Featured Jobs
|
Relationship Manager for Defined Contributions 2 Daybright Financial
|
|
Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
|
|
Frank Pension Consultants, Ltd.
|
|
Relationship Manager for Defined Benefits Daybright Financial
|
|
Relationship Manager - Defined Contributions Daybright Financial
|
|
Compass
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
Compass
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Reporting Rollovers from Pretax Plan Accounts to Roth IRAs
FIS Relius 
[Guidance Overview] June 12, 2008 Excerpt: Recent IRS guidance (Notice 2008-30) explained that plans must allow participants to make direct rollovers from pretax plan accounts to Roth IRA accounts. Since the rollover is taxable, the participant may choose to have the employer withhold income taxes. Withholding is not mandatory. What does this mean for 1099-R reporting? The [target page] example illustrates the complexities of reporting these rollovers. MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |