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Roth 2008: The Longer We Go, The More We Know
Presentor: Derrin Watson, J.D. Recorded Date: 6/19/2008 Duration: 100 Min.

Description

This program was recorded during a live presentation on June 19, 2008.

A recent IRS notice brought an unexpected surprise: new guidance on the rollover to Roth option which went into effect at the beginning of the year. We now have answers to some key questions:

  • Must a plan cooperate with Roth rollovers?
  • Must the plan validate that a participant is eligible for a Roth rollover?
  • What withholding obligations exist for a taxable rollover?
  • How will the plan report it to the IRS?
  • Can beneficiaries use the new Roth rollover option?
  • How does this affect the 402(f) notice?

 

We'll cover all of this in detail. We'll also look at some of the thorny Roth questions that administrators are still struggling to understand including:

  • Roth Hardship Distributions
  • Adding Roth Mid-year
  • Roth Loans
  • Tracking Roth Basis

 

Speaker – Stephen W. Forbes, J.D., LL.M.

Instructional Delivery Method
Recorded playback of live Web seminar.

Prerequisites
There are no prerequisites for this program.

Level - Overview

System Requirements

  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be e-mailed to: WebTechSem@relius.net

 


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