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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Cost basis of mutual funds (2 replies)
  2. Can in-service withdrawals avoid 20% withholding by direct rollover or (7 replies)
  3. Determining Cost Basis of Employer Stock (1 reply)
  4. At what point is the "substantially level" loan repayment re (1 reply)
  5. Purchasing Life Insurance (1 reply)
  6. 411(d)(6) Protected Benefits (2 replies)
  7. Good (and inexpensive) participant locator service. (3 replies)
  8. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN (1 reply)
  9. How should on-going minimum required distributions be calculated when (1 reply)
  10. What should happen with loans when participant comes out of bankruptcy (5 replies)
  11. Does anyone have a cite for a participant being able to elect more tha (3 replies)
  12. Early loan payoff (1 reply)
  13. What rights do defined contribution participants in pay status have to (5 replies)
  14. Loss of Earnings... (0 replies)
  15. Loans/ UCC (0 replies)
  16. Tracking Payments to Retired Participants. (1 reply)
  17. Direct Rollover to qualified Plan (1 reply)
  18. Leaves of Absence and Truth in Lending (2 replies)
  19. Puerto Rican reporting (0 replies)
  20. How to get withholding from distributions to IRS (4 replies)
  21. Does rollover of KEOGH to conduit IRA eliminate 10 year averaging opti (4 replies)
  22. Rollover due to Disability (3 replies)
  23. loans from multiple plans. (0 replies)
  24. Participant Bankruptcy (1 reply)
  25. Force Out Upon Plan Termination? (3 replies)
  26. 401(k) Loan - Borrow PRE or POST tax money? (3 replies)
  27. Rollover of of amounts subsequent to turning 70 1/2 (1 reply)
  28. Penalties for Rollovers? (2 replies)
  29. I need a Primer on taxation of defaulted loans. (1 reply)
  30. Tax Notice at time of distribution from 401(k)? (0 replies)
  31. FIT submitted in error (3 replies)
  32. What controls and who does plan pay when plan participant and wife die (2 replies)
  33. IRA: Earliest Distribution (1 reply)
  34. California address for withholding? (1 reply)
  35. What happens to unpaid loan previously taxed as deemed distribution? (4 replies)
  36. MRD to Spouse(benef.) (1 reply)
  37. Can a change in loan policy or plan document loan provisions apply to (4 replies)
  38. are hardship distributions protected under 411(d)(6)? (1 reply)
  39. Terminated Participant? (1 reply)
  40. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING. (3 replies)
  41. New Loan for Former Participant? (2 replies)
  42. Is beneficiary designation from pre-spinoff plan valid for determining (0 replies)
  43. Repayment schedule (1 reply)
  44. Taxation of accrued interest on deemed loan. (2 replies)
  45. 401k loans (8 replies)
  46. Re-employment after distribution (1 reply)
  47. Is Trustee Required to Report Home Loan Interest? (3 replies)
  48. How is life expectancy determined for purposes of calculating maximum (1 reply)
  49. Satisy judgement from Vested Profit Sharing? (1 reply)
  50. Rollover(s) from Multiple Plans (2 replies)
  51. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's (2 replies)
  52. New IRS Model 402(f) Notice? (2 replies)
  53. Plan Administer's Duty to Verify Marital Status (0 replies)
  54. RMD calculated using spouse even if spouse not the beneficiary? (1 reply)
  55. Reporting Defaulted Loan on a 1099R (3 replies)
  56. Calculation of RMD (2 replies)
  57. Is educational Info distributed to employees regarding plan features b (1 reply)
  58. Interest on late loan payments (0 replies)
  59. In-service dist. from money p.plan (0 replies)
  60. $10,000 loan minimum (2 replies)
  61. Is it o.k. to destroy the check and what about withholding in this sit (3 replies)
  62. Is any portion of a lump sum paid prior to the Required Beginning Date (2 replies)
  63. 5500 reporting of defaulted loan deemed destributions (2 replies)
  64. Rollover after beginning age 70 1/2 distributions not mandataed by 401 (0 replies)
  65. Distributions to participants involved in criminal acts (7 replies)
  66. What are risks in not following "deemed distribution" rules? (1 reply)
  67. Defined Benefit Plan - Distribution Rules (6 replies)
  68. Can this participant borrow $50,000 by taking 2 loans 1 day apart inst (10 replies)
  69. Does 50% excise tax apply in this case? (3 replies)
  70. Money Purchase Plan Terminating.. Can they force out participant balan (1 reply)
  71. How is the maximum loan amount calculated when there is more than one (1 reply)
  72. Loan to 5% Owner in S-Corp. (1 reply)
  73. Length of loan > NRD (1 reply)
