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Full Version: Distributions and Loans, Other than QDROs
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  1. RMDs and Plan's Form of Payment (1 reply)
  2. 72(t) periodic payments (0 replies)
  3. Changing the terms of the loan policy (1 reply)
  4. Distribution to Beneficiary (5 replies)
  5. Prohibited Transaction (1 reply)
  6. Rollover issue (1 reply)
  7. corrective distributions under ppa (0 replies)
  8. paying off a deemed loan (1 reply)
  9. Modification of loans (0 replies)
  10. NonSpouse Beneficiary and PPA (0 replies)
  11. Rollover to a Roth IRA (2 replies)
  12. Multiple Employer Plan (2 replies)
  13. Loan Refinance (2 replies)
  14. Defaulted Loan & 1099 (2 replies)
  15. distribution fees (3 replies)
  16. nonspouse rollover question (3 replies)
  17. Pension Payout (9 replies)
  18. Life Insurance and RMD (1 reply)
  19. Truth in lending disclosure (2 replies)
  20. Missed Notice on Loan (3 replies)
  21. Loan (1 reply)
  22. Rollover Distribution to an IRA (1 reply)
  23. Death benefits - Non-spousal beneficiaries (2 replies)
  24. Moved to another message board: Distribution from annuity to non-spousal beneficiary (-- replies)
  25. Overpayment of lump sum payment from DB plan (2 replies)
  26. spousal consent on a loan (3 replies)
  27. Outstanding 401(k) Loan when Participant Dies (0 replies)
  28. loan rollover (8 replies)
  29. Roth RMD (1 reply)
  30. Normal Retirement (3 replies)
  31. Allocate LOSS to after-tax contributions (3 replies)
  32. Distributions From Worthless Account - How To Document (2 replies)
  33. Infrequent dists... small plans...EFTPS.... (1 reply)
  34. Found Asset in termed PS Plan (1 reply)
  35. Hardship Distribution - Primary Residence (3 replies)
  36. Pension Protection Act and Non-Spouse Beneficiary (1 reply)
  37. Automatic Rollovers (1 reply)
  38. Loan for Bankrupt Participant (7 replies)
  39. Minimum Distribution to Parent of Owner (1 reply)
  40. Loan or prohibited transaction (3 replies)
  41. Unrequested distribution made - who is responsible? (5 replies)
  42. In Service Distributions and Loans (1 reply)
  43. Pension Bill/ Non-Spouse Beneficiary (1 reply)
  44. Forgotten 1099 (8 replies)
  45. Distribution From Multiemployer plan (4 replies)
  46. Dist Processing Fees (0 replies)
  47. RMDs and Plan Terminations (6 replies)
  48. Participant loan -- deemed distribution (2 replies)
  49. Loan Rollover (2 replies)
  50. Death after failure to take RMD (1 reply)
  51. Deceased Participant With Outstanding Loan (1 reply)
  52. Which tax form to use (2 replies)
  53. alternate payee beneficiary (11 replies)
  54. 70 1/2 Required Minimum Distribution (3 replies)
  55. Distribution... protection? (9 replies)
  56. Election Change (0 replies)
  57. TEFRA Notices (2 replies)
  58. Loans before level amortization required? (5 replies)
  59. EGTRRA change (0 replies)
  60. Uncashed/stale-dated checks to be returned to Trust assets (21 replies)
  61. RMD... Bene a Trust (4 replies)
  62. plan termination and distributions (1 reply)
  63. Rollover from DC Plan to DB Plan (0 replies)
  64. Newly terminated single participant dies before lump sum (3 replies)
  65. QDRO (1 reply)
  66. Distribution Made Prior to Document Payout Date (1 reply)
  67. How to proceed when distributions taken but not allowed (1 reply)
  68. Distributions after the later of Age 62 or NRA... (0 replies)
  69. Documenting Hardship for Next 12 Months of Education Expenses (1 reply)
  70. How Much Security for Loans - (1 reply)
  71. Distribution from DC Plan Prior to Payout Date (0 replies)
  72. spousal consent needed for hardship? (1 reply)
  73. Disability or Termination (1 reply)
  74. Death Benefits and Outstanding Loans (3 replies)
  75. Who is responsible to deem a participant loan? (11 replies)
  76. State withholding (5 replies)
