401(k) Plans

19,320 topics in this forum

1. RMD-Model Amendment

   By Guest OHH, November 11, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • November 11, 2003

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

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

3. RMD..what age with new chart?

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

4. RMD's

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

5. RMD's

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

6. RMD's

   By 2muchstress, November 13, 2002
   • 5 replies
   • 1.9k views
   • 
   • pmacduff
   • November 14, 2002

7. RMD's

   By ICT_Bob, August 18, 2020   

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

8. RMD's

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

9. RMD's - death before RBD

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

10. RMD's (QDRO related)

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

11. RMD's before tax and after tax

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

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

    By KevinMc, May 21, 2014
    • 2 replies
    • 1k views
    • 
    • mbozek
    • May 24, 2014

13. RMD's from Roth Accounts

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

14. RMD's...part II

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

15. RMDs

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

16. RMDs

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

17. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2008

18. RMDs and Rollovers by Term'd Participant

    By ratherbereading, October 3, 2017   

    • rmds rollovers terminations
    • 17 replies
    • 3.8k views
    • 
    • My 2 cents
    • October 9, 2017

19. RMDs and Taxes

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

20. 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

21. RMDs for missing participants

    By Guest ablazer, December 5, 2013   

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

22. RMDs for off calendar plan years

    By ratherbereading, October 24, 2022
    • 3 replies
    • 2.6k views
    • 
    • Lou S.
    • October 24, 2022

23. RMDs from Roth Accountss

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

24. RMDs not taken due to family attribution error

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

25. 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

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

    By matth100, October 2, 2017
    • 8 replies
    • 2.9k views
    • 
    • imchipbrown
    • October 5, 2017

27. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 3k views
    • 
    • rblum50
    • December 27, 2012

28. ROBS Client -

    By SwimmingInBowelsOfERISA, August 14, 2023
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 16, 2023

29. ROBS Company Issuing Preferred Stock

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

30. ROBS Exit Strategy

    By Seattle260, November 7, 2019
    • 14 replies
    • 5.8k views
    • 
    • LeadingRetirementSolutions
    • July 21, 2020

31. ROBS funding source

    By Henry Zephyr, January 28, 2023
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 30, 2023

32. ROBS plan - what is different?

    By R. Scott, April 13, 2022
    • 10 replies
    • 2.5k views
    • 
    • QDROphile
    • September 15, 2022

33. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 14, 2016

34. ROBS Plans - Participant Disclosures

    By austin3515, July 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 8, 2018

35. ROI on increasing 401(k)participation

    By Guest weslie kary, February 25, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2000

36. Role of TPA as party to trust agreement

    By Luke Bailey, March 17, 2021
    • 3 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • March 22, 2021

37. Roles of plan sponsor/administrator -vs- recordkeeper/trustee

    By Guest terid, June 20, 2002
    • 1 reply
    • 5k views
    • 
    • mbozek
    • June 20, 2002

38. Roll "IN" to plan of death benefit 401(k) balance

    By pmacduff, April 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • April 26, 2004

39. Roll IRA Into 401(k) Plan

    By Scott50, April 23, 2019
    • 2 replies
    • 817 views
    • 
    • C. B. Zeller
    • April 24, 2019

40. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • rcline46
    • March 5, 2008

41. Rolling from Simple 401(k) Plan to regular 401(k) Plan

    By MBCarey, November 17, 2006
    • 0 replies
    • 1k views
    • 
    • MBCarey
    • November 17, 2006

42. Rolling INTO a designated Roth account (Roth 401(k))?

    By Guest Rissa, September 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • September 16, 2009

43. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

44. Rolling non-conduit IRA (w/aftertax) to 401(a) Pla

    By Guest DeePA, May 6, 2003
    • 1 reply
    • 3.3k views
    • 
    • Belgarath
    • May 6, 2003

45. Rolling over a 403(b) loan to a 401(k)

    By Lori H, March 19, 2010
    • 0 replies
    • 902 views
    • 
    • Lori H
    • March 19, 2010

46. Rolling over into a 401(k)

    By Guest petey, July 15, 2004
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • July 15, 2004

47. Rolling Over Loans

    By Guest andmik, July 16, 2002
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • July 17, 2002

48. Rolling Real Estate into an IRA

    By rblum50, March 22, 2023
    • 2 replies
    • 481 views
    • 
    • Bill Presson
    • March 24, 2023

49. Rolling traditional 401k to Roth 401k - Tax Question

    By Guest cjsmith, October 6, 2009
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • October 7, 2009

50. Rollover

    By mlp0816, August 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2006