401(k) Plans

19,275 topics in this forum

1. Rollover Issue

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

2. Rollover later determined to be ineligible

   By Guest sheTexasHammer, March 24, 2009
   • 20 replies
   • 10.7k views
   • 
   • birdstothebowl32
   • April 23, 2021

3. Rollover of after-tax

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

4. Rollover of death benefit by domestic partner

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

5. rollover of death benefit for nonspouse beneficiary

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

6. rollover of deceased owner's account to spouse

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

7. Rollover of foreign pension money

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

8. 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

9. rollover of h/s distributions

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

10. Rollover of life ins policy into a PS Plan

    By QNPG, February 10, 2011
    • 5 replies
    • 1.7k views
    • 
    • Dennis Povloski
    • February 11, 2011

11. Rollover of Loan OUT of a Plan

    By Gadgetfreak, September 10, 2012
    • 8 replies
    • 7.2k views
    • 
    • Kevin C
    • September 11, 2012

12. Rollover of Loan to Qualified Plan

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

13. Rollover of Loans to another qualified plan

    By Guest Interested Party, October 16, 2006
    • 15 replies
    • 12.9k views
    • 
    • Guest
    • October 23, 2006

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

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

15. 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

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

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

17. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis, May 9, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 9, 2003

18. Rollover of Tax-Exempt Combat Pay from TSP to 401(k)

    By ERISA guy, February 18, 2021
    • 2 replies
    • 925 views
    • 
    • ERISA guy
    • February 19, 2021

19. Rollover of terminated money purchase plan balances into 401(k)

    By holdco, April 9, 2012
    • 14 replies
    • 7.2k views
    • 
    • holdco
    • April 10, 2012

20. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515, May 19, 2022
    • 9 replies
    • 3.5k views
    • 
    • JOH
    • May 23, 2022

21. Rollover or transfer from UK money purchase scheme

    By Guest JWBrown, March 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

22. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.1k views
    • 
    • mbozek
    • March 21, 2012

23. Rollover Prior to Eligibility

    By khn, June 5
    • 3 replies
    • 1k views
    • 
    • Peter Gulia
    • June 6

24. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 887 views
    • 
    • RatherBeGolfing
    • January 24, 2017

25. Rollover Question

    By Scott, March 29, 2004
    • 5 replies
    • 1.9k views
    • 
    • Bri
    • December 22, 2005

26. Rollover Question

    By Scott, September 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

27. Rollover Roth 401k to Roth IRA before 5 yrs?

    By Guest cj0nz, February 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • February 14, 2008

28. rollover to 401k roth

    By Guest Bob Monte, July 16, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 21, 2006

29. Rollover to a foreign country

    By Karoline Curran, September 19, 2018
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • October 1, 2018

30. Rollover to an IRA of balance over $5000 - spousal consent???

    By Pammie57, April 14, 2022
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • April 18, 2022

31. Rollover to employer 401k plan from an IRA that may contain contributi

    By Guest Cliff Langwith, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

32. Rollover to Money Purchase Plan

    By k man, August 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • August 31, 2000

33. Rollover to Safe Harbor 401(k) Plan (Does this Blow the Top-Heavy Exemption?)

    By Yesrod5, December 11, 2013
    • 9 replies
    • 1.9k views
    • 
    • GMK
    • December 11, 2013

34. Rollover transactions

    By Guest brookdalestsa, October 28, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 28, 1998

35. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

36. Rollover Withdrawal from Retirement Plan

    By mjf06241972, October 28, 2019
    • 1 reply
    • 369 views
    • 
    • 401king
    • October 28, 2019

37. Rollover within a multiple employer plan and Top heavy

    By legort69, December 27, 2017   

    • rollover multiple employer plan top heavy
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 29, 2017

38. Rollover/conversion to Roth 401K?

    By Guest tschotland, July 24, 2008
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • July 25, 2008

39. Rollover/Transfer of 401K Funds

    By Guest John P., May 29, 2013   

    • 401K rollovers
    • direct 401k transfers
    • (and 1 more)

      Tagged with:

      • 401K rollovers
      • direct 401k transfers
      • IRS rollover documentation
    • 7 replies
    • 4.6k views
    • 
    • Appleby
    • June 3, 2013

40. Rollovers

    By Nassau, August 18, 2010
    • 3 replies
    • 1.1k views
    • 
    • 401king
    • August 19, 2010

41. rollovers

    By Gary, February 24, 2012
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • February 24, 2012

42. Rollovers

    By ERISAWiz, March 4, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • March 5, 2015

43. Rollovers

    By Jilliandiz, November 18, 2005
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • November 18, 2005

44. Rollovers - Top Heavy

    By PMC, April 1, 2009
    • 2 replies
    • 996 views
    • 
    • PMC
    • April 1, 2009

45. Rollovers 401k

    By Guest DSquared, March 24, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • March 24, 2006

46. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

47. Rollovers As Business Startups

    By mming, November 25, 2009
    • 6 replies
    • 1.7k views
    • 
    • mming
    • November 25, 2009

48. Rollovers between spouses

    By austin3515, September 10, 2003
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • September 10, 2003

49. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 6.9k views
    • 
    • masteff
    • May 30, 2014

50. Rollovers for Non-REsponders - Plan Term

    By austin3515, May 2, 2012
    • 5 replies
    • 1k views
    • 
    • austin3515
    • May 4, 2012