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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. Failure to Withhold (5 replies)
  2. Age 55 Exception (1 reply)
  3. Plan Loan to Former Employee now back in service (1 reply)
  4. Plan as Creditor (11 replies)
  5. Pre-mature distribution penalty (3 replies)
  6. Minimum Required Distributions--No Designated Beneficiary (6 replies)
  7. Another Hardship Distribution Question (2 replies)
  8. Hardship to pay federal taxes? (10 replies)
  9. Distribution Fees (0 replies)
  10. Participant Loan in default (3 replies)
  11. Hardships - Refinancing a Primary Residence (2 replies)
  12. Outstanding loans and mergers (1 reply)
  13. Terminated Plan Participant Payout (1 reply)
  14. Restrictions on Plan Distributions (1 reply)
  15. Maximium Loan after prohibited transaction (2 replies)
  16. First time distribution with part of it being ROTH (2 replies)
  17. Distribution dates (9 replies)
  18. ethical issues regarding loans (13 replies)
  19. 1099-R - report when check issued or check received? (6 replies)
  20. ADP failure for 2008... (0 replies)
  21. Tax withholding remitted by ER (1 reply)
  22. Sole Proprietor (1 reply)
  23. Hardship Gray Area (3 replies)
  24. including rollovers for cashouts (2 replies)
  25. Suspension of Benefits on Re-Employment (0 replies)
  26. Can an UTMA custodian rollover into an inherited IRA? (0 replies)
  27. Loan Availability AFTAP < 80% (2 replies)
  28. Corbel's GUST DC Proto, Basic Plan #01 (10 replies)
  29. vested balance after partial distribution (5 replies)
  30. Failed ADP refund; taxed in what year? (2 replies)
  31. WRERA - Participant Wants to take RMD (12 replies)
  32. Direct rollover by non-spouse benficiary (6 replies)
  33. hardship question (2 replies)
  34. Death benefit new spouse (6 replies)
  35. Loan initiated at incorrect rate (4 replies)
  36. Extension on 1099-R? (3 replies)
  37. PS Plan is issued a 1099-R (2 replies)
  38. 1096's on red or white paper (2 replies)
  39. Partial distribution and the Doc says lump sum (1 reply)
  40. Penalty(?) for sending out a 1099-R late? (1 reply)
  41. Can Part change election to w/draw eecwi? (1 reply)
  42. hardship and resumption of contributions (10 replies)
  43. 1099-R help for me too! (1 reply)
  44. Involuntary cash outs at annuity starting date (1 reply)
  45. Conflicting Loan Policy and Promissory Note (4 replies)
  46. Hardship Distribution for short sale? (11 replies)
  47. RMD Required in light of WRERA (2 replies)
  48. Death Distribution (6 replies)
  49. State withholding tax chart (3 replies)
  50. Participant Paid From Corporate Account (4 replies)
  51. 1099-R Help! (3 replies)
  52. PS-58's impact on rollovers (7 replies)
  53. December lump sum rates (1 reply)
  54. changing involuntary distribution amount (2 replies)
  55. 1099 Code for Pre Tax Deferral Rolled to Roth IRA (3 replies)
  56. Investment house refused to make required minimum distribution (1 reply)
  57. Money Purchase Pension Plan (2 replies)
  58. RMD before Rollover in year before RBD? (7 replies)
  59. Non-spouse rollovers (2 replies)
  60. Laid Off (2 replies)
  61. 945 forms (3 replies)
  62. Small Distribution Withholding Taxes (5 replies)
  63. involuntary distributions (5 replies)
  64. Hardship (5 replies)
  65. required minimum distribution (4 replies)
  66. 1099R Box 12 & Box 15 (1 reply)
  67. forged spousal consent (7 replies)
  68. RMD in year of death (1 reply)
  69. TEFRA and RMD (12 replies)
  70. loan and alienation rules (1 reply)
  71. Distribution from corporate checking account (7 replies)
  72. Mother a primary beneficiary for hardship (1 reply)
  73. RMD not taken one year, does it affect next year's? (1 reply)
  74. RMD in new defined benefit plan with past service (1 reply)
  75. Lost Earnings on Distribuion Error (0 replies)
  76. Exactly WHY is this transaction wrong? (10 replies)
  77. lost terminated participant (4 replies)
