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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. Anti-cutback rule (1 reply)
  2. Late RMDs: Is There a Notification Requirement? (2 replies)
  3. How hard is it to get the IRS to waive the 50% penalty for a missed RMD? (3 replies)
  4. Loan in excess of 50% of account balance (2 replies)
  5. Suspend RMDs (0 replies)
  6. Death Benefit Payable to Trust (1 reply)
  7. Death Benefit to Non-Spouse Beneficiary (3 replies)
  8. Are ESOP shares counted to determine 5% owners? (0 replies)
  9. DC Plan Relative Value Disclosures (0 replies)
  10. Calculating minimum distribution with loan in the account balance (6 replies)
  11. MRD & Form of Benefit (1 reply)
  12. Corrected 1099-R for Prior Tax Year? (2 replies)
  13. in kind distribution of employer stock (1 reply)
  14. Automatic Rollovers and After-tax Contributions (0 replies)
  15. Term Employee going through a divorce (4 replies)
  16. Insurance Agent-bad info? (2 replies)
  17. Loan Interest Calculation (5 replies)
  18. Payout wording of DRO - any issues? (2 replies)
  19. Force payouts above $1000 (2 replies)
  20. Another NRA Withholding Q (5 replies)
  21. Does Trust receive 1099 from DC Plan (4 replies)
  22. Rollover nightmare (3 replies)
  23. Amendment eliminating cash out distributions (2 replies)
  24. RMD (0 replies)
  25. Non-Resident Withholding (9 replies)
  26. no rollover allowed out of plans? (1 reply)
  27. Automatic Rollovers (0 replies)
  28. Interpleader (1 reply)
  29. Inservice withdrawals 2 year/ 5 year aged money rule (16 replies)
  30. MRD to a rehired participant in pay status (1 reply)
  31. Participant failed to take RMDs. (2 replies)
  32. Limit on Elective Deferrals in Year Following Hardship (2 replies)
  33. Hardship Withdrawals and Loans (1 reply)
  34. Rollover of RMD (8 replies)
  35. MRD for active participant born in 1916 (5 replies)
  36. Final Final Regulations - Variable Annuity Contracts (0 replies)
  37. Pre-Tax Loan Repayments? (6 replies)
  38. State Withholding (3 replies)
  39. A Puzzle - need a site or reference as well as your opinions - PLEASE (3 replies)
  40. Non Qualified Annuity Stretch in Trust (2 replies)
  41. Hardship Distribution (6 replies)
  42. RMD to multiple beneficiaries (2 replies)
  43. Gain on excess annual additions (1 reply)
  44. Sporadic partial distributions to HCE (3 replies)
  45. Deferral on Severance Pay (2 replies)
  46. Distribution to Husband/participant; Wife back in Mexico (1 reply)
  47. Collection Agency (4 replies)
  48. Separation of service? (0 replies)
  49. IRS Audit - Plan Distributions (3 replies)
  50. Participant Loan (1 reply)
  51. Is this legal? Plan assets to Pay IRS liability (3 replies)
  52. Death Benefits, loans and an ex-wife (5 replies)
  53. Use of Form W-4P (2 replies)
  54. In Service Rollover Distribution (4 replies)
  55. Loan over the $50,000 Limit (2 replies)
  56. Double Taxation of Loans (8 replies)
  57. Equal periodic Payments - payments - monthly or annually (2 replies)
  58. RMD and leave of absence (2 replies)
  59. when plan loan balance is close or equals contributions on file (20 replies)
  60. Distribution Code for over 59 1/2 Deem Distribution (9 replies)
  61. Excess Deferral Processed After 4/15 (0 replies)
  62. Non profit as named beneficiary (1 reply)
  63. Posted in DB plans, but more applicable here - (0 replies)
  64. Katrina 1099-R Distribution Code (1 reply)
  65. RMD to Active Participant and Designated Beneficiary (3 replies)
  66. RMD of inkind assets from DB plan (2 replies)
  67. Katrina (0 replies)
  68. Death Benefits (1 reply)
  69. Beneficiary Designations (2 replies)
  70. Referral to ERISA counsel - was this correct? (5 replies)
  71. IRA Rollovers for Returned Distribution Checks (1 reply)
  72. distribution fees (0 replies)
  73. Hurricane Katrina Loans and Harships (3 replies)
  74. IRS Locator - over 50 (2 replies)
  75. Loans beyond normal retirement age (2 replies)
  76. Final Loan Regulations (2 replies)
  77. Multiple Hardship Distributions (1 reply)
  78. Replacement loans-how many times (1 reply)
  79. Pensioner is not cashing payments to avoid IRS (3 replies)
