401(k) Plans

19,275 topics in this forum

1. RMD Relief?

   By austin3515, November 10, 2008
   • 3 replies
   • 1.8k views
   • 
   • Appleby
   • November 13, 2008

2. RMD required for spousal beneficiary

   By MAS, January 31, 2023
   • 1 reply
   • 295 views
   • 
   • Lou S.
   • January 31, 2023

3. RMD required or not?

   By Brenda Wren, July 6, 2012
   • 3 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 9, 2012

4. RMD Rules

   By austin3515, June 11, 2013
   • 1 reply
   • 1.3k views
   • 
   • austin3515
   • June 11, 2013

5. RMD Rules

   By austin3515, March 7, 2017
   • 11 replies
   • 1.7k views
   • 
   • austin3515
   • March 9, 2017

6. RMD Rules under CARES Act

   By Benefits Vet, April 2, 2020
   • 7 replies
   • 1.2k views
   • 
   • Larry Starr
   • April 2, 2020

7. RMD Scenario and Process Question

   By Guest mmaggs, June 19, 2013
   • 2 replies
   • 1.2k views
   • 
   • QDROphile
   • June 19, 2013

8. RMD Start date - checking

   By Jakyasar, March 26, 2024
   • 6 replies
   • 690 views
   • 
   • david rigby
   • March 27, 2024

9. RMD taken, but not reported

   By Zoey, April 13, 2021
   • 13 replies
   • 1.5k views
   • 
   • Zoey
   • May 19, 2021

10. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • September 8, 2014

11. RMD to Beneficiaries after Death of Participant

    By Guest Twinky, December 12, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2006

12. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 6.1k views
    • 
    • masteff
    • November 2, 2010

13. RMD under SECURE Act

    By Dobber, February 4, 2021
    • 6 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • February 9, 2021

14. RMD VCP Application

    By austin3515, December 21, 2017
    • 10 replies
    • 1.3k views
    • 
    • austin3515
    • October 30, 2019

15. RMD when Roth and pretax in a 401(k) plan

    By Tom, August 15, 2023
    • 4 replies
    • 3.2k views
    • 
    • Paul I
    • August 17, 2023

16. RMD with no previous year balance

    By ratherbereading, September 20, 2023   

    • rmd
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • September 20, 2023

17. RMD-Model Amendment

    By Guest OHH, November 11, 2003
    • 0 replies
    • 995 views
    • 
    • Guest
    • November 11, 2003

18. RMD? age 75, non-owner, terminates 2006, r/o 2006

    By himt4, February 5, 2007
    • 14 replies
    • 3k views
    • 
    • jevd
    • February 5, 2007

19. RMD..what age with new chart?

    By stevena, August 14, 2001
    • 9 replies
    • 2k views
    • 
    • stevena
    • August 15, 2001

20. RMD's

    By Guest Twinky, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2006

21. RMD's

    By Guest le190, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 1999

22. RMD's

    By 2muchstress, November 13, 2002
    • 5 replies
    • 1.8k views
    • 
    • pmacduff
    • November 14, 2002

23. RMD's

    By ICT_Bob, August 18, 2020   

    • 401k
    • rmds
    • 3 replies
    • 569 views
    • 
    • ESOP Guy
    • August 18, 2020

24. RMD's

    By Nassau, December 1, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • December 2, 2010

25. RMD's - death before RBD

    By Guest terid, December 20, 2002
    • 2 replies
    • 2k views
    • 
    • Appleby
    • December 23, 2002

26. RMD's (QDRO related)

    By Nassau, November 9, 2012
    • 1 reply
    • 2k views
    • 
    • mbozek
    • November 9, 2012

27. RMD's before tax and after tax

    By Guest ragsplace, August 9, 2013
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 19, 2013

28. RMD's from Defined Contribution (401-k) Plans

    By KevinMc, May 21, 2014
    • 2 replies
    • 989 views
    • 
    • mbozek
    • May 24, 2014

29. RMD's from Roth Accounts

    By Dougsbpc, March 18, 2014
    • 10 replies
    • 2.1k views
    • 
    • masteff
    • March 19, 2014

30. RMD's...part II

    By Guest le190, March 18, 1999
    • 3 replies
    • 1.6k views
    • 
    • david shipp
    • March 18, 1999

31. RMDs

    By Nassau, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 14, 2010

32. RMDs

    By Guest Ted Kowalchuk, CFP, CFS,, December 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 15, 2005

33. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 24, 2008

34. RMDs and Rollovers by Term'd Participant

    By ratherbereading, October 3, 2017   

    • rmds rollovers terminations
    • 17 replies
    • 3.7k views
    • 
    • My 2 cents
    • October 9, 2017

35. RMDs and Taxes

    By ratherbereading, November 20, 2024
    • 1 reply
    • 546 views
    • 
    • Lou S.
    • November 20, 2024

36. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal, August 28, 2019   

    • 401k
    • rmd
    • (and 1 more)

      Tagged with:

      • 401k
      • rmd
      • owner
    • 21 replies
    • 2.4k views
    • 
    • WDIK
    • September 4, 2019

37. RMDs for missing participants

    By Guest ablazer, December 5, 2013   

    • RMD Missing
    • 3 replies
    • 2k views
    • 
    • masteff
    • December 10, 2013

38. RMDs for off calendar plan years

    By ratherbereading, October 24, 2022
    • 3 replies
    • 2.5k views
    • 
    • Lou S.
    • October 24, 2022

39. RMDs from Roth Accountss

    By austin3515, October 29, 2024
    • 3 replies
    • 509 views
    • 
    • G8Rs
    • October 30, 2024

40. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • December 1, 2004

41. RMDs: to apply the new rules when calculating minimum distributions, d

    By k man, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • smm
    • February 12, 2001

42. ROBS 401(k) with existing individual plan and loan

    By matth100, October 2, 2017
    • 8 replies
    • 2.8k views
    • 
    • imchipbrown
    • October 5, 2017

43. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 2.9k views
    • 
    • rblum50
    • December 27, 2012

44. ROBS Client -

    By SwimmingInBowelsOfERISA, August 14, 2023
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 16, 2023

45. ROBS Company Issuing Preferred Stock

    By 401 Chaos, November 2, 2023
    • 0 replies
    • 460 views
    • 
    • 401 Chaos
    • November 2, 2023

46. ROBS Exit Strategy

    By Seattle260, November 7, 2019
    • 14 replies
    • 5.4k views
    • 
    • LeadingRetirementSolutions
    • July 21, 2020

47. ROBS funding source

    By Henry Zephyr, January 28, 2023
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • January 30, 2023

48. ROBS plan - what is different?

    By R. Scott, April 13, 2022
    • 10 replies
    • 2.3k views
    • 
    • QDROphile
    • September 15, 2022

49. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 14, 2016

50. ROBS Plans - Participant Disclosures

    By austin3515, July 10, 2018
    • 9 replies
    • 1k views
    • 
    • ESOP Guy
    • September 8, 2018