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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. Loans and Leave of Absence (3 replies)
  2. Beneficiary Designation (11 replies)
  3. Withholding not deposited (2 replies)
  4. Defaulted Prior Year Loans (0 replies)
  5. Outstanding loans/Death Distributions (3 replies)
  6. In-Service Dist as rollover? (1 reply)
  7. Beneficiary Designation Issue (0 replies)
  8. Death Benefit (2 replies)
  9. INSERVICE w/Drawal-Protected benefit? (1 reply)
  10. distributable events (1 reply)
  11. Float earned on disbursement accounts (2 replies)
  12. Unwinding QDRO After Couple Remarries (3 replies)
  13. Loans (1 reply)
  14. Extension of Loan Term (2 replies)
  15. Qualifying Medical Expense for hardship (2 replies)
  16. Deemed Distribution vs. Loan Offset Amount (3 replies)
  17. Reporting for Errant Distribution (3 replies)
  18. Triggering Event with Multiple ER Arrangement (1 reply)
  19. Defaulted Participant Loan (1 reply)
  20. involuntary distributions (4 replies)
  21. Timing of Plan Distributions (3 replies)
  22. Basis Exceeds Amount of Refund (1 reply)
  23. Renegotiating a Principal Residence Loan (0 replies)
  24. Attaining age 59 1/2 for SEPP purposes (2 replies)
  25. distribution & income tax withholding (8 replies)
  26. 945 tax deposit problems (3 replies)
  27. hardship after max loan (2 replies)
  28. Divorce and Outdated Beni Designation (1 reply)
  29. Spousal Consetn (1 reply)
  30. 401k Hardship (2 replies)
  31. Tax code on 1099R for defaulted loans (1 reply)
  32. Distribution in Error (1 reply)
  33. Forced cash outs... (2 replies)
  34. SEPP Rate Flexibility (1 reply)
  35. Beneficiary is owner already taking RMD's (0 replies)
  36. First MRD for a Participant who is over age 70 and (2 replies)
  37. Trust Beneficiary (4 replies)
  38. Penalties for not withholding (4 replies)
  39. Proper Interest rate for loan after a LOA (3 replies)
  40. Loan Amount (3 replies)
  41. mandatory withholding (3 replies)
  42. latest permissible term date (0 replies)
  43. Notices and Elections (1 reply)
  44. MRD and life insurance policies (2 replies)
  45. Loan online (0 replies)
  46. Loan default (7 replies)
  47. Maximum Loans (2 replies)
  48. 10% penalty and loans (3 replies)
  49. Rollover of cash-out distribution (3 replies)
  50. Maximum loan amount on multiple loans (1 reply)
  51. In-Service Distribution from Merged MPP (1 reply)
  52. Transfer of Loans (3 replies)
  53. Former Key Definition (1 reply)
  54. International Locator Services (0 replies)
  55. Very Small - Under $10 - Balances (2 replies)
  56. Which states tax distributions (7 replies)
  57. 1 time hardship dbtns (3 replies)
  58. RBD (3 replies)
  59. Exception to 60 day rule for rollovers (1 reply)
  60. Assignment of Pension Benefits (1 reply)
  61. Distribution to Atty-in-Fact During Divorce (6 replies)
  62. New 1099-R / 5498 Instructions (0 replies)
  63. Forfeiture during year of plan termination (8 replies)
  64. Death distribution to a minor (2 replies)
  65. Rollover (2 replies)
  66. When Does 5-year term begin? (6 replies)
  67. Transfer from eligible employee class to ineligibl (8 replies)
  68. Cash-out distributions (4 replies)
  69. Vesting (1 reply)
  70. Loan fee as % of loan amount (1 reply)
  71. Hardship Withholding (1 reply)
  72. MINDI to Surviving Spouse (7 replies)
  73. RMD or MRD? (4 replies)
  74. Reasonable Time locating missing (0 replies)
  75. "Interest" During "Cure Period" (1 reply)
  76. "Accrued Interest" During "Cure Period" (1 reply)
  77. Withheld Taxes Reporting & Payment (1 reply)
  78. Security For Plan Loan (3 replies)
  79. Military Leave (1 reply)
  80. Withholding On Death Benefit From Ps Plan (4 replies)
