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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. RMD from Keogh Plan (1 reply)
  2. DB rollover (1 reply)
  3. Loans and Bankruptcy (0 replies)
  4. Plan Sponsor want to reallocate money from lost participants (9 replies)
  5. distribution timing (2 replies)
  6. Loan from Seg. Acct.? (1 reply)
  7. alternative health plans in governmental agency (0 replies)
  8. Distribution from IRA (1 reply)
  9. Loan: buying out interest in principal residence? (0 replies)
  10. Loans and seasonal workers (0 replies)
  11. Partnership as Beneficiary (2 replies)
  12. Correcting an incorrect 1099-R? (1 reply)
  13. Negative Earnings Affect Hardship Withdrawal Limit? (15 replies)
  14. Loan Term Limit (3 replies)
  15. Distribution election forms for 401(k) & 403(b) plans (0 replies)
  16. New or old RMD rules if death in prior year? (3 replies)
  17. Delay in Cashing Distribution Check (2 replies)
  18. Procedure for death benefit payment to Mexican citizen. (1 reply)
  19. Minimum Distributions (0 replies)
  20. MRDs as an annuity (2 replies)
  21. Rollovers to a SIMPLE 401(k) (0 replies)
  22. Recordkeeping Responsibility (3 replies)
  23. RMD in year of death- From Ron Merolli (2 replies)
  24. Inability to Make Top Heavy Minimum (2 replies)
  25. Accruing Interest on Late Loan Payments (0 replies)
  26. Ten Year Forward Averaging (0 replies)
  27. Spousal Consent/loans (1 reply)
  28. EGTRRA affect on forward averaging (0 replies)
  29. Excise Tax Penalty End Run? (5 replies)
  30. New Required Min. Dist. Regs. (1 reply)
  31. Estate Tax (5 replies)
  32. EGTRRA - Elimination J&S and other optional forms (0 replies)
  33. distributions of life insurance (9 replies)
  34. "Reasonable time" requirement for principal residence loan (3 replies)
  35. Spousal Consents (5 replies)
  36. Safe Harbor Hardship Provision (0 replies)
  37. Ever hear of "pension maximization"? Can one do this? (3 replies)
  38. Employee 401k Funds Ques. - Company "Going Under" (3 replies)
  39. S-Corp shareholder took a loan (0 replies)
  40. beneficiary "rights" after new RMD regs (0 replies)
  41. Required Minimum Distribution Where Account Now Worthless (2 replies)
  42. In service withdrawals from a money purchase pension plan (4 replies)
  43. credit report and 401k loan (2 replies)
  44. Hardship w/d (2 replies)
  45. Distribution to Beneficiary of Missing participant (2 replies)
  46. Are New Distribution Forms Required For A Supplemental Distribution? (3 replies)
  47. Payout prior to distribution date (1 reply)
  48. Death Benefit - No Designated Beneficiary (5 replies)
  49. Plan loans and payroll deductions (18 replies)
  50. Participant Loan or Prohibited Transaction? (5 replies)
  51. Rollover from 401(k) plan to thrift plan. (0 replies)
  52. Loan defaulted due to a company administration error (0 replies)
  53. Payment of Death Benefits to Spouse (1 reply)
  54. Rollover of Employer Securities (2 replies)
  55. Failure to file Form 945 (1 reply)
  56. 415 suspense accounts and terminated participants (0 replies)
  57. Required Minimum Distribution Account Balance (Non-calendar Year Plans (2 replies)
  58. Terminated EE over 55 (2 replies)
  59. Plan Loan Minimum vs. Market Fluctuation (1 reply)
  60. Correcting Ancient 1099R ?? (0 replies)
  61. Rollover Eligible for Hardship Withdrawal? (4 replies)
  62. Terminated participant receives lump sum payout and now wants to retur (6 replies)
  63. Union to Salaried Employee-Distributable Event? (2 replies)
  64. 20% withholding on a rollover (2 replies)
  65. Loan to Sub-S owner: Prohibited transaction or disqualification? (1 reply)
  66. Spouse in jail will not waive his right as beneficiary (3 replies)
  67. Does a waiver of benefits in a property settlement agreement constitut (1 reply)
  68. Can participant direct that her lump sum distribution be payable to a (3 replies)
  69. 2 or more penalty free exceptions from same IRA? (0 replies)
  70. Participant Loans as "Pooled Investment" (3 replies)
  71. What are the options for a non-spouse beneficiary when a plan terminat (0 replies)
  72. Payee of the required minimum distribution in the year of the death of (0 replies)
  73. What does Reg. §401(a)-11 really mean? (0 replies)
  74. Distribution??? of annuity from qualifed??? plan (0 replies)
  75. Can a plan's maximum loan limit be less than 50% of the vested account (2 replies)
  76. Direct Rollover Gone Stale: Taxable Distribution? (13 replies)
  77. Repayment of loans in default (3 replies)
  78. What date is used for start of maximum 5-year repayment period for a p (3 replies)
  79. Can a plan allow a participant to designate different beneficiaries fo (3 replies)
  80. Handling Volumes of Phone Calls and Paper (2 replies)
  81. Does amount of distribution affect how you handle a missing participan (8 replies)
