401(k) Plans

19,320 topics in this forum

1. Roth IRA to QP

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

2. Roth IRA to Roth 401(k)

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

3. ROTH IRA, Help

   By Guest newinvestor, March 22, 2005
   • 2 replies
   • 1.3k views
   • 
   • Effen
   • March 24, 2005

4. Roth IRA's

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

5. Roth K Roll-ins

   By Jed Macy, March 19, 2006
   • 0 replies
   • 1.2k views
   • 
   • Jed Macy
   • March 19, 2006

6. Roth Loan Deemed Distributed - Penalty Tax?

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

7. Roth mandate and off calendar year plan

   By MATRIX, October 30, 2025
   • 5 replies
   • 721 views
   • 
   • 30Rock
   • November 6, 2025

8. Roth mixed with in Traditional contributions

   By Pixie, April 2, 2015   

   • Roth
   • Self Directed Account
   • 2 replies
   • 1.6k views
   • 
   • austin3515
   • April 3, 2015

9. Roth MRD

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

10. Roth not allowed as a catch up

    By TPA Bob, September 4, 2014   

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

11. Roth Profit Sharing Plans?

    By DPSRich, December 15, 2018
    • 11 replies
    • 3.9k views
    • 
    • AndyH
    • December 20, 2018

12. Roth Questions

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

13. Roth Rollover

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

14. Roth rollover to 401(k) Plan

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

15. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • January 22, 2015

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

    By karl, August 16, 2022
    • 13 replies
    • 2.1k views
    • 
    • MWeddell
    • August 23, 2022

17. Roth Rollovers

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

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

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

19. 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

20. Roth Salary Deferral Instructions Not Followed

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

21. Roth Simple 401(k)

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

22. Roth Taxation

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

23. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2k views
    • 
    • jpod
    • February 13, 2019

24. Roth vs. Voluntary Contributions

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

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

    By Gilmore, June 19, 2023
    • 3 replies
    • 1.1k views
    • 
    • Paul I
    • June 20, 2023

26. Roths in K Plans

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

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

    By SRP, October 31, 2007
    • 0 replies
    • 1.1k views
    • 
    • SRP
    • October 31, 2007

28. Rule of 78 for 401(k) loans

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

29. Rule of Parity

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

30. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 5.1k views
    • 
    • Bird
    • November 19, 2020

31. rule of parity

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

32. Rule of parity

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

33. Rule of Parity

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

34. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • July 28, 2016

35. Rule of Parity in 401k plans

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

36. Rule of Parity...Grrrrrrr

    By Just Me, May 17, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • May 18, 2010

37. Rules of Parity Cheat Sheet

    By austin3515, January 23, 2021
    • 9 replies
    • 2.2k views
    • 
    • Jakyasar
    • January 29, 2021

38. Rules on NRA with Market-value adjustment

    By CFP, April 18, 2019
    • 6 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • May 1, 2019

39. Rules prohibiting one employer from adopting another employer's plan?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 2, 2004

40. Rules, Ceasing a Non-Safe Harbor Match

    By Briandfox, December 30, 2014
    • 3 replies
    • 1.1k views
    • 
    • Briandfox
    • January 2, 2015

41. Running a ADP/ACP Test beyond 12 Months

    By justatester, October 16, 2009
    • 1 reply
    • 984 views
    • 
    • BG5150
    • October 16, 2009

42. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • June 5, 2013

43. S corp can make deferrals through April 15th?

    By Jim Chad, April 4, 2012
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • April 9, 2012

44. S corp conversion and deferrals contributed prior to the conversion

    By Tom, June 7, 2023
    • 5 replies
    • 710 views
    • 
    • Tom
    • June 8, 2023

45. S Corp Employer contribution and W2 Income

    By tomriddle, December 15, 2016
    • 2 replies
    • 634 views
    • 
    • Bird
    • December 15, 2016

46. S Corp filed return and wants to file an amended return

    By DDB BN, April 8, 2020
    • 2 replies
    • 780 views
    • 
    • Peter Gulia
    • April 8, 2020

47. S Corp Owner Contributions

    By coleboy, September 29, 2014
    • 3 replies
    • 999 views
    • 
    • QDROphile
    • September 29, 2014

48. S Corp Profit Sharing Disguised Dividends

    By austin3515, December 9, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • December 9, 2015

49. S Corp Solo 401k - Can health premiums count as wages?

    By Guest notmyhand, December 2, 2014
    • 8 replies
    • 16.5k views
    • 
    • Farmergal
    • December 17, 2015

50. S Corp Stock

    By Guest yukon, March 2, 2005
    • 6 replies
    • 2k views
    • 
    • Kirk Maldonado
    • March 9, 2005