Retirement Plans in General

5,753 topics in this forum

1. RMDs- definition of "retired"

   By britoski, May 19, 2011
   • 2 replies
   • 2.6k views
   • 
   • QDROphile
   • May 20, 2011

2. robbing from peter to pay paul

   By Guest n00b_9, March 19, 2011
   • 0 replies
   • 774 views
   • 
   • Guest
   • March 19, 2011

3. ROBS

   By jpod, August 9, 2018
   • 14 replies
   • 1.5k views
   • 
   • Larry Starr
   • August 10, 2018

4. ROBS 401(k)

   By still learning, January 9, 2021   

   • business financing
   • rollover
   • 2 replies
   • 962 views
   • 
   • still learning
   • January 21, 2021

5. ROBS and Bankruptcy

   By mariemonroe, August 24, 2017
   • 4 replies
   • 2.6k views
   • 
   • mariemonroe
   • August 31, 2017

6. ROBS and DoL Fiduciary Rule

   By Soundbc1, June 7, 2017
   • 29 replies
   • 2.7k views
   • 
   • MoJo
   • June 12, 2017

7. ROBS Plans

   By Belgarath, March 10, 2017
   • 23 replies
   • 3.9k views
   • 
   • Peter Gulia
   • March 30, 2017

8. ROBS plans and UBTI

   By Belgarath, October 27, 2017
   • 3 replies
   • 2.1k views
   • 
   • Belgarath
   • October 27, 2017

9. Roll outs being held hostage

   By Dave401kguy, October 26, 2023
   • 4 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • October 27, 2023

10. rolling 401(a) money to avoid post 70.5 rmd

    By Guest kprhok, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 10, 2007

11. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 25, 2024

12. Rollover

    By Guest JD698, December 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 28, 2005

13. Rollover Between Plans Maintained By Former Employer

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 886 views
    • 
    • E as in ERISA
    • February 4, 2004

14. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 12, 2011

15. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 1.9k views
    • 
    • ERISAnut
    • August 20, 2008

16. Rollover from DC plan to DB Plan

    By Guest TedMunice, June 28, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2006

17. Rollover from deceased spouse's account under the plan & Top-heavy status

    By Guest terric, June 23, 2004
    • 3 replies
    • 995 views
    • 
    • Belgarath
    • June 23, 2004

18. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2003

19. Rollover from Governmental TSP

    By Belgarath, April 28, 2020
    • 3 replies
    • 1k views
    • 
    • Logan401
    • October 21, 2020

20. Rollover from qualified plan to qualified plan

    By Guest Sieve, March 19, 2009
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 20, 2009

21. Rollover in service distribution

    By thepensionmaven, April 17
    • 5 replies
    • 4.1k views
    • 
    • Lou S.
    • April 17

22. rollover incorrectly titled

    By thepensionmaven, December 19, 2018
    • 13 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 20, 2018

23. Rollover into a PS plan from a DB plan for a retired participant

    By Jakyasar, February 24, 2020
    • 6 replies
    • 861 views
    • 
    • Jakyasar
    • February 24, 2020

24. Rollover into plan before becoming a participant

    By Belgarath, April 26, 2024
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • August 16, 2024

25. Rollover into plan from a non-USA retirement plan

    By Santo Gold, December 16, 2016
    • 5 replies
    • 988 views
    • 
    • Santo Gold
    • December 21, 2016

26. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 849 views
    • 
    • justanotheradmin
    • February 21, 2020

27. Rollover of Dividend Pass-through

    By MoJo, August 26, 1999
    • 0 replies
    • 1.6k views
    • 
    • MoJo
    • August 26, 1999

28. Rollover to a 401(k) Plan

    By Guest P.J. 401(k) Guy, February 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • BFree
    • February 16, 2003

29. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • SMB
    • November 18, 2006

30. Rollover within plan from mutual fund family to insurance company? can

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Bill Berke
    • June 16, 2000

31. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.3k views
    • 
    • JDuns
    • May 25, 2005

32. Rollovers

    By Guest Golden401k, June 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • PensionPro
    • June 21, 2011

33. Rollovers in Plan

    By Chippy, January 22, 2018
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • January 22, 2018

34. Rollovers to a profit sharing plan that does not allow rollovers

    By Guest Pat Metallic, July 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 5, 2000

35. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.7k views
    • 
    • 401 Chaos
    • April 6, 2015

36. rollovers/transfers to qualified plan

    By Guest mpark, April 29, 2003
    • 1 reply
    • 933 views
    • 
    • Belgarath
    • April 29, 2003

37. Roth 401(k)'s -- an FYI

    By dh003i, November 22, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 23, 2004

38. ROTH AFTER RETIREMENT

    By Guest Lee Visser, January 19, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 1999

39. ROTH deferrals but no provisions in plan

    By cpc0506, October 21, 2015
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • October 21, 2015

40. Roth deferrals mid-year. Should participants submit updated deferral agreements?

    By Pat Crum, September 6, 2016   

    • Roth
    • deferral agreements
    • 1 reply
    • 727 views
    • 
    • Lou S.
    • September 6, 2016

41. Roth IRAS and the State of MA

    By Guest Peterdes, January 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

42. Roth Rollover as RMD

    By rcline46, December 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 23, 2010

43. Rounding Top Heavy Contributions

    By tbp, April 27, 2016
    • 1 reply
    • 587 views
    • 
    • Mike Preston
    • April 27, 2016

44. ROYALTIES

    By Guest arlene, August 31, 2006
    • 8 replies
    • 2.1k views
    • 
    • Moe Howard
    • September 8, 2006

45. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • January 26, 2000

46. rule of parity

    By david shipp, November 5, 1998
    • 0 replies
    • 2.3k views
    • 
    • david shipp
    • November 5, 1998

47. Rule of Parity

    By ESOP Guy, January 26, 2018
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • January 29, 2018

48. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.2k views
    • 
    • KCA
    • May 24, 2012

49. Rule of parity when using a 6 month requirement for eligibility and de

    By Guest LMalone, June 9, 2000
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 13, 2000

50. Rules that govern Money Purchase Plans

    By Guest kjvilla, January 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2001