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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. 1099-R excess contribution (0 replies)
  2. 402(f) Notice for distributions under $200...Required??? (3 replies)
  3. 2009 RMD Rollover (3 replies)
  4. Distribution of Benefits - how often must we commence? (1 reply)
  5. Non-spousal direct payment tax withholding? (20 replies)
  6. Spousal Consent (1 reply)
  7. Hardships (8 replies)
  8. Participant Loan- 15 year term (8 replies)
  9. Secondary Beneficiary (6 replies)
  10. 1099-R Processing Tips (4 replies)
  11. Protected Benefits (6 replies)
  12. Spousal Consent (1 reply)
  13. Participant Loans - 401(k) Plan with Roth deferrals (2 replies)
  14. Spouse wants to keep death benefits in plan-- distributable event? 1099R? (5 replies)
  15. Nonspouse Rollover and WRERA (0 replies)
  16. RMD - New "Rules" (0 replies)
  17. Can the Employer limit the assets available for a loan to elective deferrals only? (2 replies)
  18. Hardship after a loan (8 replies)
  19. Plan Loan Default (0 replies)
  20. in service distributions prior to age 59 1/2 (1 reply)
  21. deemed distribution on loan (1 reply)
  22. Death Distribution with Insurance! (2 replies)
  23. Employment Status & Hardship (7 replies)
  24. Plan Termination Distribution (2 replies)
  25. Notice 2009-82 (8 replies)
  26. Definition of Employer in 402(e)(4) (0 replies)
  27. PPA Distribution Notices (1 reply)
  28. Participant RMD in Year of Death -- Recipient and Tax Reporting (1 reply)
  29. DC plan and QJSA & QOSA (2 replies)
  30. Rollover from QP to Roth IRA (12 replies)
  31. Is this really a participant loan? (5 replies)
  32. Trying to keep participant from defaulting on loans.. (5 replies)
  33. Distribution Fee Paid by Participant? (1 reply)
  34. Loan overpaid (4 replies)
  35. Installments paid over life expectancy (3 replies)
  36. Revolving Line of Loan Cure Periods (3 replies)
  37. defaulted loan upon death (2 replies)
  38. Loan Limit (12 replies)
  39. Waiver of RMDs - 2009 (2 replies)
  40. Distributions to terminated participants (10 replies)
  41. DB plan with empoloyee contributions (5 replies)
  42. Terminated Participant With Outstanding Loan (3 replies)
  43. Roth 401(k) cash distribution (1 reply)
  44. RMD for 2009 (2 replies)
  45. Terminated Participant Requests Distribution - No Forms (2 replies)
  46. Non spousal Roth 401K Beneficiary question (2 replies)
  47. 401(a)(9) distributions from rollover in DB Plan (10 replies)
  48. 72(t) distribution help (1 reply)
  49. Beneficiary Designation Issues (5 replies)
  50. Trailing Distributions (1 reply)
  51. Exceptions (3 replies)
  52. "F&C" Hardship Conditions (5 replies)
  53. Valuing pre-retirement lump sum distributions from DB plan (3 replies)
  54. Revocation of Prior J&S Waiver` (1 reply)
  55. QOSA Rules Applicable to DC Plans? (5 replies)
  56. Distribution Paid From Corporate Account (3 replies)
  57. Can a lay off be considered a leave of absence (0 replies)
  58. Defaulted Loan is a General Plan Asset (2 replies)
  59. Taxable Calculation for RMD (0 replies)
  60. Involuntary Distributions & age 62/NRA (4 replies)
  61. Accruing RMD payments (1 reply)
  62. Distribution of Real Estate (5 replies)
  63. recordkeeper error allows excess hardship distribution (2 replies)
  64. Missed RMD (1 reply)
  65. Corp pays WD then reimbursed from trust (8 replies)
  66. Beneficiary refuses to pension benefit (9 replies)
  67. Can a partial termination be for less than a 20% reduction? (4 replies)
  68. Plan is saying estate is beneficiary and not spouse (13 replies)
  69. Can a fiduciary have a deemed distribution on a defaulted loan? (4 replies)
  70. Participants who work part time (1 reply)
  71. Reporting a Bonus (partly deferred) Given to Retiree (2 replies)
  72. Qualified Plan to Roth IRA (1 reply)
  73. Defined Benefit Plan RMD after death (0 replies)
  74. 1099-R and 945 not done (2 replies)
  75. 1099-R distributuion code dispute (3 replies)
  76. Lost Participants in existing plan (6 replies)
