Roth rollover to 401(k) Plan

[Jim Chad]

New one for me.....Someone wants to roll a Roth into her 401(k) Plan. Plan does allow Roth deferrals and in Plan conversions. Do I remember right in thinking that there is a problem with this? or something to watch out for?

[Lou S.]

I usually refer to the IRS chart on rollovers here http://www.irs.gov/pub/irs-tege/rollover_chart.pdf

I seem to recall you can't move a ROTH-IRA -> ROTH 401(k) plan under any circumstance.

There may be some instances where you can move a ROTH 401(k) -> ROTH 401(k) {I'm thinking more plan-to-plan transfer as opposed to rollover election} but I may be confused on that; it may only be be in-Plan Roth conversions that are allowed.