401(k) Plans

19,320 topics in this forum

1. rollover

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

2. Rollover (Related or Unrelated)

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

3. Rollover 401k by Israeli Citizen

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

4. Rollover 401k?

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

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

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

6. Rollover assets and new plan rules

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

7. Rollover before eligible

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

8. Rollover but not participant

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

9. Rollover Contribution to Frozen Plan

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

10. rollover contributions by former employees

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

11. Rollover distributions

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

12. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 7.2k views
    • 
    • Guest
    • July 8, 2008

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

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

14. Rollover from 401K to ROTH IRA

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

15. Rollover from an IRA to a Qualified Plan

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

16. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 5.1k views
    • 
    • Appleby
    • August 1, 2008

17. Rollover from non-ERISA 403(b)

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

18. 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

19. rollover from SARSEP to 401k plan

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

20. 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
    • 2.4k views
    • 
    • mbozek
    • June 20, 2015

21. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • alexa
    • July 9, 2008

22. Rollover from SEP to 401(k)

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

23. Rollover From Simple IRA

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

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

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

25. Rollover from UK plan to US plan permitted ?

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

26. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • May 22, 2015

27. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • October 9, 2009

28. rollover in the year turning 70 1/2

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

29. Rollover inside same plan

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

30. Rollover into a 401(k) plan

    By stephen, September 4, 1998
    • 2 replies
    • 5.2k views
    • 
    • stephen
    • September 5, 1998

31. Rollover IRA and EGTRRA

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

32. rollover IRA in 401k plan

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

33. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 21, 2003

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

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

35. Rollover Issue

    By Guest meeh3704, September 30, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 30, 2008

36. Rollover later determined to be ineligible

    By Guest sheTexasHammer, March 24, 2009
    • 20 replies
    • 10.8k views
    • 
    • birdstothebowl32
    • April 23, 2021

37. Rollover of after-tax

    By FundeK, September 23, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • September 24, 2004

38. Rollover of death benefit by domestic partner

    By Guest Bud, March 10, 2004
    • 4 replies
    • 1.4k views
    • 
    • jsb
    • March 11, 2004

39. rollover of death benefit for nonspouse beneficiary

    By alexa, April 21, 2008
    • 2 replies
    • 2k views
    • 
    • Peanut Butter Man
    • April 21, 2008

40. rollover of deceased owner's account to spouse

    By thepensionmaven, December 12, 2022
    • 4 replies
    • 734 views
    • 
    • fmsinc
    • December 12, 2022

41. Rollover of foreign pension money

    By cpc0506, August 1, 2013
    • 2 replies
    • 1.7k views
    • 
    • PensionPro
    • August 1, 2013

42. Rollover of foreign pension money into a U.S. qualified plan

    By Guest GMedley, September 15, 2000
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • September 16, 2000

43. rollover of h/s distributions

    By Guest akercher, July 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • July 21, 1999

44. Rollover of life ins policy into a PS Plan

    By QNPG, February 10, 2011
    • 5 replies
    • 1.8k views
    • 
    • Dennis Povloski
    • February 11, 2011

45. Rollover of Loan OUT of a Plan

    By Gadgetfreak, September 10, 2012
    • 8 replies
    • 7.3k views
    • 
    • Kevin C
    • September 11, 2012

46. Rollover of Loan to Qualified Plan

    By Guest andmik, July 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 11, 2011

47. Rollover of Loans to another qualified plan

    By Guest Interested Party, October 16, 2006
    • 15 replies
    • 13k views
    • 
    • Guest
    • October 23, 2006

48. Rollover of Participant Loans...Need New Notes?

    By Randy Watson, October 8, 2004
    • 0 replies
    • 947 views
    • 
    • Randy Watson
    • October 8, 2004

49. Rollover of Roth 401(k) account to Roth IRA at termination of employment

    By Guest Pat Metallic, October 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 13, 2005

50. rollover of Roth money into a 401(k) plan

    By K2retire, June 4, 2012
    • 1 reply
    • 844 views
    • 
    • masteff
    • June 4, 2012