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Full Version: Distributions and Loans, Other than QDROs
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. 401(k) loan OK if EE already on Military Leave? (1 reply)
  2. Can a participant in a plan that only allows one loan do a refinance? (3 replies)
  3. 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)
  4. Termination to receive distribution and then rehired (9 replies)
  5. RMD from 403(b) (4 replies)
  6. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan? (2 replies)
  7. Plan trumps IRS? (3 replies)
  8. minimum required distribution (13 replies)
  9. Elimination of QPSA/QJSA (8 replies)
  10. HCE attribution and RMD (1 reply)
  11. Corporation or Trust as Beneficiary? (3 replies)
  12. Participant Loan & Disability (4 replies)
  13. Default & Prohibited transaction (0 replies)
  14. Can a Participant who has previously defaulted on a participant loan be denied a new loan? (2 replies)
  15. Beneficiary Rollover to IRA article (2 replies)
  16. After-Tax Distribution (5 replies)
  17. Please help me with loan calculation (7 replies)
  18. what is the loan limit if any for qualified plans? (1 reply)
  19. Taxation on distribution including loan offset, after tax contributions, and ee deferrals (2 replies)
  20. 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)
  21. Is "purchase land for primary residence" permitted as a hardship withdrawal? (2 replies)
  22. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly (2 replies)
  23. Proper 1099R Box 7 distribution code following death of retiree (4 replies)
  24. Refund of mistaken contribution (2 replies)
  25. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan? (0 replies)
  26. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001? (6 replies)
  27. Taxation of After-tax and pre-tax assets in qualified plan (12 replies)
  28. 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)
  29. Help me understand Corbel's document regarding distributions... (8 replies)
  30. Why can't my client get his money right away from his former employer's defined benefit plan? (4 replies)
  31. Loan Rollover and New Loan (0 replies)
  32. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution (1 reply)
  33. DB plan benefits paid out of wrong, but related, trust - how can it be corrected? (4 replies)
  34. NUA Rollover (3 replies)
  35. In-Service Distributions (2 replies)
  36. In Service Non-hardship Withdrawals (1 reply)
  37. standard definition? (3 replies)
  38. Loans (1 reply)
  39. hardship distribution (2 replies)
  40. Social Security and Medicare Tax/Lump Sum Distrib. (2 replies)
  41. Re-issuance of plan distributions (4 replies)
  42. Withdrawal of Rollover $ (3 replies)
  43. Determine value in land at time of death? (0 replies)
  44. Disability Benefits (taxation) (3 replies)
  45. Death and Outstanding Loans (14 replies)
  46. Egelhoff Rides Again (8 replies)
  47. Loans and Leave of Absence (3 replies)
  48. Beneficiary Designation (11 replies)
  49. Withholding not deposited (2 replies)
  50. Defaulted Prior Year Loans (0 replies)
  51. Outstanding loans/Death Distributions (3 replies)
  52. In-Service Dist as rollover? (1 reply)
  53. Beneficiary Designation Issue (0 replies)
  54. Death Benefit (2 replies)
  55. INSERVICE w/Drawal-Protected benefit? (1 reply)
  56. distributable events (1 reply)
  57. Float earned on disbursement accounts (2 replies)
  58. Unwinding QDRO After Couple Remarries (3 replies)
  59. Loans (1 reply)
  60. Extension of Loan Term (2 replies)
  61. Qualifying Medical Expense for hardship (2 replies)
  62. Deemed Distribution vs. Loan Offset Amount (3 replies)
  63. Reporting for Errant Distribution (3 replies)
  64. Triggering Event with Multiple ER Arrangement (1 reply)
  65. Defaulted Participant Loan (1 reply)
  66. involuntary distributions (4 replies)
  67. Timing of Plan Distributions (3 replies)
  68. Basis Exceeds Amount of Refund (1 reply)
