401(k) Plans

19,275 topics in this forum

1. ROI on increasing 401(k)participation

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

2. 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

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

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

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

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

5. Roll IRA Into 401(k) Plan

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

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

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

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

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

8. 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

9. Rolling MP $ into PSP

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

10. 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

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

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

12. Rolling over into a 401(k)

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

13. Rolling Over Loans

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

14. Rolling Real Estate into an IRA

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

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

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

16. Rollover

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

17. rollover

    By Guest b2kates, December 2, 2002
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 3, 2002

18. Rollover (Related or Unrelated)

    By Guest jkrad, May 10, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 11, 2005

19. Rollover 401k by Israeli Citizen

    By Guest scott34, August 27, 2009
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 31, 2009

20. Rollover 401k?

    By Guest Ducks, August 19, 2004
    • 4 replies
    • 1.3k views
    • 
    • MGB
    • August 26, 2004

21. Rollover a Roth IRA into a 401(k) PSP?

    By doombuggy, January 19, 2005
    • 1 reply
    • 2k views
    • 
    • wmyer
    • January 19, 2005

22. Rollover assets and new plan rules

    By Alf, February 24, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

23. Rollover before eligible

    By msmith, December 21, 2018
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 27, 2018

24. Rollover but not participant

    By Guest Fred Maynard, February 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 15, 2005

25. Rollover Contribution to Frozen Plan

    By Guest AEA, April 14, 2006
    • 2 replies
    • 2.4k views
    • 
    • ERISA25
    • August 19, 2009

26. rollover contributions by former employees

    By Guest Marshall Franklin, April 27, 2001
    • 2 replies
    • 2.5k views
    • 
    • MWeddell
    • May 1, 2001

27. Rollover distributions

    By QNPG, February 3, 2011
    • 3 replies
    • 913 views
    • 
    • BG5150
    • February 3, 2011

28. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 6.2k views
    • 
    • Guest
    • July 8, 2008

29. Rollover from 401(k) to another 401(k)

    By Guest LMcP, October 13, 1998
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 16, 1998

30. Rollover from 401K to ROTH IRA

    By Alex Daisy, September 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • September 11, 2009

31. Rollover from an IRA to a Qualified Plan

    By Guest carsca, November 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • 2muchstress
    • November 7, 2002

32. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 4.9k views
    • 
    • Appleby
    • August 1, 2008

33. Rollover from non-ERISA 403(b)

    By Susan S., July 18, 2016
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 18, 2016

34. Rollover from non-Roth 401(k) directly to Roth IRA

    By Guest mickiemurphy, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2008

35. rollover from SARSEP to 401k plan

    By Guest sritts, October 21, 2003
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • October 21, 2003

36. Rollover from Self-Directed 401(k) to IRA

    By waid10, January 26, 2015   

    • self-directed
    • rollover
    • (and 2 more)

      Tagged with:

      • self-directed
      • rollover
      • 401(k)
      • IRA
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • June 20, 2015

37. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.1k views
    • 
    • alexa
    • July 9, 2008

38. Rollover from SEP to 401(k)

    By Guest Tracy H, April 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • April 3, 2001

39. Rollover From Simple IRA

    By Guest esi-jht, August 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • August 15, 2006

40. Rollover from traditional IRA to 401(k) plan

    By Guest TaxedToDeath, October 3, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2011

41. Rollover from UK plan to US plan permitted ?

    By Guest halka, March 11, 2004
    • 3 replies
    • 2k views
    • 
    • mbozek
    • March 12, 2004

42. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 22, 2015

43. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2009

44. rollover in the year turning 70 1/2

    By Guest mopar, July 2, 2010
    • 5 replies
    • 5k views
    • 
    • GMK
    • July 6, 2010

45. Rollover inside same plan

    By cdavis25, December 17, 2015
    • 1 reply
    • 647 views
    • 
    • Lou S.
    • December 17, 2015

46. Rollover into a 401(k) plan

    By stephen, September 4, 1998
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 5, 1998

47. Rollover IRA and EGTRRA

    By Gilmore, August 23, 2003
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • August 25, 2003

48. rollover IRA in 401k plan

    By Guest Brenda Schachle, June 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • stevena
    • July 8, 2003

49. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • October 21, 2003

50. rollover ira transfer to qualified plan (conduit ira)

    By Guest amy darnell, May 24, 2000
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • May 25, 2000