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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 RMDs (1 reply)
  2. Plan Loan Question (1 reply)
  3. Hardship Distributions (3 replies)
  4. Hardship distribution 401k vs profit sharing (6 replies)
  5. Hardship - Documentation (2 replies)
  6. Alien Beneficiary (5 replies)
  7. RMD prior to rolling $ out of plan? (1 reply)
  8. Mandatory withholdings - Keogh plan distributions (3 replies)
  9. Confused about hardship w/d sources (1 reply)
  10. Roll to Roth 2008-30 (5 replies)
  11. Rollable portion of corrective distribution (0 replies)
  12. After tax basis preservation (0 replies)
  13. Loan Refinancing (13 replies)
  14. Owner Loan (7 replies)
  15. Really Old Loan (32 replies)
  16. Distribution involving after tax contributions (0 replies)
  17. Taxation of After Tax Distributions (7 replies)
  18. Money Purchase Plan: Termination and Distribution (0 replies)
  19. Spousal Consent-Hardship (1 reply)
  20. Plan Loan Default During USERRA Service (0 replies)
  21. Beneficiary non-US citizen - How do we report 1099? (3 replies)
  22. Roth Qualified Distribution (1 reply)
  23. Wrong interest rate applied to 401(k)k loan. (1 reply)
  24. Hardship standards in an AccuDraft doc (5 replies)
  25. Automatic Rollovers for those who do not respond (1 reply)
  26. Pre 87 after tax contributions (1 reply)
  27. Tangible Assets (3 replies)
  28. Loan Default, Deemed Dist'n, Ongoing Repayments? (4 replies)
  29. Accelerated Payments (2 replies)
  30. Pre Retirement Distributions from Money Purchase Plan (0 replies)
  31. Loan for non participant from their rollover? (3 replies)
  32. Corrrective 401(a)(9) distribution (1 reply)
  33. disability payout (6 replies)
  34. Mandatory Distribution of After-Tax Contributions? (12 replies)
  35. Tax withholding on corrective distribution (0 replies)
  36. In-Kind Distribution of Real Estate (1 reply)
  37. In-Service Dist.... penalty free? (10 replies)
  38. Divorce and the DB (3 replies)
  39. Taxability of Life Insurance Proceeds (0 replies)
  40. Military leave of absense (3 replies)
  41. 1099 Deemed Loan Distribitution (2 replies)
  42. Deported Employee - 401k Balance (1 reply)
  43. Rollovers by non-spouse beneficiaries (3 replies)
  44. Loan limits - 50% of account balance as of what date (3 replies)
  45. Refund of Mistaken Deferrals (0 replies)
  46. Tax Withholding from payment to deceased's estate (1 reply)
  47. Non-Spoosue Beneficiary Direct Rollovers (1 reply)
  48. Distribution of Undivided Interests in Real Estate (1 reply)
  49. South Carolina Tax Withholding (2 replies)
  50. What is the "date of the loan" for starting the 5 year repay (11 replies)
  51. Spouse MIA can she name a different beneficiary? (3 replies)
  52. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts (5 replies)
  53. Distribution Fee Charged to Participant (3 replies)
  54. Rollovers to Roth IRAs Under PPA 2006 (5 replies)
  55. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008? (4 replies)
  56. Reporting Rollovers from Qual Plans to Roth IRAs (1 reply)
  57. Withholding on Rollovers to Roth IRAs (16 replies)
  58. No Withholding on Distribution in Stock and Cash (1 reply)
  59. Forced distributions for those that do not respond (7 replies)
  60. Is a 401(k) the Same "Kind" of Plan as an ESOP? (3 replies)
  61. Distribution to participant who died (2 replies)
  62. Multiple Death Beneficiaries (5 replies)
  63. Withholding on a hardship withdrawal (5 replies)
  64. Won't Return Forms - Plan Termination (4 replies)
  65. New Plan - Is Averaging Still Relevant? (0 replies)
  66. Correcting missed RMDs (0 replies)
  67. Waiver of Excess Accumulation Penalty (1 reply)
  68. RMD if they have 401(k) AND ROTH 401(k) Question (1 reply)
  69. DB distributes too much to a retiring participant (5 replies)
  70. Defaulted Loan - 1099R Never issued (1 reply)
  71. Minimum Lump Sums under PPA (11 replies)
  72. Distribution Without Social Security Number (2 replies)
  73. Calculating RMD for spousal beneficiary (5 replies)
