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View More FIS Relius Education Webcasts and Conferences

After-tax Contributions: The Untold Story

FIS Relius Education

Dec. 17, 2014
Recorded Online
Webcast

[Recorded online and available for purchase.]

S. Derrin Watson, J.D., APM

Recent guidance from the IRS and recent articles in financial publications have created a firestorm of interest in after-tax voluntary employee contributions. For decades, these have been the forgotten step-child of the retirement plan world. Now interest is heating up.

In this special 100 minute web seminar, we will provide an in depth look at after-tax employee contributions and how they are used. We will closely examine current strategies and discuss whether they work and whether they make sense. There will be lots of examples and ample opportunity for questions.

Topics include:

  • Sources of after-tax funds
  • Separate contracts
  • Tax treatment of distributions and rollovers
  • New distribution planning opportunities and alternatives
  • Rollover limitations
  • ACP testing
  • Using after-tax contributions to reach 415 maximum
  • Converting after-tax funds to Roth
  • Comparison of converting to IRA or in-plan
  • Matching after-tax contributions
  • Comparison of after-tax and Roth
  • Limitations on after-tax contributions
  • Comparison of after-tax contribution or employer contribution

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26693

 
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