Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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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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In-Plan Roth Rollovers Take on New Look (PDF)
Groom Law Group [Guidance Overview] Jan. 29, 2014 "In January 2013 ... The American Taxpayer Relief Act of 2012 ... extended the existing in-plan Roth rollover rules to amounts not otherwise distributable under the plan. Recent IRS Notice 2013-74 clarifies a number of open issues regarding the new (and existing) rollover feature ... The applicable rules for in-plan Roth rollovers --as clarified by the Notice 2013-74 -- are generally summarized in [this] article. While the same rules generally apply to both types of in-plan Roth rollovers -- i.e., distributable and nondistributable -- to the extent the rules vary, [the article so indicates]." |
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