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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. In-Service Distributions? (0 replies)
  2. 3 loans, so one has to go (3 replies)
  3. Ineligible Hardship and No Suspension of Deferrals (8 replies)
  4. The end of the 8109? (6 replies)
  5. in-Service Withdrawal Employer Profit Sharing (1 reply)
  6. RMDs to non-employee elected officials? (0 replies)
  7. RMD & Death question (3 replies)
  8. Are non-owner rmd elections required? can they be changed? (0 replies)
  9. Congressional Authorization of Loans (401k/404c) (1 reply)
  10. Hardship - Buy-out Spouse Interest in Home (Divorce) (5 replies)
  11. Correction for 70-1/2 Rollover to IRA (3 replies)
  12. age 70-1/2 election form (2 replies)
  13. RMD age 70.5 (3 replies)
  14. Proper Tax Code to use for Loan Offset due to Disability (2 replies)
  15. Force out small balances (3 replies)
  16. loan default - 1099 (4 replies)
  17. In-Service Provision and Loans (2 replies)
  18. Loan in Default - 1099R question (1 reply)
  19. Loan in Default - accrued earnings (1 reply)
  20. Hardship qualification (2 replies)
  21. Death Benefits & REA & Terminated Vested participants (2 replies)
  22. Withholding on distribution to Estate (1 reply)
  23. Can small loan balances be written off? (1 reply)
  24. refinance (2 replies)
  25. 401k IRC 72p (7 replies)
  26. Prohibited Transaction ? (1 reply)
  27. Non-spouse Beneficiary (6 replies)
  28. 402(f) Tax Notice Including Roth 401(k) Discussion? (5 replies)
  29. IRA Custodian Refuses to Correct (5 replies)
  30. Participant in a coma (5 replies)
  31. Terminated Plan (2 replies)
  32. Authority to process distribs after resigning (1 reply)
  33. Excess Safe Hrabor Match (1 reply)
  34. Must spousal consent comply w/ Reg Z ? (0 replies)
  35. Disclaimed Death Benefit (1 reply)
  36. Maximum Loan Amount (13 replies)
  37. Death Benefit to Spouse (7 replies)
  38. QJSA (19 replies)
  39. Loan Interest Rates (2 replies)
  40. Redeposit of Stale Checks (1 reply)
  41. Number of loans (1 reply)
  42. Should we distribute? (2 replies)
  43. Hardship, distributed too much (4 replies)
  44. Federal tax withholding/945 reporting (2 replies)
  45. Involuntary cash-outs at latest commencement date? (3 replies)
  46. Nonspouse Beneficiary Drirect Rollover (3 replies)
  47. Minimum distribution IRA vs Profit Sharing Plan (2 replies)
  48. In-Service distributioin (8 replies)
  49. Rolling a loan into a plan that currently does not allow for loans (2 replies)
  50. Partial Termination/Interium Val for Distributions? (4 replies)
  51. Non-Spouse Beneficiary Rollovers (0 replies)
  52. Social Security Leveling Option (2 replies)
  53. Alternate Payee QDRO Question (8 replies)
  54. Loan refinance (1 reply)
  55. Spousal rollover from QP to inherited IRA (9 replies)
  56. Participant Loan 1999 (5 replies)
  57. Consent to Loan (2 replies)
  58. Distribution received 2007 and 2006 1099 reported (5 replies)
  59. Participant is 59.5... can he take dist? (1 reply)
  60. 10% early withdrawal penalty (2 replies)
  61. Can last year's distributions count towards 1st RMD? (3 replies)
  62. Works for Hospital... and own practice (2 replies)
  63. PPA Shrinks Pension? (3 replies)
  64. Force out distribution timing (3 replies)
  65. 2007 RMD's (2 replies)
  66. Exposure for Eliminating the QJSA Form of Benefit? (12 replies)
  67. First becoming a 5% owner after 70 1/2. (1 reply)
  68. undetermined amount needed for hardship (6 replies)
  69. 10-year averaging and Capital Gain Treatment (2 replies)
  70. Non-spouse beneficiaries (6 replies)
  71. Death before distributions begin (8 replies)
  72. Incoming rollover (9 replies)
  73. Non-spouse Beneficiary rollovers (1 reply)
  74. 77 year-old participant and no RMDs (0 replies)
  75. Installment Change (0 replies)
