Chicchica
Jun 20 2006, 04:29 PM
Has anyone had the need to add Roth to a plan, and if so, have you had to process distributions yet, specifically in Relius? I have a client who wants to add Roth and am working through testing the set up in Relius, but am also hoping the Relius users can help out with sharing any experiences with distributions (or any insight into pitfalls or issues (with reports or other fun daily processing))?