Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Implementation Specialist

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Plan Administrator

DWC ERISA Consultants LLC
(Remote)

DWC ERISA Consultants LLC logo

Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Heritage Pension Advisors, Inc. logo

Senior Plan Administrator

Merkley Retirement Consultants
(Remote)

Merkley Retirement Consultants logo

Omni Operator

BPAS
(Utica NY)

BPAS logo

Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

Compensation Strategies Group, Ltd. logo

Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions, LLC logo

Census Coordinator

BPAS
(Utica NY / Hybrid)

BPAS logo

Plan Installation Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Defined Benefit Specialist II or III

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Regional Sales Consultant

The Pension Source
(AL / AR / GA / KY / MS / TN / TX)

The Pension Source logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

IRS Issues Specific Guidance on In-Plan Roth Transfers
FIS Relius Link to more items from this source
[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."

MORE >>

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).