  76. ISW from Integrated Plan? (1 reply)
  77. Over 70 and a half, still working, wants a full dis'tn from account (5 replies)
  78. Diversification distribution from ESOP (1 reply)
  79. Correcting a defaulted loan (1 reply)
  80. changing repayment conditions for a loan rollover (0 replies)
  81. Tax Return Rejected due to EIN on 1099-R (5 replies)
  82. DC Plan Distribution Window (1 reply)
  83. Should Form 945 be filed showing $0? (4 replies)
  84. Death Benefit (0 replies)
  85. Rollover Q (0 replies)
  86. Intra controlled group transfer of account (5 replies)
  87. Minimum Age for inservice distributions (1 reply)
  88. Plan Loan -- Change from monthly payments to bi-weekly payments (3 replies)
  89. Minimum Distribution Adjustment (1 reply)
  90. Loan rollover to IRA (2 replies)
  91. Missed RMD... (5 replies)
  92. Conditions on a lump sum distribution (3 replies)
  93. RMD Rules (1 reply)
  94. Partial RMD (2 replies)
  95. $1500 distribution made to Active Participant w/out trustee authorization (4 replies)
  96. California Tax Form (2 replies)
  97. 1099-R filed twice (0 replies)
  98. Plan Loan - distribution following leave (0 replies)
  99. Mandatory Distributions (less than $1000) (1 reply)
  100. Hardship - In Service Distributions (1 reply)
  101. refunds paid by participant - IRS 1099R (0 replies)
  102. state of michigan pension rules (3 replies)
  103. When to start repaying a loan (1 reply)
  104. Handling distribution checks - bonding or fiduciary issues? (0 replies)
  105. Required Minimum Distribution (1 reply)
  106. 1099-R ESOP diversification distribution (2 replies)
  107. Trust as a Payee (0 replies)
  108. In Service Distribution (17 replies)
  109. minimum distribution needed? (1 reply)
  110. Inherited IRA (6 replies)
  111. Failure to issue 1099s (1 reply)
  112. Life of the Participant (1 reply)
  113. RMD applicable balance for terminee prior to contribution deposit (0 replies)
  114. KETRA (0 replies)
  115. Section 845 of '06 Pension Protection Act (1 reply)
  116. Distribution to spouse of dec'd participant (2 replies)
  117. DB RMD (5 replies)
  118. Required distributions in a 401(k) plan (11 replies)
  119. Spousal Waiver (1 reply)
  120. early payments on a loan (4 replies)
  121. TEFRA 242(b) issue (3 replies)
  122. 1099-R Code / Minimum Distribution? (3 replies)
  123. Nonspouse beneficiary of qualified plan and IRA rollover (1 reply)
  124. Remove hardship from plan (7 replies)
  125. RMDs where spousal beneficiary dies (0 replies)
  126. RMDs (5 replies)
  127. 2005 money returned - employee not eligible yet (1 reply)
  128. Loans and death (3 replies)
  129. Relative Value Statements - do Single participants or MRD's get them? (0 replies)
  130. Return of Hardship Distribution (10 replies)
  131. Need clarification on RMD for deceased participant (3 replies)
  132. Missing Participants (7 replies)
  133. Death of a terminated vested participant under age 55 (1 reply)
  134. in-service non hardship distributions (3 replies)
  135. 2 plans... one an owner.. one an employee (1 reply)
  136. Stopping RMDs (1 reply)
  137. Distribution in excess of vested account balance (1 reply)
  138. death of participant with no beneficiary form (2 replies)
  139. Flood relief legislation? (1 reply)
  140. Distributions in a Formal Plan Termination (1 reply)
  141. Missing participants who have left the country (5 replies)
  142. Death Distribution (0 replies)
  143. Gift to University (2 replies)
  144. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company (2 replies)
  145. deferred shares (2 replies)
  146. Confusion on 401k rollover limitations... (0 replies)
  147. Actuarial Adjustments (2 replies)
  148. RMD (2 replies)
  149. Loan not paid from payroll (2 replies)
  150. RMD taxability (2 replies)
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