  82. Can a plan's terms require distributions to be made via direct deposit (2 replies)
  83. Beneficiary for the non-QPSA portion of a benefit in a defined contrib (0 replies)
  84. Purchase of "land" - "Purchase of Primary Residence&quo (5 replies)
  85. Interpleader and Withholding (0 replies)
  86. 1099R reporting - Deceased's SSN or Estate's EIN? (0 replies)
  87. What are the notice requirements for involuntary distributions? (0 replies)
  88. New RMD Proposed Reg Questions Related to spouse more than 10 years yo (0 replies)
  89. Emergency looking for help & direction. When is it good to ask fo (0 replies)
  90. Definition of "retired" for age 70 1/2 requirements (2 replies)
  91. How does a prohibited transaction loan get corrected if the participan (1 reply)
  92. Disadvantages to rolling over a pre-retirement distribution? (8 replies)
  93. Anyone drafting privacy policies for plans providing loans? (2 replies)
  94. Deemed loan in MP, does it affect PS loan maximum? (2 replies)
  95. Plan loan term in excess of 5 years to pay for construction of primary (3 replies)
  96. Can amount of a specific installment distribution be changed at for a (5 replies)
  97. Is there a limit on the number of loans which a participant can have? (11 replies)
  98. Participant loan offset not allowed because the balance is over $5,000 (6 replies)
  99. Recovery of portion of distribution? (1 reply)
  100. Options for spousal beneficiary after minimum distributions have begun (0 replies)
  101. Can anyone provide me with a working web site link to information on m (2 replies)
  102. Timing of Forfeitures (0 replies)
  103. New RMD Rules (1 reply)
  104. Rollover of loan offset amount within 60 days (1 reply)
  105. Corrective distribution = revocation of 5 year annuity election? (0 replies)
  106. Do you check total of all outstanding loan balances when checking spou (2 replies)
  107. Loans given based on deferral money only (1 reply)
  108. Interest owed on late DB lump sum payment? (2 replies)
  109. Taxation of employee contributions distributed from DB plan (0 replies)
  110. Okay for a plan loan to be made to a terminated HCE when plan provides (1 reply)
  111. Proposed MRD rules disclaimer. (1 reply)
  112. Direct Rollover of Loans (2 replies)
  113. Participant can calculate Required Minimum Distribution under new rule (3 replies)
  114. Notice to Participants of Interim Valuation (0 replies)
  115. Treatment of outstanding plan loans when Employer shuts down. (1 reply)
  116. Can employer loan money to participant to pay off plan loan? (2 replies)
  117. Is the notice to remove J&S language a separate notice or can be (1 reply)
  118. Can minimum required distributions due from both a qualified plan and (2 replies)
  119. State taxation of distributions (2 replies)
  120. Hardship Withdrawls: Are they Federally Regulated? (1 reply)
  121. Which boxes to check on Form 1099-R when IRA accountholder closes acco (13 replies)
  122. Deposit of IRS withholding (4 replies)
  123. 1099R & Form 5500 Schedule R (2 replies)
  124. Rolling money into foreign plan (3 replies)
  125. QDRO distribution in top heavy determination (3 replies)
  126. Combined DB plan distributions (1 reply)
  127. Additional Earning by Trust that Terminated and made "Final" (0 replies)
  128. What ever happened to the 1997 Florida loan tax on qualified plans? (0 replies)
  129. 1099-R for Prior Year? (1 reply)
  130. Distribution of QDRO rollover (2 replies)
  131. 1099-R reporting and withholding on reissued distribution checks (5 replies)
  132. "Withdrawals on account of hardship" from employer contribut (23 replies)
  133. Exception to early w/d penalty (7 replies)
  134. Rolling over monies from multiple employer 401(k) Plan in stock deal t (2 replies)
  135. Money Purchase $$ to Defined Benefit Plan? (1 reply)
  136. Is there a problem if the company receiving a rollover check well with (3 replies)
  137. Employer wants to "clean up" 350 defaulted participant loans (0 replies)
  138. Loan Offset Distributions and 402(f) notice requirements- please advis (1 reply)
  139. Can participant loans be treated as plan investments where interest re (1 reply)
  140. hardship and in-service/notices? (1 reply)
  141. Restricted Employee Mysteries (0 replies)
  142. Reliance upon new minimum distribution rules for RBD of 4/1/2001? (1 reply)
  143. How do new required minimum distribution rules affect DB plans? (0 replies)
  144. Interim Valuation Procedure (6 replies)
  145. new minimum distribution rules- separate accounts (0 replies)
  146. Loan origination fees and 1099-R reporting (1 reply)
  147. Participant Loans to Retirees (non party-in-interest) (0 replies)
  148. Limits on 401k loans? (4 replies)
  149. Retroactive Annuity Starting Date (1 reply)
  150. minimum distributions for parents of 5% owners (0 replies)
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