  74. 1099-R Excess contribution for Roth (3 replies)
  75. Amending a plan for Hardship Distributions (1 reply)
  76. NonSpouse Rollovers (16 replies)
  77. Proper Tax Year for Loan Default (1 reply)
  78. Excess Loan Payments (4 replies)
  79. RMD of Rollover after 70-1/2 (2 replies)
  80. Security for Loan to Acquire Primary Residence (5 replies)
  81. Fees charged for distribution processing (2 replies)
  82. In-Service Request - Lump Sum Only Option (2 replies)
  83. RMD in the year participant turns 70 1/2 (2 replies)
  84. non-spouse beneficiary -reassign payment? (6 replies)
  85. IRS regs for Hardship (2 replies)
  86. RMD for DB Participant (0 replies)
  87. MRD and Asset sale (0 replies)
  88. Hardship to prevent eviction from parent's house? (3 replies)
  89. rmd table for db (5 replies)
  90. Under-Aged Beneficiary (2 replies)
  91. Distribution to Non-spouse Beneficiary (3 replies)
  92. Dead guy with an outstanding loan (16 replies)
  93. RMD for Multiple Beneficiaries (0 replies)
  94. Beneficiary designation of unmarried participant who later marries (5 replies)
  95. Notice of Availbalilty of Rollover Treatment (0 replies)
  96. 1099-R form for death benefit (3 replies)
  97. Hardships and "gross up" for Federal, State or Local taxes (5 replies)
  98. RMD (1 reply)
  99. Death, Rollover and RMD (52 replies)
  100. 5 year repmt, practical considerations (5 replies)
  101. LRB calc date if MRD is > DOT (0 replies)
  102. Overpayments on Participant Distributions (6 replies)
  103. nontaxable portion of distribution (2 replies)
  104. Late Distributions from MPPP (5 replies)
  105. Accrued Contribs Included in Year-End Bal for RMD? (3 replies)
  106. Roth 401(k)/403(b) (1 reply)
  107. Nonspouse Beneficiary Direct Rollover (3 replies)
  108. profit sharing death benefits (6 replies)
  109. RMD (1 reply)
  110. 401(k) Rollovers to Roth IRA (1 reply)
  111. DC Participant Receiving RMDs Buys Annuity Contract (2 replies)
  112. RMD & Charitable Rollovers (2 replies)
  113. Beneficiary wants to keep money in plan (0 replies)
  114. Software for electronic filing of 1099R (3 replies)
  115. Consequences of a Failure to Defer Benefits (1 reply)
  116. Lost Participant Search (3 replies)
  117. Loans - Change in payroll frequency (0 replies)
  118. Overpayment of vested benefit to terminated participant (3 replies)
  119. Tax Withholding on ADP refund (1 reply)
  120. 1099R Code for return of contributions to DB plan (0 replies)
  121. Life Insurance Proceeds (6 replies)
  122. RMD - DB to DC and Off Calendar (0 replies)
  123. early retirement distribution (2 replies)
  124. RMD/Rollover Situation (1 reply)
  125. Loan taken before Plan adopted a loan policy (1 reply)
  126. After-tax Employee Contributions and Pre-tax Benefits (3 replies)
  127. Ineligible Rollover ? (11 replies)
  128. 1099-R forms for loan (6 replies)
  129. QJSA Elimination (8 replies)
  130. Hardship Distribution Determination (6 replies)
  131. RMD required? (1 reply)
  132. 401k Hardship Distribution (1 reply)
  133. Changing Distribution Elections Post-Commencement (3 replies)
  134. Nonspouse Rollover and 5 year rule (2 replies)
  135. State Tax withholding (7 replies)
  136. Nonspouse Direct Rollover to Inherited IRA (1 reply)
  137. Non-spouse Beneficiary Rollover Option (0 replies)
  138. RMD and rollover (8 replies)
  139. Hardship Distribution from ESOP (1 reply)
  140. Roth Rollover to Roth IRA in 2008 and 2009 snafu (2 replies)
  141. RMDs and After-Tax contributions (18 replies)
  142. Late required minimum distribution (1 reply)
  143. Beneficiary Rollovers (11 replies)
  144. Nonspouse Beneficiary (2 replies)
  145. Mandatory withholding spouse beneficiary (1 reply)
  146. non spouse beneficiary rollover (4 replies)
  147. Defaulted loan loses 4975(d)(1) prohibited transanction exemption? (3 replies)
  148. Principal Residence Loan #2 (6 replies)
  149. residential loan amortization (0 replies)
  150. RMD Requirements when participant can't be located (1 reply)
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