|About Us | Support | Products and Services | News | Training | Events||Contact Us | Links | Search | Sitemap|
|Home / Events / SunGard Relius||Welcome! Log In or Register
This program was recorded during a live presentation on December 7, 2010.
Congress has given participants a new option, the in-plan Roth rollover. The statutory provision is short but the potentials, problems, and pitfalls are much more involved.
In this Web seminar, we'll give you a close look at the new law, and any IRS guidance issued to date. You'll come away understanding what plans can offer the new feature, the options an employer should consider, and the issues regarding plan administration. We'll also look at it from the participant's side, examining when and for whom an in-plan rollover is a good strategy and the potential advantages of doing a pretax-to-IRA rollover instead.
Instructional Delivery Method
Group - Internet-Based
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Prerequisites: There are no prerequisites or other advanced preparation required for this program.
Objectives: After this presentation attendees should be able to:
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: firstname.lastname@example.org.