  77. Loan against death benefit (1 reply)
  78. 2009 RMD suspension - what does "most" mean (2 replies)
  79. In-service distributions from money purchase plan assets that were merged into a PS/401(k) plan (8 replies)
  80. Withholding on periodic distribution (2 replies)
  81. Form 1099-R for 2009 distribution (2 replies)
  82. Taxing Employee Con from Pension if Rolled Over (0 replies)
  83. ADP Corrective Distribution (1 reply)
  84. Hardship distribution for terminated employee (9 replies)
  85. 30-day waiting period for distributions (3 replies)
  86. Loan Repayments - Sponsor changing payroll frequency (8 replies)
  87. harship withdrawal (1 reply)
  88. Hardship Withdrawals From Sources Other Than Salary Deferral (2 replies)
  89. Distribution of Pre-1987 After-Tax Contribution (2 replies)
  90. Deceased Participant - Spouse's Options (1 reply)
  91. Participant Distribution Fees (6 replies)
  92. ramifications of violating Loan program? (3 replies)
  93. Partial Distributions - Protected Benefit? (2 replies)
  94. Loan discrimination (1 reply)
  95. Late Loan Default (1 reply)
  96. QDRO earnings calculation (3 replies)
  97. Distribution Election Forms (7 replies)
  98. Overestimate of taxes in hardship (2 replies)
  99. Hardship Withdrawal plus Withholding Taxes in Cash (4 replies)
  100. Hardship Distributions: reasonable evidence (6 replies)
  101. Roth deferrals with a loss at distribution (7 replies)
  102. Non-Spousal Rollovers (1 reply)
  103. Lump Sum versus Installments (4 replies)
  104. rollover of loan (1 reply)
  105. Hardship Withdrawals Directly to Bank? (7 replies)
  106. Hardships for dependents (13 replies)
  107. In Svc Distributions for a 4k Safe Harbor Plan (1 reply)
  108. RO From DB To IRA - Is RMD Needed? (1 reply)
  109. Operational Error Correction on Loan (1 reply)
  110. NY State Mandatory Withholding? (4 replies)
  111. annuity payment from DC plan with money purchase (1 reply)
  112. Distributions of $200 or less (2 replies)
  113. available hardship amount (6 replies)
  114. Rehire and distribution questions (3 replies)
  115. HIPPA & Hardship Withdrawals (3 replies)
  116. Loans (4 replies)
  117. Difficult Beneficiary Scenerio (18 replies)
  118. rmd for ira,roth & annuity (1 reply)
  119. Can In-Service Distribution provision be Removed? (2 replies)
  120. RMD and owner (2 replies)
  121. Now Part Time participant - eligible for distribution? (4 replies)
  122. Loan Interest Rate - can it be too high? (6 replies)
  123. Can death beneficiary's IRA hold deceased EE's participant loan as an asset? (14 replies)
  124. is spousal consent required for in service distribution? (2 replies)
  125. Unforseeable Emergency (457) (1 reply)
  126. PERF plan in Indiana (0 replies)
  127. Excess Contribution - Loss on Roth refund (0 replies)
  128. Prohibited Distribution of Deferrals (10 replies)
  129. Repayments beyond 5 years (2 replies)
  130. 401(k) custodian refuses to make RMDs - any ideas? (14 replies)
  131. Stopping RMD (0 replies)
  132. 402(f) Rollover Notice (2 replies)
  133. 2009 MRD suspension (7 replies)
  134. 945 ISSUES (4 replies)
  135. Penalty for Using 8109-B? (11 replies)
  136. Loan Default (2 replies)
  137. Suspension of Benefits (1 reply)
  138. Second Distribution (7 replies)
  139. Can commuted value of annuity be an eligible rollover distribution (0 replies)
  140. 72(p) Cure Period After Leave of absence (1 reply)
  141. Distribution Issues---Illiquid Assets (2 replies)
  142. Plan Loans and Merger (3 replies)
  143. WRERA RMD Issues (3 replies)
  144. 72(t) penalty exception (2 replies)
  145. Deceased Participant with Loan Balance (1 reply)
  146. How long to wait after asking SSA to send letters? (2 replies)
  147. EACA/QACA 90-day Permissible Withdrawals (5 replies)
  148. in service distribution when NRA is 55 (7 replies)
  149. Rollover Returned to Plan (2 replies)
  150. Distribution to Non-Spouse Beneficiary (3 replies)
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