How much time is involved in "In plan Roth Rollovers and Transfers"

[Jim Chad]

I am trying to figure out what to quote for adding Roth in plan transfers.

It seems like most of the work is at the time of the transfer.

I will need to:

1. Set up new sources on my computer for each old source being rolled.

2. I will have to set up new accounts for each new source.

I am guessing this will take 20-30 minutes. (I'm slow, I know)

At distribution time, how much extra time will be needed?

Does anyone have a Roth distribution checklist they would be willing to share? (or help me build) Things like "Is there a recapture?"

[K2retire]

Because of the recapture rules, will you need separate sources for each year's conversion amount?