in plan roth rollover in relius

[Jim Chad]

I'm going to be doing this for the first time. Has anyone done this before? Can you tell me anything about the steps involved?

[Tom Poje]

as far as what?

I know VOYA imports into a Roth Rollover account

and for the rollover account you indicate it accepts roth contributions

[Jim Chad]

It is an owner only plan in a stock brokerage account. I need to keep track of Roth and Pretax.... and Profit sharing, too.