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IRS Provides Guidance on In-Plan Roth Rollovers
EisnerAmper Link to more items from this source
[Guidance Overview]
Jan. 22, 2014

"Adding the ability to rollover non-Roth account balances is considered a discretionary amendment that ordinarily must be adopted by the end of the plan year in which it is effective. The IRS, though, has allowed for the following extended deadlines for the adoption of plan amendments: [1] 401(k) and governmental 457(b) plans must adopt the amendment by the later of the end of the plan year in which it is effective or December 31, 2014. [2] Safe Harbor 401(k) plans have a temporary period to adopt this amendment mid-year that ends on December 31, 2014. [3] 403(b) plans have until the later of the last day of the plan's remedial amendment period (a future date not yet announced by IRS) or the last day of the plan year the amendment is effective."

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