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In-Plan Roth Transfers: The New Wrinkle
Presentor: Derrin Watson Recorded Date: 2/14/2013 Duration: 100 Min.

Description
This program was recorded during a live presentation on February 14, 2013.

Piece by piece, Congress has built a house of Roth. First were Roth IRAs. Next came Roth 401(k) plans. In 2010 Congress added in-plan Roth rollovers. And in January 2013, Congress added in-plan Roth transfers. This Web seminar explains all the Roth rules as we now understand them, and puts the new transfer option into perspective.

Topics include:

  • Eligible plans
  • Effective date
  • Roth deferrals
  • Roth rollovers from other plans
  • In-plan Roth rollovers
  • In-plan Roth transfers
    • No need for distributable event
    • Account restrictions
    • Taxation
  • Transfer of amounts with basis (after-tax contributions)
  • Withholding concerns
  • Reporting transfers
  • Amendment deadlines and document issues
  • Participant tax issues
    • Income inclusion
    • 10% penalty tax
      • On transfer
      • On early withdrawal

Prerequisites: There are no prerequisites or other advanced preparation required for this program.

Level: Overview

Instructional Delivery Method
Group – Internet-Based

Speaker
S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this seminar, attendees should be able to:

  1. List the plans that can use in-plan Roth transfers
  2. List the balances that can be transferred to Roth
  3. Explain the tax consequences of a Roth conversion
  4. Explain how Roth conversions interact with in-plan Roth rollovers

Hardware System Requirements:

  • Windows 95, 98, NT 4.0, 2000, XP, Windows 7
  • Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
  • High-speed Internet connection.
  • Pentium 166+ MHz, 128MB RAM or more.
  • 1023 x 768 or higher display resolution.
  • Soundcard and Speakers.

Software Requirements:

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.

 


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