Inquiring Mind Posted 5 hours ago Posted 5 hours ago I had a supervisor instruct one of our employees to prepare a plan amendment effective in 2024 to add a Roth Rollover source. Apparently a client's employee rolled money into their 401k plan back in 2024, but it was Roth. The plan didn't allow for Roth Rollovers. From my years if knowledge and recent research, I don't see how this would be allowed. The correction would be to remove the funds from the plan. Please provide some help and guidance. Thanks.
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