactive Cashout Provision? (1 reply)
  34. Distribution fees paid by participants (0 replies)
  35. Distribution Timing (2 replies)
  36. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004 (4 replies)
  37. State Income Tax Withholding for Maryland on retirement plan distribut (6 replies)
  38. Loan to 10% Partner Still a PT? (2 replies)
  39. Payments Owed by DB Plan to Deceased Participant (7 replies)
  40. Pre-1987 403(b) Balance (3 replies)
  41. Cashout Limits Applied to Alternate Payee? (3 replies)
  42. Form 1099-R Reporting (3 replies)
  43. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age. (0 replies)
  44. what year to report dist on 1099? (6 replies)
  45. How to Calculate Accrued Interest on Deemed Distribution for 1099-R (1 reply)
  46. Hardship for Tuition. (1 reply)
  47. Distribution reported incorrectly to client (2 replies)
  48. Survivor Benefits Claimed by Two Wives (10 replies)
  49. 1099R forms not filed (5 replies)
  50. Minimum Distributions from 403(b) (4 replies)
  51. Deemed Distribution to Participant who has filed under Chapter 13 (2 replies)
  52. State Tax withholding ? (1 reply)
  53. Repetitive Payments and After Tax contributions (1 reply)
  54. Participant dies before RBD with daughter as sole beneficiary (3 replies)
  55. Maximum Loan Calculation (2 replies)
  56. Can you stop Required Minimum payments? (2 replies)
  57. Federal Withholding from Qualified Plan (8 replies)
  58. RMD--multiple beneficiaries (1 reply)
  59. Failure to make loan repayments (1 reply)
  60. Death Distribution w/ No Beneficiary, No Spouse, No Estate? (1 reply)
  61. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY? (1 reply)
  62. Should Reg Z loan disclosure include MF redemption fees? (1 reply)
  63. RMD from DC Plans and IRA's (1 reply)
  64. 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)
  65. RMD in year of death (2 replies)
  66. Distribution of a deceased participant (5 replies)
  67. RMDs--after tax monies (4 replies)
  68. new rules for 2004? (1 reply)
  69. Optional Form of Benefit Eliminated (1 reply)
  70. Prohibited Transaction--or fixed by EGTRRA (4 replies)
  71. Loans in Balance Forward Plans (1 reply)
  72. Rollover of PS-58 costs (2 replies)
  73. 2004 W4-P (2 replies)
  74. Calculating an RMD with an annuity and subsequent accruals (1 reply)
  75. Segregating a Terminated Participant's vested benefit (1 reply)
  76. Single participant in a plan subject to QJSA requirements. (8 replies)
  77. Taxability of life insurance held as an asset in PSP (1 reply)
  78. Rehire by the same company after pension distribution (1 reply)
  79. Withholding procedures for non resident vs. resident aliens? (3 replies)
  80. Required Minimum Distributions for rehired employees (0 replies)
  81. RMD-surviving spouse--rollover to IRA (0 replies)
  82. is mother of owner entitled to defer 70 1/2 distribution? (9 replies)
  83. QJSA waiting period for paperless distributions (1 reply)
  84. QDRO and Participant Loan (2 replies)
  85. Maximum loan limitations (5 replies)
  86. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan? (2 replies)
  87. DB minimum distribution for 03 (1 reply)
  88. MRD account balance (1 reply)
  89. Change distribution code? (0 replies)
  90. RRSP Plans (1 reply)
  91. distribution of real estate-keogh plan (5 replies)
  92. RMD Account Balance (3 replies)
  93. 401(a)(9) Incorporation by Reference? (0 replies)
  94. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD? (0 replies)
  95. State Withholding Taxes on distributions. (7 replies)
  96. 70 1/2 RMD where bene is non-spouse (1 reply)
  97. 1099-R/#945 reporting question (2 replies)
  98. 70-1/2 MRD & Withholding Taxes. (2 replies)
  99. actuarial question (1 reply)
  100. Outdated Distribution Forms (3 replies)
  101. document issues involved re adding loan provision (0 replies)
  102. Distributions from Orphan/Abandoned Plans (4 replies)
  103. MRD from ESOP/PS Plan hybrid (0 replies)
  104. Lump Sum Federal Withholding (0 replies)
  105. 401(k) loan OK if EE already on Military Leave? (1 reply)
  106. Can a participant in a plan that only allows one loan do a refinance? (3 replies)
  107. 2000 rollover check issued to mutual fund has not been cashed. Participant now wants cash distribution. Okay to to reissue check to participant (less withholding) and correct 2000 1099-R? (3 replies)
  108. Termination to receive distribution and then rehired (9 replies)
  109. RMD from 403(b) (4 replies)
  110. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan? (2 replies)
  111. Plan trumps IRS? (3 replies)
  112. minimum required distribution (13 replies)
  113. Elimination of QPSA/QJSA (8 replies)
  114. HCE attribution and RMD (1 reply)
  115. Corporation or Trust as Beneficiary? (3 replies)
  116. Participant Loan & Disability (4 replies)
  117. Default & Prohibited transaction (0 replies)
  118. Can a Participant who has previously defaulted on a participant loan be denied a new loan? (2 replies)
  119. Beneficiary Rollover to IRA article (2 replies)
  120. After-Tax Distribution (5 replies)
  121. Please help me with loan calculation (7 replies)
  122. what is the loan limit if any for qualified plans? (1 reply)
  123. Taxation on distribution including loan offset, after tax contributions, and ee deferrals (2 replies)
  124. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)? (1 reply)
  125. Is "purchase land for primary residence" permitted as a hardship withdrawal? (2 replies)
  126. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly (2 replies)
  127. Proper 1099R Box 7 distribution code following death of retiree (4 replies)
  128. Refund of mistaken contribution (2 replies)
  129. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan? (0 replies)
  130. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001? (6 replies)
  131. Taxation of After-tax and pre-tax assets in qualified plan (12 replies)
  132. Whether a fee for processing a lump sum is part of the taxable amount or does it "occur" prior to distribution and hence should not be taxable (2 replies)
  133. Help me understand Corbel's document regarding distributions... (8 replies)
  134. Why can't my client get his money right away from his former employer's defined benefit plan? (4 replies)
  135. Loan Rollover and New Loan (0 replies)
  136. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution (1 reply)
  137. DB plan benefits paid out of wrong, but related, trust - how can it be corrected? (4 replies)
  138. NUA Rollover (3 replies)
  139. In-Service Distributions (2 replies)
  140. In Service Non-hardship Withdrawals (1 reply)
  141. standard definition? (3 replies)
  142. Loans (1 reply)
  143. hardship distribution (2 replies)
  144. Social Security and Medicare Tax/Lump Sum Distrib. (2 replies)
  145. Re-issuance of plan distributions (4 replies)
  146. Withdrawal of Rollover $ (3 replies)
  147. Determine value in land at time of death? (0 replies)
  148. Disability Benefits (taxation) (3 replies)
  149. Death and Outstanding Loans (14 replies)
  150. Egelhoff Rides Again (8 replies)
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