Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Roth 401(k)s, Roth IRAs and 2010 Roth Conversions (PDF)
Aon Consulting [Guidance Overview] May 14, 2010
5 pages. Excerpt: The year 2010 is important for Roth conversions[:] the elimination of income limits on conversions and the anticipated 'sunset' of Bush administration tax cuts. In this article, we review key factors underlying participant decisions about Roth conversions. We begin with background on the economics of Roth 401(k)s and the Roth/non-Roth decision generally. We then discuss the 2010 changes. We close by discussing possible additional Roth conversion legislation that may affect employer plans.
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