Tag Archives: rollover distribution

Trends in Employee Benefits: In Plan Roth Rollovers

Posted on January 11, 2011 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

Tweet As if the Roth vs. pre-tax 401(k) contribution decision isn’t enough already to cause confusion for employees, now the IRS has allowed employers to offer in-plan Roth rollovers for eligible rollover distributions.  As part of the Small Business Jobs Act … Continue reading →

Posted in Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | Leave a comment