Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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In-Plan Roth Conversions Present Challenges
PLANSPONSOR; free registration may be required Sept. 29, 2010
Excerpt: Participants will benefit from having the in-plan conversion ability in 2010, because the bill allows them to spread the tax payment over 2011 and 2012, but sponsors will have to implement a plan amendment and coordinate with their payroll systems, among other steps.
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