  78. who is the beneficiary (5 replies)
  79. Distribution to beneficiary & mandatory withholding (2 replies)
  80. Hypothetical RMD question (2 replies)
  81. Hardship distribution for a beneficiary (4 replies)
  82. First time RMD (4 replies)
  83. 3 outstanding loans and policy permits a max. of 2 (6 replies)
  84. What is "immediate" need? (1 reply)
  85. Annuity distribution from DC plans (4 replies)
  86. 402(g) Excess distributed b/4 PYE when loss involved (0 replies)
  87. Employee Contributions in DB Plan & Immediate Annuity < ERD (5 replies)
  88. Hardship taken after other distibs & loans (1 reply)
  89. New QOSA Rules (5 replies)
  90. MRD before Lump sum Rollover Not Processed (10 replies)
  91. RMD and Stock Attribution (2 replies)
  92. QPSA and rollover (2 replies)
  93. In service NR distribution (4 replies)
  94. Real Estate Distribution (8 replies)
  95. Plan Termination and lost or unknown beneficiary... (0 replies)
  96. Loans (11 replies)
  97. Question answered (0 replies)
  98. Employer failed to make 401K loan payroll deductions (8 replies)
  99. disability leave and vesting (0 replies)
  100. Participant died before rollover made (9 replies)
  101. ISW provision required to take more than RMD? (1 reply)
  102. Used Credit Card to Pay Medical Expense Now Wants a Hardship (8 replies)
  103. Military Reservist Distribution - (0 replies)
  104. cashout of distribution less than $200 (6 replies)
  105. 5% owner & MRD (5 replies)
  106. Hardship - Building Principal Residence (2 replies)
  107. Rollover to Same Plan (2 replies)
  108. late loan repayments en masse (21 replies)
  109. Over the 402g limit (1 reply)
  110. In-service distribution in Profit Sharing Plan (1 reply)
  111. Balance Forward - Revalue for Distribution (5 replies)
  112. Failure to withhold (3 replies)
  113. Timing of Distributions - Protected Benefit? (10 replies)
  114. Loan software question! (2 replies)
  115. Rollover in from England Pension Scheme (14 replies)
  116. Too much money distributed. (22 replies)
  117. Inservice after Loan (1 reply)
  118. Distribution (loan) Before 59 1/2 (7 replies)
  119. Hardship safe harbor vs Facts and Circumstances (15 replies)
  120. Designated Vs. Default Beneficiary (1 reply)
  121. Distributions of Death Benefit (5 replies)
  122. Fraudulent Withdrawal (23 replies)
  123. Nonspouse Beneficiary (1 reply)
  124. Spouse waive pension benefit (5 replies)
  125. Overpayment of distribution to participant (6 replies)
  126. after tax contributions on termination of employment (1 reply)
  127. Loan distribution from Money Purchase source of money (4 replies)
  128. Rollovers of after-tax funds to Roth IRAs (5 replies)
  129. Prohibited Transaction? (1 reply)
  130. Participant Loan Pre Payment (3 replies)
  131. Allow distributions in cash or property (1 reply)
  132. part. wants to default on loan (25 replies)
  133. RMD not taken by April 1, 2008 (1 reply)
  134. rehire of terminated employee w/ distribution and loan (4 replies)
  135. Payroll withholding continued after loan was paid off (5 replies)
  136. ER Late Participant Loan (1 reply)
  137. adding loan policy (5 replies)
  138. non hardship in service dist of 401(k) deferrals (2 replies)
  139. Hardship availability after taking a loan (3 replies)
  140. Renegotiating loan interest rate (7 replies)
  141. Hardship to buy ex-spouse's share of home (3 replies)
  142. Return of Hardship Distribution (7 replies)
  143. Amending Plan to Loan Acceleration Upon Termination of Employment (1 reply)
  144. Death benefit - subject to anti-cutback rules? (2 replies)
  145. changing distribution options (3 replies)
  146. Change of payment method (2 replies)
  147. Distribution in error after break in service, rehire (1 reply)
  148. 2-parter (2 replies)
  149. Rollover of Cash, Deemed Distribution of Loan - what to payout? (3 replies)
  150. Hardship and Medical Expenses (2 replies)
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