  74. Resuming MRD after termination (1 reply)
  75. Minimum distributions- is the default election to defer MRD if no elec (2 replies)
  76. Withholding on non-5% owners (1 reply)
  77. RMD With an IRA and a 401(k) Account (0 replies)
  78. RMD started with no election, can method now change? (5 replies)
  79. Incentives to take immediate distributions (0 replies)
  80. TEFRA 242(b)(2) Election and Rollovers (3 replies)
  81. Participant elects rollover but dies b4 payment; plan's beneficiary de (7 replies)
  82. DEATH OF 100% OWNER PARTICIPANT (0 replies)
  83. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t (0 replies)
  84. Taxation of non-periodic payments after the Annuity Start Date (1 reply)
  85. Interest rate charged on loans (3 replies)
  86. Convert from PC to LLC (1 reply)
  87. When reporting defaulted loans to the IRS do you include interest to t (1 reply)
  88. Post-Secondary Education (2 replies)
  89. If a participant in a 401(k) plan terminates at age 60 with an account (2 replies)
  90. Distribution to 401(k) participant who will terminate employment and b (1 reply)
  91. Beneficiaries for Survivor Annuities (0 replies)
  92. Participant divorces but does not take ex-spouse off of beneficiary de (3 replies)
  93. Loan to HCE (0 replies)
  94. Beneficiaries when change from QPSA to QJSA (0 replies)
  95. Qualified Preretirement Survivor: 2nd Spouse (0 replies)
  96. Should the value of individual insurance policies held by a participan (1 reply)
  97. Reporting Hardship Distribution on 1099-R after 12/31/99 (0 replies)
  98. Loans when going from S Corp to C Corp (1 reply)
  99. Stoppng payroll deduction loan repayment (5 replies)
  100. Withholding on Distributions to Nonresident Aliens (5 replies)
  101. Hardship distribution for 2nd residence (4 replies)
  102. Loans from Retirement Plans and State Laws (1 reply)
  103. loan and hardship at same time (6 replies)
  104. Incarcerated Beneficiary - Help! (4 replies)
  105. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan? (0 replies)
  106. 1099 for "make up" MRD (0 replies)
  107. Distributions less than $200 (0 replies)
  108. 70 1/2 distributions (3 replies)
  109. Spousal consent, cash-out limit, DC plan sources (7 replies)
  110. Converting loan under old rules to loan under current rules? (0 replies)
  111. Spousal Consent for Loans (2 replies)
  112. Offset loans in M/P (0 replies)
  113. Correcting an old defaulted loan (1 reply)
  114. If a participant has a portion of his balance that was deposited on hi (0 replies)
  115. MRD notice (0 replies)
  116. Distribution of employer stock and 10-year averaging (1 reply)
  117. Any problems with a take-now-or-wait provision? (2 replies)
  118. Mandatory withholding correction (5 replies)
  119. RBD for 70 1/2 Distribution (2 replies)
  120. 1099 For Beneficiary That's Foreign National (0 replies)
  121. 70 1/2 MRD-Communication to Participants - Samples (1 reply)
  122. Should employer revalue? (3 replies)
  123. Distribution Fees (3 replies)
  124. Direct Rollovers Including Plan Loans (5 replies)
  125. Changing participant elections after the annuity starting date. (0 replies)
  126. 401(k) loans to employees of non-US sub (0 replies)
  127. Mailing Rollover Checks to Participants? (1 reply)
  128. Min Dist and Multiple Beneficiaries (0 replies)
  129. Distribution of Trailing Contributions (1 reply)
  130. SEPP (1 reply)
  131. TEFRA 242(b) Election (2 replies)
  132. NUA election--can basis be rolled in kind??? (2 replies)
  133. Death before minimum required distribution (2 replies)
  134. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!! (0 replies)
  135. QDRO Distributions/401(a)(9) (4 replies)
  136. Has anybody seen my basis? (0 replies)
  137. Loan Rollover? (1 reply)
  138. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS (1 reply)
  139. Benefits Questions (0 replies)
  140. plan loan to family member as indirect loan (7 replies)
  141. Conversion from C to S Corp. (0 replies)
  142. Applying Loan Repayments to Sources (0 replies)
  143. Assuming a plan allows loans to be repaid over 5 years, what is the re (8 replies)
  144. Distribution on Plan Termination including after-tax contributions (2 replies)
  145. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns (0 replies)
  146. Taxation of Distributions for American Indians (2 replies)
  147. AP story on "Lost Participants" (5 replies)
  148. Multiple Hardship Distributions in a 12 month period (2 replies)
  149. Return of over-distribution (1 reply)
  150. Minimimum Distribution Requirements - IRA and 403b (1 reply)
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