  80. Outsourced Distributions? (1 reply)
  81. defaulted loan (0 replies)
  82. Are mutual fund back end sales charges included on Schedule C? (0 replies)
  83. Child Support Payments (6 replies)
  84. Roth 401(k) Distributions -- When are earnings tax free? (0 replies)
  85. Can Distributions Be Made Out To Third Party? (5 replies)
  86. Eliminating Optional Forms of Benefit when QJSA Required (0 replies)
  87. Pension Benefit Recovery (1 reply)
  88. Withholding in Error From Previous Tax Year (5 replies)
  89. Does Traditional IRA Rollover into 401k plan require Form 5498? (1 reply)
  90. Disability Distribution - Non-Taxable Scenario? (0 replies)
  91. Participant Loan Interest Rates - Does this satisfy "commercially reasonable rate" requirement? (2 replies)
  92. New Bankruptcy Act (2 replies)
  93. Distributions from terminated plans...... (31 replies)
  94. QDRO/Earliest Retirement Age (0 replies)
  95. Maryland State tax withholding mandatory as of 7/1/05? (22 replies)
  96. amoritization (2 replies)
  97. Loan Limits in Daily Valued Plans (2 replies)
  98. The old retire, distribute, rehire sham (12 replies)
  99. Missing Beneficiary of Deceased Participant (6 replies)
  100. Cash / IRA option in Forced Distributions under $1,000 (2 replies)
  101. Documentation for Loan on Principal Residence (2 replies)
  102. Single sum of remainder of life certain annuity period (0 replies)
  103. Any software recommendations for loan processing? (1 reply)
  104. How do you determine stock attribution held by a limited partnership? (1 reply)
  105. Special Tax Notice (3 replies)
  106. RMD should have occured in the past... (4 replies)
  107. Force-out from ESOP (1 reply)
  108. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked? (2 replies)
  109. Participant Suffers Reduced Distribution (1 reply)
  110. State Tax Withholding on Distributions (7 replies)
  111. Loan for a Principal Residence (1 reply)
  112. return of distribution check (3 replies)
  113. Forced payouts under $ 1,000. (1 reply)
  114. RMD in first year of DB plan (2 replies)
  115. How do you apply the 10% early distribution penalty to distribution of Employer stock? (13 replies)
  116. RMD in year of distribution from PS plan (4 replies)
  117. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems? (3 replies)
  118. distribution upon death to a foundation (2 replies)
  119. distribution amounts under $1.00 (2 replies)
  120. Loan Re-Finance (2 replies)
  121. Audits of deceased participants (0 replies)
  122. principal residence loan for 30 years? (4 replies)
  123. Broker makes distribution without authorization...? (21 replies)
  124. Automatic Rollovers for Mandatory Distributions (3 replies)
  125. Participant Loan/Prohibited Transaction (4 replies)
  126. Hardship dist... 401K plans only? (2 replies)
  127. Hardship withdrawal and taxes withheld (1 reply)
  128. Qualified Preretirement Survivor Annuity (3 replies)
  129. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison? (3 replies)
  130. Taxation of Disability Benefits (2 replies)
  131. Hardship Help! (3 replies)
  132. Deported illegal aliens (1 reply)
  133. Regulation for restricting distributions until termination or 59 1/2 (2 replies)
  134. Autorollover/Cash-outs and Rollover Accounts (8 replies)
  135. Hardship amount available after loan (2 replies)
  136. Spousal Consent (10 replies)
  137. Interpleader 1099-R Question (1 reply)
  138. Disclaimer of Benefits (1 reply)
  139. Paperless Loans and Check21 (Imaging) (0 replies)
  140. Rollover of plan account when RMD is due (3 replies)
  141. Automatic rollover of mandatory distributions of after-tax money (8 replies)
  142. Florida Documentary Stamp Tax (11 replies)
  143. Penalties for incorrect address on 1099 (6 replies)
  144. State Tax Withholding (5 replies)
  145. After Tax Contribuitons (8 replies)
  146. Suspension of Benefit (0 replies)
  147. Abatement? (4 replies)
  148. Distribution of contributions deposited after account balance is distributed. (1 reply)
  149. IRS 402(f) Notice (0 replies)
  150. Automatic Rollovers and After-Tax Contributions (5 replies)
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