401(k) Plans

19,320 topics in this forum

1. Rollover of Simple IRA into 401k?

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

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

   By ERISA guy, February 18, 2021
   • 2 replies
   • 1k views
   • 
   • ERISA guy
   • February 19, 2021

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

   By holdco, April 9, 2012
   • 14 replies
   • 7.6k views
   • 
   • holdco
   • April 10, 2012

4. Rollover of Traditional IRA including Nondeductible Contributions

   By austin3515, May 19, 2022
   • 9 replies
   • 4.2k views
   • 
   • JOH
   • May 23, 2022

5. Rollover or transfer from UK money purchase scheme

   By Guest JWBrown, March 16, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 16, 2000

6. rollover paperwork

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

7. Rollover Prior to Eligibility

   By khn, June 5, 2025
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • June 6, 2025

8. Rollover processed as a lump sum

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

9. Rollover Question

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

10. Rollover Question

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

11. 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

12. rollover to 401k roth

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

13. Rollover to a foreign country

    By Karoline Curran, September 19, 2018
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 1, 2018

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

    By Pammie57, April 14, 2022
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • April 18, 2022

15. 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

16. Rollover to Money Purchase Plan

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

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

    By Yesrod5, December 11, 2013
    • 9 replies
    • 2k views
    • 
    • GMK
    • December 11, 2013

18. Rollover transactions

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

19. Rollover voluntary after tax to Roth?

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

20. Rollover Withdrawal from Retirement Plan

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

21. 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

22. Rollover/conversion to Roth 401K?

    By Guest tschotland, July 24, 2008
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • July 25, 2008

23. 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
    • 4.9k views
    • 
    • Appleby
    • June 3, 2013

24. Rollovers

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

25. rollovers

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

26. Rollovers

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

27. Rollovers

    By Jilliandiz, November 18, 2005
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 18, 2005

28. Rollovers - Top Heavy

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

29. Rollovers 401k

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

30. Rollovers and Distributions

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

31. Rollovers As Business Startups

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

32. Rollovers between spouses

    By austin3515, September 10, 2003
    • 11 replies
    • 2.9k views
    • 
    • WDIK
    • September 10, 2003

33. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 7.1k views
    • 
    • masteff
    • May 30, 2014

34. Rollovers for Non-REsponders - Plan Term

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

35. Rollovers from employer plan to Roth IRAs

    By Nassau, May 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 31, 2012

36. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 500 views
    • 
    • Chris123
    • November 18, 2020

37. Rollovers of Keogh into 401(k) plans

    By Guest susan w, September 29, 2000
    • 1 reply
    • 5.5k views
    • 
    • Kathy
    • September 29, 2000

38. Rollovers of Participant Loans

    By austin3515, November 15, 2012
    • 8 replies
    • 3.2k views
    • 
    • jpod
    • November 16, 2012

39. Rollovers to 401(k) Post-EGTRRA

    By Guest Benecon, March 18, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 18, 2004

40. Rollovers to a plan that does not allow rollovers.

    By Guest Pat Metallic, July 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 27, 2000

41. Rollovers to the 401k plan from Employee who has not satisfied the one year wait/eligibility

    By Pammie57, August 7, 2023
    • 6 replies
    • 908 views
    • 
    • Belgarath
    • August 9, 2023

42. Rollovers under EGTRRA

    By k man, December 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • December 12, 2001

43. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 20, 1999

44. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 2002

45. Roth

    By goldtpa, February 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2013

46. Roth (in Relius)

    By Guest Chicchica, June 20, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 20, 2006

47. Roth (k) Rollovers

    By PMC, February 2, 2006
    • 3 replies
    • 1.6k views
    • 
    • JDuns
    • February 3, 2006

48. Roth 401(k)

    By Guest lskin, September 26, 2005
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 29, 2005

49. Roth 401(k)

    By goldtpa, October 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • October 20, 2005

50. Roth 401(k)

    By thepensionmaven, December 21, 2015
    • 1 reply
    • 578 views
    • 
    • Bird
    • December 22, 2015