  69. Renegotiating a Principal Residence Loan (0 replies)
  70. Attaining age 59 1/2 for SEPP purposes (2 replies)
  71. distribution & income tax withholding (8 replies)
  72. 945 tax deposit problems (3 replies)
  73. hardship after max loan (2 replies)
  74. Divorce and Outdated Beni Designation (1 reply)
  75. Spousal Consetn (1 reply)
  76. 401k Hardship (2 replies)
  77. Tax code on 1099R for defaulted loans (1 reply)
  78. Distribution in Error (1 reply)
  79. Forced cash outs... (2 replies)
  80. SEPP Rate Flexibility (1 reply)
  81. Beneficiary is owner already taking RMD's (0 replies)
  82. First MRD for a Participant who is over age 70 and (2 replies)
  83. Trust Beneficiary (4 replies)
  84. Penalties for not withholding (4 replies)
  85. Proper Interest rate for loan after a LOA (3 replies)
  86. Loan Amount (3 replies)
  87. mandatory withholding (3 replies)
  88. latest permissible term date (0 replies)
  89. Notices and Elections (1 reply)
  90. MRD and life insurance policies (2 replies)
  91. Loan online (0 replies)
  92. Loan default (7 replies)
  93. Maximum Loans (2 replies)
  94. 10% penalty and loans (3 replies)
  95. Rollover of cash-out distribution (3 replies)
  96. Maximum loan amount on multiple loans (1 reply)
  97. In-Service Distribution from Merged MPP (1 reply)
  98. Transfer of Loans (3 replies)
  99. Former Key Definition (1 reply)
  100. International Locator Services (0 replies)
  101. Very Small - Under $10 - Balances (2 replies)
  102. Which states tax distributions (7 replies)
  103. 1 time hardship dbtns (3 replies)
  104. RBD (3 replies)
  105. Exception to 60 day rule for rollovers (1 reply)
  106. Assignment of Pension Benefits (1 reply)
  107. Distribution to Atty-in-Fact During Divorce (6 replies)
  108. New 1099-R / 5498 Instructions (0 replies)
  109. Forfeiture during year of plan termination (8 replies)
  110. Death distribution to a minor (2 replies)
  111. Rollover (2 replies)
  112. When Does 5-year term begin? (6 replies)
  113. Transfer from eligible employee class to ineligibl (8 replies)
  114. Cash-out distributions (4 replies)
  115. Vesting (1 reply)
  116. Loan fee as % of loan amount (1 reply)
  117. Hardship Withholding (1 reply)
  118. MINDI to Surviving Spouse (7 replies)
  119. RMD or MRD? (4 replies)
  120. Reasonable Time locating missing (0 replies)
  121. "Interest" During "Cure Period" (1 reply)
  122. "Accrued Interest" During "Cure Period" (1 reply)
  123. Withheld Taxes Reporting & Payment (1 reply)
  124. Security For Plan Loan (3 replies)
  125. Military Leave (1 reply)
  126. Withholding On Death Benefit From Ps Plan (4 replies)
  127. Lump Sum Distributions And 401(a)(9) (0 replies)
  128. Restricted Distributions (0 replies)
  129. 72(t) (4 replies)
  130. Cannot locate missing participant in DC Plan - bad SS # (7 replies)
  131. DB Disability Benefit Notice Requirements (1 reply)
  132. Can someone tell me the latest news regarding required minimum distrib (2 replies)
  133. 72(t) exemption (1 reply)
  134. IRA: surviving spouse (1 reply)
  135. Delinquent Loan Payments Due to Employer Error (2 replies)
  136. Inservice withdrawal limit? (2 replies)
  137. Loan Repayment (4 replies)
  138. Does form 1042-s require a tax ID number in all cases? (4 replies)
  139. Hardships for "Primary Residence" (5 replies)
  140. Loan Transfer (1 reply)
  141. life insurance options for a terminating plan (0 replies)
  142. RMD for Deceased Owner/Spouse (3 replies)
  143. Loan to Ineligible Participant (0 replies)
  144. late 1099-R (1 reply)
  145. Withholding on Distributions under $200 (3 replies)
  146. Open IRA in name of Decedent... (5 replies)
  147. Minimum Required Distributions (4 replies)
  148. Disclaimer by nonresident beneficiary (0 replies)
  149. Maximum loan availability (5 replies)
  150. Distribute Very Small Account Balances? (1 reply)
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