Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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IRS Releases Guidance on After-tax Rollovers -- Part 3: After-tax Sources and Testing
FIS Relius [Guidance Overview] Dec. 8, 2014
"Two months ago, the IRS released important guidance, Notice 2014-54, on the treatment of after-tax money distributed or rolled over from retirement plans. The guidance has ignited a firestorm of interest in using after-tax contributions, particularly in owner-only plans.... This update addresses sources and testing of after-tax funds."
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