Carpenter Morse Group |
Compass Retirement Consulting Group, Inc. |
Central Pension Fund of the IUOE |
Trucker Huss, A Professional Corporation |
Bates & Company |
United 401(k) Plans, Inc. |
Nicholas Pension Consultants |
Retirement Plan Relationship Manager ERISA Services, Inc. |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Benefit Associates, Inc. |
Nova 401(k) Associates |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Retirement Plan Legal Specialist Pentegra |
Prime Pensions, Inc. |
Central Pension Fund of the IUOE |
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Text of IRS PLR 202147015: Waiver of 60-Day Rollover Deadline for Roth Amounts Erroneously Deposited in Traditional IRA Account (PDF) Internal Revenue Service [IRS] ![]() [Official Guidance] Nov. 29, 2021 "Taxpayer A completed a request for a direct rollover from Plan C to Financial Institution F.... Financial Institution F received two checks from Financial Institution G, the third-party administrator for Plan C. One check ... represented contributions and earnings in Taxpayer A's designated Roth account under Plan C. The other check represented pre-tax elective deferrals and earnings thereon under Plan C. Accompanying the checks was a letter from Financial Institution G that explained the two checks. Financial Institution F, however, deposited both checks into Taxpayer A's Traditional IRA D." |
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