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View More FIS Retirement Education Webinars, Podcasts and Conferences

Voluntary After-Tax Employee Contributions [2019]

FIS Retirement Education

Aug. 5, 2019
Recorded Online
Webinar

Voluntary after-tax employee contributions have been a commonly found, but infrequently used feature in pre-approved plan documents. Guidance from the IRS and articles in financial publications created a firestorm of interest in “employee” contributions a few years ago, but they are still poorly understood. 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

After the seminar, attendees should be able to:

  • Advise a client on whether to add after-tax contributions to a plan
  • Properly test after-tax contribution
  • Explain the issues involved in converting after-tax funds to Roth
  • Properly apply the new tax rules to distributions and rollovers of after tax funds

Speaker: David Schultz, J.D.

More Information, How to Register

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