401(k) Plans

19,275 topics in this forum

1. Roth excess deferrals

   By Luke Bailey, June 9, 2018   

   • 402a
   • 402(g)
   • (and 2 more)

     Tagged with:

     • 402a
     • 402(g)
     • excess deferrals
     • roth
   • 5 replies
   • 2.5k views
   • 
   • Luke Bailey
   • June 11, 2018

2. Roth for citizens living abroad

   By Guest BED, January 15, 2007
   • 5 replies
   • 1.7k views
   • 
   • JanetM
   • January 16, 2007

3. Roth in plan conversion

   By Santo Gold, April 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • April 4, 2013

4. Roth In Plan Conversions - Reportable on Form 945?

   By Guest Amborg2, December 20, 2010
   • 5 replies
   • 1.4k views
   • 
   • Beemer
   • January 21, 2011

5. Roth in Plan Doc but never wanted to offer it

   By PainPA, August 22, 2019
   • 3 replies
   • 952 views
   • 
   • PainPA
   • August 27, 2019

6. Roth In-Plan Conversion

   By Nassau, September 12, 2011
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • September 12, 2011

7. Roth In-Plan Conversion

   By Guest emcelroy, October 19, 2010
   • 1 reply
   • 836 views
   • 
   • Guest
   • October 19, 2010

8. ROTH in-plan rollover

   By Scuba 401, November 13, 2015
   • 1 reply
   • 694 views
   • 
   • Belgarath
   • November 13, 2015

9. Roth IRA and QP in same year

   By K-t-F, November 17, 2006
   • 0 replies
   • 1.1k views
   • 
   • K-t-F
   • November 17, 2006

10. Roth IRA Rollover

    By CBenefits, April 5, 2019
    • 3 replies
    • 698 views
    • 
    • Luke Bailey
    • April 5, 2019

11. Roth IRA Rollover

    By Nassau, August 19, 2010
    • 1 reply
    • 830 views
    • 
    • 401king
    • August 19, 2010

12. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.3k views
    • 
    • mlp0816
    • May 12, 2016

13. ROTH IRA ROLLOVERS

    By Gary, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Gary
    • May 17, 2010

14. Roth IRA rollovers into new Roth 401(k) in 2006

    By Guest oxdougw, July 15, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2005

15. Roth IRA Rules

    By Guest scarletrose, October 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2006

16. Roth IRA to QP

    By SMB, September 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • September 29, 2009

17. Roth IRA to Roth 401(k)

    By Guest Clain, January 23, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 23, 2006

18. ROTH IRA, Help

    By Guest newinvestor, March 22, 2005
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • March 24, 2005

19. Roth IRA's

    By MBCarey, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • July 16, 2008

20. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jed Macy
    • March 19, 2006

21. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau, November 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 19, 2008

22. Roth mandate and off calendar year plan

    By MATRIX, October 30
    • 5 replies
    • 499 views
    • 
    • 30Rock
    • November 6

23. Roth mixed with in Traditional contributions

    By Pixie, April 2, 2015   

    • Roth
    • Self Directed Account
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • April 3, 2015

24. Roth MRD

    By WDIK, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 30, 2006

25. Roth not allowed as a catch up

    By TPA Bob, September 4, 2014   

    • Roth 401(k) Catch Up
    • 2 replies
    • 901 views
    • 
    • Kevin C
    • September 5, 2014

26. Roth Profit Sharing Plans?

    By DPSRich, December 15, 2018
    • 11 replies
    • 3.7k views
    • 
    • AndyH
    • December 20, 2018

27. Roth Questions

    By 401_4_ever, November 20, 2006
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • November 22, 2006

28. Roth Rollover

    By Guest MarieNo, August 13, 2012
    • 3 replies
    • 1.8k views
    • 
    • 401king
    • August 13, 2012

29. Roth rollover to 401(k) Plan

    By Jim Chad, August 5, 2015
    • 1 reply
    • 749 views
    • 
    • Lou S.
    • August 5, 2015

30. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2015

31. Roth Rollover to Plan that doesn't have Roth

    By karl, August 16, 2022
    • 13 replies
    • 1.9k views
    • 
    • MWeddell
    • August 23, 2022

32. Roth Rollovers

    By DTH, February 15, 2017
    • 3 replies
    • 1.2k views
    • 
    • ErisaGooroo
    • September 19, 2017

33. Roth Rollovers but not Roth 401(k) Elective Deferrals

    By pjb1835, December 12, 2018
    • 3 replies
    • 733 views
    • 
    • Kevin C
    • December 12, 2018

34. Roth Safe Harbor Plan

    By RLTGroup, May 6, 2013   

    • Roth
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Roth
      • Safe Harbor
      • Post Tax
    • 6 replies
    • 2.2k views
    • 
    • RLTGroup
    • May 8, 2013

35. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • June 19, 2008

36. Roth Simple 401(k)

    By Gary Lesser, May 20, 2011
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • May 21, 2011

37. Roth Taxation

    By austin3515, March 25, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2009

38. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 1.9k views
    • 
    • jpod
    • February 13, 2019

39. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • February 15, 2017

40. Roth/Catch-up and Off-Calendar Year Plans

    By Gilmore, June 19, 2023
    • 3 replies
    • 1k views
    • 
    • Paul I
    • June 20, 2023

41. Roths in K Plans

    By Jed Macy, August 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Jed Macy
    • August 6, 2001

42. Rule 22(c)2 Excessive Trading - recordkeeper's responsibilities

    By SRP, October 31, 2007
    • 0 replies
    • 1k views
    • 
    • SRP
    • October 31, 2007

43. Rule of 78 for 401(k) loans

    By Guest David_R, August 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 12, 2000

44. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

45. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • November 19, 2020

46. rule of parity

    By austin3515, June 25, 2009
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 29, 2009

47. Rule of parity

    By Guest carsca, December 11, 2002
    • 18 replies
    • 7.7k views
    • 
    • Guest
    • September 12, 2003

48. Rule of Parity

    By R. Butler, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • February 3, 2011

49. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • July 28, 2016

50. Rule of Parity in 401k plans

    By austin3515, February 3, 2011
    • 2 replies
    • 8.1k views
    • 
    • Tom Poje
    • February 3, 2011