  77. Withholding by state (1) after moving to state (2) - 10 year rule? (5 replies)
  78. No spousal consent in PS/401(k) Plans... (9 replies)
  79. paying child support from PS plan (8 replies)
  80. Distribution from DB (5 replies)
  81. Distribution from a Defined Benefit Plan with insurance (12 replies)
  82. Loan from 401(k) Plan to participant on Disablility (8 replies)
  83. Plan Termination and the distribution (11 replies)
  84. Loans (2 replies)
  85. Designated Beneficiary (3 replies)
  86. RMD in years following death of participant (4 replies)
  87. No beneficiary (9 replies)
  88. Loan Interest Rates (1 reply)
  89. Form of Loan Repayment (2 replies)
  90. 10% early withdrawl penalty (3 replies)
  91. loans:deemed distributions on a takeover plan (1 reply)
  92. 1099R for missing participant? (3 replies)
  93. Ineligible Deferrals (3 replies)
  94. 1099-R J&S Distribution Code (1 reply)
  95. rmd for deceased participant (5 replies)
  96. terminated participant with loan (1 reply)
  97. Participant Loan Upon Plan Termination (4 replies)
  98. Participant with Loan on Leave of absence (3 replies)
  99. John Hancock distributions (5 replies)
  100. Annuities from a DC plan (0 replies)
  101. Loan from defunct P.C. (7 replies)
  102. Can a loan be rolled over? (8 replies)
  103. Invalid in service distribution (11 replies)
  104. Late RMD - which year for 1099? (3 replies)
  105. Distribution Fees and Residual Distributions (0 replies)
  106. State Withholding (19 replies)
  107. Death before RBD - Spousal options? (9 replies)
  108. Involuntary cashouts (1 reply)
  109. Loans in balanced forward plan (1 reply)
  110. Distributions from Multiple Employer Plan (1 reply)
  111. Can active participants over age 72 make MRD elections now? (0 replies)
  112. Required Distributions - Defined Contribution Plan (1 reply)
  113. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision (1 reply)
  114. Hardship distribution documentation (3 replies)
  115. Going from co. to co. in a controlled group (2 replies)
  116. widow and mininum required distributions (2 replies)
  117. Distribution to Non-Spouse Beneficiary (2 replies)
  118. Defer first loan repayment (5 replies)
  119. Inservice dist (4 replies)
  120. Decline to be Beneficiary? (11 replies)
  121. Required Minimum Distribution from DB Plan (0 replies)
  122. DB minimum distribution (4 replies)
  123. Special Tax Notice (0 replies)
  124. Fed Wthd on foreign national (2 replies)
  125. Roth 401(k) -- Distributed to one beneficiary (0 replies)
  126. early withdrawl penalty (3 replies)
  127. Severance from Employment (0 replies)
  128. Missing Participant (4 replies)
  129. MRD Starting Date (5 replies)
  130. RMD Notification Requirements for Non-Owners (0 replies)
  131. RMDs & dec'd owner (2 replies)
  132. RMD if have multiple qualified retirement plans.... (1 reply)
  133. Murder in a small town (9 replies)
  134. How do you determine if a new loan is considered a “replacement loan”? (5 replies)
  135. Loan issued from Roth 401(k) account (3 replies)
  136. Late Form 945 penalty? (2 replies)
  137. Eligible Rollover Distributions and Church Plans (1 reply)
  138. 5-Year Rule (1 reply)
  139. No beneficiary (3 replies)
  140. Spousal consent for default election of direct rollover (0 replies)
  141. How Do These Guys Do It? (6 replies)
  142. hardship distribution and primary residence (2 replies)
  143. Tax withholding sent to IRS in error (4 replies)
  144. Odd 1099-R Situation - Underpayment (4 replies)
  145. Locating Lost Participants and paying them out (4 replies)
  146. DOH>70.5, what is MRD start date (6 replies)
  147. Lump Sums (0 replies)
  148. Need 1099 Help (8 replies)
  149. 401(h) Disbursements (9 replies)
  150. Direct Rollovers and Involuntary Cashouts (9 replies)
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