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Fundamentals Series 13: Roth Contributions and Taxation and Distributions: 401(k) Plans

FIS Relius Education

June 6, 2016
Recorded Online
Webcast
[Recorded online and available for purchase.]

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGardís Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 13: Roth Contributions and Taxation and Distributions: 401(k) Plans

The ability to contribute Roth deferrals has become a more prevalent aspect of retirement planning in recent years. This presentation discusses the rules related to Roth contributions, and when Roth distributions will be tax-free and when they will not.

Deferred taxation is arguably the primary reason to establish a 401(k) plan. Maintaining tax deferral, however, is a complex matter. This presentation discusses when distributions are taxed and how they are reported to the participants and the IRS. It also covers the early penalty excise tax, rollover rules, the qualified joint and survivor rules and required minimum distributions.

  • Separate accounting
  • Roth deferrals
  • 5-year clock
  • Qualifying events
  • Taxation of Roth deferrals
  • Nonqualified Roth distribution
  • Proportionate distribution, principal and earnings
  • Introduction to
    • In-plan Roth rollovers
    • Required minimum distributions
    • Joint and survivor annuities
  • Early distribution penalty
  • Taxation of distributions
  • Rollovers

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