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IRS' Employee Plans: 3 New Resources on Retirement

Friday, December 17, 2010  
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EP Essentials - December 17th
Ronald R. Itzkowitz, National EP Customer Partnership Analyst

We have three new resources on www.irs.gov/retirement to help spread the word about designated Roth accounts and in-plan Roth rollovers to retirement plan sponsors and plan participants:

1)     In-Plan Roth Rollover FAQs , including questions about how to handle 2010 in-plan Roth rollovers
2)     A chart showing the top ten differences between a Roth IRA and a designated Roth account
3)     Six new "Types of Plan" Web pages devoted to Designated Roth Accounts , including in-plan Roth rollovers

We will also present a free phone forum on in-plan Roth rollovers on December 20, 2010. Please visit our Employee Plans – Phone Forum Web page to get additional information and to register for this event.

In-plan Roth rollovers is a feature that 401(k) and 403(b) plans can adopt to permit participants to roll over an eligible rollover distribution made after September 27, 2010, from a non-Roth account to a designated Roth account in the same plan. A 457(b) government plan may adopt an amendment to include a designated Roth account after December 31, 2010, and then allow in-plan Roth rollovers.    

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