  81. Lump Sum Distributions And 401(a)(9) (0 replies)
  82. Restricted Distributions (0 replies)
  83. 72(t) (4 replies)
  84. Cannot locate missing participant in DC Plan - bad SS # (7 replies)
  85. DB Disability Benefit Notice Requirements (1 reply)
  86. Can someone tell me the latest news regarding required minimum distrib (2 replies)
  87. 72(t) exemption (1 reply)
  88. IRA: surviving spouse (1 reply)
  89. Delinquent Loan Payments Due to Employer Error (2 replies)
  90. Inservice withdrawal limit? (2 replies)
  91. Loan Repayment (4 replies)
  92. Does form 1042-s require a tax ID number in all cases? (4 replies)
  93. Hardships for "Primary Residence" (5 replies)
  94. Loan Transfer (1 reply)
  95. life insurance options for a terminating plan (0 replies)
  96. RMD for Deceased Owner/Spouse (3 replies)
  97. Loan to Ineligible Participant (0 replies)
  98. late 1099-R (1 reply)
  99. Withholding on Distributions under $200 (3 replies)
  100. Open IRA in name of Decedent... (5 replies)
  101. Minimum Required Distributions (4 replies)
  102. Disclaimer by nonresident beneficiary (0 replies)
  103. Maximum loan availability (5 replies)
  104. Distribute Very Small Account Balances? (1 reply)
  105. Delinquent loan reporting for active participant (1 reply)
  106. Ghost of Participant Past Redux (1 reply)
  107. How to report distribution (4 replies)
  108. MRD - 1099R for 2002 or 2003? (1 reply)
  109. Loan/Spousal Consent (16 replies)
  110. Distributions from Terminated Small DB Plan (13 replies)
  111. 10% penalty (2 replies)
  112. Plan participant dies with an outstanding loan (8 replies)
  113. Can an owner, who no longer works for the company but is receiving W-2 (6 replies)
  114. 1099-R question (3 replies)
  115. 401K distribution (3 replies)
  116. Failure to Make 945 Deposits (2 replies)
  117. Where a participant owns part of the primary residence the participant (2 replies)
  118. 1099-R Distribution Code (4 replies)
  119. Required Beginning Date for Terminated Participant in DB Plan (1 reply)
  120. Mindi Transfer From Db To Ira (2 replies)
  121. Uncashed Distribution Checks (2 replies)
  122. Sub-S Corp & loan (1 reply)
  123. Florida Documentary Stamp Tax and Loans from ERISA Plans (8 replies)
  124. How to distribute vested benefits to illegal aliens? (1 reply)
  125. Distribution to trust (4 replies)
  126. Loans--Death (2 replies)
  127. Reportable Distribution error... (3 replies)
  128. Waiver of Spousal Interest (2 replies)
  129. 20% tax withholding (0 replies)
  130. Penalty for untimely 402(f) notice. (1 reply)
  131. What is the earliest a qualified plan can allow in-service withdrawals (12 replies)
  132. 1099 When Plan Pays Participant Tax Levy? (5 replies)
  133. Beneficiary Rollover within 401(k) (5 replies)
  134. Trust Beneficiary of QP with Spouse as Sole Trust Bene (4 replies)
  135. calculating PS-58 cost? (4 replies)
  136. Separate Accounts for Beneficiaries (2 replies)
  137. Loan Repayments (2 replies)
  138. rollover to a Roth IRA (1 reply)
  139. Does Marriage Trump a Prior Beneficiary Designation Form? (3 replies)
  140. Bankruptcy, loan payments and contributions (4 replies)
  141. Missing Participants? (3 replies)
  142. Return of check issued for force payout (2 replies)
  143. Rollover Distribution from qualified plan to SEP (1 reply)
  144. minimum loan term (0 replies)
  145. Failure to Remit Loan Payments (0 replies)
  146. Changing Substantially Equal Pmts (8 replies)
  147. Hardship and Loans (3 replies)
  148. Hardship Withdrawal From ESOP (4 replies)
  149. RMD and 5% owner test (5 replies)
  150. RMD for spouse of deceased participant (3 replies)
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