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Two Buy Backs in one year..... yikes. Never experience one, yet two in 3 months.... An employee deferred Roth to a 401k prior to us. He also had pre tax monies. Said employee terminated and rolled Roth dollars to a Roth IRA. Rolled pretax dollars to IRA. $15k in forfeitures at time of distributions. Employee wants to restore his dollars to get the forfeitures back. What are your thoughts on Roth buy-back? Specifically, the Roth start year. I see you can't Roll a Roth IRA to 401k. But we aren't talking about a Rolling back.... The Roth start year starts over when Roth from 401k goes to Roth IRA..... probably why you can't roll Roth IRA to 401k..... And then there is the IRA provider (E-trade). If the Roth can be brought back into the plan. How would you handle the Roth start year situation?
