Topic · 2 guides

401(k)

Inherited employer-plan rules for a 401(k) or similar plan, and how they differ from an inherited IRA.

401(k) · 4 min

How direct trustee-to-trustee transfers can work, and why the employer plan document still controls the options available inside the plan.

401(k) · 4 min

403(b) plans have their own aggregation framework; do not apply inherited-IRA pooling rules or 401(k) assumptions across account types.