Featured Jobs
|
MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
BPAS
|
|
MAP Retirement
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Sentinel Group
|
|
Retirement Relationship Manager MAP Retirement
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
Regional Vice President, Sales MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Pattison Pension
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
IRS Issues Specific Guidance on In-Plan Roth Transfers
FIS Relius 
[Guidance Overview] Dec. 16, 2013
"Interestingly, the Notice never uses the phrase 'in-plan Roth Transfer' [(IRT)]. Instead, the Notice expands the concept of [in-plan Roth rollovers (IRR)] to include IRT. So, what we are left with is in-plan Roth rollovers of otherwise distributable amounts (effective in 2010) and in-plan Roth rollovers of otherwise nondistributable amounts (IRT, effective in 2013). The convenience of this approach is that it immediately answers most of the questions about IRT. Just apply the IRR rules that the IRS outlined in Notice 2010-84."
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |